Is Nvidia Stock a Buy After AI Partnerships with Intel and OpenAI?

Group 1 - Nvidia's stock has increased approximately 40% this year, driven by significant investments in Intel and OpenAI, indicating a strategic expansion beyond AI product sales [1][2] - The partnership with Intel involves a $5 billion investment, allowing Nvidia to utilize Intel's manufacturing facilities for AI products, which is a strategic move given Intel's current low valuation [4][5][6] - Nvidia's CEO envisions a new era of computing characterized by AI factories, which are data centers designed to meet the high computing power demands of AI systems [6][7] Group 2 - The collaboration with OpenAI and Intel aims to address the inadequacies of current data centers in supporting AI infrastructure, highlighting the need for rapid expansion in this area [7][8] - An example of the growing demand for AI infrastructure is the British government's initiative to increase its AI computing capacity by 20 times over the next five years, with Nvidia supplying up to 31,000 AI chips for this project [8]