AI computing power infrastructure welcomes the super trend: OpenAI deepens cooperation with NVIDIA, accelerating the implementation of a 100-billion-level ecosystem. As the global artificial intelligence industry continues to develop in depth, computing power infrastructure construction is ushering in a new round of explosion.

AI computing power infrastructure welcomes the super trend: OpenAI deepens cooperation with NVIDIA, accelerating the implementation of a 100-billion-level ecosystem. As the global artificial intelligence industry continues to develop in depth, computing power infrastructure construction is ushering in a new round of explosive period. Recently, OpenAI has officially made a clear commitment to fully and large-scale deployment of NVIDIA AI infrastructure by 2030. The in-depth cooperation between the two parties in the field of computing power has attracted market attention. According to relevant plans, OpenAI will build and operate a world-class artificial intelligence factory in PORTS-Pike. The project will fully apply NVIDIA's full-stack DSX AI factory platform, covering GPU, CPU, network and advanced infrastructure software. In the initial planning, the deployment of this project is expected to directly provide 4.25 GW of AI factory production capacity, and is expected to further expand to 16 GW in the future. Industry analysts point out that with the acceleration of new infrastructure construction such as computing power networks, computing and electricity collaboration, and ultra-large-scale intelligent computing clusters, core market entities such as global cloud vendors and operators are continuing to increase investment. At the same time, the competitive logic of the computing power industry has shifted from pure chip performance competition to a competition of comprehensive system capabilities such as super nodes, cluster scheduling, and software adaptation. The benefit scope of the industry chain is extending to supporting links such as network, storage, and operation and maintenance. In this grand industrial narrative, domestic core supply chain companies are accelerating their entry. For example, Megmeet has successfully secured batch orders for its GB300 power supply, and the next-generation VeraRubin power supply is also in-depth cooperation with several leading North American cloud manufacturers; and Shengyi Technology is currently the only company in China that has passed the NVIDIA M9-level ultra-high-end copper-clad laminate certification, and has successfully entered the core supply chain of high-end AI servers. The related industry chain is expected to usher in a long boom cycle. via AI News (author: AI Base)