Nvidia(US:NVDA) Zheng Quan Shi Bao·2025-10-04 11:42Group 1 - A new wave of "AI infrastructure" development is emerging globally, with significant partnerships forming to enhance AI capabilities [1][2] - NVIDIA and Fujitsu have agreed to collaborate on AI infrastructure in Japan, aiming to build systems for various sectors by 2030 [1] - OpenAI plans to invest $100 billion in partnership with NVIDIA to develop advanced AI data centers, with a focus on deploying at least 10GW of NVIDIA systems [2] Group 2 - South Korea is accelerating its AI infrastructure development, with Samsung and SK Group partnering with OpenAI to expand data center capacity and advanced storage chip production [3] - The competition in AI infrastructure is intensifying, with a shift from "single card performance" to "system-level efficiency," highlighting the strategic importance of computational power [4] - Major Chinese companies, like Alibaba, are increasing capital expenditures on AI infrastructure, which is expected to support the development of AI applications [4]