Nvidia(US:NVDA) 半导体芯闻·2025-09-26 10:43Core Viewpoint - The partnership between OpenAI and Nvidia, valued at $100 billion, aims to reshape AI system training and deployment, requiring at least 10 gigawatts of Nvidia hardware to support OpenAI's next-generation AI infrastructure [1][2]. Group 1: Agreement Details - Nvidia plans to invest up to $100 billion in OpenAI to support its deployment, with the first phase expected to launch in the second half of 2026 [1][4]. - The agreement involves Nvidia purchasing non-voting shares of OpenAI, which will then use the funds to buy Nvidia chips [2][4]. - The initial delivery of Nvidia hardware is anticipated to be completed by the end of 2026, with 1 gigawatt of computing power going live on the Vera Rubin platform [4]. Group 2: Market Impact - Following the announcement, Nvidia's stock rose by 4.4%, reaching a historical high, while shares of other companies involved in AI projects, such as甲骨文, increased by approximately 6% [3]. - The deal may raise concerns among competitors regarding Nvidia's dominance in the chip market and OpenAI's position in AI software, potentially leading to questions about fair competition [2][8]. Group 3: Strategic Implications - OpenAI's CEO emphasized that computing infrastructure will be foundational for future economies, aiming to leverage Nvidia's technology for new AI breakthroughs [3]. - OpenAI is also exploring the development of custom chips to reduce reliance on Nvidia, indicating ongoing strategic initiatives alongside this partnership [5][6]. - The collaboration adds to a growing list of alliances among tech giants, with Microsoft having invested billions in OpenAI since 2019 [7].