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]

Nvidia would consider investing in OpenAI's next fundraising round and also in the startup's eventual IPO, CEO Jensen Huang told CNBC in an interview on Tuesday. ...

英伟达股价扩大跌幅至5%，为去年11月25日以来最大盘中跌幅。 来源：滚动播报 ...

英伟达CEO黄仁勋：英伟达(NVDA.O)将投资于OpenAI的下一轮（融资），公司希望参与未来OpenAI的 IPO。 本文源自：金融界AI电报 ...

英伟达CEO黄仁勋表示，目前正在大规模建设的 人工智能 算力基础设施正使许多地区的电网承受压 力，但这最终将促使能源成本降低。黄仁勋表示，增加 电力供应的投入——以及在能源生产与分配过 程中运用人工智能技术——将有助于降低长期成本。黄仁勋称："这种情况肯定会发生，能源成本将会 下降。因为市场力量促使我们加大对能源供应的投入。能源供应将会增加，同时我们也在对电网进行现 代化改造。" ...

Core Viewpoint - Nvidia's CEO Jensen Huang confirmed that the company's investment plan in OpenAI is still on track despite recent tensions and reports suggesting the deal is "on ice" [1][2]. Group 1: Investment Plans - Nvidia plans to invest up to $100 billion in OpenAI in tranches, with the investment aimed at building AI infrastructure that requires up to 10 gigawatts of power [1]. - Huang stated that Nvidia will participate in OpenAI's next fundraising round, which is expected to be the largest private round ever raised, potentially reaching $100 billion [3]. - Nvidia is open to investing in any future fundraising rounds for OpenAI and aims to participate in an eventual IPO [3]. Group 2: Relationship Dynamics - OpenAI has historically relied on Nvidia's graphics processing units for its AI models but has recently faced chip shortages, prompting it to seek deals with competitors like AMD, Broadcom, and Cerebras [4]. - OpenAI's CEO Sam Altman expressed a positive sentiment towards Nvidia, emphasizing their strong working relationship and the quality of Nvidia's AI chips [5]. Group 3: Market Reaction - Following the uncertainty surrounding the investment deal, Nvidia's shares fell by more than 3.4%, contributing to a broader decline in tech stocks, and are currently 13% below their October peak [2].

Walmart hits $1 trillion market cap - UPI.comTrending[Trump, Harvard][Artemis II][Canada crash][Tulsi Gabbard][World record teacher][Grok probe][Disney president][Camera mystery][U.S. News]Feb. 3, 2026 / 2:13 PM1 of 5 | The Walmart Marketplace sign shines at the 2023 SEMA Show at the Las Vegas Convention center in 2023. Walmart just reached the $1 trillion market cap. File Photo by James Atoa/UPI | [License Photo]Feb. 3 (UPI) -- Walmart's stock rose by 1% Tuesday to launch the company into the $1 trillion c ...

Core Viewpoint - The Nasdaq Composite experienced a significant decline of 422.49 points, or 1.79%, closing at 23,169.62, indicating a harsh reality check for the tech sector as the "AI honeymoon phase" ends, resulting in a $1.1 trillion market cap erosion [1][16]. Group 1: Market Performance - The Nasdaq 100 specifically fell by 1.9%, while the S&P 500 Index retreated 1.12% to 6,898.54, and the Dow Jones Industrial Average slid 368 points to 49,039.05, highlighting the volatility in tech stocks [2][16]. - High-growth AI stocks reached multi-month lows, with the market shifting from pricing in potential to demanding immediate proof of productivity, which many incumbents have yet to deliver [4][17]. Group 2: Shift in AI Perception - A fundamental shift in enterprise views on Artificial Intelligence is occurring, with companies moving away from expensive SaaS licenses from traditional providers like Salesforce and ServiceNow towards open-source and bespoke internal solutions [3][17]. - This structural change has led to an 18% decline in software stocks over the last six months, contrasting sharply with the S&P 500's 9% gain during the same period [3][17]. Group 3: Impact on Specific Companies - PayPal saw a significant drop of 17.33% to close at $43.26, followed by TriNet Group, which fell 14.12% to $93.64, and other notable declines in companies like Intuit and Atlassian [7][17]. - ServiceNow and Salesforce experienced losses of 7% and 5% respectively, as fears grow that custom AI agents can automate tasks previously requiring costly third-party subscriptions [8][17]. Group 4: Hardware Sector Challenges - The hardware sector also faced challenges, with NXP Semiconductors leading the decline at 8.39% to $211.70, and design-tool companies like Synopsys and Cadence Design falling 7.50% and 6.37% respectively [10][17]. - Concerns about "capex exhaustion" are rising, as investors worry that significant capital expenditures on AI infrastructure are not yielding proportional revenue growth [10][17]. Group 5: Broader Market Trends - Despite the tech sector's downturn, there was a rotation into value and defensive sectors, with Walmart surging nearly 3% to join the $1 trillion market capitalization club, driven by gains in its digital business [12][17]. - The healthcare and consumer staples sectors also provided refuge for capital, with Merck climbing 3.5% and PepsiCo rising 4% due to resilient organic sales growth [13][17]. Group 6: Investor Sentiment and Future Outlook - Investor skepticism is growing regarding the actual productivity gains from AI, as job cuts in 2026 are trending 50% higher than the previous year, shifting the narrative from AI as a growth engine to a tool for margin preservation [15][16][17]. - The disconnect between high valuations of semiconductor stocks and their performance suggests that profit-taking may occur as AI-driven momentum stalls [11][17].

英伟达(NVDA.O)股价下跌3.1%。 本文源自：金融界AI电报 ...