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英伟达与OpenAI达成千亿美元级合作 共建AI基础设施集群

Core Insights - Nvidia and OpenAI have formed a strategic partnership to build the world's largest AI computing infrastructure network, which will include at least 10 gigawatts (GW) of AI-specific data centers and millions of Nvidia GPUs [1][2] - Nvidia is set to invest up to $100 billion in this project, with the first phase of the system expected to launch in the second half of 2026 using Nvidia's next-generation Vera Rubin supercomputing platform [1] - This collaboration addresses OpenAI's significant cost challenge related to computing power, as electricity costs currently account for 35% of the total expenses for training GPT-5 level models, while building their own data centers could reduce long-term operational costs by 70% [1] Group 1 - The initial Vera Rubin system will be operational in the third quarter of 2026 at a data center in Dallas, Texas, featuring 500,000 Blackwell Ultra GPUs, equating to the computing power of the top 50 supercomputers globally [2] - Nvidia and OpenAI plan to finalize details regarding equity distribution, technology sharing, and data security within the next six weeks, and will establish a joint governance committee to oversee project progress [2]