8 Companies Poised to Soar From Nvidia and OpenAI’s $100 Billion Alliance

This week marked a historic turning point for artificial intelligence.

The world’s best AI hardware maker – Nvidia (NVDA) – and the world’s best AI software developer – OpenAI – announced the single biggest deal in the history of artificial intelligence. In our view, it looks an awful lot like the Manhattan Project of AI… and it signals that the red-hot AI stock market rally still has plenty of runway left.

Here’s what went down…

Nvidia announced it will invest $100 billion into OpenAI to build and deploy at least 10 gigawatts of AI data centers powered by Nvidia systems. That translates into millions of GPUs, stitched together into the next generation of AI infrastructure.

The deal is structured as a hardware-software alliance between the two undisputed leaders in their domains:

• OpenAI will handle the model and infrastructure software – think GPT-6, GPT-7, and whatever follows.
• Nvidia will provide the systems – GPUs, networking, and its fast-expanding software ecosystem.

The first wave of this infrastructure is expected to go live in the second half of 2026, powered by Nvidia’s new Vera Rubin platform: its next-gen AI computing architecture.

Put simply: The best hardware company and the best software company are teaming up to create something bigger than either could accomplish alone.

So, in this edition of Hypergrowth Investing, we’ll explain why this partnership represents the biggest technology buildout in history.

We’ll break down the even bigger $2 trillion investment wave pouring into AI infrastructure.

And we’ll reveal the eight companies best positioned to capture this tidal wave of spending.

Let’s take a look…

The “Manhattan Project of AI”: Why the Nvidia-OpenAI Alliance Is Unlike Anything Before

The Manhattan Project was the ultimate collaboration of top scientists and massive government resources, united around a singular goal: building the most powerful weapon the world had ever seen.

This new partnership has the same feel – except the end goal isn’t a nuclear weapon. It’s artificial superintelligence. 

The Manhattan Project’s scale was unprecedented at the time. For example, it:

• Cost: about $2 billion in 1940s dollars (1942–1946).
• Adjusted for inflation, that’s roughly $25- to $30 billion today.
• At its peak, the project consumed 0.4% of U.S. GDP and employed more than 130,000 people.

Likewise, the scale of this Nvidia-OpenAI partnership is unprecedented:

• $100 billion – bigger than even Amazon‘s (AMZN) entire annual capital spending.
• 10 gigawatts – equal to the output of 10 full-scale nuclear power plants.
• Millions of GPUs – more chips than fueled the entire internet boom.

Except in this case, instead of Uncle Sam and his tax dollars funding this project, it’s Uncle Huang and his multitrillion-dollar market cap. In today’s dollars, the OpenAI–Nvidia project is more than three times the size of the Manhattan Project.

The stakes are massive. The resources are enormous. And the payoff could reshape industries and redefine the way we live and work.

This deal is structured so both companies win big:

• Nvidia locks in a long-term, guaranteed buyer of its chips, networking gear, and full-stack software. It also gets a sizable equity stake in OpenAI, which could be worth a fortune if OpenAI does become the company that ushers in superintelligence.
• OpenAI secures guaranteed compute capacity for its next wave of models (GPT-6, GPT-7, etc.), plus the financing to physically build that compute at scale.

For both firms, it’s not just a deal. It’s a necessity. Nvidia needs software partners that push the limits of its hardware. OpenAI needs hardware partners that can build at unimaginable scale. Together, they form the ultimate AI alliance.

This is why we remain structurally bullish on both names. Nvidia is the backbone of the AI economy. OpenAI is the brains. Together, they’re building the future.

Here’s why this matters for the broader AI boom…