NVIDIA (NVDA) Lands OpenAI Data Center Deal, Is The Stock Still A Bargain?
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NVIDIA (NVDA) Lands OpenAI Data Center Deal, Is The Stock Still A Bargain? Simply Wall St Tue, August 18, 2026 at 10:12 AM EDT 2 min read NVDA Find your next quality investment with Simply Wall St's easy and powerful screener, trusted by over 7 million individual investors worldwide. NVIDIA (NVDA) has just committed to supply exclusive AI compute infrastructure for OpenAI at SB Energy's PORTS Pike campus in Ohio, tying the stock to one of the largest planned AI data center projects. Over the past year, NVIDIA has combined heavy AI infrastructure announcements with strong stock performance, including a 1-year total shareholder return of 23.79% and a very large 5-year total shareholder return. The year to date share price return of 19.15% suggests momentum has been building recently despite shorter term swings. If this OpenAI deal has you thinking about what else is powering AI infrastructure, it is a useful moment to scan a broader set of potential opportunities via our 56 AI infrastructure stocks NVIDIA's OpenAI and SB Energy commitments now anchor a much bigger AI infrastructure role in the stock at a time when the latest models suggest pricing is closer to fair than extreme. Is most of the upside already used, or not yet? According to the most followed NVIDIA narrative, a fair value of $280 sits above the last close at $225.01, which puts the OpenAI data center news into a wider valuation frame. NVIDIA isn't just riding the AI wave; it built the surfboard, owns the beach, and sells sunscreen. With a wide moat powered by proprietary hardware, exclusive software, and first-mover scale, NVIDIA is as close to a pure-play on the AI industrial revolution as it gets. Read the complete narrative. Read the complete narrative. Want to see what turns that story into a $280 fair value for NVIDIA? The narrative leans on compound earnings strength, high margins, and a premium future profit multiple. Curious which of those assumptions does most of the heavy lifting in the model? Result: Fair Value of $280 (UNDERVALUED) Have a read of the narrative in full and understand what's behind the forecasts. However, even this NVIDIA narrative can be shaken if AI infrastructure demand cools faster than expected, or if export controls meaningfully restrict key data center markets. Find out about the key risks to this NVIDIA narrative. With mixed sentiment around NVIDIA's AI infrastructure role, it makes sense to move quickly and check the underlying data yourself so you can decide where you stand on the 4 key rewards and 2 important warning signs . If NVIDIA's AI story has sharpened your interest, do not stop here. Broader ideas can help balance your portfolio and keep you ahead of the next move. Spot potential bargains early by scanning companies that currently look mispriced using our 53 high quality undervalued stocks . Strengthen your income stream by focusing on companies that pay substantial yields with our 10 dividend fortresses . Prioritise resilience by filtering for companies with robust finances through the solid balance sheet and fundamentals stocks screener (50 results) . This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned. Companies discussed in this article include NVDA . Have feedback on this article? Concerned about the content? Get in touch with us directly. Alternatively, email editorial-team@simplywallst.com
AI 시장 분석
Nvidia (NVDA) has signed an exclusive infrastructure supply contract with OpenAI to build a large-scale AI data center at its Ohio campus. Recently, the stock recorded $225.01, with analysts evaluating the fair valuation at $280, leaving room for further upside. This contract proves the continuity of AI infrastructure demand and raises expectations for earnings growth.
상승 영향
- AI — Nvidia's signing of an exclusive large-scale data center infrastructure supply contract with OpenAI directly accelerates AI hardware demand and earnings growth.
- Semiconductors — Exclusive supply of AI chips and infrastructure expands Nvidia's revenue and margins, exerting a positive ripple effect across the semiconductor sector and supporting expectations for a fair value of $280.
DYAX 전담 분석
Nvidia's exclusive infrastructure supply contract for OpenAI's data center enhances the visibility of core hardware and software sales, forming a causal relationship that will drive strong profit growth. It maintains momentum, having recently recorded a year-to-date stock price increase of 19.15% and a 1-year return of 23.79%.
The bullish scenario is that AI infrastructure demand exceeds expectations, leading to the early achievement of the $280 valuation target, while the bearish scenario is that earnings momentum weakens due to a slowdown in AI demand or tighter export controls. Key monitoring indicators are data center revenue growth and regulatory trends.
AI가 생성한 분석으로 투자 자문이 아닙니다.
DYAX Investor Sentiment
Bullish (Long) 51% · Bearish (Short) 49%
552 participants
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