Finance September 24, 2025

Nvidia's $100 Billion OpenAI Pact Buys Time in the Custom Chip Race

newsfeedback@fool.com (George Budwell)

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Wall Street's AI infrastructure story just got its biggest validation yet. Nvidia (NASDAQ: NVDA) and OpenAI's strategic partnership, which will deploy at least 10 gigawatts of computing power starting with the Vera Rubin platform in late 2026, turns lofty artificial intelligence (AI) buildout talk into staged deployments with tangible financial implications.Here's what investors need to know right now.Image source: Getty Images.Continue reading