黄仁勋回应投资OpenAI计划没变

Core Viewpoint - Nvidia's collaboration with OpenAI remains unchanged, and the company is considering participating in OpenAI's new funding round [1][3] Group 1: Nvidia's Supply Chain and Production - Nvidia's demand is very strong this year, with the company fully producing Blackwell chips and also manufacturing Rubin chips [2] - TSMC is expected to significantly increase its production capacity by 100% over the next decade, which represents a substantial infrastructure investment [2] - Nvidia collaborates with nearly all AI companies, including Google, and is involved with every cloud provider, despite some competition [2] Group 2: Research and Development Costs - Nvidia's annual R&D costs are nearly $20 billion, with an expected growth of 50% in future R&D expenses [3] - The complexity of technology is increasing, making the development of new chip architectures like Rubin particularly challenging [3] Group 3: AI Infrastructure Development - Nvidia is at the beginning of a new AI infrastructure phase that will take about 10 years to develop, requiring global computing facilities [3] - New factories are being established globally, including wafer fabs, computer assembly plants, and AI factories, in collaboration with companies like Hon Hai, Wistron, and Quanta [3]