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Nvidia's $100 Billion OpenAI Investment Is the Next Blockbuster AI Deal

Another day, another multibillion-dollar deal to fund the massive artificial intelligence ("AI") build-out. On Monday, Nvidia (NVDA) announced a plan to invest as much as $100 billion into OpenAI – the cutting-edge AI firm, known for its ChatGPT product. The deal will help OpenAI fund more data-center projects. Those are necessary for the massive amount […]
By Brett Eversole
September 24, 2025
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AI Infrastructure Investment: The Hidden Boom in Construction Materials

The artificial intelligence ("AI") boom isn't just about semiconductors or cloud software – it's also about concrete, steel, copper, and cables. Hyperscaler capital expenditures (Amazon, Microsoft, Google, Meta Platforms) are driving a physical build-out of U.S. AI hubs. Materials firms may be the quiet winners. Table of Contents Introduction: The Physical Side of the AI […]
By David Engle
September 23, 2025

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