NVIDIA (NASDAQ:NVDA) is moving deeper into AI infrastructure by helping secure the land, power, and data center capacity behind OpenAI’s Ohio buildout. The bigger opportunity may come later. These facilities can potentially be upgraded repeatedly as NVIDIA releases new hardware, creating a much longer relationship than a traditional one-time chip sale.
Stock prices used were the market prices of Aug. 21, 2026. The video was published on Sept. 4, 2026. On the date of publication, Rick Orford did not have (either directly or indirectly) positions in any of the securities mentioned in this video.
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