以下文章来源于投中网 ，作者蒲凡 投中网 . 投中网是领先的创新经济信息服务平台，拥有立体化传播矩阵，为创新经济人群提供深入、独到的智识和洞见，在私募股权投资行业和创新商业领域拥 有权威影响力。官网：www.chinaventure.com.cn 来源 | 投中网 在金庸武侠世界里，有一门神奇的武功，叫梯云纵。 它是武当派的轻功绝学，名门正朔，高深莫测，身躯 " 微一转折 " 就可以 " 纵起丈余 " ，在《倚天屠龙记》里先后被武当七侠和张无忌完美展 示，可以说浑身闪耀着主角光环。然而由于梯云纵的施展方式过于违反物理定律，全程靠 " 左脚踩右脚、右脚踩左脚、借（自己的）力使（自 己的）力 " 来腾空，这个画面又被朱茵版《射雕英雄传》给拍了出来，于是 " 梯云纵 " 这门武功在网络世界里开始迅速梗化。 而在很多人看来，现在的AI赛道，就越来越有"梯云纵"的味道。 9 月 22 日英伟达宣布与 OpenAI 正式签订合作意向书，建立战略合作伙伴关系，未来将为 OpenAI 提供足够的软硬件支持以帮助 OpenAI 完成 下一代 AI 基础设施的建设。 而为了支持整个合作的稳定推进，英伟达将累计向 OpenAI 投 ...

AI热潮下的市场表现与市值增长 - 自ChatGPT发布以来，美国科技股七巨头市值增长约14万亿美元[1] - 中国科技公司如阿里、百度等股价也大幅上涨[1] - 英伟达市值达到4.42万亿美元，成为AI热潮最大赢家[4] 英伟达与OpenAI的战略合作 - 双方于9月22日宣布合作意向，共同部署AI数据中心基础设施[8] - 英伟达成为OpenAI首选战略计算和网络合作伙伴，共同优化技术路线图[8] - 合作内容包括为OpenAI下一代AI基础架构部署至少10吉瓦英伟达系统，相当于400-500万块GPU算力[13] - 英伟达将按照每吉瓦100亿美元节奏投资OpenAI，至多1000亿美元，换取部分股权[14] AI基础设施投资预测与行业前景 - 英伟达CEO预测全球每年AI基础设施资本支出将达到5万亿美元[2] - 未来全球GDP中55%-65%基于人工智能创造，50万亿美元经济产出将受AI基建增强[3] - OpenAI推出5000亿美元规模的"星际之门"计划，旨在打造普惠算力基础设施[8] - 贝恩公司测算2030年全球AI公司需要2万亿美元年收入支持计算能力需求[29] 商业模式争议与财务风险 - OpenAI、英伟达、甲骨文形成"ONO"三角联盟，被质疑为循环交易与循环营收[17] - OpenAI仍处亏损状态，2025年预计亏损50亿美元，2026年扩大到140亿美元，最乐观预测2029年才能盈利[25] - ChatGPT用户超7亿但付费用户不到3%，显示用户依赖性不高[28] - AI行业面临8000亿美元收入缺口，商业模式尚未有效建立[29] 行业竞争格局与技术发展 - AI产业链形成基础设施层、模型层和应用层共同推动格局[3] - 模型层有谷歌Gemini、OpenAI GPT系列、Anthropic Claude系列等竞争产品[3] - 应用层出现Abridge、Hippocratic AI、Perplexity、Pika等垂直领域产品[3] - 英伟达通过近50笔AI领域风险投资锁定未来需求，确保客户持续采购其芯片[10] 战略布局与未来展望 - 英伟达年度自由现金流607.24亿美元，较一年前增长60%，为主动出击提供资金支持[11] - 英伟达以50亿美元入股英特尔，突破PCIe总线带宽瓶颈[11] - 行业领导者认为AI竞赛已成为"新曼哈顿计划"，是国运之争[35] - 科技巨头将AI视为生死之战，即使存在泡沫也要继续投入[32]

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QUALCOMM TodayQCOMQUALCOMM$165.30 -3.90 (-2.30%) 52-Week Range$120.80▼$182.10Dividend Yield2.15%P/E Ratio15.94Price Target$182.82Add to WatchlistTech giant Qualcomm Inc. NASDAQ: QCOM has long tested investors' patience. While more well-known peers, such as NVIDIA Corporation NASDAQ: NVDA, have ridden the artificial intelligence (AI) wave to record highs, Qualcomm has remained effectively idle and is currently trading at 2021 levels. As we’ve written about several times in recent months, the company has bee ...

Nvidia has dominated the AI chip race and it is planning to further distance itself from AMD, according to KeyBanc analyst John Vinh. ...

格隆汇9月30日｜花旗：将英伟达(NVDA.US)目标价上调至210美元，此前为200美元。 ...

NVIDIA Corporation ( NVDA ) shares have gone through growth spurts and consolidation stretches so far in 2025. Amid ebbs and flows in sentiment, the world’s most valuable company ranked No. 5 on the Dow Jones IndustrialFreelance Financial Writer | Investments | Markets | Personal Finance | RetirementI create written content used in various formats including articles, blogs, emails, and social media for financial advisors and investment firms in a cost-efficient way. My passion is putting a narrative to fina ...

NVIDIA Corporation ( NVDA ) shares have gone through growth spurts and consolidation stretches so far in 2025. Amid ebbs and flows in sentiment, the world’s most valuable company ranked No. 5 on the Dow Jones IndustrialFreelance Financial Writer | Investments | Markets | Personal Finance | RetirementI create written content used in various formats including articles, blogs, emails, and social media for financial advisors and investment firms in a cost-efficient way. My passion is putting a narrative to fina ...

Britain's power transmission owners SP Transmission and National Grid Electricity Transmission have selected Italy's Prysmian as the preferred bidder for a proposed link between England and Scotland, ... ...

[Music] Welcome to Stocks in Translation, Yahoo Finance's video podcast that cuts through the market mayhem, the noisy numbers, and the hyperbole to give you the information you need to make the right trade for your portfolio. I'm Jared Blickery, your host, and with me is Yahoo Finance senior reporter Ally Canal, who's here to keep the discussion easy to understand and very lively. Yes.And today we're putting the fun in fundamentals. Our guest is a veteran of turning company financial statements into and un ...