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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 risk and potential of NVDA as an investment, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns and doing so within a shorter time frame. If you are looking for an AI stock that is more promising than NVDA and that has 10,000% upside potential, check out our report about this cheapest AI stock.

READ NEXT: 12 High-Risk High-Reward Growth Stocks to Buy Right Now and 13 Best Fortune 500 Dividend Stocks to Invest In

Disclosure. None.

The $250 Trillion AI Hype is Real. A few years from now, you’ll probably wish you’d bought this stock.

When Jeff Bezos said that one breakthrough technology would shape Amazon’s destiny, even Wall Street’s biggest analysts were caught off guard.

Fast forward a year and Amazon’s new CEO Andy Jassy described generative AI as a “once-in-a-lifetime” technology that is already being used across Amazon to reinvent customer experiences.

At the 8th Future Investment Initiative conference, Elon Musk predicted that by 2040 there would be at least 10 billion humanoid robots, with each priced between $20,000 and $25,000.

Do the math. According to Musk, this technology could be worth $250 trillion by 2040.

Put another way, that’s roughly equal to:

  • 175 Teslas
  • 107 Amazons
  • 140 Metas
  • 84 Googles
  • 65 Microsofts
  • And 55 Nvidias

And here’s the wild part — this $250 trillion wave isn’t tied to one company, but to an entire ecosystem of AI innovators set to reshape the global economy.

It’s a leap so massive, it could reshape how businesses, governments, and consumers operate worldwide.

Even if that $250 trillion figure sounds ambitious, major firms like PwC and McKinsey still see AI unlocking multi-trillion-dollar potential.

How could anything be worth that much?

The answer lies in a breakthrough so powerful it’s redefining how humanity works, learns, and creates.

And this breakthrough has already set off a frenzy among hedge funds and Wall Street’s top investors.

What most investors don’t realize is that one under-owned company holds the key to this $250 trillion revolution.

In fact, Verge argues this company’s supercheap AI technology should concern rivals.

Before I reveal the details, let’s talk about how some of the richest people on the planet are positioning themselves.

  • Bill Gates sees artificial intelligence as the “biggest technological advance in my lifetime,” more transformative than the internet or personal computer, capable of improving healthcare, education, and addressing climate change.
  • Larry Ellison — through Oracle, is spending billions on Nvidia chips and partnering with Cohere to embed generative AI across Oracle’s cloud and apps.
  • Warren Buffett — not known for tech hype — says this breakthrough could have a ‘hugely beneficial social impact.

When billionaires from Silicon Valley to Wall Street line up behind the same idea — you know it’s worth paying attention to.

Even as we admire what Tesla, Nvidia, Alphabet, and Microsoft have built, we believe an even greater opportunity lies elsewhere…

But the real story isn’t Nvidia — it’s a much smaller company quietly improving the critical technology that makes this entire revolution possible.

And judging by what I’m hearing from both Silicon Valley insiders and Wall Street veterans…

This prediction might not be bold at all:

A few years from now, you’ll wish you’d owned this stock.

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