Nvidia Shares Surge as OpenAI Hits $500B Valuation, Eyes Growth

  • OpenAI‘s valuation has reached $500 billion, making it the most valuable startup, surpassing SpaceX.
  • Investors, including SoftBank and UAE-based MGX, purchased $6.6 billion in shares from OpenAI employees.
  • OpenAI secured a $300 billion deal with Oracle for computing power and committed $10 billion to a chip project with Broadcom.
  • NVIDIA shares have climbed 6% in the past week and 40% year-to-date, with analysts setting price targets above their current value.
  • Experts highlight strong business links between Nvidia and OpenAI, but note possible antitrust risks for the companies.

Shares of Nvidia and other leading Artificial Intelligence companies increased on Thursday after OpenAI reached a valuation of $500 billion. The developer behind ChatGPT became the world’s most valuable startup, overtaking Elon Musk’s SpaceX in valuation.

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A group of existing investors including SoftBank and MGX from the United Arab Emirates reportedly spent around $6.6 billion to buy shares held by OpenAI employees, the Wall Street Journal reported.

OpenAI recently made an agreement with Oracle to purchase computing power worth $300 billion over five years. The company also made a $10 billion commitment to a chip-building project with Broadcom. OpenAI receives significant support from Nvidia and other backers.

Analyst Ben Reitzes from Melius Research wrote that the growth of Nvidia is closely tied to OpenAI’s success, especially its Stargate AI infrastructure project. He said, “While AI is powered by Nvidia, OpenAI could indeed be the most important company in terms of the trillions in value its vision is supporting right now.” Reitzes also projected that OpenAI could generate over $40 billion in annual advertising revenue, which could result in considerable benefit for Nvidia.

Some experts, like antitrust lawyer Andre Barlow quoted by Reuters, suggest the partnership between Nvidia and OpenAI could attract U.S. Department of Justice scrutiny. This could present regulatory risks for investors in the future.

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Nvidia shares are trading close to their 52-week high and above their 200-day simple moving average. According to Bernstein, the stock’s target price is $225, well above the closing price of $178.19, highlighting a positive short-term outlook.

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