英伟达黄仁勋积极预言：AI“电荒推手”不足惧 终将推动能源降价

Core Viewpoint - Nvidia's CEO Jensen Huang stated that the large-scale construction of AI infrastructure, which is currently straining power grids in multiple regions, will ultimately lead to a decrease in energy costs [1] Group 1: AI Infrastructure and Energy Costs - Huang emphasized that increased investment will drive more power capacity online and the application of AI in energy production and distribution will help lower costs in the long term [1] - He asserted that market forces are compelling investments in energy supply, which will lead to an increase in energy supply and modernization of the power grid [1] Group 2: Investment in OpenAI - Huang mentioned that the proposed investment of up to $100 billion in OpenAI is "never a commitment" and that the company will consider any financing "round by round" [1] - While Huang did not specify the exact amount the company might invest, he described the potential investment as "huge" and possibly "the largest investment in our history" [1] - He clarified that Nvidia's contribution to the current financing round for OpenAI will not approach $100 billion [1] - When asked about the deployment of the first gigawatt-level project in their joint investment plan, Huang stated that it depends on OpenAI, as "this is their infrastructure" [1]