来源：环球网 针对这一传闻，黄仁勋回应称："我们将对OpenAI进行一笔巨额投资。我坚信OpenAI，他们所取得的成 就令人惊叹，无疑是当下最具影响力的公司之一。我非常享受与萨姆（OpenAI CEO萨姆·奥尔特曼）共 事。"他还补充道，目前萨姆正在推进这一轮融资，英伟达肯定会参与其中并投入大量资金，这极有可 能成为英伟达史上最大的一笔交易。（青山） | I INV VEHICHING I I DULUSURIA THE ECONOMIC TIMES tech | | --- | | Subscribe to ETPrime English Edition . Today's ePaper | | Home BUDGET DETPrime Markets [[Market Data Masterclass News Industry SME Politics Wealth Tech Al Careers Opinion NRI Pan | | Al Web Stories IT Tech & Internet Funding Startups Tech Bytes Newsletters . Blogs & ...

英伟达CEO黄仁勋最新表示，公司"肯定会"参与OpenAI正在进行的新一轮融资，只是投资额"不可能达 到或接近"1000亿美元。 报道称，谈判停滞的原因是英伟达内部部分人士对这笔交易表达了担忧。报道提到，双方正在重新评估 合作关系，其中一种可能是，英伟达在OpenAI当前一轮融资中投资数百亿美元。 周六（1月31日），黄仁勋在接受采访时说道："我们一定会参与下一轮融资，因为这是一项非常好的投 资。我们非常乐意。" 对此，英伟达周五回应表示："过去10年，我们一直是OpenAI的首选合作伙伴。我们期待继续携手合 作。"但公司未透露谈判的具体进展。 黄仁勋表示，OpenAI是当代最具影响力的公司之一，所做的工作非常出色，他也很喜欢和OpenAI首席 执行官萨姆·奥尔特曼一起工作。 OpenAI此轮融资的目标是筹集最高1000亿美元。周四有消息称，亚马逊也在洽谈投资最高500亿美元， 并扩大向这家AI初创公司提供算力服务的合作协议。 黄仁勋说，英伟达(NVDA.US)还没有投资OpenAI，主要是因为后者正进行新一轮融资。他还指出，公 司一定会参与OpenAI正在进行的融资。 黄仁勋没有透露具体投资金额，但他补充称 ...

Core Insights - The rising adoption of generative AI models from OpenAI and Anthropic is significantly impacting major cloud computing platforms, with trillions of dollars committed to future infrastructure projects by these companies [1] Group 1: OpenAI and Microsoft - OpenAI's partnership with Microsoft has provided the latter with a first-mover advantage in integrating generative AI, with ChatGPT being heavily utilized across Microsoft's Azure cloud services [3][5] - The increasing use of OpenAI's software has led to a surge in AI workloads on Azure, driving demand for incremental cloud services [4] Group 2: Amazon's Role in AI Infrastructure - Amazon Web Services (AWS) has entered a $38 billion GPU leasing deal to support OpenAI, highlighting the competitive landscape among cloud providers [7] - Amazon has invested $8 billion in Anthropic, positioning itself strategically in the AI sector, with Anthropic utilizing AWS's GPU clusters and custom-designed chips [8][9] - If Amazon's AI accelerators can compete effectively with Nvidia and AMD's GPUs, AWS could gain significant pricing power and increase customer retention [10][11] Group 3: Google Cloud's Position - Google Cloud has experienced impressive growth, with OpenAI and Anthropic as key customers, leveraging its computing power and custom chips [12][13] - Anthropic's use of Google Cloud's Tensor Processing Units (TPUs) is expected to enhance Google Cloud's competitive position in the AI infrastructure market [14] - As OpenAI addresses its capacity challenges, Google Cloud is likely to benefit from increased user adoption and ongoing data center expansion [15]

Core Viewpoint - Nvidia CEO Jensen Huang emphasized the need for major Taiwanese suppliers to increase production to meet the strong demand for AI technology [1] Group 1 - Jensen Huang's visit to Taiwan was marked by significant public attention, indicating the company's strong brand presence and influence in the region [1] - The call for increased production highlights the growing importance of AI in the tech industry and the role of suppliers in meeting this demand [1]

Group 1: Nvidia - Nvidia is the world's largest semiconductor company with a market cap of $4.6 trillion and is projected to grow to $10 trillion by 2030 through vertical integration in AI [3][5] - The company reported a 62% year-over-year increase in third-quarter revenue and a 65% increase in net income [5] - Nvidia's stock has a forward P/E ratio of 24, significantly below its five-year average of 37, indicating it is attractively priced [6] Group 2: MercadoLibre - MercadoLibre has a market value of $116 billion and operates as a combination of an online marketplace and fintech business in Latin America [7][9] - The company reported a 39% year-over-year increase in net revenue and has 77 million unique active buyers, with both figures growing over 25% year over year [9] - MercadoLibre's stock has a forward P/E of 31, well below its five-year average of 64, suggesting it is also attractively priced [10]

Core Insights - Nvidia's CEO Jensen Huang announced the arrival of a new era in physical AI, particularly in autonomous vehicles, with the introduction of Nvidia's Alpamayo technology, which is expected to revolutionize the driverless car market [1][2] Industry Overview - The autonomous vehicle industry is projected to reach a market size of $13.6 trillion by 2030, indicating significant growth potential [2] - Despite the promising technology, skepticism remains on Wall Street due to past overestimations of the timeline for driverless cars becoming mainstream [3][4] Company Developments - Nvidia's Alpamayo technology demonstrated its capabilities in a live demonstration, yet the company's stock experienced a slight decline post-announcement, reflecting market skepticism [2][5] - Nvidia's market cap stands at $4.6 trillion, with a current stock price of $191.12 and a gross margin of 70.05% [6] Competitive Landscape - Nvidia faces substantial competition from other tech giants like Alphabet and Tesla, both of which are heavily investing in autonomous vehicle technology [9][10] - Alphabet has committed $5 billion to its Waymo subsidiary, which has already provided 450,000 paid rides weekly, while Tesla is seen as a strong contender in the autonomous car market [10] Investment Opportunities - The Global X Autonomous & Electric Vehicles ETF offers a diversified investment approach to the autonomous vehicle sector, holding significant positions in Alphabet, Tesla, and Nvidia, among others [12][13] - The ETF has an expense ratio of 0.68% and has delivered an average annual return of 10.73% since its inception in 2018, making it an attractive option for investors looking to capitalize on the driverless car trend without concentrating on a single company [14]

