Nvidia Invests $100B in OpenAI, Tesla Gains

Nvidia is making a substantial commitment to OpenAI, planning to invest up to $100 billion and supply data center chips for AI infrastructure. This partnership, structured with OpenAI purchasing Nvidia hardware and Nvidia taking a non-controlling equity stake, aims to build at least 10 gigawatts of AI computing power. The first phase of deployment is targeted for late 2026, utilizing Nvidia's Vera Rubin platform. OpenAI CEO Sam Altman emphasized the critical role of this compute infrastructure for future AI advancements and economic growth. This collaboration follows Nvidia's recent $5 billion commitment to Intel and comes as OpenAI discusses restructuring. Meanwhile, other AI-focused companies are also seeing significant activity: Mycroft has secured $3.5 million in seed funding for its AI-native security and compliance platform, which has already attracted over 50 customers. In the public markets, US stock indices, including the Dow Jones, S&P 500, and Nasdaq, have hit record highs, partly fueled by Nvidia's surge following the OpenAI deal. Tesla also saw gains, with investors focusing on its self-driving technology. European AI startups are also gaining traction, with Mistral raising $2 billion in a Series C round that included Nvidia. BlackRock is increasing its investments in AI stocks like BigBear.ai and Serve Robotics, viewing the AI theme as a key driver of market performance. Analysts are also optimistic about companies like ASML, with Morgan Stanley upgrading its stock due to AI tailwinds and expected growth in AI chip foundries. CoreWeave's stock is rated a 'Strong Buy' amid high demand for its AI infrastructure, reporting over 200% revenue growth and a substantial backlog, including a major contract with OpenAI. However, not all AI stocks are performing well, as Rezolve AI shares experienced a decline.

Key Takeaways

• Nvidia plans to invest up to $100 billion in OpenAI and supply data center chips, aiming to build at least 10 gigawatts of AI computing power.
• The first phase of the Nvidia-OpenAI infrastructure deployment is expected in the second half of 2026, using Nvidia's Vera Rubin platform.
• Mycroft has raised $3.5 million in seed funding for its AI-native security and compliance platform, serving over 50 customers.
• US stock markets, including the Dow Jones, S&P 500, and Nasdaq, have reached record highs, with Nvidia's stock surging due to the OpenAI deal.
• Tesla stock also saw gains, with investor focus on its self-driving technology and new products.
• European AI startup Mistral raised $2 billion in a Series C round, with Nvidia participating.
• BlackRock is increasing investments in AI stocks such as BigBear.ai and Serve Robotics, identifying AI as a key market driver.
• Morgan Stanley upgraded ASML's stock to 'overweight,' citing AI tailwinds and anticipated growth in AI chip foundries.
• CoreWeave's stock is rated 'Strong Buy' with a $178.29 price target, driven by over 200% revenue growth and a $30.1 billion backlog, including a contract with OpenAI.
• Rezolve AI shares experienced a 4.2% decline during trading.

Nvidia invests $100 billion in OpenAI for AI data centers

Nvidia will invest up to $100 billion in OpenAI and supply it with data center chips, marking a major partnership between the two AI leaders. The deal includes two parts: OpenAI will buy chips from Nvidia with cash, and Nvidia will invest in OpenAI for non-controlling shares. The first $10 billion of Nvidia's investment will begin once a definitive agreement for chip purchases is reached. Nvidia plans to start delivering chips by late 2026, with the first phase of deployment targeted for the second half of that year. OpenAI CEO Sam Altman stated that this compute infrastructure is key for future AI breakthroughs and empowering businesses.

Nvidia invests $100 billion in OpenAI for AI data centers

Chipmaker Nvidia plans to invest up to $100 billion in OpenAI, a deal that includes providing data center chips. The partnership aims to build and deploy at least 10 gigawatts of AI data centers using Nvidia systems, with the first phase expected in late 2026. OpenAI CEO Sam Altman emphasized that compute infrastructure is fundamental for future economic growth and AI advancements. This investment follows Nvidia's recent $5 billion commitment to Intel and comes as OpenAI and its backer Microsoft are discussing restructuring OpenAI into a for-profit company. Nvidia also previously supported OpenAI in a $6.6 billion funding round in October 2024.

Nvidia invests $100 billion in OpenAI for AI data centers

Nvidia will invest up to $100 billion in OpenAI and supply it with data center chips, a significant collaboration between two major AI players. The deal involves OpenAI purchasing Nvidia chips with cash, while Nvidia invests in OpenAI for non-controlling shares. The initial $10 billion of Nvidia's investment will be made once a formal agreement for chip purchases is finalized. Nvidia expects to begin delivering hardware by late 2026, with the first gigawatt of computing power deployed in the second half of that year on its Vera Rubin platform. OpenAI CEO Sam Altman highlighted the importance of compute infrastructure for future AI breakthroughs and business empowerment.

