I would like to receive updates and special offers from Dow Jones and affiliates. I can unsubscribe at any time.

The strategic $100 billion investment partnership with OpenAI de-risks future growth of Nvidia. Read why NVDA stock is a Buy.

For investors, the message is simple: Nvidia is committing up to $100 billion in staged capital and hardware to OpenAI's buildout -- an investment that ultimately flows back into its own ecosystem. The stock isn't cheap, but the premium reflects a level of certainty few other tech growth stories can match.

Nvidia stock jumped roughly 4% on Monday as the chipmaker announced it will invest up to $100 billion in OpenAI as part of a new partnership. Nvidia said in its announcement that

CoreWeave Inc. (NASDAQ: CRWV) announced a new agreement with OpenAI valued at up to $6.5 billion. The deal increases the total value of CoreWeave’s contracts wi

But Nvidia, in this one recent move, has shown its strength as the central player in the AI market. The company aims to invest as much as $100 billion in Open AI amid a buildout of the lab's data centers. This partnership could become the biggest profit engine in AI history -- and secure Nvidia's AI empire. Let's check it out.

Among the Nasdaq 100 stocks, Marvell Technology MRVL rallied more than 4% while Advanced Micro Devices AMD gained 1.5%, making them some of the best performers at the market open. Marvell is nearing an 85.27 buy point, while AMD stock is facing resistance at the 50-day moving average.