英伟达公司首席执行官黄仁勋澄清了此前宣布的对OpenAI最高1000亿美元投资计划的性质，称这"从来 不是一项承诺"，公司将"逐个评估"每轮融资。 黄仁勋周日在中国台北对记者表示，"这从来不是一项承诺。他们邀请我们投资最高1000亿美元，当然 我们非常高兴和荣幸受到邀请，但我们将一步一步地投资。"这一表态回应了外界对该投资计划执行情 况的质疑。 此前据华尔街日报周五报道，这项9月宣布的投资计划已陷入停滞，英伟达内部一些人对该交易表示怀 疑。报道援引知情人士称，黄仁勋曾私下强调这份1000亿美元协议不具约束力，并批评OpenAI的商业 方式缺乏纪律性。 当被问及该报道似乎暗示他对OpenAI不满意时，黄仁勋周六表示"那是胡说"，并称"我相信OpenAI。他 们所做的工作令人难以置信。他们是我们这个时代最重要的公司之一。"这类循环投资安排持续引发市 场对AI需求真实性的担忧。 投资协议的非约束性质 根据9月签署的意向书，英伟达计划向OpenAI投资最高1000亿美元，用于支持新数据中心和其他人工智 能基础设施。该协议旨在帮助OpenAI建设容量至少10吉瓦的数据中心——相当于纽约市的峰值电力需 求——并配备英伟达 ...

黄仁勋强调，英伟达年研发成本近两百亿美元。科技变得越来越复杂，英伟达此前的芯片架构Hopper很 简单、Blackwell太难了，现在做Rubin则几乎接近不可能，未来英伟达研发成本每年还会增长50%。 （第一财经，艾塔） #英伟达研发成本将每年涨五成#【黄仁勋：#英伟达年研发成本近两百亿美元# 】黄仁勋春节前访华到 达上海、北京、深圳后，近日又到达中国台湾，宴请当地供应链厂商，并在接受采访时回答了关于投资 OpenAI、AI基础设施建设的话题。 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（一种先进封装技术）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。 ...

Core Viewpoint - The article emphasizes the long-term impact of artificial intelligence (AI) on the market and identifies three stocks—Alphabet, Microsoft, and Taiwan Semiconductor Manufacturing—as strong investment opportunities for the future [1][2]. Group 1: Alphabet - Alphabet has regained its position as a leading player in the AI sector, with its Gemini generative AI model being one of the best available [3]. - The company possesses unique advantages, such as access to personal information, which allows Gemini to create tailored experiences for users, a feature that competitors cannot replicate [3][5]. - Alphabet's substantial resources enable it to sustain operations at a loss longer than smaller competitors, positioning it to dominate the market in the future [5][6]. Group 2: Microsoft - Microsoft adopts a partnership approach in the AI landscape, holding a significant stake in OpenAI and providing access to multiple AI models through its Azure cloud platform [7]. - This neutrality in AI model selection has contributed to Azure's rapid growth compared to its competitors [7][9]. - Microsoft is viewed as a solid investment in the AI sector, with its strategy likely to yield gradual gains as AI adoption increases [9]. Group 3: Taiwan Semiconductor Manufacturing - Taiwan Semiconductor is crucial for AI technology, as it manufactures chips that power major computing players like Nvidia, which only designs chips [10]. - Despite concerns about the longevity of AI computing capacity, the short lifespan of GPUs (typically one to three years) suggests ongoing demand for chips, ensuring a steady market for Taiwan Semiconductor [12]. - The company is still in the early stages of benefiting from AI growth, with many announced data centers not expected to become operational until several years later, making it a compelling long-term investment [13].

In this piece, we discuss the 10 Best AI Data Center Stocks to Buy Now.The surge in AI data center buildout continued in late January, with demand signals extending beyond Nvidia’s flagship processors. On January 28, 2026, Reuters reported that chipmakers’ shares rose amid renewed demand for AI data center hardware, with Texas Instruments citing strength in power management and signal conversion chips, both of which are essential in data centers.Meanwhile, new capital spending tied to the physical expansion ...

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]