A $100B OpenAI Deal Is Officially Dead: How Should You Play Nvidia Stock Now?

Nvidia (NVDA) turned plenty of heads last year when the company and OpenAI announced the framework of a multiyear deal worth potentially $100 billion. The deal would have seen OpenAI build up to 10 gigawatts of AI data centers using Nvidia technology, including its vaunted graphics processing units (GPUs). The deal, when announced, drew attention not only for its scope but also because it was seen as an example of Nvidia bolstering its own sales—essentially, providing OpenAI the funding it would need to ...