'They didn't listen, now we have to live with that'
The new partnership with NVIDIA evolves the long-standing collaboration between the two companies. OpenAI has pledged to consume 2 gigawatts of training capacity on NVIDIA's Vera Rubin systems and an additional 3 gigawatts of computing resources, likely in the form of GPUs, to run specific AI inference tasks. In other words, NVIDIA is spending a lot of money on OpenAI and then OpenAI will turn around and spend a lot of money with NVIDIA. The ouroboros must feed.
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Staging deployment... done
圖像加註文字，王毅（左）在本月慕尼黑安全會議期間會見了默茨，多次提及「戰略自主」。從中國角度，此訪被視為中歐關係「邁上新水平」的機會。王毅在慕尼黑會見默茨時，肯定德國追求戰略自主，並期待深化全方位合作。中國官媒強調中國是「穩定力量」，對比美國的不可預測性，將默茨訪華解讀為歐洲在美中夾縫中尋求平衡的積極訊號。
其次，转型高度依赖信任基础。广告化与订阅制看似是更温和的变现方式，但其前提是供给侧愿意为规则稳定性与效率提升付费。如果在抽佣阶段已经消耗了供给侧信任，新的收费形态反而更容易被视为换一种方式收费，从而引发更强烈的抵触。