Nvidia(US:NVDA) 虎嗅APP·2025-09-23 10:48Core Viewpoint - The article draws a parallel between the current AI industry and the concept of "梯云纵" (Tiyun Zong), suggesting that the rapid developments and investments in AI resemble a form of acrobatic maneuvering, where key players are strategically positioning themselves to capitalize on the AI boom [5][10]. Group 1: Nvidia and OpenAI Partnership - 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 [5][7]. - The collaboration aims to build an AI data center with millions of GPUs and a total power capacity of 10 gigawatts (GW), significantly larger than Meta's largest data center, which has a capacity of 2 GW [7][8]. - The first phase of this massive project is expected to be completed by the second half of 2026, utilizing Nvidia's Vera Rubin platform, which integrates advanced CPU and GPU technologies to enhance AI processing capabilities [8][9]. Group 2: Financial Implications and Industry Trends - The $100 billion investment from Nvidia is part of a broader trend in the AI sector, where similar investment figures have emerged multiple times this year, indicating a pattern of significant financial commitments among major players [12]. - OpenAI's annual recurring revenue (ARR) reached $10 billion, nearly doubling from the previous year's $5.5 billion, but its operational costs are also rising sharply, projected to reach $8 billion in 2025 [15][16]. - The competition for talent in the AI field has intensified, with average salaries for engineers at OpenAI reaching between $800,000 to $1 million, reflecting the high demand for skilled professionals [16]. Group 3: Strategic Collaborations and Future Outlook - OpenAI is actively pursuing partnerships and acquisitions to expand its product offerings, including a recent $6.5 billion acquisition of a company founded by former Apple chief designer Jony Ive [17]. - The article raises questions about the sustainability of such high valuations and investments in the AI sector, suggesting that the current growth may be reliant on continuous high spending [15][17]. - The interconnectedness of major AI players, as illustrated by their collaborative investments, highlights the importance of unity in navigating the rapidly evolving landscape of artificial intelligence [17].