NVIDIA's stock price rebounded by about 5% last week, returning above $226. What the market will be watching next is not only whether the stock price can further rise to near its May high, but also whether the company will continue to increase its capital investment in AI infrastructure and startup investments.
AWS Cooperation Expanded to 2 Million GPU
NVIDIA and Amazon Web Services AWS announce an expansion of their collaboration, planning to deploy 2 million NVIDIA GPU units in the AWS infrastructure by 2028. This indicates that both parties continue to focus their cooperation on providing large-scale AI computing power.
This arrangement strengthens NVIDIA's position in the cloud AI training and inference market, and also indicates that large cloud service providers continue to increase their procurement and deployment of high-performance chips.
- Target deployment scale: 2 million GPU
- Deployment Platform: AWS Infrastructure
- Time frame: Completion by 2028
Promote the implementation of the corporate model with Equinix
In addition to cloud computing collaboration, NVIDIA has also expanded its partnership with Equinix. The two parties have launched a new Equinix Inference Exchange initiative, with the goal of helping enterprises advance AI models from the development stage to actual production environments.
The focus of this collaboration is not on training, but on the inference phase. For corporate clients, whether the model can be stably integrated into business systems, latency can be controlled, and deployment can be completed, has become a key aspect of the commercialization of AI.
Intending to participate in the new round of financing for Murati startup
Another action that has drawn attention is NVIDIA's plans to invest in Thinking Machines Lab. This company was founded by Mira Murati, the former chief technology officer of OpenAI.
Reports indicate that the scale of this investment is approximately $2.5 billion to $3 billion, and it will be part of the company's financing of $5 billion to $6 billion. Based on this round of financing, the valuation of Thinking Machines Lab will exceed $40 billion, while its annual revenue has just surpassed $100 million.
- NVIDIA plans to invest: $2.5 billion to $3 billion
- Total financing amount: $5 billion to $6 billion
- Company valuation: over $40 billion
From a market perspective, NVIDIA is expanding its cooperation in computing infrastructure while also investing heavily in cutting-edge AI startups, indicating that it is betting on both the underlying supply and the upper-layer application ecosystem. However, the higher capital commitments have also drawn external attention to the pace of investment and the efficiency of returns.
