Nvidia Secures Major Strategic Investments to Bolster AI Leadership

Nvidia US67066G1040

Nvidia has taken decisive steps to reinforce its commanding position in the artificial intelligence sector, confirming a significant expansion of a key cloud partnership and clarifying the scope of its involvement with OpenAI. These moves are being scrutinized by investors for their long-term growth implications.

The market has responded favorably to these strategic developments. Nvidia shares closed at a record high of $192.65 on Friday, which also marks a new 52-week peak. The stock has advanced 2.01% since the start of the year, with the company's market capitalization holding firmly above $4.6 trillion.

Investor attention is now squarely focused on February 25, 2026, the date set for Nvidia's next quarterly earnings release. Following a revenue growth rate exceeding 62% in the prior quarter, the upcoming report must demonstrate that demand for the new Blackwell chips provides fundamental justification for the stock's elevated valuation.

Clarifying the OpenAI Partnership

Addressing recent speculation, CEO Jensen Huang provided clarity on Nvidia's relationship with OpenAI during remarks in Taipei. He stated that media reports discussing a $100 billion infrastructure plan were based on a non-binding letter of intent from September 2025, not a contractual commitment of that magnitude.

The connection between the two firms, however, remains strong. Huang announced that Nvidia will participate "step by step" in OpenAI's future funding rounds. He characterized the forthcoming commitment as likely to be the "largest investment we have ever made," while noting the final figure would be significantly below the $100 billion threshold. Rumors of internal disagreements were dismissed as unfounded.

Deepening Ties with CoreWeave

A substantially expanded partnership with specialized cloud provider CoreWeave stands at the center of Nvidia's strategic moves. Reports indicate Nvidia is investing $2 billion to acquire an 11.5% stake in the company.

The strategic leverage, however, comes from an accompanying financial component: a "capacity backstop" agreement valued at up to $6.3 billion, extending through April 2032. This arrangement guarantees payments for unused server capacity, thereby mitigating risk for CoreWeave's aggressive expansion plans. The partner aims to build over 5 gigawatts of capacity for AI factories by 2030.

For Nvidia, this deal provides long-term security for its sales channels, especially given that CoreWeave currently reports a backlog of orders worth approximately $56 billion.

@ boerse-global.de | US67066G1040 NVIDIA