英伟达1000亿美元投资OpenAI，奥特曼爆买500万块GPU

Core Insights - The partnership between Nvidia and OpenAI marks the largest computing power project in history, with OpenAI committing to deploy at least 10GW of Nvidia systems, which includes millions of GPUs, and Nvidia potentially investing up to $100 billion [2][3][5] Group 1: Project Details - The first GW-level data center based on Nvidia's Vera Rubin platform is set to be deployed in the second half of 2026 [3] - The estimated investment for the 10GW data center project is approximately $500 billion to $600 billion, aligning with the previously announced Stargate project [5][7] - Nvidia's revenue from this project could reach around $350 billion [5] Group 2: Market Impact - Following the announcement, Nvidia's stock price surged nearly 4%, reaching $183.61, with a market capitalization of $4.47 trillion, both setting historical highs [3] - The collaboration is expected to significantly enhance OpenAI's ability to deliver services and improve models, addressing the current computing power bottleneck in the industry [8][9] Group 3: Future Implications - The partnership is seen as a catalyst for the AI industrial revolution, with potential applications in healthcare, education, and research [7][10] - OpenAI currently has around 700 million weekly active users of ChatGPT, indicating rapid growth and demand for AI services [8]