1000亿美元重磅投资！通信ETF（515880）开盘大涨超4%，光模块占比50%

Group 1 - Nvidia plans to invest up to $100 billion in OpenAI and provide data center chips, with the first $10 billion investment starting after a final agreement on chip procurement [4][5] - The partnership aims to deploy at least 10 GW of Nvidia chips for OpenAI's AI infrastructure, with the first deployment phase expected to be operational by the second half of 2026 [4][6] - The investment and chip supply agreement is part of a broader trend of tech giants collaborating in the AI space, with significant capital expenditures from major cloud providers [5][9] Group 2 - The communication ETF (515880) has gained over 105% year-to-date, making it the top-performing ETF in the A-share market, with a total size exceeding 11.7 billion yuan [3][11] - The ETF's composition includes 50% in optical modules, reflecting strong demand in the AI and data center sectors [3][11] - The AI industry is experiencing rapid growth, with North American cloud providers' capital expenditures reaching $95.8 billion in Q2 2025, a 64% year-on-year increase [6][9]