Bank of America resets Nvidia stock forecast after OpenAI deal

Just when you think Nvidia NVDA can’t go any bigger, it does. In Nvidia's latest AI flex, the tech behemoth announced a whopping $100 billion investment in OpenAI. The deal anchors the rollout of 10+ gigawatts of Nvidia systems to efficiently train and run the next wave of models, with deliveries set to begin in the second half of 2026. Think utility-scale compute, but for artificial intelligence. Nvidia's OpenAI investment at a glance: Staged LOI: Letter of intent to deploy ≥10 GW of NVIDIA systems; wi ...