NVIDIA's Fourth Quarter Financial Report: Record-Breaking for Three Consecutive Quarters Amid Surge in Global AI Demand


On February 19, Bloomberg reported that OpenAI is about to complete a funding round exceeding $100 billion. This record-breaking capital injection is expected to push its post-investment valuation above $850 billion (approximately 5.88 trillion Chinese yuan at the current exchange rate), instantly drawing widespread attention from the tech and investment sectors. In the first batch of funds from this round, strategic investors occupy a central position, with Amazon, SoftBank Group, NVIDIA, and Microsoft all listed among the core participants. Further information indicates that if all parties execute at the maximum discussed amount, the investment size
Recently, NVIDIA officially announced a multi-year, cross-generation strategic partnership with Meta. According to the agreement reached between the two parties, Meta plans to deploy millions of NVIDIA's Blackwell GPUs, as well as the next-generation Rubin architecture GPU designed specifically for agent AI inference, within its large-scale AI data centers to strengthen its AI computing infrastructure.
OpenAI launched an advertising business in ChatGPT. Its founder, Sam Altman, once opposed ads that damaged trust, but changed his stance due to the sharp increase in AI computing power costs.
Suzhou Zhongke launched the country's first 30,000-card scaleX super cluster at the Zhengzhou core node, establishing the largest domestic AI computing pool. It took less than two months to go from ten thousand cards to thirty thousand cards, marking a major breakthrough in domestic computing power.
NVIDIA CEO Jensen Huang dismisses AI fears, calling concerns about AI replacing software tools 'illogical'. He emphasizes inevitable synergy between AI and software amid market worries.....