Nvidia Invests $100 Billion in AI Infrastructure Amid Market Surge

Chicago, IL – September 23, 2025 – Nvidia announced today that it will invest $100 billion into OpenAI, the parent company of ChatGPT, to provide significant computing capacity as demand for AI rises.

CEO Jensen Huang described the initiative as “the biggest infrastructure project in history,” highlighting that the need for computing power is increasing rapidly. This investment comes amid a turbulent year for U.S. equity markets, which had seen major declines in tech stocks due to economic uncertainty.

Despite early bearish predictions, the stock market has rebounded impressively, with the Nasdaq 100 Index up 29% from its lows. The news of Nvidia’s investment led to a noticeable rally for related companies, including CoreWeave and Nebius, which also benefit from AI infrastructure.

Amid this, Apple‘s stock has seen a surge, thanks to tariff exemptions and a partnership with OpenAI to integrate ChatGPT technology into its products. This turnaround follows challenges faced by the company due to significant tariffs affecting its manufacturing in China.

Mondays’ announcements saw T-Mobile US reporting record iPhone sales, where 75% of sales were from higher-end models like the iPhone Pro. Meanwhile, Intel‘s stock jumped more than 20% after Nvidia announced a $5 billion investment, indicating renewed optimism surrounding the tech giant.

CrowdStrike also reported substantial growth, leveraging AI for improved cybersecurity measures. The company’s innovative AI-driven platform, “Charlotte AI,” aims to enhance security operations and response efforts.

Nebius Group, emerging from Yandex, is capitalizing on the AI boom, reporting a remarkable 625% year-over-year sales growth. With ongoing partnerships and billions in funding, Nebius aims to expand its infrastructure capacities to meet soaring market demands.

Despite the promising figures, Nebius issues caution with a growing debt, now nearly $1 billion. However, its strategic focus positions it well within the rapidly expanding AI market, projected to triple in value by 2031.

As the market recovers and evolves, experts warn investors to weigh risks carefully, particularly due to potential volatility and inflated valuations in the AI sector.