OpenAI Could Be Worth $1 Trillion. These 3 Stocks Give Investors Exposure Today.

John Ballard, The Motley Fool

Tue, June 23, 2026 astatine 8:50 AM CDT 4 min read

OpenAI's ChatGPT has been 1 of the fastest-adopted user products successful history. Since its motorboat successful precocious 2022, play progressive users person reached astir 1 billion. A March backing circular valued the institution astatine $852 billion. It could already beryllium worthy $1 trillion connected the backstage market, fixed precocious capitalist request to ain the starring AI companies and ChatGPT's growth.

While you can't bargain shares of OpenAI connected the nationalist marketplace yet, determination are 3 stocks you tin bargain contiguous that are straight progressive with OpenAI.

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Microsoft

Microsoft (NASDAQ: MSFT) has invested $13 cardinal successful OpenAI. This concern allows the bundle elephantine entree to OpenAI's models for usage crossed its ain products. This is helping thrust request for Microsoft Azure and its Copilot AI assistant.

As portion of their April agreement, Microsoft volition stay OpenAI's superior unreality partner, with royalty-free entree to OpenAI's frontier models done 2032. So far, this concern has been a crippled changer for Microsoft. Its gross grew 18% twelvemonth implicit twelvemonth successful the caller quarter. Its AI concern unsocial reached $37 cardinal connected an annualized basis, much than doubling twelvemonth implicit year.

Microsoft offers aggregate models successful its Foundry level (formerly Azure AI Foundry). Anthropic's Claude and ChatGPT are seeing monolithic adoption successful Foundry. Microsoft says the fig of customers utilizing these models doubled implicit the year-ago quarter.

This makes Microsoft a coagulated banal to payment from request for OpenAI's models, peculiarly connected the endeavor side. Microsoft Azure is the second-leading unreality level down Amazon. The company's unreality enactment is undervalued astatine the moment, with the shares trading astatine an charismatic 19 times adjacent year's net estimate.

Nvidia

In September of 2025, Nvidia (NASDAQ: NVDA) announced it would deploy astatine slightest 10 gigawatts worthy of computing systems to assistance OpenAI bid and tally its next-generation models to execute superintelligence. As portion of the deal, Nvidia said it intended to put up to $100 cardinal successful OpenAI arsenic its products are deployed. The archetypal signifier of deployment is acceptable for the 2nd fractional of this twelvemonth erstwhile Nvidia launches its next-generation Vera Rubin chips.

Nvidia's concern strategy is to spouse with arsenic galore AI companies arsenic imaginable to accelerate the adoption of its graphics processing units (GPUs) and different products. This woody with 1 of the starring AI companies solidifies Nvidia's lasting successful the AI infrastructure proviso chain.