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独家洞察 | 豪掷千亿!英伟达重仓OpenAI,AI王座稳了!
慧甚FactSet· 2025-09-29 02:02
华尔街分析师对这笔交易的收益前景持乐观态度。根据美银发布研报估算,英伟达和OpenAI的合作可能 为英伟达创造约3000亿至5000亿美元的累计收入,同时将直接提升对竞争对手(如博通和AMD)的竞争 壁垒。 需要强调的是,OpenAI早已是英伟达的重要客户,英伟达此次对一个主要客户进行如此大规模的投资, 可能会引发外界关于会计处理和真实意图的疑问。然而从战略角度看,这笔投资本质上是一次前瞻性布 局:通过资本绑定,英伟达不仅确保了未来巨大的硬件订单,还进一步稳固了其在AI计算与网络系统中 的绝对统治地位。 Insider Intelligence分析师Jacob Bourne指出,这一交易减轻了市场对英伟达可能受地缘政治因素影响而 导致收入波动的担忧。同时,它也击碎了"英伟达主导地位将被撼动"的市场传言。事实证明,即便像 OpenAI这样在AI技术上最前沿的企业,依然选择与成熟可靠的英伟达展开深度合作,而非转向其他尚处 追赶阶段的芯片厂商。 资本市场的热情与宏观风险交织 美股市场近来利好消息不断。美东时间9月22日,人工智能(AI)领域再度迎来重磅消息——英伟达 (NVIDIA)宣布,将投资高达1000亿美元, ...
英伟达(NVDA.O):与OpenAI战略合作,有望推动行业技术进步 | 投研报告
合作明确了英伟达将作为Open AI在其AI工厂发展规划中的首选战略级计算和网络合作 伙伴,有利于巩固英伟达在整个AI计算领域的市场地位。OpenAI将和英伟达协作以共同优 化OpenAI的模型和基础软件与英伟达的软硬件的整合。作为当前全球AI模型和AI算力领域 各自的领军企业,双方的本次合作一方面进一步明确了英伟达的算力系统在推进前沿AI技 术发展的核心地位;另一方面随着双方合作的深入,有望完善英伟达算力系统对AI技术研 发的适配程度,从而巩固英伟达算力系统在AI算力领域的地位和壁垒,有利于英伟达长期 竞争力的维持。 华鑫证券近日发布计算机行业点评报告:根据智东西2025年9月23日咨讯,英伟达与 OpenAI宣布双方达成一项战略合作伙伴关系:OpenAI将部署至少10GW(10吉瓦,即1000 万千瓦)的英伟达系统,包含数百万颗GPU,而英伟达将在这些算力逐步上线时,向 OpenAI持续投资,投资总额最高达1000亿美元(约合人民币7114.7亿元)。同时,双方也宣 布将于2026年下半年,部署首个基于英伟达Vera Rubin平台的GW级别数据中心。 以下为研究报告摘要: 事件 英伟达和OpenAI于9 ...
英伟达计划投资千亿美元与OpenAI合作部署AI算力集群
Cai Jing Wang· 2025-09-23 05:06
Core Insights - Nvidia plans to invest $100 billion in OpenAI as part of a strategic partnership, which will enable OpenAI to deploy at least 10GW of AI computing power using millions of Nvidia GPUs [1][2] - The first GW of computing power is expected to be deployed in the second half of 2026, utilizing Nvidia's next-generation Vera Rubin platform [1] - This partnership indicates that OpenAI is moving away from its reliance on Microsoft, which has been its primary provider of computing power since 2019 [2] Group 1 - Nvidia and OpenAI have announced a strategic partnership to enhance AI computing capabilities [1] - OpenAI will utilize millions of Nvidia GPUs to establish a significant AI computing power infrastructure [1] - Nvidia's investment will be phased with each GW of computing power deployed, starting with a total commitment of $100 billion [1] Group 2 - The partnership allows OpenAI to reduce its dependency on Microsoft, which has historically provided the majority of its computing resources [2] - Microsoft has a profit-sharing agreement with OpenAI, allowing it to receive 49% of profits until it recoups its $13 billion investment [2] - OpenAI is diversifying its sources of computing power and capital by partnering with companies like SoftBank, Oracle, and Nvidia [2]
戴尔与英伟达合作,发布全新企业AI解决方案,推出新一代PowerEdge服务器
Hua Er Jie Jian Wen· 2025-05-19 20:31
Core Insights - Dell has launched a new generation of enterprise AI solutions in collaboration with NVIDIA, aimed at simplifying the implementation of enterprise AI [1] - 75% of organizations view AI as a core strategy, with 65% successfully advancing AI projects to production, although challenges like data quality and costs persist [1][5] - Dell's AI factory solution offers a 62% cost advantage over public cloud for local deployment of large language models (LLM), appealing to budget-sensitive enterprises [1][5] Product Innovations - Dell introduced new PowerEdge servers, including air-cooled and liquid-cooled models, capable of supporting up to 192 NVIDIA Blackwell Ultra GPUs, enhancing LLM training speed by up to four times [4][5] - The upcoming PowerEdge XE7745 server will support NVIDIA RTX Pro™ 6000 Blackwell Server Edition GPU by July 2025, catering to various AI applications [5] - Over 3,000 customers are currently utilizing Dell's AI factory to accelerate their AI initiatives, indicating a growing ecosystem from enterprise AI PCs to data centers [5] Market Outlook - Dell is expanding its AI product line to meet deployment needs from edge to data center, signaling a commitment to comprehensive AI infrastructure [3] - The collaboration with NVIDIA may indicate sustained growth in the enterprise AI infrastructure market, particularly as local deployment proves more cost-effective than cloud solutions [5]