Nvidia Vows Every Customer Remains ’Top Priority’ Despite OpenAI Partnership

Nvidia doubles down on commitment to all clients amid high-profile AI collaboration.

Partnership Priorities

The chipmaker insists its OpenAI deal won't create tiered service levels across its customer base. Nvidia's infrastructure remains equally accessible to startups and tech giants alike—though Wall Street analysts whisper about 'selective prioritization' behind closed doors.

Market Dynamics

As AI demand surges, Nvidia walks a tightrope between major partnerships and broader ecosystem support. The company's hardware continues powering everything from crypto mining operations to quantum computing research, maintaining its stance as an equal-opportunity enabler of technological progress.

Supply chain constraints haven't stopped the tech giant from promising seamless service to all clients—even if hedge funds would gladly pay triple for priority GPU access.

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For context, the deal itself focuses on building new data centers that will be powered by Nvidia chips, with at least 10 gigawatts of capacity. These centers will be used to train and run advanced AI models and show just how quickly demand for computing power is growing. As a result, Nvidia’s chips have become the most valuable hardware in Silicon Valley and have driven both sales and shares to new highs.

Nevertheless, Nvidia still depends heavily on a few big customers, such as Microsoft (MSFT), Meta Platforms (META), Amazon (AMZN), and Alphabet (GOOGL). At the same time, they are also developing their own chips in order to reduce dependence on Nvidia. Therefore, if they believe OpenAI is being given priority, they could speed up those custom chip plans or turn to competitors like Advanced Micro Devices (AMD).

What Is a Good Price for NVDA?

Turning to Wall Street, analysts have a Strong Buy consensus rating on NVDA stock based on 37 Buys, two Holds, and one Sell assigned in the past three months, as indicated by the graphic below. Furthermore, the average NVDA price target of $212 per share implies 18.4% upside potential.