英伟达投资OpenAI存变数 GPU供应调整与Rubin平台部署引关注

Core Insights - Nvidia's significant investment in OpenAI, reportedly up to $100 billion, remains unfinalized, causing stock price fluctuations due to uncertainty despite CEO Jensen Huang's emphasis on a "major" commitment [2] - The company plans to moderately adjust its GPU supply, with an expected 30% reduction in overall supply to the Chinese market for the first quarter of fiscal year 2027, primarily due to DRAM market tightness and a shift towards high-end products [3] - Nvidia's new AI platform, Rubin, has entered mass production and is expected to be deployed by Microsoft and Coreweave in the second half of 2026, showcasing significant performance improvements in training and inference tasks [4] - Nvidia's $2 billion investment in EDA company Synopsys is still progressing, indicating a long-term strategic impact [5]