Nvidia(US:NVDA) Zhong Guo Qi Che Bao Wang·2025-09-24 02:41Core Viewpoint - Nvidia's investment of $100 billion in OpenAI to build large-scale data centers highlights the increasing overlap of interests among major tech companies in developing advanced AI systems [4][5] Investment Details - Nvidia announced a $100 billion investment in OpenAI on September 22, aimed at constructing data centers with a capacity of at least 10 GWh, equivalent to the electricity needs of over 8 million American households [4] - The investment is expected to provide OpenAI with the necessary funding and access to advanced chips, crucial for maintaining competitiveness in a rapidly evolving market [5] Computational Power and Future Economy - The collaboration is set to create a supercomputing cluster with a scale of 10 gigawatts, which will support the training of OpenAI's next-generation models, enabling breakthroughs in AI [5][10] - Nvidia's CEO emphasized that computational infrastructure will become the foundation of the future economy, with the partnership aimed at empowering both individuals and enterprises [5] Impact on Automotive Industry - The emergence of large-scale data centers is anticipated to revolutionize the automotive industry's approach to computational power, moving beyond traditional in-vehicle chip limitations [6] - The cloud-based supercomputing center will allow automakers to access vast computational resources, enhancing the capabilities of smart cockpits and accelerating the iteration of autonomous driving models [6][7] Data Utilization and User Experience - The supercomputing center will enable real-time analysis of massive amounts of data generated by connected vehicles, improving vehicle performance monitoring and personalized user services [7] - The shift towards cloud-based computational resources is seen as a critical factor in enhancing the safety and reliability of autonomous driving systems [6][7] Industry Trends and Technological Integration - The competition for computational power is becoming a focal point in the automotive industry, with partnerships between automakers and computational/data companies expected to become more common [8] - Companies are encouraged to adopt a "cloud-edge-end" collaborative research framework to leverage advanced computational capabilities for model training and optimization [9] Transformation of the Automotive Sector - The investment by Nvidia signifies a shift in the automotive industry from "mechanical civilization" to "digital civilization," emphasizing the importance of computational infrastructure as a core competitive advantage [10]