Here's what's next for Nvidia stock price after $100 billion OpenAI deal

Core Insights - Nvidia announced a $100 billion partnership with OpenAI to deploy 10 gigawatts of advanced AI data centers, described as the largest AI infrastructure project in history by CEO Jensen Huang [1][2] - The partnership secures long-term demand for Nvidia's GPUs, networking systems, and software stack, while providing OpenAI with unmatched compute power [2] Nvidia's Stock Performance - Nvidia shares opened above $180 but fell to $179, down more than 2% on the day [2] Analyst Ratings and Projections - Benchmark maintained a 'Buy' rating with a $220 price target, emphasizing Nvidia's role in scaling AI infrastructure, with the first phase of deployment expected in the second half of 2026 [5] - Evercore ISI raised its target to $225 from $214, maintaining an 'Outperform' rating, estimating the 10GW build could add about $5.5 billion in revenue in 2H26, with a total addressable market of $30–40 billion per gigawatt or more [6] - Barclays analyst Tom O'Malley kept an 'Overweight' rating with a $200 price target, projecting the OpenAI deal could generate over $350 billion in revenue through the decade, highlighting the importance of general-purpose GPUs in OpenAI's operations [7]