英伟达变身AI“央行”!1000亿背后谁将是下一波大赢家?

美股研究社
Sep 29

来源 | 美股投资网大家都知道英伟达是一家卖GPU的公司,但你可能没意识到:它正在悄悄把自己变成全球AI行业的“央行”。9月,英伟达宣布将向OpenAI投资1000亿美元,并签署部署至少10GW算力的意向书。10GW是什么概念?每 1GW 的算力产能,背后大约对应 500 亿美元的 AI 投入,其中英伟达就能分走约 350 亿美元。这样一算,10GW 的产能就意味着约 5000 亿美元的 AI ...

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