Nvidia stock is up big on the company's OpenAI partnership — and it's pulling the whole market higher

Core Insights - Nvidia's stock increased by as much as 5% on Monday, contributing to a year-to-date gain of 36% in 2025 [1] - The rise in Nvidia's stock positively influenced major indexes, with the Nasdaq Composite up nearly 1% and the S&P 500 reaching a new record high [1] Partnership Details - Nvidia announced a partnership with OpenAI to develop new gigascale AI facilities utilizing Nvidia's hardware, with an investment of $100 billion from Nvidia [4] - OpenAI plans to build at least 10 gigawatts of AI data centers powered by Nvidia systems, with the first gigawatt expected to be operational in the first half of 2026 [4] Industry Impact - The partnership signals sustained momentum in AI investments, countering earlier concerns about potential pullbacks in the sector [10] - The construction of additional data centers marks a significant advancement for OpenAI in the pursuit of superintelligence, a key focus for tech leaders [10] Leadership Commentary - Sam Altman expressed confidence in achieving superintelligence and emphasized the importance of compute infrastructure for future economic development [11]