英伟达将投资OpenAI千亿美元

Group 1 - Nvidia plans to invest up to $100 billion in OpenAI and provide data center chips, with chip deliveries expected to start by the end of 2026 [2] - The agreement consists of two independent but interconnected transactions, where OpenAI will purchase chips from Nvidia in cash, and Nvidia will gain non-controlling shares in OpenAI through its investment [2] - The initial $10 billion investment from Nvidia will commence after both companies finalize the agreement regarding OpenAI's chip procurement [2] Group 2 - Nvidia and OpenAI have signed a letter of intent for a strategic partnership, aiming to deploy at least 10 gigawatts of Nvidia chips for OpenAI's AI infrastructure [2] - The 10GW capacity is equivalent to 4 to 5 million GPUs, which is double Nvidia's total shipments for the year [3] - OpenAI currently has over 700 million weekly active users, and its ChatGPT service requires substantial computational power [3] - OpenAI's recent valuation has reached $500 billion, and it is in the process of restructuring into a profit-making entity with Microsoft's support [3]