黄仁勋回应与OpenAI不和传闻：英伟达(NVDA.US)一定参与新一轮融资

Core Insights - NVIDIA's CEO Jensen Huang confirmed the company's intention to participate in OpenAI's new funding round, although the investment amount will not approach $100 billion [1] - Huang praised OpenAI as one of the most influential companies today and expressed enthusiasm for working with OpenAI's CEO Sam Altman [1] - NVIDIA has not yet invested in OpenAI due to the ongoing funding round, but the upcoming investment could be the largest in the company's history [1] Funding Negotiations - Reports indicate that negotiations between NVIDIA and OpenAI have stalled due to internal concerns within NVIDIA regarding the deal [2] - Both companies are reassessing their partnership, with NVIDIA potentially investing several billion dollars in the current funding round [2] - OpenAI aims to raise up to $100 billion in this funding round, with Amazon also in talks to invest up to $50 billion [2] Previous Investments and Market Concerns - NVIDIA has made several notable AI investments, including a recent announcement to invest an additional $2 billion in cloud service provider CoreWeave [2] - Concerns have been raised about the sustainability of the AI boom due to "circular transactions," where companies invest in their customers who then purchase their products [2] - Huang dismissed these criticisms, stating that such investments represent only a small portion of the company's overall financing needs [2]