Nvidia(US:NVDA) Zhong Guo Jing Ying Bao·2025-09-23 05:58Core Insights - Nvidia is investing $100 billion in OpenAI to build a large-scale AI data center with a capacity of at least 10GW, enhancing its ecosystem and competitive position against AMD [2][3] - The collaboration with OpenAI will utilize millions of Nvidia GPUs to train next-generation AI models, addressing OpenAI's computational resource constraints [3][4] - Nvidia's investment in Intel, amounting to $5 billion, aims to develop AI infrastructure and personal computing products, indicating a strategic defense against market competition [6][7] Nvidia and OpenAI Collaboration - The partnership will leverage Nvidia's hardware resources to establish a 10GW AI data center, which is projected to meet a significant portion of global AI workload demands [3][4] - Nvidia's CEO highlighted the historical collaboration with OpenAI, emphasizing the importance of this data center for the next era of intelligence [3] - The project will utilize up to 5 million Nvidia AI chips, equivalent to the company's total expected shipments for the year [3] Market Reaction - Following the announcement of the collaboration, Nvidia's stock rose nearly 4%, pushing its market capitalization above $4.5 trillion, reflecting investor optimism [4] - OpenAI, facing computational bottlenecks, will benefit significantly from the partnership, which will enhance its capacity to support its growing user base [4][5] Nvidia and Intel Partnership - Nvidia and Intel's collaboration focuses on three main areas: connecting CPUs and GPUs using Nvidia's NVLink technology, custom CPU development based on Nvidia's needs, and launching new x86 SoCs integrated with Nvidia's RTX GPUs [6][7] - Nvidia's investment in Intel is seen as a strategic move to alleviate its high-end chip production bottlenecks and penetrate the AI acceleration market [7] Industry Trends - The partnerships reflect a broader trend among tech giants to collaborate in response to external pressures, including the escalating AI competition and tightening global antitrust regulations [8][9] - The collaborations are expected to accelerate the development of AI infrastructure, enhancing the industry's growth potential [9][10] - The Chinese AI industry faces challenges from these international collaborations but also has opportunities for technological innovation and industry upgrades [9][10]