Nvidia(US:NVDA) Sou Hu Cai Jing·2025-09-23 01:00Core Insights - Nvidia plans to invest up to $100 billion in OpenAI to jointly build large-scale data centers, marking its largest investment commitment to date [1] - Following this announcement, Nvidia's stock price rose nearly 4%, reaching a historic high with a market capitalization approaching $4.5 trillion [1] - The investment will enable OpenAI to utilize Nvidia's systems to build and deploy at least 10 gigawatts (GW) of AI data centers, which is equivalent to 4 to 5 million GPUs, doubling Nvidia's total shipments from the previous year [1][2] Group 1 - OpenAI CEO Sam Altman emphasized that "everything starts with computing power," indicating that the computing infrastructure will be foundational for the future economy [2] - OpenAI currently has over 700 million weekly active users, with its ChatGPT service requiring substantial computing power [2] - The collaboration aims to achieve breakthroughs in artificial intelligence while empowering individuals and businesses with these technologies [2] Group 2 - Nvidia has been actively investing in related companies, including a $5 billion stake in Intel and a $700 million investment in UK-based startup Nscale to enhance the country's computing capabilities [4] - The competition for computing power among tech giants is intensifying, with increased investments in data centers [4] - Citic Securities suggests focusing on the new wave of innovation expected by the second half of 2025, particularly in AI applications and computing power sectors [4]