美股异动|英伟达跌超2.1%,对OpenAI千亿美元投资引发部分投资者担忧

格隆汇
Sep 23

英伟达(NVDA.US)昨日盘中一度涨超4%,股价再创新高,今日盘初跌超2.1%,报179.74美元。 消息面上,英伟达与OpenAI在周一宣布达成合作,英伟达还将对OpenAI最高投资1000亿美元,并共建AI数据中心。此举引发部分投资者怀疑,英伟达投资OpenAI会否导致其优先向OpenAI提供人工智能芯片,导致英伟达与包括微软、Meta、亚马逊在内的大客户之间的信任基础出现裂痕,而这些公司可能进一步减少对英伟达的依赖。对此,英伟达发布声明强调,对OpenAI投资不会改变公司重点,也不会影响对其他客户的供应;无论是否持有股权,英伟达都会继续把每一位客户放在首位。(格隆汇)

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