Nvidia(US:NVDA) Zheng Quan Shi Bao·2025-10-04 23:37Group 1: Nvidia and Fujitsu Collaboration - Nvidia and Fujitsu have reached an agreement to collaborate in the field of artificial intelligence, focusing on developing smart robots and innovative technologies using Nvidia's computer chips [1] - The partnership aims to create an "AI infrastructure" tailored for the Japanese market, with plans to expand globally by 2030, covering sectors such as healthcare, manufacturing, and customer service [1] - Nvidia's CEO emphasized the importance of building infrastructure to support the AI revolution both in Japan and globally [1] Group 2: Nvidia and OpenAI Partnership - Nvidia announced a plan to invest $100 billion in OpenAI to establish a strategic partnership for building large-scale data centers [2] - OpenAI will deploy at least 10GW of NVIDIA systems for training and running next-generation AI models, aiming to create the world's most advanced AI infrastructure [2] - OpenAI, Oracle, and SoftBank are set to build five new AI data centers in the U.S., with a total investment exceeding $400 billion [2] Group 3: South Korea's AI Infrastructure Development - Samsung and SK Group have partnered with OpenAI to expand AI infrastructure in South Korea, focusing on increasing advanced memory chip supply and data center capacity [3] - The collaboration aims for a monthly production capacity of 900,000 DRAM wafers to meet OpenAI's model requirements [3] - A report highlights that global AI infrastructure is accelerating, driven by national strategies and capital investments, with computing power becoming a core strategic resource in AI competition [3] Group 4: Global AI Infrastructure Trends - The competition in AI is shifting from "single-card performance" to "system-level efficiency," with China leveraging cluster construction and open-source ecosystems for AI infrastructure development [4] - Major Chinese companies are increasing capital expenditures on AI infrastructure, which will support advancements in AI applications [4] - Global tech giants are intensifying investments in AI computing infrastructure, facilitating the commercialization of AI applications across various sectors [4]