Walter Bloomberg
2025.09.23 14:31

$NVIDIA(NVDA.US) - NVIDIA COULD SEE 400–500% RETURN ON OPENAI DEAL

Benchmark’s Cody Acree says Nvidia’s $100B OpenAI investment could yield a 4–5x return, with each 1 GW of AI datacenter capacity worth $40–50B. OpenAI plans to deploy 10 GW using Nvidia systems. Acree notes the deal hinges on sustained end-user demand.

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