CNBC Daily Open: When you're good to Nvidia, Nvidia's good to you

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Nvidia CEO Jensen Huang gestures arsenic U.S. President Donald Trump (not pictured) delivers remarks during the "Winning the AI Race" Summit successful Washington D.C., U.S., July 23, 2025.

Kent Nishimura | Reuters

Rarely successful beingness bash you get a win-win scenario, but Nvidia seems to person conjured 1 successful its concern with OpenAI. The chipmaker — which lately has been connected a spending spree equal successful strength to a tourer buying for tax-free goods successful Japan — announced Monday an concern of up to $100 cardinal successful OpenAI.

Here's the clever bit. OpenAI is readying to physique systems with Nvidia's artificial quality chips. Each 1 volition necessitate 10 gigawatts of power, which volition comprise astir 4 cardinal to 5 cardinal graphics processing units, Nvidia CEO Jensen Huang told CNBC. And Nvidia volition marque its archetypal concern of $10 cardinal erstwhile OpenAI finishes gathering its archetypal gigawatt of Nvidia systems.

"Nvidia invests $100 cardinal successful OpenAI, which past OpenAI turns backmost and gives it backmost to Nvidia," Bryn Talkington, managing spouse astatine Requisite Capital Management, told CNBC aft the announcement. "I consciousness similar this is going to beryllium precise virtuous for Jensen."

To get the lyrics from deed philharmonic Chicago: When you're bully to Nvidia, Nvidia's bully to you.

In different tech news, Apple's recently released iPhones appears to beryllium much successful request than its predecessor, according to analysts. That gave its banal a bully 4.3% bump Monday, which is yet successful the greenish for the year — the past of the "Magnificent Seven" to bash so. With Apple's price increase for its iPhone 17 Pro, however, my slope relationship mightiness beryllium the 1 turning red.

— Kif Leswing and Ashley Capoot contributed to this report

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And finally...

A robotic instrumentality manufactures a semiconductor spot astatine a stall to amusement investors during The Advantage Assam 2.0 Investment Summit successful Guwahati, India, connected Feb. 25, 2025.

Nurphoto | Nurphoto | Getty Images

India is betting $18 cardinal to physique a spot powerhouse. Here's what it means

India is 1 of the world's largest consumers of electronics, but it has nary section spot manufacture and plays a minimal relation successful the planetary proviso chain. New Delhi's "Semiconductor Mission" aims to alteration that.

The ambition is bold. It wants to make a afloat proviso concatenation — from plan to fabrication, investigating and packaging — connected Indian soil. Yet advancement truthful acold has been uneven, and neither the investments nor endowment excavation is capable to marque India's spot ambitions a reality, accidental experts.

— Priyanka Salve 

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