nvidia, openai and tesla Updates

Nvidia and OpenAI are forging a monumental partnership, with Nvidia committing up to $100 billion to bolster OpenAI's AI infrastructure. This multi-stage deal, beginning with an initial $10 billion investment and including equity for Nvidia, aims to deploy at least 10 gigawatts of Nvidia-powered AI systems, requiring millions of GPUs. Deliveries are expected to commence in the second half of 2026, fueling OpenAI's data center growth and the development of its next-generation AI models. This collaboration, described as "monumental in size" by Nvidia CEO Jensen Huang, underscores the immense computing power needed for AI advancement and strengthens Nvidia's dominant position in the AI chip market. Meanwhile, the broader AI sector continues to attract significant investment, with ETFs like the Dan Ives Wedbush AI Revolution ETF and Global X Robotics & AI ETF (BOTZ) offering diversified exposure to companies including Tesla, Alphabet, and Nvidia. BlackRock has also increased its focus on AI, investing in companies like BigBear.ai, which provides decision intelligence solutions, and Serve Robotics, an autonomous delivery robot developer. BigBear.ai, in particular, has seen its stock surge amid new deals and the general AI boom. However, investing in AI requires caution, with common mistakes including chasing hype and over-concentrating in a few names. Companies like TSMC and Unity Software are being identified as potential bargain AI stocks due to their roles in chip manufacturing and AI-driven advertising, respectively. The transformative power of AI is also evident in how it's revolutionizing earnings call analysis, with large language models offering deeper insights and potentially doubling excess returns compared to traditional methods. Regulatory factors, such as China's restrictions on Nvidia chip purchases, are also impacting major players like Alibaba's AI ambitions, though the company has secured a substantial convertible bond offering to maintain flexibility.

Key Takeaways

• Nvidia is investing up to $100 billion in OpenAI to build the largest AI infrastructure, including deploying 10 gigawatts of Nvidia-powered AI systems.
• The Nvidia-OpenAI deal involves staged investments starting with $10 billion, with Nvidia receiving equity in OpenAI.
• Initial hardware deliveries for the Nvidia-OpenAI partnership are expected in the second half of 2026, utilizing millions of Nvidia GPUs.
• The AI sector is attracting diversified investment through ETFs like the Dan Ives Wedbush AI Revolution ETF (including Tesla, Alphabet) and Global X Robotics & AI ETF (including NVIDIA).
• BlackRock has invested in AI companies BigBear.ai, which offers decision intelligence solutions, and Serve Robotics, which develops autonomous delivery robots.
• BigBear.ai's stock has surged due to strategic deals and the broader AI boom, with BlackRock taking a significant stake.
• Common investment mistakes in AI include chasing hype and over-concentration in a few companies like Nvidia.
• TSMC and Unity Software are identified as potential bargain AI stocks, with TSMC manufacturing chips for Nvidia and Unity developing an AI-powered advertising business.
• Generative AI, specifically LLMs, is transforming earnings call analysis, potentially doubling excess returns compared to traditional methods.
• China's restrictions on Nvidia chip purchases are creating uncertainty for Alibaba's AI plans, though the company has secured a $3.168 billion convertible bond offering.

Nvidia invests $100 billion in OpenAI for AI infrastructure

Nvidia announced a major deal to invest up to $100 billion in OpenAI, aiming to build the largest AI infrastructure in history. The partnership involves deploying 10 gigawatts of Nvidia-powered AI systems, equivalent to millions of Nvidia GPUs. This deal, which includes an initial $10 billion investment and equity in OpenAI for Nvidia, is set to fuel OpenAI's data center growth and AI model development. Nvidia's stock saw a 4% increase following the announcement, highlighting the significance of this historic collaboration in the AI sector.

Nvidia and OpenAI agree on $100 billion AI infrastructure deal

Nvidia and OpenAI have agreed to a $100 billion deal to boost AI data centers and infrastructure, aiming to provide 10 gigawatts of power. This strategic partnership will help build data centers equipped with Nvidia's advanced chips for training and deploying AI models. The investment will be provided in stages, with an initial $10 billion upon signing, and Nvidia will receive OpenAI equity. The deal underscores the booming demand for AI tools and the significant computing power required to run them.

