Nvidia CEO Jensen Huang and OpenAI CEO Sam Altman appeared together on CNBC in September to announce a mammoth $100 billion deal that was poised to usher in a new chapter for the booming artificial intelligence industry. Five months later, no contract has been signed and no money has changed hands. More concerning to investors, the two companies are seemingly at odds. The Wall Street Journal on Friday reported that the negotiations between the companies were "on ice" after some within Nvidia expressed doubt ...

Core Viewpoint - Nvidia's investment plan in OpenAI is reportedly stalled due to internal doubts about OpenAI's business model and competitive landscape, despite CEO Jensen Huang stating that the investment is still progressing as planned [1][11][12]. Group 1: Nvidia - Nvidia's stock fell by 2.84%, with a trading volume of $36.381 billion, marking its third consecutive day of decline [1][12]. - CEO Jensen Huang confirmed that Nvidia is still willing to collaborate with OpenAI and plans to participate in its next funding round, which he claims will be the largest private financing in history [12]. - Nvidia's investment plan of $100 billion in OpenAI is facing internal skepticism regarding the long-term viability of OpenAI's business model [11][12]. Group 2: Microsoft - Microsoft's stock decreased by 2.87%, with a trading volume of $24.746 billion, continuing a four-day decline and a year-to-date drop of approximately 15% [2][12]. - The company recently reported fourth-quarter earnings that exceeded market expectations in both revenue and profit, yet the stock price fell significantly post-announcement [12]. Group 3: Tesla - Tesla's stock rose slightly by 0.04%, with a trading volume of $23.697 billion [3][12]. - French authorities are investigating the operations of X, a social media platform owned by Elon Musk, which may impact Tesla's public perception [3][12]. Group 4: Palantir - Palantir's stock increased by 6.85%, with a trading volume of $17.701 billion, as the company reported strong fourth-quarter results and a positive outlook for 2026 [4][12]. - The company achieved a revenue growth of approximately 70% year-over-year and expects over 60% growth in the 2026 fiscal year, significantly above market expectations [4][14]. - Analysts view Palantir as a core beneficiary of AI, although concerns about its high valuation persist, with a price-to-sales ratio of about 50 and an operating profit multiple of 90 [14]. Group 5: Other Companies - SanDisk's stock rose by 4.55%, with a trading volume of $20.726 billion, continuing a strong performance in the storage sector [3][12]. - Western Digital's stock increased by 7.40%, reaching a historical high with a trading volume of $4.374 billion, driven by surging demand for storage chips in AI servers [16][17]. - Oracle's stock fell by 3.37%, with a trading volume of $6.651 billion, as the company announced plans to issue up to $20 billion in common stock [15][16].

[Chart courtesy of MarketWatch.com][Chart courtesy of MarketWatch.com]Moving the marketThe Dow briefly tagged a new record high early on as traders kept rotating out of tech and into more economy-sensitive names.The broader market had a mixed day, but the tone felt like “value and cyclical stocks are back in play” after recent weakness.In healthcare, Merck jumped more than 3% (and was the Dow’s biggest gainer at +3.5%) after crushing Q4 earnings and revenue on strong demand for its cancer immunotherapy and ...

《华尔街日报》报道称，这家芯片巨头的高管团队对该笔交易的合作范围及架构设计提出诸多顾虑，致使英伟达对 OpenAI 的拟 议投资正式遇阻。 今年 9 月，英伟达曾官宣计划向 ChatGPT 研发方 OpenAI 投资至多 1000 亿美元。若交易落地，不仅能深化双方的合作关系，还 将为 OpenAI 的大规模数据中心扩建计划提供资金支持，同时保障其先进人工智能芯片的稳定供应渠道。 但知情人士向该媒体透露，英伟达与 OpenAI 目前正重新评估双方合作伙伴关系的未来走向。 据悉，双方当前的磋商核心，是在 OpenAI 正在进行的新一轮融资中，英伟达调整为规模大幅缩减的股权投资，投资额或降至数 百亿美元级别。 来源：EETOP 据报道，英伟达拟向 OpenAI 豪掷最高 1000亿美元的重磅投资计划，因公司内部出现质疑声，目前已陷入搁置。 英伟达重新考虑与OpenAI 的标志性合作交易 受此消息影响英伟达股价大跌2.89%。 黄仁勋私下释放审慎信号 报道指出，英伟达首席执行官黄仁勋私下表示，最初提出的 1000 亿美元投资方案并无法律约束力，且从未完成最终敲定。 黄仁勋还对 OpenAI 的财务管控现状表达了担忧 ...

