What's Going On With NVIDIA and OpenAI?

The AI frenzy continues to dominate headlines, with poster-child NVIDIA NVDA at the forefront yet again.But why?NVIDIA unveiled a strategic partnership to deploy at least 10 gigawatts of NVIDIA systems for OpenAI’s next-generation AI infrastructure to train and run its next generation of models.And to support the deployment, NVIDIA intends to invest up to $100 billion in OpenAI as the new NVIDIA systems are deployed. The announcement was strong enough to send NVDA shares to a fresh all-time high in yesterday’s session, with its YTD gains now eclipsing +30%.Below is a chart illustrating NVDA’s YTD performance, with the S&P 500 blended in as a benchmark.Image Source: Zacks Investment ResearchBut what other companies has NVIDIA announced collaborations with in 2025? Let’s take a closer look at a few deals.Other DealsNVIDIA’s deal with the Kingdom of Saudi Arabia (KSA) earlier in 2025 is further proof that everybody wants their hands on its GPUs. More specifically, HUMAIN, a subsidiary of Saudi Arabia’s Public Investment Fund focused on AI, announced in May a major investment to build AI factories in KSA with a projected capacity of up to 500 megawatts. These will be powered by several hundred thousand of NVIDIA’s most advanced GPUs over the next five years.NVIDIA also unveiled a partnership with Novo Nordisk NVO earlier in 2025 to create customized AI models and agents that Novo Nordisk can utilize for early research and clinical development, as well as to apply advanced simulation and physical AI technologies. Novo Nordisk shares have largely been out of favor in 2025, down nearly 30%.And just last week, NVIDIA and Intel INTC announced a collaboration to jointly develop multiple generations of custom data center and PC products that accelerate applications and workloads across hyperscale, enterprise, and consumer markets. NVIDIA is planning to invest $5 billion in Intel’s common stock at a purchase price of $23.28 per share. Intel’s share performance in 2025 has so far been stellar, up nearly 50%.Bottom LineNVIDIA’s NVDA Data Center growth has been the driving force behind its positivity over recent years, which has been supported by unrelenting demand stemming from the AI frenzy.Below is a chart illustrating the company’s Data Center sales on a quarterly basis.Image Source: Zacks Investment ResearchAnd the company keeps announcing lucrative deals with companies, a list that includes OpenAI, Novo Nordisk NVO, Intel INTC, and many more.Zacks Names #1 Semiconductor StockThis under-the-radar company specializes in semiconductor products that titans like NVIDIA don't build. It's uniquely positioned to take advantage of the next growth stage of this market. And it's just beginning to enter the spotlight, which is exactly where you want to be.With strong earnings growth and an expanding customer base, it's positioned to feed the rampant demand for Artificial Intelligence, Machine Learning, and Internet of Things. Global semiconductor manufacturing is projected to explode from $452 billion in 2021 to $971 billion by 2028.See This Stock Now for Free >>Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report Intel Corporation (INTC): Free Stock Analysis Report Novo Nordisk A/S (NVO): Free Stock Analysis Report NVIDIA Corporation (NVDA): Free Stock Analysis ReportThis article originally published on Zacks Investment Research (zacks.com).Zacks Investment ResearchWeiter zum vollständigen Artikel bei Zacks Weiter zum vollständigen Artikel bei Zacks