OpenAI Could Be Worth $1 Trillion, and These Three Stocks Offer Exposure

Industry Impact 4
โดย The Motley Fool·Read original
Summary · why it matters

OpenAI could already be worth $1 trillion on the private market, and investors can gain exposure through Microsoft, Nvidia, and Oracle. Microsoft has invested $13 billion in OpenAI and will remain its primary cloud partner with royalty-free access to frontier models through 2032, helping drive its AI business to an annualized $37 billion. Nvidia announced in September 2025 that it would deploy at least 10 gigawatts of computing systems to OpenAI and invest up to $100 billion as its products are deployed, with the first phase set for the second half of this year. Oracle is a top cloud infrastructure partner for OpenAI, with cloud infrastructure revenue growing 93% year over year to $5.8 billion and remaining performance obligations hitting $638 billion, up 363% year over year.

Impact on stocks 3

Artificial Intelligence▲ · 2 stocks
Microsoft Corporation
MSFT
▲ PositiveDemandrelevance

Microsoft's $13B investment in OpenAI and role as primary cloud partner drive its AI business to $37B annualized revenue.

NVIDIA Corporation
NVDA
▲ PositiveDemandrelevance

Nvidia will deploy at least 10 GW of computing systems to OpenAI and invest up to $100B, boosting demand for its products.

Cloud & Digital Infrastructure▲ · 1 stocks
Oracle Corporation
ORCL
▲ PositiveDemandrelevance

Oracle's cloud infrastructure revenue grew 93% YoY to $5.8B as a top cloud partner for OpenAI.

Theme Impact 7

Off-coverage companies 1

OpenAIPrivate▲ Positive
Capitalrelevance

OpenAI could be worth $1 trillion on the private market, reflecting high valuation.

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