NVIDIA Ramps Up R&D Investment by $26 Billion; Guotai Haitong Identifies Industry-Wide Opportunities Spurred by Model Deployment
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Author:小编   

According to a research report from the Qin Heping team at Guotai Haitong Securities, NVIDIA's financial disclosures reveal that the company is set to invest a substantial $26 billion over the next five years to propel the research and development of open-source AI large models. This strategic move signifies NVIDIA's transition from a traditional 'chip manufacturer' to a 'premier full-stack AI laboratory.' The investment will be phased in over a period of 18 to 24 months, with the initial batch of self-developed open-source AI models anticipated to roll out between late 2026 and early 2027. The report highlights the potential for companies operating in the realms of computing power, cloud services, AI applications, and AI-driven social networking to capitalize on these developments. Additionally, it cautions stakeholders to remain vigilant against legal pitfalls, particularly those associated with unauthorized foreign exchange transactions.