全球芯片巨头与大模型公司搞联盟，背后深藏怎样一盘大棋？

Core Insights - Nvidia has invested $100 billion in OpenAI, which has subsequently proposed a massive four-year agreement with AMD to purchase 100,000 AI chips [1] - OpenAI's CEO Altman visited South Korea on October 1, where he signed a long-term strategic agreement with Samsung and SK Hynix [1] - The collaborations between major players in the AI and semiconductor industries suggest a strategic positioning for future developments in computing power and storage [1] Company and Industry Implications - The partnership between OpenAI and AMD indicates a growing demand for AI chips, which could lead to increased competition among semiconductor manufacturers [1] - The strategic agreements with Samsung and SK Hynix highlight the importance of collaboration in the semiconductor supply chain, particularly for AI applications [1] - The ongoing developments among these international giants may have significant implications for Chinese semiconductor companies, potentially affecting their market position and growth opportunities [1]