Nvidia: OpenAI-AMD Partnership Implications

  • Nvidia Corporation remains a Strong Buy as surging data center GPU demand and AI ecosystem growth drive robust profit potential and new highs in 2025. The OpenAI-AMD partnership intensifies GPU competition, but the market's rapid expansion ensures both Nvidia and AMD are major beneficiaries. Nvidia's dominant 92% GPU market share, superior profits, and upcoming Blackwell GPUs position it to capitalize on pent-up, high-inference chip demand.