Nvidia's $100B OpenAI Pact Buys Time in the Custom Chip Race

Key Points Nvidia and OpenAI recently signed a letter of intent for 10-plus gigawatts of AI infrastructure, with Nvidia investing up to $100 billion in the AI pioneer. The partnership locks in OpenAI's training needs through 2028 while custom chips remain in development. Deal complements the $500 billion Stargate project, providing concrete demand visibility for Nvidia's growth trajectory. 10 stocks we like better than Nvidia › Wall Street's AI infrastructure story just got its biggest validation ...