What's Going On With NVIDIA and OpenAI?

Core Insights - The AI frenzy continues to be a major focus, with NVIDIA (NVDA) leading the charge [1] - NVIDIA has announced a strategic partnership with OpenAI to deploy at least 10 gigawatts of systems, planning to invest up to $100 billion in OpenAI [2] - NVIDIA's stock reached an all-time high, with year-to-date gains exceeding 30% [2] NVIDIA's Collaborations - NVIDIA's partnership with Saudi Arabia's HUMAIN aims to build AI factories with a capacity of up to 500 megawatts, utilizing hundreds of thousands of NVIDIA's GPUs over five years [5] - A collaboration with Novo Nordisk focuses on creating customized AI models for early research and clinical development, despite Novo Nordisk's shares being down nearly 30% in 2025 [6] - NVIDIA and Intel announced a joint development of custom data center and PC products, with NVIDIA planning to invest $5 billion in Intel's stock, which has seen a nearly 50% increase in 2025 [7] Data Center Growth - NVIDIA's Data Center growth has been a key driver of its positive performance, fueled by strong demand from the AI sector [11] - The company continues to secure lucrative deals with various partners, including OpenAI, Novo Nordisk, and Intel [14]