On the morning of September 23, Nvidia unveiled a strategic alliance with OpenAI, revealing plans to inject up to $100 billion into the development of OpenAI's AI data centers. Per the deal, both entities will jointly implement a minimum of 10 gigawatts of Nvidia's computing infrastructure. The initial phase, featuring a 1-gigawatt system, is slated to become operational in the latter half of 2026, leveraging Nvidia's cutting-edge Vera Rubin platform. The investment will unfold in phases, with an initial $10 billion infusion upon the completion of the first 1-gigawatt system. Following the announcement, Nvidia's stock price experienced a notable uptick, and its market capitalization currently hovers around $4.46 trillion.