CEO, Jensen Huang, shrugged off concerns regarding competition from Advanced Micro Devices Inc. (NASDAQ:AMD), following the latter’s recent partnership with ChatGPT-parent OpenAI. NVDA is performing well relative to peers.

The tech giants intend to bring at least 10 gigawatts of AI capacity online, starting in H2 2026 with Vera Rubin chips.

By structuring capital commitments as revenues, recycling supplier investments as demand, and marketing financial loops as technological inevitabilities, companies have financialised the future of AI.

OpenAI's partnerships have pushed the value of its dealmaking to $1 trillion this year alone, and CEO Sam Altman doesn't seem to be finished.

Nvidia remains bullish on AI growth, expecting $2 trillion in spending from hyperscalers. OpenAI partnership and market dominance goal noted.

The path to building the most advanced AI is being throttled by a single point of failure: reliance on Nvidia’s hardware. OpenAI, the industry’s most demanding customer, is aggressively moving to dismantle this monopoly through a calculated multi-vendor strategy that is fundamentally reshaping

Cantor Fitzgerald raised its Nvidia price target to $300, citing strong AI infrastructure demand, a new $100 billion OpenAI partnership, and the company’s pivotal role in a multi-trillion-dollar AI market projected by 2030.

OpenAI and AMD signed a multibillion-dollar deal granting OpenAI a 10% AMD stake and massive chip supply. The move deepens a web of cross-investments linking chipmakers, AI firms, and cloud giants in a trillion-dollar ecosystem.