7100亿，黄仁勋梭哈了

Core Viewpoint - The article discusses the strategic partnership between NVIDIA and OpenAI, highlighting NVIDIA's commitment to invest $100 billion to support the development of AI infrastructure, which is considered the largest investment in the AI sector to date [4][6][11]. Group 1: Partnership Details - OpenAI seeks collaboration with NVIDIA due to the limitations of its current computing architecture, necessitating a more robust infrastructure for developing next-generation large models [6]. - NVIDIA will assist OpenAI in building an AI data center with millions of GPUs and a total power capacity of 10 gigawatts (GW), significantly larger than Meta's planned data center [6][7]. - The first phase of this massive AI data center project is expected to be completed in the second half of 2026, supported by NVIDIA's Vera Rubin platform [7][8]. Group 2: Investment and Market Impact - The $100 billion investment by NVIDIA is primarily aimed at enhancing computing power and expanding electrical capacity for the AI data center, marking it as a historic infrastructure project in AI [7][11]. - Following the announcement of the partnership, NVIDIA's stock price surged, reflecting a market capitalization nearing $4.5 trillion, indicating strong investor confidence [4][6]. Group 3: Industry Context and Trends - The article notes that the $100 billion figure has appeared multiple times in recent AI investments, suggesting a trend of significant financial commitments within the industry [11][13]. - OpenAI's annual recurring revenue (ARR) reached $10 billion, nearly doubling from the previous year, but its operational costs are also rising sharply, indicating a high-pressure growth environment [16][17]. - The competitive landscape is intensifying, with major players like Meta and Google also making substantial investments in AI infrastructure, highlighting the collaborative yet competitive nature of the AI sector [11][16].