仅事实
英伟达与OpenAI宣布1000亿美元合作伙伴关系，部署10吉瓦AI基础设施
摘要
英伟达与OpenAI达成战略合作，投资1000亿美元部署10吉瓦AI数据中心，旨在推动下一代AI模型的发展。
英伟达与OpenAI宣布建立战略合作伙伴关系，计划部署至少10吉瓦的AI数据中心，英伟达将投资高达1000亿美元支持该项目。此次合作旨在提升OpenAI用于训练和运行先进AI模型的基础设施。第一阶段计划于2026年下半年启动，采用英伟达的Vera Rubin平台。
英伟达首席执行官黄仁勋表示：
“此次投资和基础设施合作标志着下一次飞跃——部署10吉瓦，为智能新时代提供动力。”
OpenAI首席执行官山姆·奥特曼强调计算基础设施的重要性，指出：
“计算基础设施将成为未来经济的基础，我们将利用与英伟达共建的资源，既创造新的AI突破，也大规模赋能个人和企业。”
该合作采取分阶段投资方式，签约时提供首笔100亿美元资金，后续资金将在每完成一吉瓦部署后陆续释放。
此次合作补充了OpenAI与微软、甲骨文及软银等现有合作伙伴关系，聚焦于构建先进的AI基础设施。
宣布消息后，英伟达股价上涨3.9%，反映出投资者对公司战略方向的信心。
来源
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Nvidia and OpenAI have announced a strategic partnership to deploy at least 10 gigawatts of AI data centers, supported by Nvidia's investment of up to $100 billion.
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The first phase is scheduled to commence in the second half of 2026, utilizing Nvidia's Vera Rubin platform.
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Nvidia's CEO, Jensen Huang, stated, 'This investment and infrastructure partnership mark the next leap forward—deploying 10 gigawatts to power the next era of intelligence.'
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OpenAI's CEO, Sam Altman, emphasized the importance of compute infrastructure, noting, 'Compute infrastructure will be the basis for the economy of the future, and we will utilize what we’re building with NVIDIA to both create new AI breakthroughs and empower people and businesses with them at scale.'
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The partnership involves a phased investment approach, with an initial $10 billion provided upon signing and subsequent tranches released as each gigawatt of deployment is achieved.
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This collaboration complements OpenAI's existing partnerships with Microsoft, Oracle, and SoftBank, focusing on building advanced AI infrastructure.
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