智通财经2月1日讯（编辑 赵昊）英伟达CEO黄仁勋最新表示，公司"肯定会"参与OpenAI正在进行的新一轮融资，只是投资额"不可 能达到或接近"1000亿美元。 周六（1月31日），黄仁勋在接受采访时说道："我们一定会参与下一轮融资，因为这是一项非常好的投资。我们非常乐意。" 黄仁勋没有透露具体投资金额，但他补充称，这笔投资很可能将成为"我们有史以来最大的一笔投资"。 黄仁勋这一表态主要是为了回应周五（1月30日）的一则消息，有报道称，英伟达原计划向OpenAI投资高达1000亿美元的谈判已经 破裂，两家公司之间可能出现裂痕。 黄仁勋表示，OpenAI是当代最具影响力的公司之一，所做的工作非常出色，他也很喜欢和OpenAI首席执行官萨姆·奥尔特曼一起工 作。 去年9月，英伟达曾与OpenAI签署一份意向书，将逐步向OpenAI投资高达1000亿美元，用于建设新的数据中心及其他人工智能基础 设施，但OpenAI要采用英伟达的硬件组件。 黄仁勋说，英伟达还没有投资OpenAI，主要是因为后者正进行新一轮融资。他还指出，公司一定会参与OpenAI正在进行的融资。 报道称，谈判停滞的原因是英伟达内部部分人士对这笔交易 ...

Core Viewpoint - Nvidia CEO Jensen Huang dismissed reports of friction with OpenAI as "nonsense," emphasizing the ongoing partnership and investment plans between the two companies [1][3]. Group 1: Investment and Partnership Dynamics - Nvidia plans to invest up to $100 billion in OpenAI and build 10 gigawatts of computing infrastructure for the AI company [1]. - Huang has begun to emphasize that the deal is nonbinding and has privately criticized OpenAI's business strategy while expressing concerns about competitors like Anthropic and Google [2]. - Recent discussions between Nvidia and OpenAI are reportedly focusing on a potential equity investment of tens of billions of dollars, rather than the previously announced $100 billion [2][6]. Group 2: Statements from Key Stakeholders - An OpenAI spokesperson stated that both companies are "actively working through the details of our partnership," highlighting Nvidia's crucial role in powering OpenAI's systems [3]. - Huang reiterated his belief in OpenAI's work, calling it "incredible" and one of the most consequential companies of our time, and confirmed Nvidia's intention to participate in OpenAI's latest funding round [4][3]. - Huang declined to specify the exact amount Nvidia would invest, suggesting that OpenAI CEO Sam Altman should announce the funding details [6].

Core Viewpoint - Nvidia CEO Jensen Huang dismissed reports of friction with OpenAI as "nonsense," emphasizing the ongoing partnership and investment plans between the two companies [1][3]. Group 1: Investment Plans - Nvidia announced a plan to invest up to $100 billion in OpenAI and build 10 gigawatts of computing infrastructure for the AI company [1]. - Recent discussions between Nvidia and OpenAI have shifted towards a potential equity investment of "tens of billions of dollars," indicating a reevaluation of their financial commitments [2]. - Huang confirmed Nvidia's intention to participate in OpenAI's latest funding round, highlighting the investment as a "good investment" [3]. Group 2: Relationship Dynamics - Huang has privately criticized OpenAI's business strategy and expressed concerns about competitors like Anthropic and Google, suggesting a more cautious approach to the partnership [2]. - An OpenAI spokesperson stated that both companies are "actively working through the details of our partnership," reaffirming Nvidia's critical role in OpenAI's operations [3]. - Huang praised OpenAI's work, calling it "incredible" and one of the most consequential companies of our time, indicating a strong belief in the partnership's potential [4].

Core Insights - The article emphasizes the strong investment potential in chip stocks, particularly Nvidia, AMD, and Broadcom, due to their fabless business model which leads to high margins [1][2]. Company Analysis - Nvidia is identified as the market leader in AI computing hardware, with its GPUs being the preferred choice for training and running AI models. The company has seen significant growth, becoming the world's largest by market cap, and is set to launch its next chip architecture, Rubin, which is expected to enhance its competitive edge [3]. - AMD is noted for its competitive positioning, particularly in CPUs, but is still seen as a second-tier player in many chip categories. Despite this, AMD's GPUs are more affordable alternatives to Nvidia's, and the company has experienced a tenfold increase in downloads of its ROCm software, indicating growing interest in its products. Nvidia maintains over 90% market share in the discrete GPU market, with AMD holding a smaller portion [4]. - Broadcom is taking a different approach by designing chips that may be specialized for specific workloads, contrasting with Nvidia and AMD's flexible, general-purpose processors. This specialization may cater to the needs of AI hyperscalers [5].

当时该报道声称，黄仁勋近几个月曾私下向业内人士强调，最初推出的 1000 亿美元协议并不具有约束力，而且尚未最终敲定。并且黄仁勋曾私下批评 OpenAI 在商业运作上缺乏纪律性，并对其面临的竞争表示担忧。 而黄仁勋今天在中国台湾地区接受媒体采访时表示，外界称他对 OpenAI 的不满"纯属无稽之谈"。 这名 CEO 对此表示："我们将对 OpenAI 进行一笔巨额投资。我相信 OpenAI，他们所做之事令人难以置信，也是我们这个时代最具影响力的公司之一。我 非常享受与萨姆（萨姆 · 奥尔特曼，OpenAI CEO）共事"。 黄仁勋还补充道："萨姆正在完成这一轮融资，我们肯定会参与其中并注入大量资金，可能使我们有史以来最大的一笔交易"。 IT之家 1 月 31 日消息，据路透社今天报道，英伟达创始人兼 CEO 黄仁勋表示，公司计划对 OpenAI 进行一笔"巨额"投资，并否认"对 OpenAI 感到不满"传 闻。 据报道，这家 AI 巨头于去年 9 月宣布，计划向 OpenAI 投资最多 1000 亿美元（IT之家注：现汇率约合 6964.56 亿元人民币）。这笔资金预计将让 OpenAI 在日益激烈的竞争中保 ...

