Nvidia (NASDAQ:NVDA) and OpenAI's massive deal announced on Monday signals no slowdown in the artificial intelligence buildout as Wedbush pronounces the AI revolution is striking a new stage of growth.

The numbers behind the deal are staggering. Nvidia plans to invest up to $100B into OpenAI to build and deploy at least 10 gigawatts of data center capacity. Nvidia will provide 4M to 5M graphics processing units. Wedbush noted that this figure totals the entirety of the number of GPUs Nvidia will ship in 2025 and double what it shipped in 2024