According to @gdb, OpenAI announced a strategic partnership with Nvidia to secure millions of GPUs—roughly equal to Nvidia’s total compute shipped in 2025—and plans to invest up to USD 100B as these units are deployed, a scale that materially expands AI compute capacity - source: @gdb. According to @gdb, this magnitude of committed hardware and capital makes NVDA and AI-compute crypto tokens such as RNDR and AKT key tickers to monitor for liquidity and volatility around follow-on details - source: @gdb. According to @gdb, the anchor figures for trading context are “millions of GPUs” and “up to USD 100B,” which frame potential capacity expansion and related order flow for AI infrastructure - source: @gdb. According to @gdb, traders should watch for subsequent disclosures from OpenAI or Nvidia on delivery timelines and procurement specifics to calibrate exposure across equities and AI-compute tokens - source: @gdb.