Nvidia(US:NVDA) Hua Er Jie Jian Wen·2025-10-05 03:29Core Insights - OpenAI CEO Sam Altman is actively seeking funding and manufacturing partners to meet the company's significant demand for computing power, with recent trips to Taiwan, South Korea, and Japan to enhance global AI chip manufacturing capabilities [1][2] - OpenAI's valuation has reached $500 billion, comparable to major global companies like Netflix and ExxonMobil, following a substantial agreement with Nvidia for up to 5 million AI chips and an investment of up to $100 billion [2][3] Group 1: Funding and Partnerships - Altman is engaging with major companies such as TSMC, Foxconn, Samsung, and SK Hynix to increase production capacity and prioritize OpenAI's orders [1][3] - In the Middle East, Altman plans to meet with investors in Abu Dhabi to raise funds for OpenAI's infrastructure expansion, including the Stargate data center [4] Group 2: Chip Demand and Production Goals - OpenAI's overall demand for chips may reach 900,000 wafers per month, more than double the current global high-bandwidth memory capacity [3] - The company aims to create a factory capable of producing 1 GW of new AI infrastructure weekly, with plans to deploy at least 10 GW of Nvidia computing systems for training and running next-generation models [6] Group 3: Strategic Collaborations - OpenAI has established partnerships with South Korean companies for storage chip collaboration and with Hitachi in Japan to support AI infrastructure development [3] - Discussions are ongoing regarding the manufacturing and deployment of Nvidia's upcoming Rubin system, with OpenAI set to be one of the first customers [3]