00:00NVIDIA just hit $4 trillion and they're not slowing down.
00:04Here's what just changed everything.
00:06For months, investors feared that OpenAI might ditch NVIDIA's chips for Google's.
00:11But Monday, that rumor died.
00:13OpenAI doubled down, locking NVIDIA in as the backbone of AI's future.
00:18That one announcement triggered a massive surge.
00:21NVIDIA's stock hit an all-time high, and now they're not just a tech company,
00:26they're the AI infrastructure.
00:28To add to that, a new semiconductor tax credit just passed.
00:33TSMC is boosting U.S. production to support them.
00:36And Microsoft's chip delays just made NVIDIA even stronger.
00:40NVIDIA might be expensive, but it's moving like it's the foundation of tomorrow.
00:44Follow Benzinga for more daily updates that are impacting the markets.
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