公众号记得加星标⭐️，第一时间看推送不会错过。 知情人士透露，英伟达原本计划向 OpenAI 投资至多 1000 亿美元，以助力其训练和运行最新人工智 能模型，但由于这家芯片巨头内部部分人士对该交易提出质疑，相关计划已陷入停滞。英伟达股价当 日下跌 0.72%。 知情人士表示，近几个月来，英伟达首席执行官黄仁勋曾私下向行业伙伴强调，最初那份 1000 亿美 元的协议不具备法律约束力，且并未最终敲定。部分知情人士还提到，黄仁勋私下还批评 OpenAI 的 商业运营方式缺乏章法，并对其面临来自谷歌、Anthropic 等企业的竞争压力表示担忧。 OpenAI 发言人回应称："双方团队正积极推进合作细节的磋商工作。英伟达的技术从一开始就是我 们实现技术突破的基石，支撑着我们现有系统的运行，在未来的规模扩张阶段，其技术仍将占据核心 地位。" 英伟达发言人则表示，过去十年间，英伟达一直是 OpenAI 的首选合作伙伴，未来也期待能继续与 OpenAI 携手合作。 OpenAI 正为 2026 年底前实现上市奠定基础。过去一年，该公司的核心工作之一便是争分夺秒地获 取大规模算力，为其未来产品研发和业务增长提供支撑。与英伟 ...

公众号记得加星标⭐️，第一时间看推送不会错过。 随着超大规模数据中心运营商对定制芯片的需求日益攀升，这种观点正被越来越多人认同，而博通在 该 赛 道 已 处 于 领 跑 地 位 。 谷 歌 正 是 借 助 由 博 通 联 合 设 计 的 张 量 处 理 单 元 （ TPU ） ， 成 功 完 成 了 Gemini 3 大语言模型的训练。这款模型于去年 11 月正式发布，助力这家字母表公司（Alphabet） 旗下业务重新跻身顶级大语言模型的竞争行列。 TPU 的出色性能，也让谷歌成为能与行业标准英伟达图形处理器（GPU）分庭抗礼的 AI 芯片供应 商。 定制芯片专为特定的大规模任务设计，这一点是英伟达通用型 GPU 所不具备的。不过，英伟达首席 执行官黄仁勋近期却淡化了定制芯片对其业务的威胁。他在上个月接受吉姆・克莱默采访时称："英 伟达的产品具备更强的通用性，能够覆盖的市场范围也远比聊天机器人领域广阔得多。" 去年 11 月，英伟达曾在社交平台 X 上发文称 "对谷歌的成功感到欣喜"，但同时也强调："英伟达的 技术领先行业一代 —— 我们是唯一能运行所有 AI 模型，且能在各类计算场景中落地应用的平台。" ...

来源：环球网 【环球网科技综合报道】1月31日消息，《华尔街日报》援引知情人士消息透露，英伟达原本计划向 OpenAI投入最高达1000亿美元（约合6964.56亿元人民币），用于训练和运行最新人工智能模型，然而 因公司内部出现质疑声音，这笔备受瞩目的交易目前陷入停滞状态。 去年9月，英伟达与OpenAI在英伟达加州圣克拉拉总部高调公布合作。彼时双方签署谅解备忘录，英伟 达承诺为OpenAI建设至少10GW算力，并最高投资1000亿美元协助支付相关成本，OpenAI则同意租用 英伟达芯片。当时OpenAI预计谈判很快就能敲定，但截至目前，讨论仍停留在早期阶段。当下，双方 正在重新评估合作前景，最新方案可能转向OpenAI当前融资轮中的数百亿美元股权投资。 对此，OpenAI发言人表示："合作细节仍在推进中。英伟达技术从一开始就支撑了我们的突破，也驱动 着当前系统，未来扩展规模时依然会是核心。"（青山） 知情人士进一步透露，英伟达首席执行官黄仁勋近几个月私下强调，最初的1000亿美元协议并不具约束 力，也远未最终确定。他还批评OpenAI在商业推进方面缺乏足够纪律，同时担忧其正面临谷歌和 Anthropic等对 ...

英伟达与OpenAI去年9月高调宣布的1000亿美元投资协议已陷入停滞。 1月30日，据华尔街日报援引知情人士透露，这笔英伟达计划用于帮助OpenAI训练和运行最新人工智能 模型的巨额交易，因英伟达内部对交易条款产生疑虑而未能推进。 据报道援引知情人士透露，当时OpenAI预计交易谈判将在数周内完成。但谈判仍处于早期阶段，尚未 取得实质性进展。 英伟达在去年11月的一份文件中表示，无法保证公司将"就OpenAI机会或其他潜在投资签订最终协议， 或任何投资将按预期条款完成"。 英伟达首席财务官Colette Kress去年12月在亚利桑那州斯科茨代尔的瑞银会议上表示，公司尚未与 OpenAI完成最终协议。 据报道，英伟达首席执行官黄仁勋近几个月私下向业内人士强调，最初的1000亿美元协议并无约束力且 未最终敲定。他还私下批评了OpenAI在商业上缺乏纪律性，并对其面临来自谷歌和Anthropic等竞争对 手的压力表示担忧。 这项交易的搁置对OpenAI构成打击。这家ChatGPT制造商正为2026年底前上市做准备，过去一年一直在 争取获得大量算力以支撑未来产品和增长。 双方目前正在重新考虑合作关系，最新讨论包括 ...

