One example of AI factories coming to pass is the British government's goal to expand the country's AI computing infrastructure by 20 times over the next five years. To that end, the U.K. partnered with OpenAI, and in turn, OpenAI enlisted Nvidia to provide as much as 31,000 AI chips.

According to CNBC’s Jim Cramer, Jensen Huang, the CEO of Nvidia, said the company has entered its first ever direct partnership with OpenAI, changing how the ChatGPT maker will get its hardware. Jensen explained the deal on Tuesday during the CNBC Investing Club’s Monthly Meeting at the New York Stock Exchange,

OpenAI will use Nvidia's $100 billion gradual investment to fund the development of 10 gigawatts' worth of AI data centers.

The tech giants intend to bring at least 10 gigawatts of AI capacity online, starting in H2 2026 with Vera Rubin chips.

OpenAI CEO Sam Altman is thinking long-term about his company's access to the AI chips that are so vital in the AI race.

AMD unveiled its next-generation Instinct chips at a launch event in July, when CEO Lisa Su took the stage with OpenAI CEO Sam Altman to announce that the AI giant would use the new chips.

Goldman Sachs analyst James Schneider reportedly raised the price target on Nvidia Corp. (NVDA) stock, stating that the AI bellwether’s strategic investments and partnerships with companies like OpenAI will drive the stock further upward.