Nvidia(US:NVDA) 天天基金网·2025-10-05 02:47Core Insights - A new wave of "AI infrastructure" is emerging globally, with significant investments and collaborations among major tech companies to build advanced AI systems and data centers [3][4][5][6] Group 1: AI Infrastructure Developments - Nvidia and Fujitsu have partnered to develop AI infrastructure in Japan, aiming to create systems for various sectors by 2030, leveraging Fujitsu's local expertise [3] - OpenAI, Oracle, and SoftBank announced plans to build five new AI data centers in the U.S., with a total investment exceeding $400 billion and a planned capacity of nearly 7 GW over the next three years [4] - Samsung and SK Group have joined OpenAI's "Star Gate" initiative to expand AI infrastructure in South Korea, focusing on advanced storage chip supply and data center capacity [5] Group 2: Competitive Landscape - The competition in AI infrastructure is shifting from "single-card performance" to "system-level efficiency," with China making significant strides through cluster construction and open-source ecosystems [6] - Major global tech companies are increasing investments in AI computing infrastructure, which is expected to accelerate the commercialization of AI applications across various sectors, including content creation, social media, advertising, e-commerce, education, and finance [6]