The top wall street firms are fighting over 1 one AI chip

Impact · against what's priced in

The shift of OpenAI's Ultrafast tier to Nvidia is a marginal positive that supports existing growth targets but fails to trigger a re-rating. For Cerebras, the loss of a flagship deployment creates a material headwind for FY2027 revenue expectations, though Altman's comments provide a partial floor.

NVDA+0.10

Already priced in

The price assumes

near-term 70% fiscal 2028 growth guide

OpenAI utilizing Nvidia chips for its Ultrafast tier reinforces the current demand cycle and the 70% growth guide the market already assumes.

What NVDA's price assumes · Sep 1

• semiconductors
• NVDA
• ai chips
• cerebras
• equity volatility
• nvidia
• openai

Search tags