英伟达与OpenAI的“蜜月期”或已结束。英伟达CEO黄仁勋近日公开表示，对OpenAI的300亿美元投资可能是最后一笔，这与去年双方高调宣布的千亿美元投资愿景形成鲜明对比，暗示合作关系正面临转折。
英伟达CEO黄仁勋在摩根士丹利会议上强调，智能体AI正处历史拐点。他高度评价开源项目OpenClaw，称其为“当代最重要的软件发布”。黄仁勋指出，OpenClaw仅用3周下载量就超越Linux 30年的普及成就，成为史上最大开源软件。
英伟达CEO黄仁勋近日表示，公司向OpenAI投资的300亿美元很可能是最后一次，因后者正全力推进2026年底前的IPO计划。这一表态打破了外界关于英伟达可能追加投资至1000亿美元的传闻，标志着其投资策略的转变。
英伟达CEO黄仁勋宣布智能体AI已达技术转折点，AI正从生成式对话转向自主解决问题。这一转变推动英伟达2026财年收入飙升65%至2160亿美元，并巩固其作为AI基础设施供应商的地位。
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