Nvidia to invest $100 billion in OpenAI for AI advancement

Nvidia will invest up to $100 billion in OpenAI, securing non-voting shares and supplying data center chips. This partnership aims to deploy at least 10 gigawatts of Nvidia systems for OpenAI's AI infrastructure, with initial hardware deliveries expected in late 2026. The deal, which involves staged investments starting with $10 billion, strengthens Nvidia's position in the AI market and provides OpenAI with crucial computing power for its next-generation models.

Altman and Huang finalize $100 billion OpenAI-Nvidia deal

OpenAI CEO Sam Altman and Nvidia CEO Jensen Huang finalized a $100 billion deal following intensive negotiations. This monumental partnership will see Nvidia invest in OpenAI and supply cutting-edge processors for new data centers. The agreement, described as 'monumental in size' by Huang, links two AI giants and aims to build the next wave of AI supercomputing facilities. OpenAI plans to use the funding for research, product development, and infrastructure challenges.

Nvidia commits $100 billion to OpenAI for AI infrastructure

Nvidia is investing up to $100 billion in OpenAI to build the largest AI infrastructure project in history. The partnership will deploy 10 gigawatts of power, requiring millions of Nvidia GPUs. Nvidia CEO Jensen Huang called the effort 'monumental in size,' noting it doubles the volume of GPUs shipped last year. OpenAI CEO Sam Altman stated that compute infrastructure is the basis for the future economy, and this deal will fuel AI breakthroughs.

Nvidia to invest $100 billion in OpenAI, setting funding record

Nvidia plans to invest up to $100 billion in OpenAI, beginning in 2026, to support its next-generation AI infrastructure. This deal, potentially the largest private-company investment on record, involves OpenAI buying millions of Nvidia AI processors. The partnership secures Nvidia's chip dominance within OpenAI's operations and provides OpenAI with capital and hardware access to scale its AI models. The first gigawatt of Nvidia systems is expected in the second half of 2026.

Nvidia invests $100 billion in OpenAI for AI computing power

Chipmaker Nvidia will invest $100 billion in OpenAI as part of a partnership to build multi-gigawatt data centers. This collaboration will significantly boost computing power for ChatGPT's owner, utilizing millions of Nvidia's high-speed GPUs. The first gigawatt of Nvidia systems is slated for deployment in the second half of 2026. This partnership complements existing collaborations with Microsoft, Oracle, SoftBank, and Stargate partners.

Nvidia invests $100 billion in OpenAI, deepening AI ties

Nvidia will invest up to $100 billion in OpenAI and supply its data center chips, linking two major AI players. The deal gives Nvidia a stake in OpenAI and ensures OpenAI access to advanced chips needed to compete. The companies plan to deploy at least 10 gigawatts of Nvidia systems, with deliveries starting in late 2026 on Nvidia's Vera Rubin platform. This partnership follows other collaborations and may face regulatory scrutiny.

Dan Ives AI Revolution ETF offers AI diversification

The Dan Ives Wedbush AI Revolution ETF, inspired by analyst Dan Ives' research, offers investors diversified exposure to the artificial intelligence sector. With an expense ratio of 0.7%, the ETF includes 30 stocks like Tesla, Alphabet, and Oracle, covering various AI themes from infrastructure to energy. Launched in June, the ETF has already climbed over 25%, reflecting strong investor interest in AI companies.

Global X Robotics & AI ETF (BOTZ) for AI investment

The Global X Robotics & Artificial Intelligence ETF (BOTZ) provides investors with diversified exposure to the growing robotics and AI sector. It includes companies like NVIDIA, Intuitive Surgical, and ABB Ltd., focusing on industrial robotics, AI software, and autonomous vehicles. BOTZ offers growth potential and accessibility for investors starting with small amounts, though it carries volatility typical of the tech sector.

