Nvidia stock jumps on $100 billion OpenAI investment

Core Insights - Nvidia announced a partnership with OpenAI involving an investment of up to $100 billion, leading to a nearly 4% increase in Nvidia's stock price [1] - The partnership will enable OpenAI to utilize at least 10 gigawatts of compute capacity from Nvidia's AI systems for training and running future AI models, with the first phase expected to launch in the second half of 2026 [2] - Nvidia's AI systems, built on GPUs, are essential for powering various AI applications, and the collaboration with OpenAI has been ongoing for a decade [3] Nvidia's Strategic Moves - The OpenAI partnership is a significant venture, promising compute capacity that far exceeds Meta's AI data center, which is set to deliver about 2 gigawatts [4] - Nvidia is rapidly expanding its AI investments, including a recent $5 billion stake in Intel to integrate Intel's CPUs into its AI systems and plans to deploy tens of thousands of AI chips in the UK [5] - Additionally, Nvidia signed a $6.3 billion deal with CoreWeave to secure unsold compute capacity from the AI data center operator [5] OpenAI's Capacity Expansion - OpenAI is actively securing more AI data center capacity, having recently signed a $300 billion deal with Oracle for computing power over the next five years [6] - Nvidia's stock performance is on track to approach its previous record high, with a market capitalization exceeding $4 trillion, making it the world's most valuable company [6]