AI Frenzy: Everybody Wants NVIDIA's Magical GPUs

Core Insights - The AI frenzy continues to elevate NVIDIA (NVDA) as a leading choice for AI-related hardware, particularly GPUs, amidst high demand from various sectors [1] Partnerships and Collaborations - NVIDIA and Samsung are collaborating to establish a new AI factory utilizing over 50,000 NVIDIA GPUs for AI-driven semiconductor production, marking a significant shift towards automated manufacturing for Samsung [2] - A strategic partnership with OpenAI was announced, where NVIDIA will deploy at least 10 gigawatts of systems to support OpenAI's next-generation AI infrastructure, with a planned investment of up to $100 billion [3][4] - NVIDIA's partnership with the Kingdom of Saudi Arabia involves building AI factories with a projected capacity of up to 500 megawatts, powered by several hundred thousand NVIDIA GPUs over the next five years [5] - A collaboration with Novo Nordisk aims to develop customized AI models for early research and clinical development, leveraging advanced simulation and physical AI technologies [6] - NVIDIA and Intel are working together to create custom data center and PC products, with NVIDIA planning to invest $5 billion in Intel's common stock [7] Market Performance - NVIDIA's Data Center growth has been a key driver of its positive market performance, fueled by relentless demand stemming from the AI boom [9] - The company continues to secure lucrative deals with various partners, including OpenAI, Novo Nordisk, and Intel, reflecting strong market interest in its GPUs [12]