NVIDIA Strengthens AI Leadership Through OpenAI Partnership and Record Growth

NVIDIA Corporation (NASDAQ:NVDA) is one of the 12 Stocks with Consistent Growth to Invest In.

The company gains a positive outlook with its second-quarter 2025 earnings and a new strategic partnership with OpenAI.

On August 27, 2025, NVIDIA Corporation (NASDAQ:NVDA) reported its Q2 2026 earnings results, which highlighted a 56% year-over-year increase in revenue to $46.74 billion. A notable contributor to the growth is Blackwell Data Center revenue, which saw a 17% sequential rise. The company’s founder and CEO, Jensen Huang, has made the following statement concerning Blackwell.

“NVIDIA NVLink rack-scale computing is revolutionary, arriving just in time as reasoning AI models drive orders-of-magnitude increases in training and inference performance. The AI race is on, and Blackwell is the platform at its center.”

On September 22, 2025, NVIDIA Corporation (NASDAQ:NVDA) announced entering a strategic partnership with OpenAI. The deal involves the company purchasing non-voting shares in OpenAI, and the ChatGPT maker using the proceeds to purchase millions of Nvidia chips. The two companies anticipate at least 10 gigawatts of computing power, with the first gigawatt expected to be ready by late 2026.

In addition to the new partnership casting a positive perception on NVIDIA Corporation (NASDAQ:NVDA), the company benefits from showcasing its incredible 10-year performance of 30716.99%.

Based in California, the pioneer in accelerated computing, NVIDIA Corporation (NASDAQ:NVDA) was founded in 1993. Currently, the company is a leader in designing Graphics Processing Units (GPUs), which are essential for gaming, professional visualization, training, and deploying AI models.

While we acknowledge the potential of NVDA as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you're looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock.

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