Nvidia Stock Near Record Highs: $20B xAI GPU Deal and $100B OpenAI Pact Fuel AI Boom
In short, Nvidia’s stock has surged again on the back of the latest AI deals and partnerships. The combination of blockbuster AI earnings, strategic alliances, and massive investor enthusiasm has propelled NVDA toward record territoryts2.techts2.tech – leaving the market asking if the rally can continue (some analysts even eye a $300 price by year-endbarchart.com). AI Frenzy Propels Nvidia’s Growth The AI revolution is driving an unprecedented boom in demand for Nvidia’s chips. In its latest quarterly report (FY2026 Q2, May–Jul 2025), Nvidia blew past expectations with $46.7 B revenue, up 56% year-over-yearts2.tech. Virtually all of that growth came from AI: $41 B