目前，OpenAI的采购仍主要通过微软、甲骨文等云合作伙伴间接完成，而不是通过9月意向书中规划的直接采购路径。 OpenAI"确实想改为直接采购"，Kress说， 英伟达首席财务官Colette Kress周二表示，公司预计到2026年的Blackwell和Rubin人工智能芯片5000亿美元预订额中，不包含目前与OpenAI就下 一阶段合作正在进行的任何工作。她同时透露，英伟达与OpenAI在9月公布的最多1000亿美元投资协议仍未达成最终版本，OpenAI有意转向直接采 购，双方仍在谈判最终协议。 英伟达首席财务官Colette Kress周二表示，到2026年Blackwell和Rubin人工智能芯片的5000亿美元预订额中，不包括该公司目前正就OpenAI下一阶段 协议所做的任何工作，并且透露英伟达与OpenAI之间此前公布1000亿美元的投资协议仍未最终敲定。 英伟达9月公布了一份向OpenAI投资的意向书，根据协议内容，英伟达将为OpenAI部署至少10吉瓦的英伟达系统，其规模足以为超过800万户美国家 庭供电。英伟达承诺随着每批次系统上线，将向OpenAI投资最多1000亿美元。这一消息曾推动A ...

Market Overview - The US stock market indices opened higher on October 29, with the Dow Jones Industrial Average reaching a record high of 48,000 points during the session [2] - The current prices and percentage changes for major indices are as follows: Dow Jones at 47,925.84 (+0.46%), Nasdaq at 23,978.59 (+0.63%), and S&P 500 at 6,911.25 (+0.30%) [3] Semiconductor Sector Performance - Semiconductor stocks experienced a broad rally, with Nvidia reaching a new all-time high [3] - Notable stock performances include Micron Technology up over 3% and AMD also rising approximately 3% [3] Nvidia's Market Milestones - Nvidia's stock price increased nearly 5%, making it the first company to surpass a market capitalization of $5 trillion [5] - Nvidia's CEO Jensen Huang indicated strong demand for AI, projecting revenues exceeding $500 billion from the upcoming Blackwell and Rubin architecture chips, which will be derived from 20 million GPUs [6][7] Chip Architecture Developments - Nvidia showcased the next-generation Rubin chip, boasting a computing power of 100 PFlops, which is 100 times that of its first AI-specific computer, DGX-1 [7] - The Rubin chip is expected to enter production by next year [7] Strategic Investments - Nvidia announced a $1 billion investment in Nokia to accelerate AI-RAN (Radio Access Network) innovations, facilitating the transition from 5G to 6G [7] - The partnership aims to enhance the development and deployment of next-generation AI-native mobile networks and infrastructure [7] AI Factory Innovations - Nvidia introduced the NVIDIA BlueField-4 data processor, which will support AI factory operating systems and is part of the Rubin architecture products set to launch in 2026 [7]