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\u003cdiv class=\"rich_media_content\"\u003e\u003c!--NO_AD_ERROR_2--\u003e\u003cp\u003e10月21日，《华尔街日报》披露的一则消息，揭开了英伟达与OpenAI千亿合作背后的博弈细节——这场被黄仁勋称为“史上最大规模计算项目”的合作，并非一帆风顺，反而充满了“错失焦虑”与战略反转。\u003cbr/\u003e\u003c!--NO_AD_0--\u003e\u003c!--EOP_0--\u003e\u003c/p\u003e\u003c!--PARAGRAPH_0--\u003e\u003cp style=\"line-height: 1.75em; margin-bottom: 25px; margin-top: 25px\"\u003e\u003cspan style=\"font-size: 18px\"\u003e故事的起点要回到今年1月。当时软银CEO\u003c!--SECURE_LINK_BEGIN_0--\u003e孙正义\u003c!--SECURE_LINK_END_0--\u003e与\u003c!--SECURE_LINK_BEGIN_1--\u003eOpenAI\u003c!--SECURE_LINK_END_1--\u003e CEO萨姆·奥特曼在白宫联手宣布AI基建项目“星际之门”，这一幕让\u003c!--SECURE_LINK_BEGIN_2--\u003e黄仁勋\u003c!--SECURE_LINK_END_2--\u003e心里不是滋味。\u003c/span\u003e\u003c/p\u003e\u003cp style=\"line-height: 1.75em; margin-bottom: 25px; margin-top: 25px\"\u003e\u003cspan style=\"font-size: 18px\"\u003e作为长期为OpenAI提供芯片、支撑其崛起的关键伙伴，他原本期待站在奥特曼身边的是自己。\u003c/span\u003e\u003c/p\u003e\u003cp style=\"line-height: 1.75em; margin-bottom: 25px; margin-top: 25px\"\u003e\u003cspan style=\"font-size: 18px\"\u003e这份“失落”很快转化为行动，\u003c!--SECURE_LINK_BEGIN_3--\u003e英伟达\u003c!--SECURE_LINK_END_3--\u003e随后秘密向OpenAI抛出投资计划，核心是把软银排除在外，独自拿下其新数据中心的算力供应权。\u003c/span\u003e\u003c/p\u003e\u003cp\u003e\u003c!--IMG_0--\u003e\u003c/p\u003e\u003cp style=\"line-height: 1.75em; margin-bottom: 25px; margin-top: 25px\"\u003e\u003cspan style=\"font-size: 18px\"\u003e但谈判并未按预期推进，今年夏天直接陷入停滞。转机出现在6月27日：科技媒体The Information报道称，OpenAI已开始租用谷歌TPU芯片为ChatGPT供能。\u003c/span\u003e\u003c!--NO_AD_1--\u003e\u003c!--EOP_1--\u003e\u003c/p\u003e\u003c!--PARAGRAPH_1--\u003e\u003cp style=\"line-height: 1.75em; margin-bottom: 25px; margin-top: 25px\"\u003e\u003cspan style=\"font-size: 18px\"\u003e这则消息在英伟达圣克拉拉总部引发震动——彼时OpenAI“去英伟达化”早已不是秘密，不仅和博通合作研发自研芯片，还在考察\u003c!--SECURE_LINK_BEGIN_4--\u003eAMD\u003c!--SECURE_LINK_END_4--\u003e产品，甚至春季就和谷歌签了云计算合约。\u003c/span\u003e\u003c!--NO_AD_2--\u003e\u003c!--EOP_2--\u003e\u003c/p\u003e\u003c!--PARAGRAPH_2--\u003e\u003cp style=\"line-height: 1.75em; margin-bottom: 25px; margin-top: 25px\"\u003e\u003cspan style=\"font-size: 18px\"\u003e报道发布后，黄仁勋立刻致电奥特曼核实情况，同时主动释放重启谈判的信号。\u003c/span\u003e\u003c/p\u003e\u003cp\u003e\u003c!--IMG_1--\u003e\u003c/p\u003e\u003cp style=\"line-height: 1.75em; margin-bottom: 25px; margin-top: 25px\"\u003e\u003cspan style=\"font-size: 18px\"\u003e他很清楚，单纯的芯片供应已留不住OpenAI，直接投资才是锁定合作的关键。尽管OpenAI随后否认使用谷歌芯片，但谈判的僵局已被打破。\u003c/span\u003e\u003c/p\u003e\u003cp style=\"line-height: 1.75em; margin-bottom: 25px; margin-top: 25px\"\u003e\u003cspan style=\"font-size: 18px\"\u003e最终双方敲定的协议远超市场预期：英伟达不仅同意出租价值3500亿美元的500万颗芯片，还获得1000亿美元投资权，更私下讨论为OpenAI的数据中心建设贷款提供担保——这意味着一旦OpenAI违约，英伟达可能要扛下数十亿美元债务。\u003c/span\u003e\u003c!--NO_AD_3--\u003e\u003c!--EOP_3--\u003e\u003c/p\u003e\u003c!