内部质疑致谈判停滞 传英伟达(NVDA.US)搁置千亿美元OpenAI投资计划

Group 1 - Nvidia's negotiations for a $100 billion investment in OpenAI have collapsed, revealing potential disagreements between the two leading companies in the AI industry [1] - The investment was intended to support the development of new data centers and AI infrastructure using Nvidia components, aiming for a computing power scale of 10 gigawatts, equivalent to New York City's peak electricity usage [1] - Nvidia has stated that it has been OpenAI's preferred partner for the past decade and looks forward to continuing collaboration, but has not commented on the progress of the negotiations [1] Group 2 - OpenAI's current funding round aims for a target size of $100 billion, with Amazon reportedly negotiating to invest up to $50 billion and expand cooperation by providing computing services [2] - Nvidia has made significant investments in other AI companies, including a recent announcement of an additional $2 billion investment in cloud service provider CoreWeave, which is also a customer of Nvidia [2] - Concerns have been raised about the sustainability of the AI industry's growth due to the cycle of companies investing in their own product suppliers, but Nvidia's CEO downplayed these criticisms, stating that such investments represent a negligible portion of total financing needs [2]