As the global artificial intelligence industry continues to develop in depth, the construction of computing power infrastructure is about to enter a new period of boom. Recently, OpenAI has officially committed to comprehensively and extensively deploying NVIDIA AI infrastructure before 2030, and the deep cooperation between the two in the field of computing power has attracted widespread market attention.

According to the relevant plans, OpenAI will build and operate a world-class artificial intelligence factory at PORTS-Pike. This project will fully apply NVIDIA's full-stack DSX AI factory platform, including GPU, CPU, networking, and advanced infrastructure software. In the initial planning, the deployment of this project is expected to directly provide 4.25 gigawatts of AI factory capacity, and it is expected to further expand to 16 gigawatts in the future.

Industry analysis points out that with the accelerated promotion of new infrastructure construction such as computing power networks, computing and electricity collaboration, and ultra-large-scale intelligent computing clusters, core market players such as cloud vendors and operators are continuously increasing their investments. At the same time, the competition logic in the computing power industry has shifted from simple chip performance comparisons to comprehensive system capabilities such as super nodes, cluster scheduling, and software adaptation, and the benefits of the industrial chain are now extending comprehensively to supporting links such as networking, storage, and operation and maintenance.

In this grand industrial narrative, domestic core supply chain companies are accelerating their entry. For example, MEGAMIT has successfully secured bulk orders for its GB300 power products, and the next-generation VeraRubin power supply is also deeply engaging with several leading North American cloud vendors; while Shengyi Technology is currently the only company in China to pass NVIDIA's M9-level ultra-high-end copper-clad board certification, successfully entering the core supply chain of high-end AI servers, and the related industrial chain is expected to experience a long-term period of prosperity.