Nvidia(US:NVDA) 国芯网·2025-10-21 13:06Core Viewpoint - The article discusses a significant investment agreement between OpenAI and Nvidia, highlighting the competitive dynamics in the AI infrastructure sector and the strategic maneuvers of key players like OpenAI CEO Sam Altman and Nvidia CEO Jensen Huang [1][3][5]. Group 1: Investment Agreements - Nvidia and OpenAI reached a monumental investment agreement worth $100 billion, marking it as one of the largest in the AI infrastructure space [1][3]. - The deal includes Nvidia renting up to 5 million chips to OpenAI, valued at $350 billion, along with an investment option of up to $100 billion to support OpenAI's operations [7]. Group 2: Competitive Dynamics - Altman has been leveraging the competitive nature of Silicon Valley tech giants to secure investments for OpenAI, creating a sense of urgency among them to participate in its growth [5]. - Following reports of OpenAI renting Google’s TPU chips, Nvidia's Huang quickly sought to re-engage in negotiations, indicating the high stakes involved [6]. Group 3: Strategic Partnerships - OpenAI has also entered into partnerships with AMD and Broadcom, with AMD's stock surging 24% after announcing a deal that grants OpenAI a 10% equity stake [7]. - Broadcom is collaborating with OpenAI to develop a new chip and computing system, with both companies accelerating negotiations after Nvidia's agreement [7][8].