--PARAGRAPH_3--\u003e\u003cp style=\"line-height: 1.75em; margin-bottom: 25px; margin-top: 25px\"\u003e\u003cspan style=\"font-size: 18px\"\u003e而这场合作也点燃了连锁反应：AMD迅速跟进，以出让10%股权的方式与OpenAI达成合作，股价单日暴涨24%；博通则加速谈判，最终和英伟达一样，向OpenAI承诺提供10吉瓦算力。（转自AI普瑞斯）\u003c/span\u003e\u003c!--NO_AD_4--\u003e\u003c!--EOP_4--\u003e\u003c/p\u003e\u003c!--PARAGRAPH_4--\u003e\u003cp style=\"line-height: 1.75em; margin-bottom: 25px; margin-top: 25px\"\u003e\u003cspan style=\"font-size: 18px\"\u003e更多AI资讯请点击：\u003c/span\u003e\u003cspan style=\"font-size: 18px\"\u003ehttp://www.aipress.com.cn/\u003c/span\u003e\u003c/p\u003e\u003cstyle\u003e.rich_media_content{--news-tabel-th-night-color: #444444;--news-font-day-color: #333;--news-font-night-color: #d9d9d9;--news-bottom-distance: 22px}.rich_media_content p:not([data-exeditor-arbitrary-box=image-box]){letter-spacing:.5px;line-height:30px;margin-bottom:var(--news-bottom-distance);word-wrap:break-word}.rich_media_content{color:var(--news-font-day-color);font-size:18px}@media(prefers-color-scheme:dark){body:not([data-weui-theme=light]):not([dark-mode-disable=true]) .rich_media_content p:not([data-exeditor-arbitrary-box=image-box]){letter-spacing:.5px;line-height:30px;margin-bottom:var(--news-bottom-distance);word-wrap:break-word}body:not([data-weui-theme=light]):not([dark-mode-disable=true]) .rich_media_content{color:var(--news-font-night-color)}}.data_color_scheme_dark .rich_media_content p:not([data-exeditor-arbitrary-box=image-box]){letter-spacing:.5px;line-height:30px;margin-bottom:var(--news-bottom-distance);word-wrap:break-word}.data_color_scheme_dark .rich_media_content{color:var(--news-font-night-color)}.data_color_scheme_dark .rich_media_content{font-size:18px}.rich_media_content p[data-exeditor-arbitrary-box=image-box]{margin-bottom:11px}.rich_media_content\u003ediv:not(.qnt-video),.rich_media_content\u003esection{margin-bottom:var(--news-bottom-distance)}.rich_media_content hr{margin-bottom:var(--news-bottom-distance)}.rich_media_content .link_list{margin:0;margin-top:20px;min-height:0!important}.rich_media_content blockquote{background:#f9f9f9;border-left:6px solid #ccc;margin:1.5em 10px;padding:.5em 10px}.rich_media_content blockquote p{margin-bottom:0!important}.data_color_scheme_dark .rich_media_content blockquote{background:#323232}@media(prefers-color-scheme:dark){body:not([data-weui-theme=light]):not([dark-mode-disable=true]) .rich_media_content blockquote{background:#323232}}.rich_media_content ol[data-ex-list]{--ol-start: 1;--ol-list-style-type: decimal;list-style-type:none;counter-reset:olCounter calc(var(--ol-start,1) - 1);position:relative}.rich_media_content ol[data-ex-list]\u003eli\u003e:first-child::before{content:counter(olCounter,var(--ol-list-style-type)) '. 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