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Nvidia Corp.’s new deal with OpenAI has been well received on Wall Street, with analysts’ estimates moving higher and the stock clinching a new record.
The company said on Monday that it would invest $100 billion in OpenAI, which will make use of 10 gigawatts of Nvidia
NVDA systems. Admittedly, the details of the arrangement are still murky, with the companies declining to share specifics about how the ramp will be timed. That said, Evercore ISI analyst Mark Lipacis is boosting his Nvidia revenue estimates by $5.5 billion for the second half of calendar 2026.
This post was originally published on Market Watch
