In its latest financial earnings, Nvidia Corp. (NASDAQ: NVDA) highlighted the uncertainty surrounding its $100 billion deal with OpenAI

Despite its hefty market cap, Nvidia still trades at a reasonable forward P/E ratio, just 45 times full-year earnings estimates. Wall Street analysts currently anticipate Nvidia's earnings growing by an average of almost 33% annually over the next three to five years. That is plenty of growth to justify owning the stock at these levels.

SoftBank unloaded $5.8 billion in Nvidia shares as part of a broader $40 billion bet on OpenAI, fueling fears of an AI bubble.

Nvidia clarified to investors that its $100 billion investment in OpenAI is not a finalized contract, despite a prior announcement. The chipmaker emphasized that definitive agreements are not assured,

Foxconn said that the $1.4 million supercomputing cluster it is building in Taiwan with Nvidia will be ready by the first half of 2026. Once completed, it will be Taiwan’s largest advanced GPU culture.

CEO Jensen Huang addresses the AI bubble and highlights Nvidia's new partnerships with Anthropic, OpenAI, and xAI.

Microsoft and Nvidia invest $15B in Anthropic, valuing the Claude AI startup at $350B. Deal includes $30B Azure compute purchase and Nvidia partnership.

A historic capex surge, thin AI revenues, and extreme index concentration leave investors one disappointment away from a broad‑based equity shock.