NVDA·NVIDIA Corporation

Nvidia is reportedly nearing a $30 billion investment in OpenAI, a significant reduction from the previously discussed $100 billion plan. This shift in investment strategy may impact the timeline of the partnership, though the deal's finalization is expected soon. Meta's continued investment in AI infrastructure, including purchasing NVDA GPUs, reinforces the company's position as a key supplier, signaling sustained revenue streams from a major customer. Nvidia is also expanding its early-stage engagement with India's AI startup ecosystem, forming partnerships to cultivate relationships in a key growth market. While Nvidia's CEO missed a key headline moment in the Indian AI market, significant behind-the-scenes developments are underway. Nvidia is expanding its presence in the data center CPU market, challenging Intel and AMD, which could reshape the competitive landscape. The company's CEO hinted at a 'world-changing' chip, signaling the next phase of AI hardware innovation. Investors should monitor the official announcement of the OpenAI deal, upcoming earnings on February 25th, and any developments in India to assess Nvidia's continued dominance.