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A guide to the $1 trillion-worth of AI deals between OpenAI, Nvidia and others

1. OpenAI secured $1 trillion in deals, reflecting AI market demand. 2. OpenAI will pay Oracle $300 billion for infrastructure over five years. 3. Nvidia is central to AI infrastructure, providing GPUs via CoreWeave. 4. Concerns arise over inflated AI company valuations and a funding shortfall. 5. Major tech companies are investing heavily in AI infrastructure.

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FAQ

Why Very Bullish?

Nvidia remains a key player in AI infrastructure growth, robust demand supports revenue.

How important is it?

Strong partnerships and investments in AI projects signal ongoing demand, boosting Nvidia's market position.

Why Long Term?

As AI adoption grows, Nvidia's role in providing necessary hardware will drive sustained demand.

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