Jensen Huang, CEO of NVIDIA, attends the summit of “AI Racing Intelligence” in Washington, DC, United States, July 23, 2025.
Kent Nishimura Reuters
Nafidia The stocks reached a new record on Tuesday, as they increased by approximately 3 % and raised the maximum chip maker market to $ 4.5 trillion.
The stock now rose about 39 % for this year, and it continues to attract investors as NVIDIA has risen to the pace of making deals, enhancing its position in the center of artificial intelligence boom.
Openai said last week that NVIDIA will take Valley Rights Commission Its value is $ 100 billion in the start of artificial intelligence, and it will build hundreds of billions of dollars from database filled with NVIDIA graphics processing units. Then Openai announced five huge new data centers with Oracle It is expected to fill hundreds of thousands of graphics processing units. The entire “Stargate” project It will cost $ 500 billionThe companies said.
NVIDIA, CEO of NVIDIA, says about 70 % of spending on the new artificial intelligence data center.
On Tuesday, CITI analysts raised their target price on NVIDIA from $ 200 to $ 210, noting an increased spending expectancy on Amnesty International’s infrastructure after Openai.
“We believe that Openai came to NVIDIA to help because NVIDIA has a very convincing product, and as the number of users and the account that is consumed for every user grows,” wrote City Atve analyst at the note.
Openai is far from alone Deadand Google Others also significantly increase infrastructure spending.
CoruvA cloud provider that includes NVIDIA as a major shareholder said on Tuesday that he had reached a deal to supply Meta with $ 14.2 billion in Amnesty International’s infrastructure services.
NVIDIA’s share exceeds all its huge peers so far this year except for the chips maker BroadcomWhich increased about 40 %, and is similarly reinforced by Openai.

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