nvidia, openai and amazon Updates

Nvidia and OpenAI are forging a significant partnership, with Nvidia committing up to $100 billion to build out at least 10 gigawatts of AI data center capacity. This collaboration, described as the largest AI infrastructure project in history, will power OpenAI's future AI models, including those behind ChatGPT. The initial phase, utilizing Nvidia's Vera Rubin platform, is slated for the second half of 2026. This massive investment underscores the immense demand for computing power in AI development, a sentiment echoed by Nvidia CEO Jensen Huang and OpenAI CEO Sam Altman, who highlighted current compute constraints. Meanwhile, Jeff Bezos, founder of Amazon, has invested in seven AI startups this year, with a strong emphasis on AI-powered robotics, backing companies like Swiss-Mile and Figure AI. His investments also extend to AI search engines like Perplexity AI, which challenges Google, and chip designer Tenstorrent, a competitor to Nvidia. In the broader AI market, Alphabet and Broadcom are seeing growth driven by AI expansion. Baseten has secured $150 million to build scalable AI inference infrastructure, aiming to be the 'AWS for AI inference.' SoundHound AI is acquiring Interactions Corp. for up to $85 million to expand its voice AI services, a move that, along with the Nvidia-OpenAI deal, boosted its stock amid strong revenue growth. Dell Technologies is also experiencing a surge, reporting record revenues of $29.8 billion in its second quarter of fiscal 2026, largely driven by $8.2 billion in AI server shipments, and has increased its full-year AI server shipment forecast to $20 billion. Datavault AI is pursuing growth through partnerships, including one with IBM, and acquisitions, aiming to develop AI agents. Analyst Cathie Wood projects the AI software market could reach $13 trillion by 2030, positioning Nvidia as a key beneficiary due to its GPU dominance.

Key Takeaways

• Nvidia is investing up to $100 billion in OpenAI to build 10 gigawatts of AI data center capacity, marking the largest AI infrastructure project to date.
• The first phase of the Nvidia-OpenAI compute capacity, using the Vera Rubin platform, is expected to be operational in the second half of 2026.
• Jeff Bezos has invested in seven AI startups in 2024, with a focus on AI-powered robotics and AI search engines like Perplexity AI.
• Baseten has raised $150 million to develop scalable infrastructure for AI inference, aiming to provide tools for deployment and hosting.
• Alphabet and Broadcom are experiencing growth fueled by the expansion of artificial intelligence.
• Dell Technologies reported record revenues of $29.8 billion in Q2 fiscal 2026, with $8.2 billion in AI server shipments, and forecasts $20 billion in AI server shipments for the full year.
• SoundHound AI is acquiring Interactions Corp. for up to $85 million to expand its voice AI services and reported 217% year-over-year revenue growth.
• Datavault AI is partnering with IBM and pursuing acquisitions to enhance its enterprise AI capabilities.
• Nvidia's dominance in AI hardware positions it to benefit from a projected AI software market reaching $13 trillion by 2030.
• Both Nvidia and OpenAI CEOs have highlighted current constraints in computing power for AI development.

Nvidia invests $100 billion in OpenAI partnership

Nvidia announced a major partnership with OpenAI, agreeing to invest up to $100 billion. This collaboration will provide OpenAI with at least 10 gigawatts of compute capacity from Nvidia's AI systems. This power will be used to train and run OpenAI's future AI models, including those powering ChatGPT. The first phase of this compute capacity, using Nvidia's Vera Rubin platform, is expected to be operational in the second half of 2026. This deal significantly expands Nvidia's AI investments and highlights the growing demand for AI infrastructure.

Nvidia and OpenAI launch historic $100 billion AI infrastructure project

Nvidia is investing $100 billion in OpenAI to build out 10 gigawatts of AI data center capacity over the coming years. This partnership is described as the largest AI infrastructure project and computing project in history. The first phase, utilizing Nvidia's Vera Rubin platform, is set to launch in the second half of 2026. This massive investment underscores the immense demand for computing power needed to realize the full potential of artificial intelligence. Both Nvidia CEO Jensen Huang and OpenAI CEO Sam Altman emphasized the industry's current compute constraints.

Nvidia partners with OpenAI in $100 billion AI infrastructure deal

Nvidia's stock rose significantly following the announcement of a strategic partnership with OpenAI, involving an investment of up to $100 billion. This collaboration aims to provide OpenAI with at least 10 gigawatts of compute capacity from Nvidia's AI systems to develop next-generation AI models. The first phase of this infrastructure is planned for the second half of 2026, utilizing Nvidia's Vera Rubin platform. Nvidia CEO Jensen Huang called it the 'biggest AI infrastructure project in history,' highlighting the massive demand for AI computing power.

