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Nvidia Stock Slips From Record High. OpenAI Deal Raises These Questions.

1. Nvidia to invest up to $100 billion in OpenAI. 2. OpenAI plans to deploy 10 gigawatts of Nvidia's AI data centers. 3. Analysts estimate $400B to $500B in revenue from this deal. 4. Investors are supportive but wary of price target adjustments. 5. Nvidia's shares slid 1.3% after hitting record highs.

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FAQ

Why Bullish?

The investment indicates strong growth potential, although current targets remain unchanged.

How important is it?

The substantial investment in OpenAI can reshape Nvidia's revenue path significantly.

Why Long Term?

Revenue from the OpenAI deal may accrue over several years, affecting long-term growth.

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