7100亿，黄仁勋梭哈了

Core Viewpoint - The article draws a parallel between the current AI landscape and the martial arts technique "梯云纵" (Tiyun Zong), emphasizing the strategic partnerships and massive investments shaping the industry, particularly highlighting NVIDIA's $100 billion investment in OpenAI as a pivotal moment in AI infrastructure development [6][12][18]. Group 1: NVIDIA and OpenAI Partnership - NVIDIA announced a strategic partnership with OpenAI, committing to invest $100 billion to support the development of next-generation AI infrastructure, marking the largest investment in the AI sector to date [6][12]. - The partnership aims to create an AI data center with millions of GPUs and a total power capacity of 10 gigawatts, significantly larger than Meta's planned data center [12][13]. - 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 [14][15]. Group 2: Industry Trends and Financial Dynamics - The $100 billion figure has appeared multiple times in recent AI investments, indicating a trend where major players like OpenAI, Oracle, and Google are engaging in similarly sized financial commitments to bolster AI infrastructure [18][19]. - 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-stakes environment where growth is heavily reliant on continued investment [23][24]. - The article raises questions about the sustainability of such high valuations and investments in AI, suggesting that the industry may be engaged in a mutual support system rather than a clear path to profitability [22][24].