These AI Stocks are Spiking and OpenAI could be the first Trillion Dollar IPO

Core Insights - Nvidia's stock recently rebounded from a 4% dip to reach a 52-week peak of $184 after announcing a $100 billion investment in OpenAI [1] - The partnership is seen as a significant move in the AI infrastructure landscape, with Nvidia and OpenAI potentially in competition [2] Nvidia and OpenAI Partnership - Nvidia's investment will enable OpenAI to deploy at least 10 gigawatts (GW) of AI data centers powered by Nvidia's systems, equating to millions of GPUs [6] - The first gigawatt of capacity is expected to be operational by late 2026, utilizing Nvidia's Vera Rubin platform [6] - OpenAI's CEO emphasized that this partnership is crucial for alleviating compute constraints and enhancing AI model capabilities [7] Market Valuation and IPO Potential - OpenAI is currently valued at approximately $500 billion, while Nvidia's market cap exceeds $4.2 trillion [8] - Analysts speculate that OpenAI could achieve the first trillion-dollar IPO, driven by the popularity of ChatGPT, which has around 700-800 million weekly active users [9] Impact on Related Companies - Nvidia's partnerships have positively influenced the stock prices of its AI infrastructure partners, including CoreWeave, Dell Technologies, and Oracle [3] - CoreWeave has seen a significant stock increase of 200% since its IPO, and Nvidia holds a $3 billion equity stake in the company [10] Emerging AI Partners - Hewlett Packard (HPE) is collaborating with Nvidia to deliver full-stack AI infrastructure, with HPE stock trading under $30 and at 13X forward earnings [11][12] - Applied Digital, another strategic partner, has a $7 billion lease with CoreWeave and has experienced a stock increase of nearly 20% recently [15][16] Broader Market Impact - Nvidia's strategic partnerships are contributing to record highs in major stock indexes, including the Dow Jones, S&P 500, and Nasdaq [17]