[{"data":1,"prerenderedAt":-1},["ShallowReactive",2],{"content-doc-dcio576d572c":3},{"user":4,"document":8,"mainDocument":27,"columnUrl":29,"subscription":30,"footer":42,"text":80},{"isAuthenticated":5,"isAdmin":5,"displayName":6,"avatarUrl":6,"nid":6,"groupLevel":7},false,"",-10,{"id":9,"fullTitle":10,"subTitle":6,"url":11,"columnId":12,"columnName":13,"columnUrl":14,"summary":6,"contentHtml":15,"mainContentHtml":6,"posterUrl":16,"createDate":17,"displayDate":18,"displayDateSlash":19,"pageviews":20,"tags":21,"hidden":5,"isSubContent":5,"replyDocOrTargetId":6,"contentType":23,"videoId":6,"liveVideoUrl":6,"useContentVideo":5,"duration":24,"price":24,"priceText":25,"priceBadgeText":25,"priceBadgeClass":26,"freeForMinGroupLevel":24,"redirectUrl":6,"readyToStream":5},"dcio576d572c","降幅超50%！英伟达(NVDA)缩减对OpenAI数据中心担保规模","\u002Fdoc\u002Fdcio576d572c","col18178739ee","美股资讯","\u002Fcol\u002Fcol18178739ee","\u003Cp>\n\u003C\u002Fp>\u003Cp>\u003Cspan>据媒体报道，英伟达(NVDA)已调整对OpenAI美国俄亥俄州10GW数据中心项目的支持计划。\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>知情人士透露，双方已经重新设计了交易结构。根据调整后的方案，英伟达将仅针对整个10GW数据中心规划中的第一阶段5GW项目提供财务担保，此前计划为提供全部担保。\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>由此，英伟达提供的财务担保规模将从2500亿美元降至不超过1200亿美元，降幅超过50%。\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>目前，英伟达与OpenAI正接近达成最终协定，最早可能于本周末正式签署协议。\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>这一调整的背后原因在于投资者对英伟达风险敞口的担忧公司通过利用自身资产负债表增强市场对AI芯片的需求，因此做出如此大规模的财务承诺也会相应增加其风险。\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>OpenAI的这一数据中心由软银旗下子公司SB Energy开发，是截至目前已宣布的规模最大的单一数据中心项目。据悉，该数据中心项目的芯片采购成本总额高达3500亿美元。\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>值得一提的是，这并非是英伟达第一次缩减对OpenAI的相关投资\u002F担保。去年9月，英伟达曾承诺向OpenAI投资1000亿美元，但今年3月将投资规模大幅削减至300亿美元。\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>虽然这边缩减了担保力度，但另一边，英伟达正在加大力度推进自家GPU“资产化”。\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>英伟达刚于8月10日宣布，与阿波罗全球管理公司、黑石集团、贝莱德、博枫、高盛和KKR合作建立算力融资平台，目标是吸引超过5000亿美元的第三方资本。\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>黄仁勋表示，该协议将创造一种以芯片为基础的新资产类别，这将为规模达22万亿美元的私募资本行业提供绝佳的投资机会。之后他还在社交平台也补充，英伟达在特定情况下可能会通过所谓的“残值支持机制”，利用自身资产负债表为项目高达25%的成本进行兜底，总额上限约1250亿美元。\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>本文转载自“美股投资网”；美股投资网财经编辑严文才。\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>最专业的美股资讯,推荐美股大数据 \u003Ca href=\"https:\u002F\u002FStockwe.com\u002F\">https:\u002F\u002FStockwe.com\u002F\u003C\u002Fa>\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>如何识别美股市场异常波动？美国机构主力资金买卖情况，出货和吸筹，使用美股投资网VIP会员，2008年成立于美国硅谷，由前纽约证券交易所分析师Ken创立，联合多位摩根斯坦利分析师，谷歌 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buy@TradesMax.com 美国电话 626-378-3637","公司介绍","\u003Cp class=\"MsoNormal\">美股大数据 \u003Ca href=\"https:\u002F\u002Fstockwe.com\" rel=\"noopener\">StockWe.com\u003C\u002Fa> 是一个美国领先的金融和美股信息大数据提供商，紧盯华尔街金融市场和行情，2008年成立于美国硅谷，创始人是前纽约证券交易所资深分析师Ken，联合多位摩根斯坦利分析师，谷歌 Meta工程师利用AI和大数据，配合十多年美股实战经验和业内量化交易模型，每天处理海量股票数据：挖掘潜力大牛股，捕捉期权异动大单，实时主力资金流向、机构持仓变化、川普突发新闻，美股买卖信号第一时间发到您手机APP。\u003C\u002Fp>","专业美股投资者都在这里",{"loading":81,"search":82,"searchPlaceholder":82,"hotContent":83,"draft":84,"noData":85,"searchNoData":86,"courseContent":87,"more":88,"buyNow":89,"subscribeNow":90,"encoding":91,"paidContent":92},"Loading...","搜索","热门内容","草稿","目前没有任何内容公布","当前检索内容没有数据","课程内容","更多","立即购买后观看","- 立即订阅 -","视频编码中...","付费内容"]