Nvidia to buy equity in OpenAI, shares rise nearly 3%

NVIDIA’s $100B investment in OpenAI is a turning point. It fuses NVIDIA’s chip dominance with OpenAI’s push toward advanced AI, funding 10 gigawatts of data-center power, the raw infrastructure behind intelligence. The deal secures OpenAI a steady GPU pipeline for its AGI ambitions and makes NVIDIA both supplier and shareholder. Markets reacted fast, adding $170–200B to NVIDIA’s value. The signal is clear: the future of AI isn’t just about clever algorithms. It’s about who controls the compute, the energy, and the infrastructure that set the pace of machine intelligence. But the risks are real,  antitrust scrutiny, U.S.–China geopolitical blowback, and energy-grid strain. My take: This is a paradigm shift. If you’re in AI as an investor, advisor, or builder, benchmark your exposure to GPU supply, data-center scalability, and alignment with frontier model ecosystems. NVIDIA may be riding high, but the age of sovereign-scale compute will also test who can keep up, and who gets priced out.

💡 The future belongs to those who harness AI at scale. Nvidia’s landmark plan to invest $100bn in OpenAI—the largest private company investment in history—underscores a simple truth: 👉 Compute infrastructure and AI are becoming the backbone of tomorrow’s economy. At EASY RIDE AUTO RESCUE, we may not be deploying 10 gigawatts of capacity, but we are making AI practical and impactful in Uganda’s insurance sector today. Through our AI Vehicle Inspection & Valuation System, insurers and fleets now benefit from: ✅ Instant, digital vehicle inspections. ✅ Transparent, fraud-resistant valuations. ✅ Faster claims processing and settlement. This global momentum around AI excites us because it validates what we are already proving on the ground: AI isn’t just for Silicon Valley—it is transforming industries in Africa, too. Thanks to our team lead Isaac Kiwanda We look forward to continuing our journey, scaling across Africa, and ensuring innovation drives not just efficiency, but also inclusion and trust in insurance. #AI #Innovation #Insurance #EasyRide #Nvidia #OpenAI #Africa

The S&P 500 is coming off a fresh record after Nvidia announces its plans to invest $100 billion into OpenAI. Ashley Mastronardi has more in the market update. ➡️ Follow NYSE for the daily #MarketUpdate

🔴 NVIDIA $NVDA Corporation plans to invest around $100 billion in OpenAI. The company aims to deploy the first gigawatt of NVIDIA $NVDA systems in 2026. $NVDA.

I’m trying to make sense of the Nvidia–OpenAI deal this morning. As of now, we're talking about a "letter of intent," whatever that means. But the deal reportedly involves Nvidia giving OpenAI $10 billion a year for 10 years (a total of $100 billion) with the explicit agreement it will use that money to buy Nvidia chips. If that’s accurate, it feels like the kind of structure regulators would want to take a closer look at—assuming, of course, this agreement actually ever comes to fruition, and isn’t just being floated to test the waters.

LETS GO!! OpenAI & Nvidia report partnership to deploy 10 gigawatts of Nvidia Systems, Nvidia intends to invest up to $100 bln in OpenAI

Nvidia pours $100 billion into OpenAI just days after pledging $5 billion to Intel The companies announced a blockbuster partnership and letter of intent on Monday.

Nvidia pours $100 billion into OpenAI just days after pledging $5 billion to Intel The companies announced a blockbuster partnership and letter of intent on Monday. https://lnkd.in/ezPE_pyX

AMD stock skyrockets whopping 37% in pre-market hours as OpenAI looks to take 10% stake in AI chipmaker. My POV, things are getting more circular and confusing. Last week NVIDIA planned to invest $100 billion in OpenAI — now OpenAI wants to get 10% stake in AMD. We are in uncharted territories. CNBC story: https://lnkd.in/gu7kvKMe Crawford Del Prete David Vellante David Floyer John Furrier Brian J. Baumann

First, Nvidia invests $100 billion in OpenAI which OpenAI uses to buy Nvidia chips. Now, OpenAI invests in AMD chips which OpenAI uses to buy up to 10% equity in AMD.