Nvidia (NASDAQ: NVDA) is expanding its partnership with OpenAI through a significant $100 billion investment, according to Bank of America analysts. This collaboration includes delivering at least 10 gigawatts of AI infrastructure starting in the second half of 2026. Analysts estimate the partnership could yield total revenues of $300 to $500 billion over time, positioning Nvidia as OpenAI’s primary strategic computing and networking partner. The agreement combines cash investment and infrastructure, raising questions about long-term structure and accounting. This bold move by Nvidia aims to reshape its revenue model by supplying essential AI infrastructure while maintaining equity in the AI sector. In contrast, Apple Inc’s stock has a one-year average target price of $244.43, with a potential downside of -3.12%. GuruFocus estimates Apple’s fair value at $224.17, indicating a possible -11.15% downside. For more insights, visit the forecast page.
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