Nvidia(US:NVDA) Zheng Quan Shi Bao·2025-10-04 11:03Group 1 - A new wave of "AI infrastructure" development is emerging globally, with significant collaborations between major companies like NVIDIA and Fujitsu to create AI systems tailored for various sectors in Japan, aiming for completion by 2030 [1] - NVIDIA plans to invest $100 billion in OpenAI to establish a strategic partnership for building advanced AI data centers, with a focus on deploying at least 10GW of NVIDIA systems for next-generation AI models [2] - OpenAI, Oracle, and SoftBank are set to construct five new AI data centers in the U.S., with a total planned power capacity of nearly 7GW and an investment exceeding $400 billion over the next three years [2] Group 2 - South Korea is accelerating its AI infrastructure development, with Samsung and SK Group partnering with OpenAI to enhance storage chip supply and expand data center capacity [3] - The competition in AI infrastructure is intensifying, with a shift from "single card performance" to "system-level efficiency," as China leverages cluster construction and open-source ecosystems to advance its AI capabilities [4] - Major global tech companies are increasing investments in AI computing infrastructure, which is expected to drive the commercialization of AI applications across various sectors such as content creation, social media, advertising, e-commerce, education, and finance [4]