🗞️ Need to catch up on the news? Here's our top 10 from today:🔸 The White House took the lead in today's stablecoin meeting, with debate shifting from yield on idle balances to rewards for specific activities, per Eleanor Terrett.🔹 Nvidia nears finalization of $30B investment in OpenAI's new funding round, replacing the $100B commitment from last year per FT.🔸 President Trump says he's "turned around" the affordability crisis, stating "everything is down" after inheriting "high prices and high inflation."🔹 ...

Nvidia Corp. (NASDAQ:NVDA) has entered the final stages of a landmark $30 billion equity investment in OpenAI, effectively replacing a massive $100 billion infrastructure agreement that had been the subject of intense market speculation.A Strategic DecouplingThe $30 billion deal, confirmed by sources close to the negotiations, marks a significant pivot from the “non-binding” letter of intent signed in September 2025.That original plan contemplated a $100 billion investment tied to the deployment of 10 gigaw ...

风险投资机构Andreessen Horowitz的投资合伙人Justine Moore也转发了照片，并配文："这就像你被迫和竞争对手一起做小组作业。" 当下正值OpenAI与Anthropic竞争白热化之际，OpenAI的市值约为5000亿美元，Anthropic市值约为3800亿美元，两家公司正争夺全球消费者首选 AI模型的地位。 凭借ChatGPT，OpenAI仍有少量的先发优势。Anthropic方面，公司近期推出的几个新模型取得了极高的关注度，甚至引发了市场对软件上市公 司"护城墙"的担忧。 在印度人工智能影响力峰会上，OpenAI与Anthropic两家美国人工智能（AI）公司的CEO在合影时刻意没有握手，这一场景引发热议。 当地时间周四（2月19日），印度总理莫迪在峰会上发表讲话，并与科技企业高管们合影。 在现场掌声中，莫迪主动举起了萨姆·奥尔特曼（Sam Altman）和谷歌公司CEO孙达尔·皮柴（Sundar Pichai）的手，其他人也纷纷效仿。 但与萨姆·奥尔特曼（Sam Altman）与相邻的Anthropic CEO达里奥·阿莫代伊（Dario Amodei）没有握手，而是各自举起拳 ...

Core Viewpoint - The intentional lack of handshake between the CEOs of OpenAI and Anthropic at the AI Impact Summit in India has sparked significant discussion, highlighting the competitive tension between the two companies in the AI sector [1][4]. Group 1: Company Dynamics - OpenAI's market valuation is approximately $500 billion, while Anthropic's valuation stands at around $380 billion, indicating a fierce competition for dominance in the global AI model market [3][6]. - OpenAI maintains a slight first-mover advantage with its ChatGPT product, while Anthropic has recently launched several new models that have garnered considerable attention [6][7]. - The founding team of Anthropic largely consists of former OpenAI members, with CEO Dario Amodei previously serving as Vice President of Research at OpenAI [4][7]. Group 2: Public Perception and Reactions - The refusal of the two CEOs to shake hands has led to humorous commentary on social media, with remarks suggesting that a handshake would signify a significant milestone in AI development [3][6]. - The competitive rivalry is further emphasized by public statements from both CEOs expressing disdain for each other's business models and philosophies, particularly regarding the inclusion of advertisements in AI products [4][7].

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]