Nvidia(US:NVDA) Feng Huang Wang·2025-09-23 01:17Core Insights - Nvidia has assured its clients that its $100 billion investment and partnership with OpenAI will not affect its relationships with other customers [1] - The investment aims to build data centers equipped with Nvidia chips, with a total power capacity of at least 10 gigawatts [1] - Nvidia's market value has reached nearly $4.5 trillion, making it the highest-valued company globally [1] Group 1: Investment and Partnership - Nvidia and OpenAI have signed a letter of intent for a partnership that includes a significant investment of up to $100 billion [1] - The collaboration focuses on expanding AI infrastructure to support the development and operation of AI models [1] Group 2: Market Dynamics - Nvidia chips have become highly sought after in Silicon Valley, leading to a surge in sales and stock prices [1] - Major clients like Microsoft, Meta, Amazon, and Alphabet are competing to build AI infrastructure while also developing their own chips to reduce reliance on Nvidia [2] - Concerns over losing priority supply may accelerate clients' self-development efforts or consideration of alternatives from competitors like AMD [2]