<div id="readability-page-1"><div><div>Nvidia Corporation (NASDAQ: NVDA) CEO CEO Jensen Huang said OpenAI is on track to become the world's next multi-trillion-dollar hyperscaler, defending his company's decision to invest up to $100 billion in its infrastructure buildout.<h2>Huang Defends Massive OpenAI Partnership</h2>Speaking on the Open Source podcast with Bill Gurley and Brad Gerstner that was posted earlier this week, Huang described OpenAI as a once-in-a-generation opportunity.&#34;OpenAI is likely going to be the world's next multi-trillion-dollar hyperscale company,&#34; Huang said. &#34;If that’s the case, the opportunity to invest before they get there, this is some of the smartest investments we can possibly imagine.&#34;He explained that Nvidia's role goes far beyond selling chips.The company will work with OpenAI &#34;at the chip level, at the software level, at the systems level, at the AI factory level&#34; to help it build and operate hyperscale AI infrastructure.<h2>Partnership Details: From Azure To Stargate</h2>Huang said Nvidia is already collaborating with OpenAI across multiple projects, including Microsoft Corporation's (NASDAQ: MSFT) Azure expansion, Oracle Corp's (NYSE: ORCL) OCI buildout and CoreWeave's (NASDAQ: CRWV) infrastructure scaling.The new commitment adds to those deals, supporting OpenAI as it builds self-operated data centers at unprecedented scale.For the unversed, Nvidia and OpenAI have announced plans to deploy at least 10 gigawatts of Nvidia-powered systems beginning in 2026.That infrastructure could require up to 5 million GPUs and potentially generate $300 billion to $500 billion in long-term revenue, according to Wall Street estimates.<h2>Skeptics Raise ‘Circular Investment' Concerns</h2>Some analysts have questioned whether Nvidia's deal amounts to demand engineering, since OpenAI will buy massive amounts of Nvidia hardware with the help of Nvidia's funding.Bernstein analyst Stacy Rasgon acknowledged the &#34;circular&#34; concerns but said demand remains strong enough to ease fears for now.Bank of America analysts projected Nvidia could earn three to five times its $100 billion investment, while Evercore's Mark Lipacis boosted his price target to $225, arguing Wall Street still underestimates the company's growth trajectory.Nvidia's market capitalization now stands at $4.33 trillion, with shares gaining 46.73% over the past year and rising 28.83% so far in 2025, according to Benzinga Pro.Benzinga's Edge Stock Rankings indicate that NVDA continues to trend higher across short, medium and long-term periods, with additional performance details available here.Photo courtesy: jamesonwu1972 / Shutterstock.com<ul> <li>Cathie Wood Dumps Palantir As Stock Touches Peak Prices, Bails On Soaring Flying-Taxi Maker Archer Aviation</li> </ul></div></div></div>

OpenAI

NVDA

NVDL

07788

07388

NVDY

NVDD

NVDX

NVDQ

SOXL

Nvidia CEO Jensen Huang predicts OpenAI will become the next multi-trillion-dollar hyperscaler, justifying Nvidia's $100 billion investment in its infrastructure. Huang emphasized the partnership's depth, involving collaboration at various levels to support OpenAI's data center expansion. Despite some skepticism regarding potential circular investments, analysts remain optimistic about Nvidia's growth, with projections suggesting it could earn three to five times its investment. Nvidia's market cap is currently $4.33 trillion, with significant stock gains over the past year.

- Nvidia CEO Jensen Huang stated that OpenAI is poised to become a multi-trillion-dollar hyperscaler, justifying Nvidia's $100 billion investment in its infrastructure.  
- The partnership involves collaboration on various projects, including Microsoft Azure and Oracle's OCI, with plans to deploy at least 10 gigawatts of Nvidia-powered systems by 2026.  
- Despite some skepticism regarding the investment's circular nature, analysts project Nvidia could earn significantly from this commitment, with its market capitalization currently at $4.33 trillion.  

Benzinga

NVIDIA

GraniteShares 2x Long NVDA Daily ETF

XL2CSOPNVDA

XI2CSOPNVDA

YieldMax NVDA Option Income Strategy ETF

Direxion Daily NVDA Bear 1X ETF

T-Rex 2X Long NVIDIA Daily Target ETF

T-Rex 2X Inverse NVIDIA Daily Target ETF

Direxion Semicon Bull 3X

Jensen Huang Calls OpenAI The Next Multi-Trillion-Dollar Hyperscaler As Nvidia Pledges $100 Billion: 'This Is Some Of The Smartest Investment...'