Nvidia CEO: $30 billion investment in OpenAI "may be the last," ruling out the possibility of a $100 billion investment.

On March 5th, according to Wall Street 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 its last. This is because OpenAI plans to go public, possibly by the end of this year. Huang also stated: "I don't think the opportunity to invest $100 billion in OpenAI will come again. So this may be our last opportunity to invest in a company of this significance." Nvidia's $10 billion investment in OpenAI competitor Anthropic may also be its last. Huang reiterated that the deployment of AI computing power is already bringing substantial revenue to enterprises, including large publicly traded data center operators like Microsoft. He believes that if these customers can obtain more computing power, their revenue growth will be even faster; if computing power triples, their revenue is also expected to triple. He also stated that automated design software and system vendors such as Cadence and Synopsys will become "bigger and more important" in the future.