Nvidia(US:NVDA) 机器之心·2025-09-22 23:29Core Viewpoint - Nvidia and OpenAI have announced a strategic partnership to deploy up to 10 gigawatts of Nvidia systems, significantly enhancing AI infrastructure and capabilities [1][4]. Group 1: Partnership Details - OpenAI will utilize Nvidia's systems to build and deploy at least 10 gigawatts of AI data centers, which will consist of millions of GPUs for training and running advanced AI models [5][6]. - Nvidia's CEO Jensen Huang stated that the 10 gigawatts of power equates to approximately 4 to 5 million GPUs, doubling the number Nvidia is expected to ship this year [6]. - Nvidia plans to invest up to $100 billion in total to support the deployment, with investments made in phases based on the gigawatt deployment progress [6]. Group 2: Technological Advancements - The first phase of the system is expected to be operational by the second half of 2026, based on Nvidia's Vera Rubin platform, which integrates CPUs, GPUs, and dedicated accelerators for complex AI tasks [6]. - The collaboration aims to push the boundaries of AI technology, with both companies emphasizing the importance of computational infrastructure for future economic growth [7][8]. Group 3: Market Impact - Following the announcement, Nvidia's stock price rose nearly 4%, adding approximately $170 billion to its market capitalization, which is now close to $4.5 trillion [9].