投资英特尔后，英伟达又向OpenAI投资千亿美元

Core Insights - Nvidia is preparing the largest investment plan in AI history, committing up to $100 billion to OpenAI, the developer of ChatGPT [2] - Nvidia and Intel have signed a strategic cooperation agreement, with Nvidia investing $5 billion in Intel [2] - The partnership aims to deploy at least 10 gigawatts of Nvidia systems for OpenAI's next-generation AI infrastructure [2][3] Investment and Infrastructure - Nvidia's investment will be phased and linked to the deployment progress of new AI infrastructure, with the first gigawatt expected to be operational in the second half of 2026 [2] - The infrastructure will utilize Nvidia's Vera Rubin platform to meet the substantial computational demands of upcoming models aimed at developing general artificial intelligence [2] Strategic Goals and Partnerships - OpenAI has designated Nvidia as its preferred strategic computing and networking partner for AI factory expansion, committing to "co-optimizing" hardware and software development roadmaps [3] - This investment is part of a broader AI industry collaboration network, including ongoing partnerships with Microsoft, Oracle, SoftBank, and Stargate, focusing on building advanced AI infrastructure [4] - OpenAI has seen rapid growth, with weekly active users surpassing 700 million, indicating a soaring demand for advanced computing resources from consumers and global enterprises [4]