Nvidia(US:NVDA) 机器之心·2026-03-12 08:19Core Viewpoint - Artificial intelligence (AI) is considered one of the most powerful forces shaping the world today, serving as a critical infrastructure similar to electricity and the internet [2]. Group 1: AI Infrastructure - AI infrastructure is categorized into five layers: Energy, Chips, Infrastructure, Models, and Applications [3]. - NVIDIA has positioned itself as a key player in the AI infrastructure, particularly in chips and "AI factory" infrastructure [4]. Group 2: Investment in Open Source Models - NVIDIA plans to invest $26 billion over the next five years to develop open-source AI models, as confirmed by company executives [6][7]. - The release of the Nemotron 3 Super model, which has 128 billion parameters, indicates NVIDIA's serious commitment to open-source model development, outperforming competitors like OpenAI's GPT-OSS in benchmark tests [9][10]. Group 3: Strategic Transformation - NVIDIA's shift from a computing power supplier to a full-stack AI giant aims to compete directly with leading models from OpenAI and Chinese companies [14]. - The strategy of "model-driven hardware" focuses on optimizing underlying chip capabilities to strengthen NVIDIA's competitive edge in AI infrastructure [15].