去年 9 月，两家公司签署谅解备忘录，英伟达将为 OpenAI 建设至少 10GW 算力，并承诺最高投资 1000 亿美元协助支付成本，而 OpenAI 则同意租用英伟 达芯片。当时，黄仁勋与奥尔特曼及 OpenAI 总裁格雷格 · 布罗克曼联合亮相，黄仁勋称这是"史上最大的算力项目"。此后 OpenAI 又接连与多家芯片与云 厂商签署协议，带动全球科技股上涨。 IT之家注意到，黄仁勋在英伟达宣布 300 亿美元投资之前已经进行了铺垫。就在上个月，他表示英伟达会参与 OpenAI 当前的融资轮，这很可能是公司有史 以来最大的一次投资。黄仁勋当时拒绝具体说明投资金额，但表示"远不及"此前报道的 1000 亿美元。 IT之家 2 月 20 日消息，今日，英国《金融时报》援引知情人士消息，英伟达正接近与 OpenAI 达成一项约 300 亿美元（IT之家注：现汇率约合 2074.86 亿元 人民币）的股权投资协议，谈判已进入最后阶段，最早可能于本周末敲定。 据悉，这笔交易是 OpenAI 更大规模融资的一部分，然而，此举意味着两家公司将放弃去年 9 月高调宣布的 1000 亿美元（现汇率约合 6916.2 亿元人民 ...

Core Insights - Nvidia is in discussions to invest up to $30 billion in OpenAI, potentially valuing the AI startup at a $730 billion pre-money valuation [1] - This investment is separate from the previously announced $100 billion infrastructure agreement between OpenAI and Nvidia [2] - The $30 billion investment is not tied to any deployment milestones and is still subject to change [4] Investment Details - The $30 billion investment is distinct from the September agreement, which involved Nvidia investing over several years as new supercomputing facilities come online [3] - Nvidia's first investment of $10 billion from the September agreement was contingent upon the completion of its first gigawatt [3] - The potential $30 billion deal is not finalized, and further details are still being discussed [4] Agreement Status - There have been questions regarding the status of the $100 billion infrastructure agreement, especially after reports indicated that the deal was "on ice" [5]

🚨 JUST IN: Nvidia nears finalization of $30B investment in OpenAI's new funding round, replacing the $100B commitment from last year per FT. https://t.co/43ivsoeVJb ...

Group 1 - OpenAI's new funding round is expected to exceed $100 billion, potentially raising its overall valuation to over $850 billion, a 70% increase from the end of last year [1][4][3] - The first phase of this funding will primarily come from strategic investors such as Amazon, SoftBank, NVIDIA, and Microsoft, with expected commitments nearing $100 billion [4][5] - The Tata Group has partnered with OpenAI to build AI infrastructure in India, allowing thousands of Tata Consultancy Services employees to utilize OpenAI's enterprise-level tools [6][7] Group 2 - Reliance Industries plans to invest $110 billion over the next seven years to advance AI data center construction, while Adani Group aims to invest $100 billion by 2035 for large-scale data centers [1][2][9] - The combined investment from Reliance and Adani in AI data centers will reach $210 billion, approximately 1.45 trillion yuan [2] - Tata Consultancy Services will develop AI infrastructure with an initial capacity of 100 megawatts, expandable to gigawatt levels, to support next-generation AI workloads [7][8]

Market Overview - U.S. markets experienced volatility due to escalating tensions with Iran and concerns over private credit stability [1][2] - The S&P 500 decreased by 0.28%, the Dow Jones Industrial Average fell by 0.54%, and the Nasdaq Composite dropped by 0.31% [3] Oil Market - Oil prices increased by nearly 2% amid fears of supply disruptions due to potential military action in Iran [2] Private Credit Market - Blue Owl Capital sold $1.4 billion in loan assets, which raised concerns about liquidity and stability in the private credit market, leading to a nearly 6% decline in its stock [2] - Other asset managers, including Blackstone and Apollo Global Management, also saw their shares retreat [2] Technology Sector - Software stocks, including Salesforce, Intuit, and Cadence Design Systems, ended the trading day lower [2] International Economic Indicators - Japan's headline inflation rate fell to 1.5% in January, the lowest since March 2022, and below the Bank of Japan's 2% target for the first time in 46 months [4] - Investors are awaiting China's loan prime rate decision, which is expected later in the day [4]

Core Insights - Nvidia is intensifying its efforts to engage with early-stage AI startups in India, aiming to build relationships with founders before their companies are formally established [1][4][13] Partnerships and Initiatives - Nvidia has partnered with early-stage venture firm Activate, which plans to support 25 to 30 AI startups from its $75 million debut fund, providing these companies with preferential access to Nvidia's technical expertise [2][5] - The company has also collaborated with nonprofit AI Grants India to support over 10,000 early-stage founders in the next 12 months, alongside partnerships with various venture firms to identify and fund AI startups [10][11] Market Context - India is recognized as one of the fastest-growing markets for AI developers and startups, making it a critical area for Nvidia to expand its chip and software adoption [4][13] - The AI Impact Summit in New Delhi highlighted the growing interest from major technology companies in the Indian AI landscape, although Nvidia's CEO was unable to attend [3] Strategic Approach - Nvidia's strategy involves engaging with startups at the inception stage to ensure they rely on its computing infrastructure as they scale, which is expected to increase their consumption of AI compute resources over time [7] - Activate's partnership with Nvidia aims to provide a more curated approach to the existing Inception program, allowing for more direct access to Nvidia's engineering expertise for high-potential technical teams [12]

Group 1 - Nvidia is nearing the completion of a $30 billion investment in OpenAI, which will replace a previously agreed long-term commitment of $100 billion from last year [1] - This investment is part of a new funding round for the AI startup OpenAI [1]

格隆汇2月20日｜OpenAI表示，在芯片供应方面，公司"对于未来的需求有清晰认知"，同时强调民主国 家有必要为人工智能制定共享的安全标准。OpenAI全球事务总裁克里斯·勒汉表示，公司正与战略合作 伙伴合作，这些合作伙伴将在提供芯片方面"给予支持"。他补充说，OpenAI高管们对供应链问题保持 警惕，确保"睁着一只眼睡觉"，以核实供应情况。勒汉与公司CEO奥尔特曼目前在印度参加AI峰会。勒 汉还强调了在治理方面进行国际合作的重要性，指出美国、英国和日本正在建立人工智能安全机构，并 将其与国际原子能机构相提并论。 ...

【OpenAI：关于芯片供应 公司已做到"对未来需求心中有数"】智通财经2月20日电，OpenAI首席全球 事务官克里斯·勒哈恩表示，这家初创公司正与在芯片供应方面给予"支持"的战略合作伙伴开展合作。 OpenAI高管对供应链问题依然保持警惕，确保"睁着一只眼睡觉"以验证供应的可用性。 （来源：智通财经） 炒股就看金麒麟分析师研报，权威，专业，及时，全面，助您挖掘潜力主题机会！ ...

Key TakeawaysJapan’s National CPI slowed to 1.5% in January, marking the slowest pace of inflation in two years and signaling a potential shift in the Bank of Japan’s hawkish trajectory.Gold prices hovered near the historic $5,000 mark as traders weighed geopolitical risks involving Iran against cautious interest rate signals from the Federal Reserve.Blue Owl Capital Inc. (OWL) shares plunged 10% following a redemption halt at its Blue Owl Capital Corp II fund, sparking liquidity concerns across the private ...