英伟达向OpenAI投资千亿美元，400万GPU打造“超级智能”

Core Insights - 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 [1][20]. Group 1: Partnership Details - OpenAI plans to build and deploy a system requiring 10 gigawatts (GW) of Nvidia systems [2]. - The first phase of the data center will consume 1 GW and is set to be deployed in the second half of 2026, with Nvidia's initial $10 billion investment occurring upon completion of the first 1 GW system [6][15]. - The partnership is structured to ensure that funding aligns with the deployment of GPU usage, providing a gradual payment to OpenAI as the project progresses [7]. Group 2: Economic Rationale - Building a 1 GW data center is estimated to cost between $50 billion and $60 billion, with approximately $35 billion allocated specifically for Nvidia's chips and systems [15][16]. - This investment highlights Nvidia's significant role in OpenAI's infrastructure development, ensuring mutual benefits for both companies [17]. Group 3: Market Impact - Following the announcement, Nvidia's stock price surged, with a market capitalization of approximately $4.46 trillion [10]. - OpenAI's anticipated revenue for this year is projected to reach $13 billion, a more than threefold increase from last year's $4 billion [28]. Group 4: Future Projections - OpenAI's revenue forecast for 2030 has been raised by about 15%, potentially exceeding $200 billion, surpassing the recent revenue performances of Nvidia and Meta [29]. - The collaboration is expected to significantly impact the AI infrastructure landscape, marking the beginning of a new era in AI investment [32].