Nvidia(US:NVDA) Di Yi Cai Jing·2026-02-04 00:52Group 1 - Nvidia is nearing a deal to invest $20 billion in OpenAI as part of its latest funding round, marking Nvidia's largest single investment in OpenAI to date. The transaction is not finalized, and terms may still change [2] Group 2 - Nvidia CEO Jensen Huang recently spoke at the Davos Forum about the three major advancements in AI models over the past year, emphasizing that AI will reshape global factories [4] - Huang highlighted that future design and operations will be entirely software-defined, impacting everything from sports shoes to automobiles and factories [4] Group 3 - Nvidia announced a collaboration with Dassault Systèmes to build an industrial AI platform using virtual twin technology, which will integrate Dassault's technology with Nvidia's AI infrastructure [5] - The integration aims to enable engineers to work at a scale 100,000 times larger than before, allowing for real-time simulations and virtual twin environments [5] Group 4 - Dassault's executive Florence Hu-Aubigny stated that future factories will be software-defined, allowing for rapid testing and reconfiguration of production processes, reducing time from months to hours [6] - Huang mentioned the necessity of applying relevant technologies in AI infrastructure construction, as the world is undergoing the largest industrial infrastructure buildout in history, valued in the trillions [6] Group 5 - Over the past year, Nvidia has been actively positioning itself in the industrial AI sector, including the announcement of the world's first industrial AI cloud in Germany equipped with 10,000 Blackwell GPUs [7] - Huang proposed that every manufacturer will have two factories: one for producing products and another for creating the intelligence that drives those products [7]