NVIDIA Corporation (NVDA) and OpenAI Forge $100B Partnership to Power Next-Gen AI Systems

We recently compiled a list of the 12 Best Stocks to Own for Grandchildren. NVIDIA Corporation is one of them.

NVIDIA Corporation (NASDAQ:NVDA) tops our list for being one of the best stocks to buy . It continues to dominate the AI and data center markets with groundbreaking developments in September 2025. The company posted second-quarter fiscal 2026 revenue of $46.7 billion, a 56% year-over-year increase, driven by strong demand for its Blackwell Data Center products, which grew 17% sequentially. CEO Jensen Huang described the Blackwell AI platform as a “generational leap” in infrastructure, with production scaling quickly to meet demand from advanced reasoning AI models.

A major highlight this month is NVDA’s strategic partnership with OpenAI, involving up to $100 billion in investment and a commitment to supply advanced data center chips for next-generation AI systems. This alliance strengthens the firm’s central role in the AI ecosystem and significantly expands its long-term market potential. In addition, the company announced a $5 billion investment in Intel stock, with plans to co-develop custom AI infrastructure for data centers and PCs, aiming at a $50 billion market opportunity.

NVIDIA Corporation (NASDAQ:NVDA) also introduced Rubin CPX, a new GPU designed to handle massive-context inference tasks, enabling million-token coding and generative video at unprecedented speed and efficiency. This innovation supports its vision of transforming data centers into fully integrated “AI factories.”

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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Disclosure: None.