英伟达约等于 ai央行

Core Viewpoint - Nvidia is becoming the central bank of the AI sector by investing $100 billion in OpenAI [1] Group 1 - The large-scale funding from Nvidia is akin to central bank stimulus for the economy [2] - Nvidia recently signed a $6.3 billion deal with CoreWeave, providing substantial backing to the New Jersey-based data center company [2] - The relationship between OpenAI, CoreWeave, and Nvidia is very close, enhancing Nvidia's influence in the industry [2] Group 2 - Nvidia's investments in the UK have garnered significant political support, with the UK Prime Minister publicly endorsing the company [2] - This political backing helps to ease regulatory tensions following Nvidia's failed acquisition of Arm, indicating Nvidia's influence extends beyond business into political realms [2]