NVIDIA CEO: The $30 billion investment in OpenAI may be the last one, excluding the possibility of a $100 billion investment

According to market news, NVIDIA CEO Jensen Huang stated at the Morgan Stanley Technology, Media & Telecom Conference that NVIDIA's recent $30 billion investment in OpenAI may be the last investment. The reason is that OpenAI plans to go public, possibly by the end of this year. Huang also mentioned, "I think the opportunity to invest $100 billion in OpenAI may not come again." So this may be our last chance to invest in a company of such significant importance.

NVIDIA's $10 billion investment in OpenAI competitor Anthropic may also be the last one. Huang reiterated that the deployment of AI computing power is already bringing substantial profit revenue to enterprises, including large publicly traded data center operators like Microsoft. He believes that if these clients can obtain more computing power, their growth rate will accelerate even faster; with a threefold increase in computing power, their revenue is also expected to triple. He also stated that automation design software and system suppliers like Cadence and Synopsys will become larger and more important in the future.