7100亿，黄仁勋梭哈了

Core Viewpoint - The article draws a parallel between the current AI industry and the concept of "梯云纵" (Tiyun Zong), emphasizing the significant investments and collaborations shaping the future of AI, particularly the partnership between NVIDIA and OpenAI, which is set to redefine AI infrastructure and capabilities [4][10]. Investment and Collaboration - NVIDIA announced a strategic partnership with OpenAI, committing to invest $100 billion (approximately 710 billion RMB) to support the development of next-generation AI infrastructure, marking a record investment in the AI sector [4][12]. - OpenAI's need for collaboration stems from its current computational architecture being insufficient for developing new large models, prompting the partnership with NVIDIA to build a massive AI data center [6][7]. Scale of the Project - The AI data center being developed in collaboration with NVIDIA aims to exceed the scale of Meta's largest data center, which is set to provide over 2 gigawatts of computing power, with OpenAI and NVIDIA targeting at least 10 gigawatts [6][7]. - The project will require a substantial number of GPUs, estimated to be between 4 million to 5 million, with NVIDIA's investment primarily focused on hardware and power expansion [7][8]. Technological Advancements - NVIDIA's Vera Rubin platform, which integrates a new generation CPU and GPU, is designed to significantly enhance AI computational capabilities, with the potential to provide 8 exaflops of AI computing power [8][9]. - The platform is expected to revolutionize AI computing, similar to how previous NVIDIA products transformed graphics processing [9]. Financial Landscape - The $100 billion investment is part of a broader trend in the AI industry, with similar figures appearing in multiple high-profile collaborations throughout the year, indicating a pattern of significant financial commitments among major players [12][13]. - OpenAI's annual recurring revenue (ARR) has reached $10 billion, nearly doubling from the previous year, but its operational costs are also rising sharply, highlighting the financial pressures within the company [16][18]. Talent Acquisition and Market Dynamics - OpenAI is facing intense competition for talent, with average salaries for engineers reaching between $800,000 to $1 million, reflecting the high stakes in the AI talent market [17]. - The company is also actively investing in acquisitions to expand its product offerings, indicating a strategy focused on growth through both organic and inorganic means [17][18].