BlackRock invests in BigBear.ai and Serve Robotics AI stocks

Fund giant BlackRock has invested in two AI stocks, BigBear.ai and Serve Robotics, as part of its continued focus on the AI theme. BigBear.ai provides decision intelligence solutions for defense and commercial sectors, securing recent contracts with the U.S. Army and airports. Serve Robotics develops autonomous delivery robots for urban areas, stemming from a spin-off of Uber. BlackRock's investment highlights confidence in these companies' AI applications.

BigBear.ai stock surges amid AI boom and new deals

BigBear.ai's stock (BBAI) has seen significant gains in 2025, driven by strategic deals and the broader AI boom. The company secured a U.S. Navy contract for AI technology deployment and expanded into the UAE market. Despite mixed Q2 earnings and a lowered revenue outlook, BigBear.ai reported strong cash reserves and a substantial contract backlog. BlackRock recently took a significant stake in the company, signaling investor confidence in its AI solutions for defense and critical infrastructure.

3 common mistakes when investing in AI stocks

Investing in AI stocks requires discipline and rational analysis to avoid common pitfalls. Three mistakes smart people make include chasing hype without understanding fundamentals, overconcentrating in one or two big names like NVIDIA, and ignoring market cycles and valuations. While AI is a transformative technology, investors should focus on companies with strong financial metrics, diversify their portfolios, and consider valuations to achieve long-term success.

Tempus AI stock rises after FDA clearance for RNA device

Tempus AI (TEM) stock is trading higher after receiving FDA clearance for its RNA-based tumor analysis device, Tempus xR IVD. This device uses next-generation sequencing to analyze RNA from tumor samples, helping drugmakers identify patients likely to respond to cancer treatments. The clearance opens new commercial opportunities for Tempus AI with biopharma partners, highlighting the growing potential of RNA sequencing technology in oncology.

Nvidia-OpenAI deal boosts stock market to record high

The stock market reached a new record high following a significant investment deal between AI giants Nvidia and OpenAI. Nvidia will invest an undisclosed amount in OpenAI, the creator of ChatGPT, to accelerate AI development. This collaboration is expected to strengthen their dominance in the AI sector, driving positive reactions in tech stocks and highlighting AI's growing importance in economic growth.

TSMC and Unity Software: Bargain AI stocks to buy

Taiwan Semiconductor Manufacturing (TSMC) and Unity Software are identified as bargain AI stocks for investors. TSMC, a vital chip foundry, manufactures chips for companies like Nvidia and AMD, offering diversification and profitability. Unity Software, a game engine provider, is developing an AI-powered advertising business and has potential in licensing data for AI model training. Both companies present strong opportunities in the growing AI market.

AI transforms earnings call analysis for stock picks

Generative AI, specifically large language models (LLMs), is revolutionizing earnings call analysis for investors. Unlike traditional word-list methods, LLMs interpret context and language structure to extract deeper insights. Research shows LLM-driven sentiment signals can potentially double excess returns compared to traditional approaches, offering greater precision in identifying material financial events and generating actionable trading signals.

China's Nvidia chip curbs impact Alibaba's AI plans

China's new restrictions on Nvidia chip purchases introduce regulatory risk for Alibaba Group Holding's AI and cloud ambitions. While these curbs add uncertainty to hardware access, they do not fundamentally alter the near-term catalysts for cloud and AI adoption. Alibaba's recent $3.168 billion convertible bond offering provides flexibility to fund technology investments and navigate evolving market conditions.

Sources

• Nvidia Commits $100 Billion to OpenAI in Historic AI Infrastructure Deal—Stock Pops
• Nvidia and OpenAI agree US$100 billion deal to boost AI infrastructure
• Nvidia to invest $100 billion in OpenAI, linking two artificial intelligence titans
• Altman, Huang and the last-minute negotiations that sealed the $100 billion OpenAI-Nvidia deal
• NVIDIA Commits US$100 Billion to OpenAI in Landmark AI Infrastructure Push
• Nvidia to Invest Up to $100 Billion in OpenAI, Setting Private Funding Record
• Nvidia invests $100 billion in OpenAI to fuel its computing power
• Nvidia to Invest Up to $100 Billion in OpenAI, Deepening AI Industry Ties
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