豪掷7100亿！英伟达联手OpenAI打造超级AI数据中心，美国或将诞生万亿算力帝国

Core Insights - NVIDIA and OpenAI have announced a partnership to deploy at least 10 gigawatts of NVIDIA systems for OpenAI's next-generation AI infrastructure, with an investment of up to $100 billion from NVIDIA [2][6] - This collaboration aims to optimize OpenAI's models and infrastructure software alongside NVIDIA's hardware and software roadmap [2][6] - The investment is expected to significantly enhance OpenAI's computational capabilities, positioning it as a "computing empire" with substantial backing from various tech giants [9][11] Investment Details - NVIDIA's investment will be phased, starting with an initial $10 billion, with the first data center expected to consume 1 gigawatt of power and be operational by the second half of 2026 [6][9] - The total cost for building a 1-gigawatt data center is estimated between $50 billion to $60 billion, with around $35 billion allocated for NVIDIA chips and systems [6][9] - OpenAI's valuation has reached $500 billion following significant investments from multiple firms, including Microsoft and SoftBank [9][11] Market Impact - Following the announcement, NVIDIA's stock rose over 3.9%, reaching a market capitalization of $4.46 trillion, marking a historical high [3] - The news also positively influenced the broader U.S. stock market, with the Philadelphia Semiconductor Index rising nearly 1.6% and the S&P 500 hitting a new record [5] - OpenAI's ChatGPT currently has around 700 million weekly users, indicating a massive demand for computational resources [9] Future Projections - OpenAI is projected to spend $115 billion by 2029, significantly higher than previous estimates, primarily due to investments in data center servers and chips [9][11] - The collaboration with NVIDIA is expected to further solidify NVIDIA's dominance in the chip market while enhancing OpenAI's software capabilities [11] - OpenAI's research and development costs are anticipated to approach 50% of its total revenue by 2030, making it a leader in computational investment within the tech industry [11]