Nvidia Corp. NVDA and OpenAI on Monday announced a new deal to deploy at least 10 gigawatts of Nvidia-powered systems to support OpenAI's next-generation AI infrastructure.Nvidia has pledged to invest up to $100 billion in the AI infrastructure rollout, with the first phase expected to launch in the second half of 2026.OpenAI CEO Sam Altman said the infrastructure buildout is critical to meeting the AI company's future goals.&#34;There are three things that OpenAI has to do well: we have to do great AI research, we have to make these products people want to use, and we have to figure out how to do this unprecedented infrastructure challenge,&#34; Altman told CNBC.&#34;You should expect a lot from us in the coming months,&#34; he added.Nvidia CEO Jensen Huang elaborated on just how large the deal is by explaining that 10 gigawatts of infrastructure is equivalent to between 4 million and 5 million GPUs—the same amount Nvidia expects to ship in 2025 and about double its output from last year.&#34;This is a giant project,&#34; Huang said. He also told CNBC that the newly announced deal is &#34;additive&#34; to all other projects and deals, including the Stargate project and previous commitments with OpenAI.Hargreaves Lansdown analyst Matt Britzman weighed in.“For Nvidia, the prize is huge — every gigawatt of AI data centre capacity is worth about $50 billion in revenue, meaning this project could be worth as much as $500 billion,&#34; Britzman said, per Reuters.NVDA Price Action: Nvidia stock climbed to nearly 52-week highs after the announcement and ended Monday's session up 3.93% at $183.61.

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Nvidia Corp. has announced a $100 billion investment to support OpenAI's AI infrastructure, deploying at least 10 gigawatts of Nvidia-powered systems. The first phase is set to launch in the second half of 2026. OpenAI CEO Sam Altman emphasized the importance of this infrastructure for the company's future goals. Nvidia's CEO Jensen Huang described the project as massive, equating the infrastructure to 4-5 million GPUs. Following the announcement, Nvidia's stock rose nearly 4% to $183.61, nearing 52-week highs.

- Nvidia Corp. and OpenAI announced a deal to deploy at least 10 gigawatts of Nvidia-powered systems for OpenAI's AI infrastructure, with Nvidia investing up to $100 billion.  
- The first phase of this infrastructure rollout is expected to launch in the second half of 2026, and it is projected to significantly increase Nvidia's GPU output.  
- Nvidia's stock rose nearly 4% following the announcement, reflecting investor optimism about the potential $500 billion revenue opportunity from this project.

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Nvidia Pledges $100 Billion To Supercharge OpenAI: 'This Is A Giant Project,' Huang Says