Key Stats for Nvidia Stock
- 1- Year Price change for Nvidia stock today: 56%
- $NVDA Share Price as of Mar. 4: $183
- 52-Week High: $212
- $NVDA Stock Price Target: $264
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What Happened?
NVIDIA (NVDA) CEO Jensen Huang made headlines on Wednesday at the Morgan Stanley Technology, Media & Telecom Conference, and NVIDIA stock is reacting.
Huang revealed that Nvidia’s $30 billion investment in OpenAI is likely its last before the AI company goes public.
The original deal floated last September was for $100 billion, but Huang was blunt: that number is “probably not in the cards” anymore.
Why? OpenAI is preparing for an IPO, potentially valuing the company at up to $1 trillion.
He also said Nvidia’s $10 billion investment in Anthropic — announced alongside Microsoft in November — will likely be its last in the company as well.
Anthropic is also reportedly eyeing a public listing, though it hasn’t confirmed anything final yet.
These aren’t small bets. NVIDIA has been placing big chips in the two most important AI companies in the world. But with both heading toward IPOs, the private investment window is closing fast.
From the earnings call last week, Huang made it clear how central these relationships are to Nvidia’s growth.
He pointed to Anthropic’s Claude Code and OpenAI’s Codex as key drivers of token demand — and called the agentic AI moment “an inflection point” that’s happening right now.
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What the Market Is Telling Us About Nvidia Stock
For Nvidia stock, this is mostly a clarification story rather than a shock.
Investors already knew Nvidia was deep in the AI ecosystem. But hearing Huang publicly cap the investment runway signals that Nvidia stock’s near-term story shifts back to what it does best — selling the chips that power all of this.
NVIDIA’s stock remains down roughly 3% year-to-date, but analysts still see significant upside.
The fundamentals haven’t changed: data center revenue hit $62 billion last quarter, up 75% year-over-year.
NVIDIA stock is worth watching closely as both OpenAI and Anthropic move toward public markets.
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Disclaimer:
Please note that the articles on TIKR are not intended to serve as investment or financial advice from TIKR or our content team, nor are they recommendations to buy or sell any stocks. We create our content based on TIKR Terminal’s investment data and analysts’ estimates. Our analysis might not include recent company news or important updates. TIKR has no position in any stocks mentioned. Thank you for reading, and happy investing!
