Nvidia CEO ne pakka kiya OpenAI mein bada invest! Kya chal raha hai AI race mein?

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AuthorVihaan Mehta|Published at:
Nvidia CEO ne pakka kiya OpenAI mein bada invest! Kya chal raha hai AI race mein?
Overview

Nvidia ke CEO, Jensen Huang ne finally confirm kar diya hai ki company OpenAI mein ek 'huge' investment karne jaa rahi hai. Yeh khabar sab rumouron ko band kar rahi hai ki company ke andar is deal ko lekar koi doubt tha. Deal ka size already $100 billion se kam ho sakta hai, lekin phir bhi ye bohot bada hone wala hai.

Deal pakki hui, lekin figures change ho gaye?

Nvidia ke CEO Jensen Huang ne Taiwan mein press se baat karte hue saaf kar diya ki "absolutely" woh OpenAI mein investment karenge. Unhone internal doubts wali rumours ko "nonsense" keh kar dismiss kar diya. Asal mein, OpenAI ke CEO Sam Altman ek naya funding round close kar rahe hain, aur Nvidia usmein shaamil hoga. Pehle kaha jaa raha tha ki yeh deal $100 billion tak jaa sakti hai, lekin ab baat tens of billions of dollars ki ho rahi hai, jo Nvidia ka sabse bada investment ho sakta hai. Yeh announcement tab aayi jab Nvidia (NVDA) stock mein 179.49 million shares ka volume dekha gaya 30 January, 2026 ko, aur share price lagbhag $191.13 par trade ho raha tha. Stock mein thoda -0.72% ka dip bhi dekha gaya. Waise, Nvidia ka market cap around $4.678 trillion hai aur P/E ratio 47.34 chal raha hai.

AI market mein jabardast competition!

OpenAI khud $100 billion tak fund raise karne ki koshish kar raha hai, jisse company ki valuation $830 billion ho jayegi. Iske peeche ka reason hai advanced AI models banane ke liye jo computing power chahiye, woh bohot mehengi hoti hai. Aur competition bhi kam nahi hai! Amazon bhi OpenAI mein $50 billion tak invest karne par baat kar raha hai, jo usko ek bada investor bana dega. Note karne wali baat yeh hai ki Amazon pehle hi OpenAI ke competitor Anthropic mein billion dollars laga chuka hai. Google bhi peeche nahi hai, unhone Anthropic mein $2 billion daale hain aur khud AI development par $75 billion kharch karne ka plan bana rahe hain 2025 mein. Poora AI sector ekdum garam hai, pichhle saal hi hyperscalers AI infrastructure par $500 billion kharch karne wale hain.

Aage kya hoga aur Valuation ka scene?

Analysts Nvidia ko lekar kaafi positive hain, aur unka consensus price target $253-$260 ke beech hai, jo current price se kaafi zyada hai. Nvidia AI accelerators market mein lagbhag 85% share rakhta hai, aur unka strong software ecosystem unko ek alag hi advantage deta hai. OpenAI 2026 ke end tak IPO bhi laane ka soch raha hai, jisse competition aur badhega. Nvidia apne naye Blackwell microarchitecture par kaam kar raha hai aur Rubin product line 2026 mein aane wali hai. Haalanki, Nvidia, Microsoft aur OpenAI sabhi antitrust investigations ka saamna kar rahe hain.

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