Group 1 - Nvidia reached an all-time high on September 22 due to a $100 billion strategic partnership with OpenAI, focusing on building 10 gigawatts (GW) of AI-specific data centers [1][2] - OpenAI, currently a nonprofit, requires funding for its initiatives and plans to transition to a Public Benefit Corporation, highlighting the significance of Nvidia's investment [2] - Nvidia is recognized as the most valuable company globally and is part of the "Ten Titans," which constitute nearly 40% of the S&P 500 [2] Group 2 - Nvidia's advanced graphics processing units (GPUs) and associated technologies are crucial for AI workloads, emphasizing the importance of compute infrastructure for future economic growth [5] - The recent partnership builds on Nvidia's $5 billion investment in Intel, which will enhance data center and CPU designs using Nvidia's NVLink technology [6] - Nvidia's data center segment accounts for 88% of total revenue, showcasing its rapid earnings growth and strong market position despite competition from companies like Broadcom [7][8]