OpenAI Stock in Focus as Nvidia Commits $100 Billion AI Investment

OpenAI is back in the spotlight after Nvidia announced a massive $100 billion investment deal. The agreement aims to power OpenAI’s next phase of artificial intelligence infrastructure. This comes as tech giants race to secure compute power and expand their share of the AI market. The deal was confirmed on Monday, September 22, 2025, and has already sparked strong investor interest in OpenAI stock.

The partnership will deploy at least 10 gigawatts of Nvidia chips to support OpenAI’s growing AI ecosystem. According to Reuters, the first stage of this deployment is expected to begin in the second half of 2026. The deal signals a major shift in scale and shows how fast AI infrastructure is expanding worldwide.

OpenAI Stock Gains Attention After Nvidia Deal

OpenAI stock is privately traded, but investor interest is high due to its deep ties with Microsoft, Oracle, and SoftBank. The $100 billion partnership with Nvidia gives OpenAI direct access to massive compute resources. This positions the company as a central player in the global AI race.

Nvidia’s stock rose 3.6% on the news. Oracle, another OpenAI partner, also gained nearly 5% in Monday’s trading. Meanwhile, SoftBank’s shares dipped, but its link to the broader $500 billion Stargate AI data center project keeps it relevant. These market shifts highlight the growing importance of OpenAI’s role in shaping the AI economy.

Industry experts say the deal proves AI infrastructure is now seen as the backbone of future growth. Sam Altman, CEO of OpenAI, called compute the “basis for the economy of the future.” This highlights the growing belief that AI systems will drive productivity across sectors from cloud services to consumer apps.

Impact on AI Market and Future Growth

The Nvidia-OpenAI partnership has wide effects. It secures chip supply for OpenAI at a time when demand for GPUs is at record levels. It also helps Nvidia strengthen its grip on the AI hardware market. For investors, this raises fresh questions about OpenAI stock potential once it moves closer to public listing or secondary sales.

The deal also impacts competitors. Microsoft and Oracle may benefit as they are already key partners of OpenAI in cloud and data center projects. The investment reinforces their roles while raising the bar for rivals like Google and Amazon.

Analysts suggest the deal could accelerate timelines for AI adoption worldwide. With 10 gigawatts of compute power planned, OpenAI will be able to scale new models faster and offer enterprise solutions at larger scale. This creates long-term growth potential for partners tied to OpenAI stock.

OpenAI stock remains one of the most watched assets in the AI sector. Nvidia’s $100 billion commitment adds momentum, and future moves could define the pace of AI growth worldwide.

Info at your fingertips-

Q1: Is OpenAI stock public?

No. OpenAI stock is not listed on public exchanges. It is traded privately with backing from firms like Microsoft, Nvidia, and SoftBank.

Q2: Why is Nvidia investing $100 billion in OpenAI?

Nvidia aims to supply 10 gigawatts of chips for OpenAI’s AI infrastructure. This secures demand for Nvidia hardware and strengthens OpenAI’s compute base.

Q3: How does this deal impact OpenAI stock?

The investment boosts confidence in OpenAI’s growth. It increases investor interest in potential stock offerings and raises its market valuation outlook.

Q4: What role do Microsoft and Oracle play with OpenAI?

Both companies are strategic partners. Microsoft provides cloud services, while Oracle is involved in the Stargate AI data center project linked to OpenAI.

Q5: When will Nvidia’s chips be deployed?

The first phase of deployment is set to begin in late 2026. The full $100 billion project will roll out in stages over several years.