Jeff Bezos backs 7 AI startups focused on robotics and more

Jeff Bezos, founder of Amazon, has invested in seven artificial intelligence startups in 2024, with a strong focus on AI-powered robotics. Among these investments are Swiss-Mile, which builds delivery robots, and Figure AI, creating humanoid robots for various industries. Bezos also backed Skild AI for robot 'brains' and Physical Intelligence for robots in dangerous jobs. Beyond robotics, he invested in Perplexity AI, an AI search engine challenging Google, and Tenstorrent, a chip designer aiming to compete with Nvidia. Outgo, a fintech company for logistics, and Contextual AI and Magnolia were also supported.

Jeff Bezos invests in 7 AI startups including robotics and search

Jeff Bezos, the founder of Amazon, has invested in seven AI startups, with a notable focus on AI-powered robotics. These include Swiss-Mile for delivery robots and Figure AI for humanoid robots. Bezos also supported Skild AI, which develops AI systems for robots, and Physical Intelligence, focusing on robots for hazardous tasks. His investments extend beyond robotics to include Perplexity AI, an AI search engine competing with Google, and Tenstorrent, a chip company challenging Nvidia's AI hardware dominance. Additionally, he backed Outgo, a fintech firm for logistics, along with Contextual AI and Magnolia.

Baseten raises $150 million for AI inference infrastructure

Baseten, aiming to be the 'AWS for AI inference,' has raised $150 million to build scalable infrastructure for running AI models in real-world applications. The company focuses on providing tools for deployment, flexible hosting options, and support for open-source models, emphasizing speed and reliability. Baseten believes that speed is the key competitive advantage for companies adopting AI. They plan to expand beyond inference to cover the full AI lifecycle, including training and evaluation, to build a comprehensive AI infrastructure platform.

Alphabet and Broadcom stocks benefit from AI growth

Both Alphabet and Broadcom are major technology companies experiencing significant growth due to the expansion of artificial intelligence. Alphabet, parent company of Google, is leveraging AI across its services and product development. Broadcom is also a key player in the AI ecosystem, providing essential hardware and infrastructure. While both stocks are strong performers, this comparison aims to determine which presents a better investment opportunity in the current AI-driven market.

Datavault AI eyes big gains with IBM partnership and acquisitions

Datavault AI, a penny stock company in the artificial intelligence sector, is pursuing rapid growth through strategic partnerships and acquisitions. The company is developing AI agents and has partnered with IBM to enhance its enterprise AI capabilities. Datavault AI is also actively acquiring other AI businesses to scale operations and expand its offerings. Despite the high-risk nature of penny stocks and the competitive AI market, analysts project significant potential upside for the company, though investors should be aware of high volatility and rising short interest.

Nvidia poised for growth as AI software market expands

Cathie Wood predicts the AI software market will reach $13 trillion by 2030, a forecast significantly more bullish than most industry observers. If this prediction holds true, Nvidia is positioned to be a major beneficiary due to its critical role in powering AI models with its GPUs. While Alphabet and Datadog are also expected to benefit, Nvidia's dominance in AI hardware, with innovations like the upcoming Rubin CPX GPU, makes it a central player. Even if the market doesn't reach $13 trillion, Nvidia's continued innovation suggests strong future growth.

Nvidia and OpenAI form strategic partnership for AI infrastructure

Nvidia and OpenAI have entered into a strategic partnership, with Nvidia intending to invest up to $100 billion in OpenAI's AI infrastructure as new systems are deployed. This collaboration involves providing at least 10 gigawatts of Nvidia systems to support OpenAI's artificial intelligence development. The deal is seen as fitting within the larger $500 billion Stargate project and reinforces Nvidia's crucial role in AI buildouts. While shares rose on the news, analysts maintain a cautious outlook on the pace of buildouts and potential risks like supply chain and financing.

SoundHound AI acquires Interactions Corp. to expand services

SoundHound AI, a voice AI technology company, is acquiring AI-driven customer service firm Interactions Corporation for up to $85 million. This move aims to broaden SoundHound's offerings for businesses and add a diverse client base. The acquisition, combined with a broader tech sector rally fueled by Nvidia's partnership with OpenAI, boosted SoundHound's stock. The company also reported strong revenue growth of 217% year over year in the second quarter, with billings showing significant year-on-year growth over the past four quarters.

Dell Technologies sees strong growth from AI and data centers

Dell Technologies is experiencing significant growth driven by increasing demand for AI and data center solutions. In the second quarter of fiscal 2026, Dell reported record revenues of $29.8 billion, with its Infrastructure Solutions Group revenue jumping 44% to $16.8 billion. This surge was powered by $8.2 billion in AI server shipments and $5.6 billion in new orders. Dell's ability to provide integrated solutions like the NVIDIA RTX Pro 6000 AI Factory positions it well in the AI hardware market. The company has increased its full-year AI server shipment forecast to $20 billion.

Sources

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• Nvidia's $100 billion investment in OpenAI shows just how early we are in the AI trade
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• Why Datavault May be the Penny AI Stock Investors Have Waited For
• Cathie Wood Predicts That AI Will Create a $13 Trillion Software Opportunity. This Stock Could Be Unstoppable If She's Right.
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