200 Not Far Away! When OpenAI + Intel Shakes Hands With NVIDIA
🎯 $200 Not Far Away! When OpenAI + Intel Shakes Hands With NVIDIA 🚀
I think... this collaboration is writing a new history of the financial and technological world.
🔥 OpenAI + NVIDIA
OpenAI announced a 10-gigawatt system deal in partnership with NVIDIA.
Maximum investment value of $100 billion
Jensen Huang (CEO NVIDIA) said:
> "This investment and infrastructure partnership marks the next leap forward - deploying 10 gigawatts to power the next era of intelligence."
Sam Altman (OpenAI CEO) added:
> "Compute infrastructure will be the basis for the economy of the future... we will utilize what we're building with NVIDIA to both create new AI breakthroughs..."
💡 translates that NVIDIA will not just sell chips, but become the "central brain infrastructure of world AI."
🔥 Intel + NVIDIA
NVIDIA invested $5 billion in Intel and held about 4%.
Together, the pair developed a new generation of x86 CPUs that work to integrate with the GPU via NVLink.
This is an "ecosystem login," giving NVIDIA access to the PC and Enterprise markets that are already running x86.
The Intel CEO also spoke of Jensen as a "Good Friend" 🤝 - expressing his intention to walk together in the AI era.
💡 reflects that NVIDIA is not competing alone, but is holding the hands of the giants, creating a new market together.
📈 Why is $200 not far away?
Barclays raised its target price from $200 → $240.
Evercore ISI fined to $225
The AI infrastructure spending trend has a chance of breaking through $2 trillion.
If NVIDIA actually seized this share, revenue and profit would grow by leaps and bounds.
⚠️ What investors need to remember
Keep an eye on the law and antitrust checks.
Big deals take real deploys, can be slow, different fast.
AI accelerator competitors are still strong. Must follow the game.
✅ Brief summary
I think NVIDIA is being sent straight to the moon. 🚀 The deal with OpenAI and Intel is to confirm that this company is not just a "chip maker," but a "new world maker of AI."
200 USD, of course, will be seen at the end of this year or early next year, and will definitely be faster than many people think. 💵✨
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