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Core Insights - Nvidia's stock price has reached an all-time high, with a market capitalization exceeding $4.5 trillion [2] - Nvidia's stock has increased approximately 39% year-to-date, driven by its accelerated acquisition strategy and strong positioning in the AI sector [4] - OpenAI announced a potential equity investment from Nvidia of up to $100 billion, alongside plans to build data centers worth hundreds of billions equipped with Nvidia GPUs [4] Investment and Market Trends - The "Stargate" project, a collaboration between OpenAI and Oracle, is expected to cost around $500 billion, featuring tens of thousands of GPUs [4] - Nvidia's CEO stated that approximately 70% of the investment in new AI data centers will involve Nvidia products [4] - Citi analysts raised Nvidia's target stock price from $200 to $210, citing increased market expectations for AI infrastructure spending following OpenAI's announcements [4] Competitive Landscape - Major companies like Meta and Google are significantly increasing their investments in AI infrastructure [4] - CoreWeave, a cloud computing service provider and major Nvidia shareholder, has secured a $14.2 billion agreement to provide AI infrastructure services to Meta [4]