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Altman, Huang and the last-minute negotiations that sealed the $100 billion OpenAI-Nvidia deal

1. Nvidia and OpenAI partnership valued at $100 billion to enhance AI infrastructure. 2. The collaboration aims to build new AI supercomputing facilities together. 3. Nvidia will invest $10 billion at a time for OpenAI projects. 4. OpenAI retains relationships with other major tech partners, including Microsoft. 5. Nvidia's valuation surges to $4.5 trillion following the announcement.

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FAQ

Why Very Bullish?

The large investment and strategic partnership will likely accelerate Nvidia's revenue growth, akin to previous collaborations that bolstered stock prices notably.

How important is it?

The strategic partnership solidifies Nvidia's role in the booming AI industry, critical for its market position and future earnings.

Why Long Term?

The implications of enhanced AI capabilities and infrastructure will unfold over coming years, similar to Nvidia's growth trajectory post-previous major AI deals.

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