但近几个月来，奥尔特曼多次表示，OpenAI 的芯片储备无法满足 ChatGPT 等产品的市场需求，而算力 的提升将为公司带来更多营收。目前，OpenAI 已与超威半导体、博通、赛灵思等英伟达的竞争对手达 成芯片合作协议。 近期有报道称英伟达与 OpenAI 之间的关系日趋紧张，而英伟达首席执行官黄仁勋就此表示，公司对 OpenAI 的投资计划仍在 "按部就班推进"。 黄仁勋周二在接受美国消费者新闻与商业频道吉姆・克莱默采访时称："此事毫无波澜，所有事宜都在 按计划推进。" 本次专访的完整内容将于当日晚些时候在《疯狂金钱》节目中播出。 去年 9 月，黄仁勋与 OpenAI 首席执行官山姆・奥尔特曼共同现身，宣布双方签署合作意向书，英伟达 将分阶段向这家人工智能实验室投资至多 1000 亿美元。根据协议，OpenAI 将基于英伟达的技术搭建人 工智能基础设施，该设施的电力需求最高可达 10 吉瓦。 但英伟达去年 11 月向美国证券交易委员会提交的文件显示，这笔交易尚未最终敲定。此后数月，外界 愈发担忧这一合作公告不过是一纸通稿。上周末，有报道称，该笔交易已 "搁置"。 英伟达股价今日下跌超 3.4%，并带动科技 ...

Core Insights - Intel is set to produce graphics processing units (GPUs), a move aimed at competing with Nvidia in the AI and gaming sectors [1][5] - The initiative will be led by Kevork Kechichian, who was recently appointed as the executive vice president and general manager of Intel's data center group [2] - Intel's strategy for GPU development will be shaped by customer demands, indicating that the project is still in its early stages [3] Company Strategy - The decision to enter the GPU market comes despite Intel's previous focus on consolidating and concentrating on its core businesses under CEO Lip-Bu Tan [5] - The hiring of experienced engineers, including Eric Demmers from Qualcomm, suggests a commitment to building a strong team for this new venture [2]

来源：滚动播报 消息人士称，获英伟达支持的NScale聘请高盛和摩根大通负责其首次公开募股。 ...

Core Viewpoint - Nvidia-backed British artificial intelligence group Nscale Global Holdings is preparing for an initial public offering (IPO) with the assistance of Goldman Sachs and JPMorgan [1] Company Summary - Nscale Global Holdings is an artificial intelligence company based in the UK, supported by Nvidia [1] - The company has engaged two major investment banks, Goldman Sachs and JPMorgan, to facilitate its IPO process [1]

英伟达CEO黄仁勋否认与OpenAI关系紧张传闻，确认将参与OpenAI下轮融资并称其为"史上最大规模私募融资"。 2月3日周二，黄仁勋在接受CNBC Jim Cramer采访时明确表示公司投资OpenAI的计划仍在"按计划推进"，否认了近期有关 双方关系紧张的市场传闻。他强调： 完全没有争议，这些说法纯属无稽之谈......没有任何戏剧性，一切都在按计划推进......我们非常乐意与OpenAI合 作。 黄仁勋进一步确认，英伟达将参与OpenAI下一轮融资，他称这将是"史上最大规模的私募融资"。周一Altman在社交平台上 回应了有关公司与英伟达关系的议论： 去年9月，黄仁勋与OpenAI首席执行官Sam Altman共同宣布了一份意向书，英伟达计划分批向这家AI实验室投资最高1000亿 美元。根据协议，OpenAI将基于英伟达技术构建AI基础设施，电力需求可达10吉瓦。 但近几个月，Altman表示OpenAI没有足够的芯片来满足ChatGPT等产品的需求，若能获得更多算力可产生更多收入。 OpenAI与英伟达的竞争对手达成芯片交易，包括AMD、博通和Cerebras。这一系列动作引发了市场对双方关系的猜 ...

Core Viewpoint - Nvidia's CEO Jensen Huang stated that the investment plan in OpenAI is progressing steadily and that there is no controversy surrounding this matter, dismissing related claims as baseless [1] Group 1: Investment Plans - Nvidia will participate in OpenAI's next funding round, which is expected to be the largest private financing in history [1] - The company is open to participating in all future funding rounds of OpenAI and aims to be involved in OpenAI's eventual initial public offering (IPO) [1]