黄仁勋私下很忧虑，英伟达与OpenAI的“千亿美元大交易”陷入停滞？

华尔街见闻01-31

英伟达内部对“千亿美元大交易”的条款产生疑虑而未能推进。英伟达首席执行官黄仁勋近几个月私下向业内人士强调，最初的协议并无约束力且未最终敲定。双方目前正在重新考虑合作关系，最新讨论包括在OpenAI当前融资轮中进行数百亿美元的股权投资。英伟达与OpenAI去年9月高调宣布的1000亿美元投资协议已陷入停滞。1月30日，据华尔街日报援引知情人士透露，这笔英伟达计划用于帮助OpenAI训练和运行最新...

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零点博弈资本
01-31
零点博弈资本
Openai曾经是行业先锋，但现在已经被Gemini、Claude严重威胁，江山代有才人出，这是历史发展的必然 $英伟达(NVDA)$

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standstill?","themeId":"7b657a97670766b021ce70434b0ac402","isJumpTheme":false,"ttsUrl":"https://static.tigerbbs.com/c43f869c483baa3e4d6e37fea408dcd9","symbols_score_info":{"NVDG":0.6,"SNVD.UK":0.6,"NVDQ":0.6,"NVDU":0.6,"NVDX":0.6,"NVII":0.6,"NVDL":0.6,"NVIW.SI":0.6,"NVDS":0.6,"NVD2.UK":0.6,"2NVD.UK":0.6,"NVDY":0.6,"DIPS":0.6,"NVDS.UK":0.6,"NVDW":0.6,"NVD":0.6,"NVD3.UK":0.6,"3NVD.UK":0.6,"NVDD":0.6,"NVDA":1.96},"content_text":"英伟达内部对“千亿美元大交易”的条款产生疑虑而未能推进。英伟达首席执行官黄仁勋近几个月私下向业内人士强调，最初的协议并无约束力且未最终敲定。双方目前正在重新考虑合作关系，最新讨论包括在OpenAI当前融资轮中进行数百亿美元的股权投资。英伟达与OpenAI去年9月高调宣布的1000亿美元投资协议已陷入停滞。1月30日，据华尔街日报援引知情人士透露，这笔英伟达计划用于帮助OpenAI训练和运行最新人工智能模型的巨额交易，因英伟达内部对交易条款产生疑虑而未能推进。据报道，英伟达首席执行官黄仁勋近几个月私下向业内人士强调，最初的1000亿美元协议并无约束力且未最终敲定。他还私下批评了OpenAI在商业上缺乏纪律性，并对其面临来自谷歌和Anthropic等竞争对手的压力表示担忧。这项交易的搁置对OpenAI构成打击。这家ChatGPT制造商正为2026年底前上市做准备，过去一年一直在争取获得大量算力以支撑未来产品和增长。双方目前正在重新考虑合作关系，最新讨论包括在OpenAI当前融资轮中进行数百亿美元的股权投资。协议谈判停留在早期阶段两家公司去年9月在英伟达位于加州圣克拉拉的总部公布了这项巨额协议。根据谅解备忘录，英伟达将为OpenAI建设至少10吉瓦的算力，英伟达还同意投资最多1000亿美元帮助OpenAI支付相关费用。作为交易的一部分，OpenAI同意从英伟达租赁芯片。据报道援引知情人士透露，当时OpenAI预计交易谈判将在数周内完成。但谈判仍处于早期阶段，尚未取得实质性进展。英伟达在去年11月的一份文件中表示，无法保证公司将\"就OpenAI机会或其他潜在投资签订最终协议，或任何投资将按预期条款完成\"。英伟达首席财务官Colette Kress去年12月在亚利桑那州斯科茨代尔的瑞银会议上表示，公司尚未与OpenAI完成最终协议。竞争压力引发担忧报道援引知情人士称，黄仁勋对OpenAI商业模式的担忧部分源于其面临的激烈竞争。近期对OpenAI的担忧主要来自谷歌Gemini应用的成功，该应用拖慢了ChatGPT的增长，导致OpenAI一度宣布进入红色警戒状态。Anthropic也凭借其名为Claude Code的热门AI编码助手对OpenAI构成压力。这些竞争态势直接关系到英伟达的核心利益。据报道，黄仁勋向业内人士表示，仍然认为以某种形式向OpenAI提供财务支持至关重要，部分原因是OpenAI是芯片设计商的最大客户之一。如果OpenAI落后于其他AI开发商，可能会影响英伟达的销售。Anthropic严重依赖亚马逊云服务设计的Trainium芯片以及谷歌自研的TPU处理器训练AI模型。英伟达去年11月曾表示，承诺向Anthropic投资最多100亿美元。谷歌则主要使用TPU训练Gemini。这两种芯片对英伟达最畅销的图形处理单元(GPU)构成重大竞争威胁。庞大承诺引发市场担忧最初宣布协议时，黄仁勋与Altman及OpenAI总裁Greg Brockman在联合声明中称这项交易为\"史上最大的计算项目\"。作为交易的一部分，英伟达讨论了为OpenAI计划获得的贷款提供担保，以建设自己的数据中心。消息公布后英伟达股价上涨近4%，市值推升至约4.5万亿美元。此后OpenAI又与一系列芯片和云计算公司签署协议，助推全球股市上涨。但投资者随后对这家初创公司支付这些交易的能力感到不安，导致一些与OpenAI相关的科技股出现抛售。Altman表示，这些交易使公司背负1.4万亿美元的算力承诺，是其去年收入预期的100多倍。OpenAI高管表示，扣除部分交易的重叠后，总承诺金额较低，且这些协议将在很长时间内履行。OpenAI发言人表示：我们的团队正在积极推进合作伙伴关系的细节。从一开始，英伟达技术就支撑着我们的突破，如今为我们的系统提供动力，并将在我们扩展未来业务时继续发挥核心作用。英伟达发言人表示，英伟达在过去10年一直是OpenAI的首选合作伙伴，期待继续与该公司合作。","kind":"highlight","is_publish_news":true,"is_publish_highlight":true,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"-1","news_tag":"corporation","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":false,"code":"91000000","status":"200"},"commentList":[{"id":527846957228096,"gmtCreate":1769841325649,"gmtModify":1769841327885,"author":{"id":"3463446769405484","authorId":"3463446769405484","name":"零点博弈资本","avatar":"https://static.tigerbbs.com/4872d62b52bc24d392619a9db00f4808","vip":1,"crmLevel":8,"crmLevelSwitch":1,"idStr":"3463446769405484","authorIdStr":"3463446769405484"},"htmlText":"Openai曾经是行业先锋，但现在已经被Gemini、Claude严重威胁，江山代有才人出，这是历史发展的必然&nbsp;<a 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