突发：英伟达千亿美元投资OpenAI

Core Viewpoint - Nvidia and OpenAI have announced a strategic partnership and a significant investment of up to $100 billion to support OpenAI's AI data center plans [2]. Group 1: Investment Details - The investment will be paid to OpenAI gradually as the deployment of GPUs increases [4]. - This investment represents approximately 2.2% of Nvidia's current market capitalization of about $4.46 trillion [5]. Group 2: Infrastructure and Energy Consumption - OpenAI plans to utilize millions of Nvidia GPU systems to deploy AI data centers, with an energy consumption target of at least 10 gigawatts [7]. - The first phase of the data center will have an energy consumption of 1 gigawatt and is expected to be deployed in the second half of 2026 [9]. Group 3: Strategic Partnership - OpenAI will be the first "beta user" of Nvidia's DGX supercomputer system, highlighting a decade-long collaboration between the two companies [10]. - OpenAI will receive priority in GPU delivery, while Nvidia will benefit from OpenAI's highest priority in external collaborations [11]. - OpenAI will become the preferred "computing" and "network" strategic partner in Nvidia's AI factory growth plan, ensuring optimal performance for OpenAI's models and infrastructure software [12]. - Both companies plan to finalize the specific details of their strategic partnership in the coming weeks [13].