Nvidia(US:NVDA) Sou Hu Cai Jing·2026-02-27 08:59Group 1 - Nvidia's CEO Jensen Huang confirmed that the company is close to a partnership with OpenAI, clarifying that the previously rumored $100 billion investment was "never a commitment" [2] - The agreement involves Nvidia providing advanced AI chips and technical support to OpenAI for its large model training and inference needs, with Nvidia potentially participating in OpenAI's new funding round [2] - This partnership marks a significant shift in OpenAI's procurement model, moving from indirect purchases through cloud service providers like Microsoft to direct collaboration with Nvidia [2] Group 2 - Nvidia is accelerating its AI ecosystem strategy, having announced an investment of up to $10 billion in Anthropic and signed a multi-year, multi-billion dollar chip supply agreement with Meta, which will deploy millions of Blackwell and Rubin GPUs [2] - Huang emphasized that the company's investment strategy focuses on expanding the ecosystem and filling technological gaps, expecting these investments to yield "extraordinary returns" [2] - OpenAI has also formed a strategic partnership with AMD to deploy 6 gigawatts of AMD Instinct GPUs, indicating its pursuit of diversification in chip supply [3] Group 3 - If the agreement between Nvidia and OpenAI is finalized, it will further solidify Nvidia's dominance in the AI computing space and assist OpenAI in advancing large-scale AI infrastructure projects like "Star Gate" [3]