1000亿美元！英伟达将投资OpenAI，强化数据中心协作

Core Viewpoint - The competition for computing power among tech giants is intensifying, highlighted by Nvidia's significant investment in OpenAI, which could reach up to $100 billion [1][2]. Group 1: Nvidia and OpenAI Partnership - Nvidia will invest up to $100 billion in OpenAI and provide data center chips, with the first $10 billion investment starting after a final agreement on chip procurement [1]. - The partnership aims to deploy at least 10 gigawatts of Nvidia chips for OpenAI's AI infrastructure, with the first deployment phase expected to be operational by the second half of 2026 [1]. - OpenAI will purchase chips from Nvidia in cash, while Nvidia will gain non-controlling equity in OpenAI through its investment [1]. Group 2: Market Context and Implications - The 10GW capacity equates to 4 to 5 million GPUs, which is double Nvidia's total shipments for the previous year [2]. - The collaboration between Nvidia and OpenAI is part of a broader trend of tech giants forming partnerships to enhance AI capabilities, following Microsoft's long-term investment in OpenAI and Nvidia's recent agreement with Intel [2]. - OpenAI currently has over 700 million weekly active users, and its ChatGPT service requires substantial computing power [2]. - OpenAI's recent valuation has reached $500 billion, and it is on the path to restructuring as a profitable company with new collaboration terms established with Microsoft [2].