Nvidia and OpenAi revolutionized the technology industry on Monday with a historical strategic alliance. The chips manufacturer for artificial intelligence (AI) will invest 100,000 million dollars (about 85,000 million euros to the current change) in the popular start-upcreator of the chatgpt, to boost the construction of new data centers and necessary for AI. With the agreement, Nvidia chips will be implemented with a power of at least 10 gigawatts (GW). At the moment, there is coincidence that both companies ensure a key role in this business, in which investors around the world are making a multimillion -dollar bet for the coming years.
In a report for its clients, the Barclays analyst Tom O’Malley explained that the agreement demonstrates the “Computer Bonanza” that is being lived. , the general purpose silicon will execute most of Openai’s workloads at least until the end of this decade. Other analysts point out that the collaboration between both firms will optimize the road map for the OpenAI infrastructure model and infrastructure software together with the Nvidia hardware and software.
In this case, according to Barclays, which is based on the comments of the presentation of the results of the second quarter of 2025 of NVIDIA, a GW of power equals about 35,000 million dollars in income for the giant of the chips, which would result in about 350,000 million in total with the collaboration with Openai to implement 10 GW of systems ,.
Along the same lines, Kunjan Sobhani, an analyst at Bloomberg Intelligence, said that the alliance could suppose several hundred billion in income for NVIDIA for computing systems and AI networks. In his opinion, the Agreement reinforces the visibility on the giant of the chips contracts in the period of 2026-2027 and beyond, and reduces the concerns of investors for the loss of market share or by the slowdown of the demand for GPU.
Financial markets seem to have given credibility to growth forecasts. Nvidia shares rose on Monday to 3.97%, up to $ 183.61, although during the session they already flirted with the historical maximum, above 184 dollars. The titles accumulate a 57% revaluation in the last 12 months, an evolution that has consolidated Nvidia as the company with the greatest stock market capitalization in the world, ahead of Microsoft, with a total of 4.46 billion dollars. In recent weeks about the maintenance of its evolution in the stock market.
The CFRA Bolsa house raised Nvidia recommendation to strong purchase, with an increase in the target price of action 210 to 225 euros. According to these analysts, the combination of the alliance with Openai and a possible return to China at some point, among other factors, are an impulse for a “considerable increase in our forecasts over the next three to five years.”
Anyway, some analysts have not been so optimistic. Davidson’s firm said that, although the announcement is positive for Openai’s growth, “worries Nvidia has become the last resort inverter, rescuing Openai overexigated commitments.”
The market awaits the next movements of both companies, whose responsible insisted that, in the coming weeks, they will give more details about their alliance. In principle, they will develop new infrastructure facilities in AI in India, different locations in the US and other countries.
In his explanations to analysts after the announcement of the agreement, the CEO of Nvidia, Jensen Huang, said that a single data center of a Gigavatio would require an expense of around 35,000 million dollars in hardware of his company, in addition to 15,000 million in additional components. According to the manager, the future “AI superfabrics” will require several energy gigawatts.
With the agreement, Nvidia, who will receive OpenAi actions to the extent that the alliance projects will also be developed, will also contribute to finance the bum that is lived with AI in the US and other large countries. In fact, there are estimates that point to the infrastructure deployments of AI will be an expense of four billion dollars in the next five years.
Of course, the alliance also leaves some doubts open. One of them focuses on the OpenAI conversion process into a profit company, to pave its path to the bag, as a way to capture more funds. The company has accelerated in negotiations with Microsoft, its first shareholder, but the final agreement has not yet been closed. In principle, Nvidia will receive actions from the popular start-up for every 10,000 million dollars that invest. At this time, the creator of Chatgpt is close to an assessment of 500,000 million dollars, as is being established in its sale of shares in the secondary market.
Another important unknow start-up To sell AI technology to companies, they will retain access to NVIDIA chips. Similarly, the agreement raises doubts about whether AMD, which aspires to compete with NVIDIA in the sale of OpenAi chips and other companies, will have a clear opportunity to sell chips to AI companies. In this sense, Nvidia shook the market last week by announcing that she will invest 5,000 million dollars in the purchase of 4% of Intel’s capital, Great AMD rival. We will have to wait.
