英伟达市值突破5万亿美元，成为全球最有价值公司，凸显其在AI行业的主导地位。其GPU驱动了过去三年AI技术的快速增长，创始人强调AI发展与英伟达紧密相连。公司正持续扩大数据中心和AI工厂，巩固市场领先优势。
OpenAI正从非营利转向商业化，积极寻求投资加速增长。这一战略调整增强了其市场竞争力，并显著影响合作伙伴微软，助其市值突破4万亿美元。ChatGPT等技术的广泛应用是关键推动因素。
英伟达股价周二再创新高，涨幅近3%，市值突破4.5万亿美元，年内累计上涨约39%。公司加速AI领域投资，OpenAI宣布英伟达将以股权形式投资1000亿美元，并计划建设配备其GPU的数千亿美元AI数据中心，引发市场关注。
IDC最新报告显示，全球AI投资正快速增长。预计2024年总投资达3159亿美元，未来五年将强劲上升，2029年有望飙升至12619亿美元，年均复合增长率达31.9%。美国凭借技术积累领跑，万亿级市场扩张态势已确立。
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