在接受采访时，黄仁勋谈到供应链的动态。他表示，今年英伟达需求非常强劲，英伟达正在全力生产 Blackwell芯片，同时生产Rubin芯片。台积电今年必须要非常努力工作，因为英伟达需要很多晶圆和 CoWoS产能，台积电现在做得非常好。他还表示，台积电在未来10年可能会增加100%产能，这是规模 很大的基础设施投资。 格隆汇1月31日｜据一财，英伟达CEO黄仁勋春节前访华到达上海、北京、深圳后，近日又到达台湾。 此次行程中，黄仁勋与当地供应商的交流备受关注。1月31日晚间，黄仁勋宴请了英伟达的供应链伙 伴，参加晚宴的包括纬创董事长林宪铭、台积电董事长魏哲家、广达创始人林百里及副董事长梁次震、 和硕集团董事长童子贤、鸿海董事长刘扬伟、仁宝董事长陈瑞聪、联发科执行长蔡力行、华硕创始人施 崇棠等。晚宴结束后，黄仁勋送魏哲家离开。 ...

Core Viewpoint - Nvidia Corp. will participate in OpenAI's current funding round, but the investment will not reach the previously discussed $100 billion, according to CEO Jensen Huang [1]. Group 1: Nvidia's Investment Plans - Jensen Huang stated that the investment in OpenAI will likely be the largest Nvidia has ever made, although he did not disclose the exact amount [1]. - Nvidia and OpenAI had previously signed a letter of intent in September regarding a potential investment of up to $100 billion to support AI infrastructure [2]. - The investment aims to support new data centers and achieve 10 gigawatts of computing power, equivalent to New York City's peak electricity demand [2]. Group 2: Competitive Landscape - OpenAI is seeking to raise up to $100 billion in its current funding round, with Amazon.com Inc. also in discussions to invest as much as $50 billion [3].

2026.01.31 本文字数：1178，阅读时长大约2分钟 作者 |第一财经 郑栩彤 黄仁勋春节前访华到达上海、北京、深圳后，近日又到达中国台湾，宴请当地供应链厂商，并在接受采 访时回答了关于投资OpenAI、AI基础设施建设的话题。 据当地媒体报道，1月31日，黄仁勋到达中国台湾第三天，出现在台北四平商圈，并采购了蜜饯。黄仁 勋现场称，水果干、各类花生糖和其他零食都非常棒，是他儿时的味道。 此次行程中，黄仁勋与当地供应商的交流备受关注。1月31日晚间，黄仁勋宴请了英伟达的供应链伙 伴，参加晚宴的包括纬创董事长林宪铭、台积电董事长魏哲家、广达创始人林百里及副董事长梁次震、 和硕集团董事长童子贤、鸿海董事长刘扬伟、仁宝董事长陈瑞聪、联发科执行长蔡力行、华硕创始人施 崇棠等。晚宴结束后，黄仁勋送魏哲家离开。 针对ASIC（专用集成电路）带来的竞争，黄仁勋表示，ASIC一直有需求，但英伟达做的事情非常不一 样。一方面，英伟达不只做一种芯片，而是参与到整个AI基础设施建设过程，做的产品包括CPU、 GPU、网络芯片、交换器芯片等。另一方面，英伟达与几乎所有AI公司合作，包括谷歌。此外，英伟 达与每一个云都相关，一些 ...

格隆汇1月31日｜有报道称，英伟达CEO黄仁勋私下批评了他所描述的OpenAI缺乏纪律的经营方式，并 对OpenAI面临的来自谷歌和Anthropic等公司的竞争表示担忧。黄仁勋对此表示，对OpenAI不满意是 "无稽之谈"，我相信OpenAI，他们所做的工作令人难以置信，他们是我们这个时代最具影响力的公司 之一，我非常喜欢与萨姆共事。 ...

本文字数：1178，阅读时长大约2分钟 作者 | 第一财经 郑栩彤 黄仁勋春节前访华到达上海、北京、深圳后，近日又到达中国台湾，宴请当地供应链厂商，并在接受采 访时回答了关于投资OpenAI、AI基础设施建设的话题。 2026.01. 31 据当地媒体报道，1月31日，黄仁勋到达中国台湾第三天，出现在台北四平商圈，并采购了蜜饯。黄仁 勋现场称，水果干、各类花生糖和其他零食都非常棒，是他儿时的味道。 此次行程中，黄仁勋与当地供应商的交流备受关注。1月31日晚间，黄仁勋宴请了英伟达的供应链伙 伴，参加晚宴的包括纬创董事长林宪铭、台积电董事长魏哲家、广达创始人林百里及副董事长梁次震、 和硕集团董事长童子贤、鸿海董事长刘扬伟、仁宝董事长陈瑞聪、联发科执行长蔡力行、华硕创始人施 崇棠等。晚宴结束后，黄仁勋送魏哲家离开。 在接受采访时，黄仁勋谈到供应链的动态。他表示，今年英伟达需求非常强劲，英伟达正在全力生产 Blackwell芯片，同时生产Rubin芯片。台积电今年必须要非常努力工作，因为英伟达需要很多晶圆和 CoWoS（一种先进封装技术）产能，台积电现在做得非常好。他还表示，台积电在未来10年可能会增 加100%产能 ...