$NVDA $TSLA: Even after Nvidia’s $100B deal with OpenAI

$NVDA $TSLA

Even after Nvidia’s $100B deal with OpenAI this week, Jensen believes that Elon will be a big winner…

“I would not be surprised if he gets to 1GW before anyone else. He has a sense of urgency and can manage complex systems. He is the ultimate GPU.” pic.twitter.com/cSWSzj6NCO

— amit (@amitisinvesting) September 26, 2025

Jensen just explained how the TAM for NVIDIA AI could be $5T ANNUALLY. pic.twitter.com/X0w46TSsZS

— The AI Investor (@The_AI_Investor) September 26, 2025

1.21 Gigawatts of training @xAI !!! *****Ucv5VLr6Ne pic.twitter.com/KF5ANCUcEU

— Elon Musk (@elonmusk) September 26, 2025