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OpenAI–AMD Deal Spurs Target Hikes as Nvidia’s Dominance and AI Capex Wave Intensify

Investors are recalibrating expectations as gigawatt‑scale GPU commitments and warrant‑linked partnerships meet power, supply and margin constraints.

OpenAI Hits $500 Billion Valuation, Overtaking SpaceX as Top Startup

Nvidia–OpenAI Deal Recasts AI Buildout as Citi Lifts Forecast to $490 Billion

Nvidia’s $100 Billion OpenAI Deal Lifts Market Value Past $4.5 Trillion

Nvidia Deepens OpenAI Ties With 10 GW LOI and Up to $100 Billion Investment

Nvidia Ties Up to $100 Billion to OpenAI, Pledging 10GW of Systems From 2026

Applied Digital Extends 11-Day Rally on AI Infrastructure Momentum