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Nvidia plans to invest up to $100 billion in OpenAI as part of data center buildout

1. Nvidia to invest $100 billion in OpenAI for data centers. 2. OpenAI plans to deploy Nvidia systems requiring 10 gigawatts of power. 3. 700 million active users of OpenAI signal increasing demand for Nvidia chips. 4. Nvidia's chips crucial for OpenAI's next-generation AI development. 5. Partnership enhances Nvidia's position in AI market.

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FAQ

Why Very Bullish?

The substantial investment in OpenAI suggests strong future demand for Nvidia's chips. Historical examples indicate significant stock price increases following major AI partnerships.

How important is it?

The collaboration with OpenAI solidifies Nvidia's leadership in AI technologies, directly impacting its market position.

Why Long Term?

The partnership with OpenAI will foster ongoing demand for Nvidia's technology, shaping long-term growth in AI infrastructure.

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