Nvidia shares surge 3.01% in pre-market trading on $100 billion OpenAI investment deal

Nvidia shares rose 3.0051% in pre-market trading on Dec. 24, 2025, as investors digested recent developments in the company’s business diversification and strategic partnerships.

The chipmaker reported a 32% year-over-year increase in revenue from its automotive and robotics segment, reaching $592 million in Q3, signaling growing traction in emerging markets. Meanwhile, its data center business remains dominant, accounting for roughly 90% of total revenue in the same period. This segment continues to benefit from surging demand for AI infrastructure, with clients like OpenAI and hyperscalers investing heavily in GPU-powered computing solutions.

A major catalyst for the pre-market rally was Nvidia’s $100 billion investment in OpenAI, aimed at expanding the latter’s data center capacity to support ChatGPT’s growing user base. The deal underscores Nvidia’s role as a critical supplier in the AI ecosystem, though analysts note the company’s heavy reliance on the data center market could pose long-term risks if demand slows. Additionally, progress in quantum computing and robotics may offer new growth avenues, though these remain speculative at this stage.

Investors are weighing the balance between Nvidia’s current dominance in AI hardware and the need for strategic reinvention to mitigate overexposure. While short-term momentum appears strong, the stock’s forward P/E of 23 suggests market skepticism about the sustainability of its high-growth trajectory without further diversification.