Core Insights - DeepSeek, a Chinese AI startup, is seeking to purchase Nvidia's H200 AI chips, which has raised concerns about demand for Nvidia's products [1][2] - The Chinese government has approved DeepSeek's purchase of the H200 chips, although final regulatory conditions are still being determined [2][3] - The H200 chip is significant in the context of U.S.-China technology tensions, with Nvidia's CEO stating that the company has not yet received confirmation of the approvals [3] Group 1 - DeepSeek previously caused market concerns by introducing a low-cost AI model that matched the performance of leading U.S. systems, leading to a decline in Nvidia's stock [4] - The potential purchase of H200 chips by DeepSeek indicates a continued reliance on Nvidia's advanced hardware, countering earlier fears about demand [5] - Futurum Group's CEO criticized negative narratives regarding DeepSeek's impact on Nvidia, emphasizing that DeepSeek is preparing to acquire H200 chips [5] Group 2 - There are ongoing geopolitical concerns regarding chip sales, particularly with allegations that Nvidia-assisted DeepSeek models may be used by the Chinese military [5] - DeepSeek is expected to launch its next-generation AI model, V4, in mid-February [6] - Nvidia's stock closed at $191.13, reflecting a slight decline, with further after-hours trading showing a drop to $190.20 [6]

据报道，英伟达(NVDA.US)对OpenAI高达1000亿美元的投资谈判已宣告破裂，这一消息也暴露了人工 智能(AI)行业两大头部企业之间潜在的分歧。 报道指出，当前双方正重新考量这一合作关系，其中一种可能性是，英伟达将在OpenAI当前一轮融资 中投资数百亿美元。 据悉，OpenAI此轮融资的目标规模为1000亿美元。周四曾有报道称，亚马逊(AMZN.US)正洽谈向其投 资至多500亿美元，同时双方还计划扩大合作，由亚马逊为这家AI初创企业提供算力服务。 英伟达还对其他AI公司进行了引人注目的投资。本周早些时候，该公司宣布将向云计算服务商 CoreWeave(CRWV.US)追加20亿美元投资，而CoreWeave同时也是英伟达的客户。 这类企业向自身产品采购方进行投资的循环交易模式，已引发市场对AI行业热潮可持续性的担忧。但 英伟达首席执行官黄仁勋对此类批评不以为意。 在宣布对CoreWeave的追加投资后，黄仁勋表示，这类投资在企业所需的总融资规模中占比微乎其微。 他直言："因此，将其称作循环交易的说法，毫无道理。" 据知情人士透露，因英伟达内部部分人士对这笔交易提出质疑，相关磋商陷入停滞。据了解，O ...

Group 1: AI Sector Developments - Nvidia's potential $100 billion investment in OpenAI has reportedly collapsed, indicating a rift between two major players in the AI industry [3][7] - OpenAI is exploring other significant investments, with a valuation of approximately $830 billion to fund next-generation AI models, raising concerns about circular deals within the AI ecosystem [3] Group 2: U.S. Government and Monetary Policy - The U.S. federal government is confirmed to shut down at midnight due to Congress's failure to pass appropriations legislation, affecting various agencies and services [4][7] - Larry Kudlow has endorsed Kevin Warsh for the Federal Reserve, suggesting a potential shift towards lower interest rates, which could be influenced by productivity gains from AI [5][7] Group 3: Housing Market Dynamics - President Trump has sparked debate by expressing a desire to keep housing prices high while advocating for lower mortgage rates, raising questions about the feasibility of improving affordability without reducing home prices [6][7] Group 4: Geopolitical Tensions - Saudi Arabia is concerned about President Trump's threats against Iran, indicating ongoing geopolitical tensions in the Middle East [9] - Venezuelan opposition leader María Corina Machado has reiterated her presidential ambitions, highlighting the volatile political landscape in Venezuela [9]

Group 1 - Nvidia Corp.'s negotiations to invest up to $100 billion in OpenAI have broken down, indicating a potential rift between two major players in the AI industry [1][2] - The discussions stalled due to concerns from some Nvidia insiders regarding the transaction, which was intended to support new data centers and AI infrastructure [2][3] - The initial agreement announced in September included a letter of intent for a strategic deal, aiming for 10 gigawatts of computing power, equivalent to New York City's peak electricity demand [3] Group 2 - Nvidia stated it has been OpenAI's preferred partner for the last 10 years and looks forward to continuing collaboration, although it did not comment on the current state of negotiations [4] - OpenAI is seeking to raise up to $100 billion in its current funding round, with Amazon in talks to invest up to $50 billion [5] - Nvidia has made other significant investments in AI, including a recent $2 billion investment in CoreWeave Inc., a cloud computing provider [5][6] Group 3 - Concerns have been raised about the sustainability of the AI boom due to circular deals, where companies invest in businesses that purchase their products [6] - Nvidia's CEO Jensen Huang dismissed these criticisms, stating that such investments represent a small portion of the total funding needed [6]

知情人士透露，英伟达拟向OpenAI投资至多1000亿美元的合作协议陷入停滞，因英伟达内部部分人士 质疑该交易。去年9月双方官宣合作并签谅解备忘录，英伟达将为其搭建10吉瓦 算力并投资，OpenAI承 诺租赁其芯片，当时预计数周完成谈判，如今却无实质进展。目前双方正磋商英伟达对OpenAI本轮融 资的数百亿美元股权投资，黄仁勋称协议无约束力，双方均表态期待继续携手。（智通财经） ...

Nvidia's plan to invest up to $100 billion in OpenAI to help it train and run its latest artificial-intelligence models has stalled after some inside the chip giant expressed doubts about the deal, th... ...