Nvidia invests $100 billion in OpenAI for AI data centers

Nvidia will invest up to $100 billion in OpenAI and provide data center chips, uniting two leading companies in the global AI race. This partnership involves two intertwined transactions: OpenAI will pay Nvidia for chips, and Nvidia will invest in OpenAI for non-controlling shares. The initial $10 billion of Nvidia's investment will be made upon reaching a definitive agreement for OpenAI to purchase Nvidia chips. Nvidia plans to start delivering chips by late 2026, with the first deployment phase targeted for the second half of that year. OpenAI CEO Sam Altman stressed that compute infrastructure is the foundation for the future economy and AI advancements.

Nvidia invests $100 billion in OpenAI for AI data centers

Nvidia will invest up to $100 billion in ChatGPT owner OpenAI and supply it with data center chips, a major tie-up between two leading AI companies. The deal includes two intertwined transactions: OpenAI will pay Nvidia for chips, and Nvidia will invest in OpenAI for non-controlling shares. The first $10 billion of Nvidia's investment will begin once a definitive agreement for OpenAI to purchase Nvidia systems is reached. Nvidia aims to start delivering hardware by late 2026, with the first gigawatt of computing power deployed in the second half of that year on its Vera Rubin platform. OpenAI CEO Sam Altman stated that compute infrastructure is crucial for future AI breakthroughs and empowering businesses.

Nvidia invests $100 billion in OpenAI for AI race

Chipmaker Nvidia will invest up to $100 billion in OpenAI and provide data center chips, a significant collaboration between two leaders in the global artificial intelligence race. The deal, announced on Monday, includes two separate but linked transactions: OpenAI will pay Nvidia in cash for chips, and Nvidia will invest in OpenAI for non-controlling shares. The initial $10 billion of Nvidia's investment will be made once a definitive agreement for chip purchases is finalized. Nvidia plans to start delivering chips by late 2026, with the first deployment phase targeted for the second half of that year. OpenAI CEO Sam Altman emphasized that compute infrastructure is the basis for the future economy and will enable new AI breakthroughs.

Nvidia invests $100 billion in OpenAI for AI data centers

Nvidia will invest up to $100 billion in OpenAI and supply it with data center chips, a major partnership between two leading AI companies. The deal involves two intertwined transactions: OpenAI will purchase Nvidia chips with cash, and Nvidia will invest in OpenAI for non-voting shares. The first $10 billion of Nvidia's investment will occur once a definitive agreement for chip purchases is finalized. Nvidia plans to start delivering hardware by late 2026, with the first gigawatt of computing power deployed in the second half of that year on its upcoming Vera Rubin platform. OpenAI CEO Sam Altman stated that compute infrastructure is essential for future AI breakthroughs and empowering businesses.

Mycroft raises $3.5M for AI security and compliance platform

Mycroft has secured $3.5 million in seed funding to launch its AI-native security and compliance platform. The funding round was led by Luge Capital, with participation from Brightspark Ventures and Graphite Ventures. This capital will be used to advance product development and increase customer adoption. Mycroft's platform acts as an AI-powered Security and Compliance Officer, automating tasks like infrastructure monitoring, device security, and policy enforcement. The company has already gained over 50 customers in its first six months, offering a streamlined approach to compliance and security.

Mycroft launches AI security platform with $3.5M funding

Mycroft has launched its agentic AI security platform and secured $3.5 million in funding, led by Luge Capital. The funds will accelerate product development and expand its AI-powered security and compliance operations. Founded in 2024, Mycroft offers an AI-native platform that uses autonomous agents to provide end-to-end protection and regulatory oversight, replacing fragmented manual processes. The system monitors, remediates, and enforces security policies, acting as a virtual chief information security officer and GRC expert. The company already serves over 50 customers.

Mycroft raises $3.5M for its AI Security and Compliance Officer

Mycroft, an agentic AI platform acting as a Security and Compliance Officer, has emerged from stealth with $3.5 million in new funding led by Luge Capital. This funding will accelerate product development and expand its AI-powered security and compliance operations. Mycroft replaces scattered tools and manual workflows with a single AI solution that monitors cloud infrastructure, secures devices, enforces policies, and prepares for audits. The platform uses no-code AI agents that adapt to each company's environment, functioning as a virtual CISO, GRC expert, and IT operations team. The company has already acquired over 50 customers within its first six months.

Nvidia and OpenAI partner for 10 GW AI supercomputer

Nvidia and OpenAI have announced a major strategic partnership to build a massive AI computing infrastructure, involving Nvidia investing up to $100 billion and supplying at least 10 gigawatts of AI systems. This collaboration aims to significantly expand OpenAI's capacity for training and deploying advanced AI models. The deal is structured with OpenAI purchasing Nvidia hardware and Nvidia taking a non-controlling equity stake. The first phase, running on Nvidia's Vera Rubin platform, is targeted to be online by late 2026. This partnership aligns OpenAI's model development with Nvidia's chip design to maximize performance.

