News Summary Seven new systems across Argonne and Los Alamos National Laboratories to be released, accelerating the Department of Energy’s mission of driving technological leadership across U.S. security, science and energy applications.NVIDIA AI Factory Research Center in Virginia to host the first Vera Rubin infrastructure and lay the groundwork for NVIDIA Omniverse DSX, a blueprint for multi‑generation, gigawatt‑scale build‑outs using NVIDIA Omniverse libraries.Leading U.S. companies across server make ...

投资与合作 - 英伟达计划向OpenAI投资高达1000亿美元，作为部署10吉瓦AI数据中心战略合作的一部分[3] - 每部署1吉瓦数据中心（约500亿美元投资）将带来约350亿美元的英伟达产品收入，相当于约80万颗Rubin GPU[3] - 350亿美元的年收入对应需要约10万片台积电CoWoS产能，而2026年台积电CoWoS供应预计仅为约110万片，供应紧张[3] 财务预测与估值 - 基于新增合作机会，将英伟达2026财年收入预测上调12%至3241.49亿美元[3][4] - 预测英伟达2025财年每股收益为4.9美元，2026财年为7.5美元，基于30倍2026年市盈率得出目标价225美元[3] - 2026财年净利润预计为183.1亿美元，同比增长52%[4] 财务表现与风险 - 2024财年收入同比增长114%至1304.97亿美元，净利润同比增长130%至742.44亿美元[4] - 主要风险包括AI需求不及预期、供应链风险以及地缘政治不确定性[4]

OpenAI and NVIDIA OpenAI and NVIDIA today announced a letter of intent for a landmark strategic partnership to deploy at least 10 gigawatts of NVIDIA systems for OpenAI’s next-generation AI infrastructure to train and run its next generation of models on the path to deploying superintelligence. News Strategic partnership enables OpenAI to build and deploy at least 10 gigawatts of AI data centers with NVIDIA systems representing millions of GPUs for OpenAI’s next-generation AI infrastructure.To support ...