Nvidia invests billions in Openaai and thus strengthens its role as a key provider in the AI sector. Analysts react with higher price targets, but there are also critical voices.
• Evercore raises price target for Nvidia after Openai investment
• Criticism about possible “circular” structures in large customer deals
• Analyst consensus: Majority recommends purchase
Nvidia share in focus
The Nvidia share has been in rally mode for some time. The value of the share certificates has multiplied over the past few years. In the past twelve months alone, the papers on the US tech exchange Nasdaq have increased by around 59 percent. An increase of around 39 percent has been produced since the beginning of the year. Most recently, the Nvidia share cost $ 186.59 (as of the final course of September 30, 2025).
Investment in Openaai
Nvidia announced a mega investment in Openaai last week. The chip group puts $ 100 billion in the Chatgpt developer. The investment should be gradually made. As the Bloomberg news agency reported, Nvidia should also get a participation in Openaai. The companies said that the development of new AI data centers with NVIDIA technology and their energy supply should be supported with the investment. The semiconductor company is a central supplier of chip systems for training and operation of software with artificial intelligence (AI).
Billion deal as a spa driver?
After the billion deal, the analysts from Evercore confirmed the Nvidia share as a top pick and raised the price target from 214 to $ 225. According to Marketwatch, Evercore Isi Analyst Mark Lipacis indicated that the Wall Street estimates seemed too low for the company. The deal with Openaai only reinforces it even more. Evercore assumes that the deal of the two actors in the AI area will have a significant positive effect on the development of the Nvidia revenues and should prove to be a spa driver for the chip giant. NVIDIA is the preferred supplier of Openai and the Chatgpt manufacturer “underestimated the demand for its solution […] And if you want to accuse the demand “, Investing will be rejected.” NVDA is uniquely positioned as a provider of scaling solutions to support Openai in expanding this infrastructure, “said the evercore analysts. According to corresponding Evercore for NVIDIA for the second half of 2026 by $ 5.5 billion.
Critical voices
However, according to Marketwatch, other voices pointed out that Openaai reported a large deal with Oracle for cloud services, which enabled the company to buy other nvidia chips, which then invested in Openaai.
In this regard, amber analyst Stacy Rasgon admitted that the agreement with Openai “will clearly stir up ‘circular’ concerns”, even if it remains optimistic about the Nvidia share. “It should be pointed out that” circular ‘concerns are already concerned [NVIDIA] were expressed, for example when the company invests in (smaller) startups, which subsequently [NVIDIA]-CHIPS, or if it resold cloud services that are based on GPUs specially sold for this purpose, “he wrote, according to Marketwatch with regard to graphics processors. The new deal with Openai” will probably stir up even more than before and (perhaps right) doubts about the background of the procedure, although the company (unsurprisingly) informed us that the investment money was not direct Purchase of Nvidia products is used, “said Rasgon.
The Bank of America Analyst Vivek Arya also expressed concerns from investors regarding the effect of Nvidia’s massive investment in one of his customers. “For the time being, the news for now [NVIDIA] However, it will be received positively because they will further improve the numbers by 2026 and probably more beyond. The first commissioning is only carried out in one year, so that increasing concerns about sustainability do not seem to be presented by a direct threat for the time being, “he said. The analysts believe that Nvidia will achieve a three- to five-time return on his investment in Openaai.
Analyst estimates
According to Tipranks, 40 Wall Street Analysts have evaluated the Tipranks share in the past three months. Of these, 37 analysts recommend the share to buy, two advise two advisors to keep the shares and only an analyst has given a sales recommendation. The average price target is $ 212.78, the maximum forecast at $ 245.00 and the low forecast at $ 100.00. The average price target corresponds to an upward potential of around 14 percent compared to the last course of $ 186.59 (as of the final course of September 30, 2025).
Editor finance.net
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