智通财经2月1日讯（编辑 赵昊）英伟达CEO黄仁勋最新表示，公司"肯定会"参与OpenAI正在进行的新一轮融资，只是投资额"不可 能达到或接近"1000亿美元。 周六（1月31日），黄仁勋在接受采访时说道："我们一定会参与下一轮融资，因为这是一项非常好的投资。我们非常乐意。" 黄仁勋没有透露具体投资金额，但他补充称，这笔投资很可能将成为"我们有史以来最大的一笔投资"。 黄仁勋这一表态主要是为了回应周五（1月30日）的一则消息，有报道称，英伟达原计划向OpenAI投资高达1000亿美元的谈判已经 破裂，两家公司之间可能出现裂痕。 黄仁勋表示，OpenAI是当代最具影响力的公司之一，所做的工作非常出色，他也很喜欢和OpenAI首席执行官萨姆·奥尔特曼一起工 作。 去年9月，英伟达曾与OpenAI签署一份意向书，将逐步向OpenAI投资高达1000亿美元，用于建设新的数据中心及其他人工智能基础 设施，但OpenAI要采用英伟达的硬件组件。 黄仁勋说，英伟达还没有投资OpenAI，主要是因为后者正进行新一轮融资。他还指出，公司一定会参与OpenAI正在进行的融资。 报道称，谈判停滞的原因是英伟达内部部分人士对这笔交易 ...

Core Viewpoint - Nvidia CEO Jensen Huang dismissed reports of friction with OpenAI as "nonsense," emphasizing the ongoing partnership and investment plans between the two companies [1][3]. Group 1: Investment and Partnership Dynamics - Nvidia plans to invest up to $100 billion in OpenAI and build 10 gigawatts of computing infrastructure for the AI company [1]. - Huang has begun to emphasize that the deal is nonbinding and has privately criticized OpenAI's business strategy while expressing concerns about competitors like Anthropic and Google [2]. - Recent discussions between Nvidia and OpenAI are reportedly focusing on a potential equity investment of tens of billions of dollars, rather than the previously announced $100 billion [2][6]. Group 2: Statements from Key Stakeholders - An OpenAI spokesperson stated that both companies are "actively working through the details of our partnership," highlighting Nvidia's crucial role in powering OpenAI's systems [3]. - Huang reiterated his belief in OpenAI's work, calling it "incredible" and one of the most consequential companies of our time, and confirmed Nvidia's intention to participate in OpenAI's latest funding round [4][3]. - Huang declined to specify the exact amount Nvidia would invest, suggesting that OpenAI CEO Sam Altman should announce the funding details [6].

当时该报道声称，黄仁勋近几个月曾私下向业内人士强调，最初推出的 1000 亿美元协议并不具有约束力，而且尚未最终敲定。并且黄仁勋曾私下批评 OpenAI 在商业运作上缺乏纪律性，并对其面临的竞争表示担忧。 而黄仁勋今天在中国台湾地区接受媒体采访时表示，外界称他对 OpenAI 的不满"纯属无稽之谈"。 这名 CEO 对此表示："我们将对 OpenAI 进行一笔巨额投资。我相信 OpenAI，他们所做之事令人难以置信，也是我们这个时代最具影响力的公司之一。我 非常享受与萨姆（萨姆 · 奥尔特曼，OpenAI CEO）共事"。 黄仁勋还补充道："萨姆正在完成这一轮融资，我们肯定会参与其中并注入大量资金，可能使我们有史以来最大的一笔交易"。 IT之家 1 月 31 日消息，据路透社今天报道，英伟达创始人兼 CEO 黄仁勋表示，公司计划对 OpenAI 进行一笔"巨额"投资，并否认"对 OpenAI 感到不满"传 闻。 据报道，这家 AI 巨头于去年 9 月宣布，计划向 OpenAI 投资最多 1000 亿美元（IT之家注：现汇率约合 6964.56 亿元人民币）。这笔资金预计将让 OpenAI 在日益激烈的竞争中保 ...

在接受采访时，黄仁勋谈到供应链的动态。他表示，今年英伟达需求非常强劲，英伟达正在全力生产 Blackwell芯片，同时生产Rubin芯片。台积电今年必须要非常努力工作，因为英伟达需要很多晶圆和 CoWoS产能，台积电现在做得非常好。他还表示，台积电在未来10年可能会增加100%产能，这是规模 很大的基础设施投资。 格隆汇1月31日｜据一财，英伟达CEO黄仁勋春节前访华到达上海、北京、深圳后，近日又到达台湾。 此次行程中，黄仁勋与当地供应商的交流备受关注。1月31日晚间，黄仁勋宴请了英伟达的供应链伙 伴，参加晚宴的包括纬创董事长林宪铭、台积电董事长魏哲家、广达创始人林百里及副董事长梁次震、 和硕集团董事长童子贤、鸿海董事长刘扬伟、仁宝董事长陈瑞聪、联发科执行长蔡力行、华硕创始人施 崇棠等。晚宴结束后，黄仁勋送魏哲家离开。 ...