Nvidia's $100B OpenAI deal fuels stock and sustainable AI

Nvidia is investing $100 billion in OpenAI to supply advanced AI hardware for future AI models, while also committing $5 billion to Intel for chip development. This partnership aims to advance AI computing while addressing sustainability concerns. Nvidia will provide energy-efficient chips for OpenAI's large AI tasks, focusing on reducing emissions per computation. The companies plan to build advanced AI supercomputing systems, starting with the Nvidia Vera Rubin platform in late 2026, aiming for 10 gigawatts of computing power. This collaboration highlights the growing demand for AI and the pressure to minimize carbon emissions.

European AI startups gain funding momentum

Corporate funding for European AI startups is increasing, with French AI company Mistral raising $2 billion in a Series C round led by ASML and including Nvidia. This significant investment signals that Europe's AI sector is catching up with the US in terms of funding. Nvidia is also making substantial investments in UK AI infrastructure, pledging $500 million to Nscale and $500 million to Wayve. While US AI startups like OpenAI and Scale AI still attract larger funding rounds, the average size of corporate-backed deals in Europe is growing. Mistral's funding round is the largest to date for a European AI company with corporate backing.

Morgan Stanley upgrades ASML stock on AI tailwinds

Morgan Stanley has upgraded ASML's stock rating to overweight from equal weight, predicting that AI tailwinds will boost its growth. The firm anticipates a shift in earnings focus to 2026-27 forecasts, driven by the expansion of AI chip foundries, increased semiconductor manufacturing in China, and a recovery in memory chip spending in late 2026 and 2027. Analyst Lee Simpson cited recent large orders and optimistic projections from key players like Samsung, Nvidia, and Rapidus as positive indicators. Morgan Stanley believes the market has not fully priced in ASML's cost control measures and gross profit improvements.

BlackRock invests in AI stocks BigBear.ai and Serve Robotics

BlackRock is increasing its investment in AI stocks, specifically BigBear.ai and Serve Robotics, reflecting confidence in the AI sector's continued growth. BlackRock Global Head of Macro Glenn Purves highlighted the AI theme as a defining element of their strategy, noting its significant contribution to US equity performance and earnings growth. BigBear.ai provides decision intelligence solutions for defense and commercial sectors, securing recent contracts for AI integration and cargo security. Serve Robotics develops autonomous delivery robots for urban areas, building on its spin-off from Uber in 2021. Analysts view BigBear.ai favorably, citing its position to benefit from increased government funding.

Nvidia invests $100 billion in OpenAI for AI infrastructure

Nvidia plans to invest up to $100 billion in OpenAI, positioning itself as a co-builder of the infrastructure for the next wave of artificial intelligence. The investment will be made progressively as OpenAI builds data centers equipped with millions of Nvidia chips. The first data center, utilizing Nvidia's Vera Rubin platform, is expected to be operational in the second half of 2026. This deal combines a supplier agreement with a financing package, making Nvidia OpenAI's preferred strategic compute and networking partner. The partnership aims to align hardware and software roadmaps for seamless model releases and silicon integration.

Stock market hits records as Nvidia soars on OpenAI deal

US stock markets, including the Dow Jones Industrial Average, S&P 500, and Nasdaq Composite, reached record highs for the third consecutive day, driven by gains in Big Tech companies. Nvidia's stock surged to a record high following the announcement of its planned $100 billion investment in OpenAI. Oracle shares also rose due to its involvement in a consortium managing TikTok's US operations. Tesla stock saw gains as investors focused on its self-driving technology and new products. Gold prices increased, while Bitcoin and other cryptocurrencies declined as traders liquidated positions.

Rezolve AI stock drops 4.2%

Rezolve AI (NASDAQ:RZLV) shares experienced a 4.2% decline during Sunday's trading session. The company specializes in artificial intelligence and machine learning solutions, offering services like data analytics, predictive modeling, and automation. Factors potentially influencing the stock price include broader market sentiment towards technology stocks, company-specific news such as partnerships or financial performance, and the competitive landscape within the AI sector. Investors are closely watching Rezolve AI's financial results and product development.

CoreWeave stock rated Strong Buy amid AI demand

CoreWeave stock (NASDAQ:) is rated a 'Strong Buy' with a $178.29 price target, driven by high demand for AI infrastructure and significant revenue growth. The company's revenues increased over 200% to $1.2 billion, although operating income declined due to scaling expenses and investments in R&D. CoreWeave has a substantial backlog of $30.1 billion and a major contract with OpenAI, indicating strong growth potential. Despite negative free cash flow, rapid sales and EBITDA growth suggest optimism for long-term upside as AI adoption accelerates.

Sources

• Nvidia to invest $100 billion in OpenAI
• Nvidia to invest up to $100B in OpenAI
• Nvidia to invest $100-billion in OpenAI
• Nvidia to invest $100bn in OpenAI, bringing the two AI firms together
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