千亿“缩水”至200亿！英伟达与OpenAI“AI联盟”现裂痕？

格隆汇02-04

终极反转AI圈的“大戏”迎来终极反转！日前，英伟达与OpenAI的“千亿合作告吹”的传言喧嚣尘上。据传，OpenAI被曝 “嫌弃” 英伟达AI芯片；英伟达内部则对OpenAI商业模式可持续性、竞争压力存疑。双重传闻叠加，一度加剧了市场猜测与恐慌。不过最新消息称，英伟达即将敲定200亿美元投资OpenAI的新协议，这笔投资虽较千亿意向大幅缩水，却仍是英伟达有史以来最大单笔投资。此前一天，OpenAI...

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Is there a rift between Nvidia and OpenAI's \"AI Alliance\"?","themeId":"","isJumpTheme":false,"ttsUrl":"https://static.tigerbbs.com/11aa3ac0b70744d60837088c11e92a10","symbols_score_info":{"NVDS.UK":0.6,"NVDX":0.6,"SNVD.UK":0.6,"NVD":0.6,"3NVD.UK":0.6,"NVDW":0.6,"NVII":0.6,"2NVD.UK":0.6,"NVDY":0.6,"NVDD":0.6,"NVDA":1.97,"NVIW.SI":0.6,"NVD3.UK":0.6,"NVD2.UK":0.6,"NVDS":0.6,"DIPS":0.6,"NVDG":0.6,"NVDU":0.6,"NVDQ":0.6},"content_text":"终极反转AI圈的“大戏”迎来终极反转！日前，英伟达与OpenAI的“千亿合作告吹”的传言喧嚣尘上。据传，OpenAI被曝 “嫌弃” 英伟达AI芯片；英伟达内部则对OpenAI商业模式可持续性、竞争压力存疑。双重传闻叠加，一度加剧了市场猜测与恐慌。不过最新消息称，英伟达即将敲定200亿美元投资OpenAI的新协议，这笔投资虽较千亿意向大幅缩水，却仍是英伟达有史以来最大单笔投资。此前一天，OpenAI奥特曼已率先在社交平台主动示好，亲手按下风波缓和的按钮。随后，黄仁勋在采访中直接“辟谣”，直言千亿美元投资“一切正常、按部就班”，压根没所谓的停滞一说。这场双向表态，总算让合作风波按下暂停键。不过后续走向，依旧牵动着全球AI行业的神经。狂热过往这场让全球AI圈沸腾的巨投纠葛，早在去年9月就拉开了序幕。当时，黄仁勋与OpenAI CEO山姆·奥特曼同台亮相，高调官宣签署非约束性战略合作意向书。双方计划联手部署至少10吉瓦算力的英伟达系统，投资规模最高冲到1000亿美元，同时由英伟达独家为OpenAI供应数据中心芯片。“芯片霸主+AI模型龙头”的强强联合，瞬间点燃AI投资狂热，谁都以为这会是一场双赢的世纪合作，却没人察觉，伏笔就此埋下。双方的合作本就是一场双向奔赴的“各取所需”：英伟达想靠巨额投资，牢牢锁定OpenAI这个核心大客户，进一步坐稳AI算力的垄断宝座；OpenAI则急需海量资金和算力，支撑下一代大模型研发和商业化落地。但这份看似完美的布局，却藏着外界诟病已久的隐忧——英伟达饱受争议的“循环融资”套路。英伟达通过投资CoreWeave，推动其采购自家GPU搭建数据中心，再向OpenAI出售算力，形成“投资→买芯片→供算力→反哺营收”的营收闭环，外界不禁质疑这种增长的真实性。回看当时的市场环境，AI行业正处于狂热扩张期，资本疯狂涌入赛道，“规模制胜”成了唯一准则，没人愿意冷静评估风险。英伟达的千亿官宣，既是自身的战略布局，也是顺应狂热市场氛围的选择。另一边，OpenAI也为自己留下了充足“后路”。它已与微软、亚马逊等科技巨头，签下累计1.4万亿美元的潜在合作协议，就算没了英伟达的千亿投资，也不至于陷入绝境。可合作的致命隐患，从一开始就已埋下——这份意向书从始至终都没有法律约束力。2025年11月SEC文件就明确显示，交易根本没有最终敲定，市场质疑声不断。直到几天前，“合作被搁置”的消息曝出引爆市场恐慌情绪。黄仁勋也最终坦言，这笔千亿投资从来不是约束性承诺，英伟达只会慢慢投，不会一次性砸下巨款。理性新局如今，这场闹得沸沸扬扬的风波总算迎来转机。千亿合作陷停滞传闻，既源于英伟达对合作规模与OpenAI商业合规性的顾虑，也因OpenAI受算力掣肘，牵手AMD、博通等竞品布局，加剧外界分歧猜测。就在市场情绪跌到谷底、大家都以为这场千亿合作要黄了的时候，转机来了！2月2日，山姆·奥特曼在社交平台X上公开示好：“我们超享受和英伟达的合作，他们的AI芯片就是全球顶尖水平，未来很长一段时间，我们都会是他们的大客户，真搞不懂这些无厘头传言是从哪来的！”这番低姿态发言直接给英伟达递了台阶，黄仁勋也顺势回应，隔天就在采访中火速“改口”，给了市场一颗定心丸。采访中，黄仁勋直接打脸传闻：“那些传言纯属无稽之谈，我们非常乐意和OpenAI合作。”他强调一定会参与OpenAI下一轮最高1000亿美元的融资，还表示未来OpenAI的任何一轮融资、甚至最终的IPO，英伟达都要参与。与此同时，OpenAI的融资节奏也丝毫未受干扰，估值依旧稳在8300亿美元，微软、亚马逊等巨头纷纷站台。至于它和AMD、博通等英伟达竞争对手合作，本质只是芯片不够用、想突破算力瓶颈、优化运营成本，绝非要彻底脱离英伟达、撕破脸。这场巨头博弈引发的风波，给AI行业带来的震荡与启示，远比想象中深远。短期来看，就算英伟达缩减了部分投资规模，顶多会间接影响OpenAI的算力采购，CoreWeave等服务商的芯片需求并不会动摇AI行业的根基。毕竟全球AI算力需求还在疯涨，吉瓦级算力项目本就是模块化布局，就算单个投资方不愿一次性砸钱，分阶段落地也完全可行，没必要一刀切取消。长远来看，这场风波其实是AI行业告别狂热、走向理性的信号。往后，资本不会再盲目跟风“烧钱换规模”，反而会更看重投资回报和商业可行性，就算是英伟达这样的行业巨头，也不会再随便开出“空白支票”。AI企业也会从一味追求算力规模，转向优化算效比、深耕商业化落地。除此之外，英伟达“循环融资”的争议，还会倒逼行业监管持续加码；AI芯片市场也不会再是英伟达“一家独大”，AMD、博通等玩家势必趁机崛起，形成多极化竞争格局。当然，最关键的还是，尽管现在风波暂息、双方表态缓和，但那笔千亿美元投资能不能真正落地，依旧是个未知数。这场千亿巨头博弈，将成为AI行业褪去狂热、迈入理性成熟新纪元的关键注脚。","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,"isVideo":false,"video":null,"symbols":[],"gpt_button":0,"need_auth":false,"need_login_tip":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":false,"tenantId":"TBCN","deviceId":"web-server-community-laohu8-v3","version":"4.42.0","shortVersion":"4.42.0","platform":"web","vendor":"web","appName":"laohu8","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2608507083","isCrawlerRequest":true}