Key Takeaways Shares of AI-related companies surged Wednesday after President Trump announced a $500 billion joint venture with Oracle, OpenAI, and SoftBank to build AI infrastructure in the U.S.As key technology partners for the initiative,

Now that it's the world's most valuable company, some investors might believe the time to buy Nvidia has already passed, but these developments show that's not the case. Furthermore, the stock is currently selling for just 32 times next year's expected sales, a remarkably attractive price for a company with so much opportunity.

Nvidia stock jumped Wednesday, extending gains from the prior day following Trump’s announcement of a massive, $500 billion AI infrastructure project called Stargate. The project will be funded by Oracle,

The project will entail a joint venture between Oracle, Open AI and Softbank with the promise of investing nearly $500 billion into artificial intelligence infrastructure over the next four years. Other partners also include Nvidia, Microsoft and ARM— companies that have all been paramount to the significant AI boom in recent years.

At over 50 times earnings, this is a pricey stock to own but that multiple comes down to 29 when looking at estimates for next year's profits. And in the longer run, the company may be an even better buy if demand for its AI-agents takes off.

The new agreement “includes changes to the exclusivity on new capacity, moving to a model where Microsoft has a right of first refusal (ROFR),” Microsoft says. “To further support OpenAI, Microsoft has approved OpenAI’s ability to build additional capacity, primarily for research and training of models.”

Nvidia’s strong topline growth and AI infrastructure investment bode well. Read why NVDA stock presents a good investment opportunity for long-term growth.

Project Stargate, an AI infrastructure project announced Tuesday by the Trump administration that will invest $500B in U.S. infrastructure over

Microsoft has revised key terms in its deal with OpenAI following the latter's joint venture with Oracle and SoftBank to build $500 billion of AI data centers in the US. The initiative, called Stargate,

As we approach the mid-2020s, two giants stand out as industry leaders poised for significant growth: Nvidia and Microsoft. Both companies are at the forefront of innovation, and investing in them could offer substantial returns. In this article ...

While Microsoft pushes AI PC experiences, Nvidia is busy wooing developers Comment Nvidia is the uncontested champion of AI infrastructure — at least in the datacenter. In the emerging field of AI PCs,