Rohan Paul@rohanpaul_ai · X英伟达将其AI芯片的领先优势转化为一个巨大的融资机器。公司在过去数月内承诺了总计900亿美元的投资与合作，覆盖145多家涉及模型研发、云计算、芯片设计和供应链的公司。这一策略创造了一个自我强化的闭环：初创公司获得资本，供应商得以扩张产能，云厂商采购更多Nvidia GPU，从而进一步巩固了Nvidia在AI基础设施层中难以被替代的核心地位。
FT： Nvidia just turned its AI chip lead into a $90B financing machine that funds the companies buying， renting， building， and extending its own computing stack.
The company committed $47B to investments and partnerships through Jan-25， then earmarked another $43B in the next 4 months， covering 145+ companies across model labs， cloud providers， chip designers， and suppliers.
That creates a loop where startups get capital， suppliers expand capacity， cloud firms buy more Nvidia GPUs， and Nvidia becomes harder to replace inside the AI infrastructure layer.
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