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- 火火兔爸火火兔爸
  ·08-12
  $英伟达(NVDA)$ openai离职五位高管要雷
  321 评论
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- 火火兔爸火火兔爸
  ·08-11
  都零首付了
  回应“5000亿美元融资质疑”！黄仁勋：英伟达“AI工厂”正成为“投资级资产”，需求真实存在，绝非“循环融资”
  黄仁勋称资金为第三方资本，金融机构将独立尽调，并强调AI需求真实存在，英伟达“AI工厂”具备长期经济价值与广泛生态。英伟达已联合Apollo、贝莱德、黑石等六大金融机构建立独立融资平台。"末日博士"查诺斯将此类比2008年金融危机："这些人下次同坐一桌解释AI融资，不排除是在2031年的国会听证会上……"
  回应“5000亿美元融资质疑”！黄仁勋：英伟达“AI工厂”正成为“投资级资产”，需求真实存在，绝非“循环融资”
  442 评论
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- 火火兔爸火火兔爸
  ·08-11
  $英伟达(NVDA)$ 达子担保五千亿，买方还不上都得吐出来
  720 1
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- 火火兔爸火火兔爸
  ·08-11
  $英伟达(NVDA)$ 五千亿刀融资卖GPU你真行
  547 评论
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- 火火兔爸火火兔爸
  ·08-11
  $英伟达(NVDA)$ 继续加套娃，作死
  534 评论
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- 火火兔爸火火兔爸
  ·08-10
  $SpaceX(SPCX)$ 如果八月底九月初一二级火箭全部回收成功，发射成本可降90%
  300 评论
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- 火火兔爸火火兔爸
  ·08-06
  $谷歌(GOOG)$ 美国国债下跌；此前英媒报道称若通胀强劲美联储主席沃什或准备在9月加息、此外Alphabet(GOOG.O)启动10部分美元投资级债券发行。
  2,433 1
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- 火火兔爸火火兔爸
  ·08-06
  $谷歌(GOOG)$ Alphabet(GOOG.O)寻求通过债券发行筹集高达250亿美元资金。
  468 评论
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- 火火兔爸火火兔爸
  ·08-06
  $谷歌(GOOG)$ DeepSeek 上午向所有 API 用户推送提示，将于近期整体上调接口定价，预计涨幅较大。
  612 评论
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- 火火兔爸火火兔爸
  ·08-06
  $谷歌(GOOG)$ 这种单次短线突发消息引发的大跌都是抄底好机会
  1,215 7
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08:34","market":"us","language":"zh","title":"回应“5000亿美元融资质疑”！黄仁勋：英伟达“AI工厂”正成为“投资级资产”，需求真实存在，绝非“循环融资”","url":"https://stock-news.laohu8.com/highlight/detail?id=2658968202","media":"华尔街见闻","summary":"黄仁勋称资金为第三方资本，金融机构将独立尽调，并强调AI需求真实存在，英伟达“AI工厂”具备长期经济价值与广泛生态。英伟达已联合Apollo、贝莱德、黑石等六大金融机构建立独立融资平台。\"末日博士\"查诺斯将此类比2008年金融危机：\"这些人下次同坐一桌解释AI融资，不排除是在2031年的国会听证会上……\"","content":"<html><head></head><body><p style=\"text-align: left;\"><a href=\"https://laohu8.com/S/NVDA\">英伟达</a>CEO黄仁勋亲自下场，为公司与六大<a href=\"https://laohu8.com/S/FISI\">金融机构</a>联手动员逾5000亿美元AI基础设施融资的计划正名。他明确表示，英伟达AI工厂算力正在成为一种可投资的资产类别，需求来自真实的商业场景，独立机构投资者将对每个项目进行独立尽调，这绝非外界质疑的&#34;循环融资&#34;。</p><p style=\"text-align: left;\">8月10日，黄仁勋在社交平台X上发文宣布，英伟达已与Apollo、<a href=\"https://laohu8.com/S/BLK\">贝莱德</a>、<a href=\"https://laohu8.com/S/BX\">黑石</a>、<a href=\"https://laohu8.com/S/BN\">Brookfield</a>、<a href=\"https://laohu8.com/S/GS\">高盛</a>及KKR达成合作，共同建立独立融资平台，<strong>旨在随时间推移动员逾5000亿美元第三方资本，支持AI基础设施建设</strong>。他强调，这5000亿美元代表的是上述平台设计用于动员的第三方资本总量，<strong>&#34;既非英伟达的收入，也非单一基金或对单一客户的承诺&#34;。</strong></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/32bfd44ad3b0696030d0bffee189162a\" data-align=\"center\" tg-width=\"729\" tg-height=\"995\"/><span></span></p><p style=\"text-align: left;\"></p><p style=\"text-align: left;\">消息公布后，英伟达股价一度下跌3.2%。衡量该公司信用风险的5年期信用违约互换（CDS）价格周一一度升至77.215个基点，较前一交易日上涨约5.3个基点，<strong>创两周来最大单日升幅</strong>。分析认为，<strong>这反映出市场对英伟达在巨额融资模式下潜在信用风险的关注度正在上升。</strong></p><p style=\"text-align: left;\">华尔街见闻文章稍早前写道，据英国《金融时报》援引知情人士报道，英伟达正寻求联合Apollo、黑石、贝莱德旗下GIP、Brookfield、高盛及KKR等华尔街巨头，以联合体形式为AI基础设施项目筹集高达5000亿美元资金，用于AI芯片采购、电力生产及数据中心建设。</p><p style=\"text-align: left;\">在相关报道出炉之后，“末世博士”吉姆·查诺斯（Jim Chanos）发帖讽刺英伟达与黑石等金融巨头联合融资AI基础设施，类比2008年金融危机的金融工程操作，暗示<strong>若AI泡沫破裂，相关方可能重蹈当年华尔街高管被国会问责的覆辙。</strong></p><h2 style=\"text-align: left;\">AI工厂：从&#34;买芯片&#34;到&#34;可融资基础设施&#34;</h2><p style=\"text-align: left;\">黄仁勋在帖文中系统阐述了英伟达AI工厂的资产逻辑，试图重新定义市场对这一商业模式的认知框架。</p><p style=\"text-align: left;\">他表示，<strong>AI行业已从&#34;企业逐项目采购芯片、自建数据中心&#34;的时代，迈入&#34;AI工厂可作为生产性基础设施进行融资&#34;的新阶段——具备可复制的平台、长期机构资本支持，以及利用算力创造收入的多元化客户群体。</strong></p><p style=\"text-align: left;\">黄仁勋强调，英伟达算力并非单纯的芯片，而是一套完整的AI工厂平台，涵盖加速计算、网络、系统软件、AI框架及全球开发者生态。</p><p style=\"text-align: left;\">他指出，一座英伟达AI工厂可同时服务多个客户和多类工作负载，具备灵活性与可替代性；当某一客户需求发生变化时，工厂可转由另一客户、另一云服务商或另一运营商使用，<strong>&#34;这一广泛生态赋予英伟达算力深厚的潜在用户市场，有助于保护残值&#34;。</strong></p><p style=\"text-align: left;\">黄仁勋在文章中将上述合作定性为&#34;AI基础设施开放资本市场的开端&#34;。他表示，<strong>这些金融机构均是全球领先的基础设施投资者，在承销长期生产性资产方面拥有深厚专业积累，双方将共同创建可复制的融资平台，帮助AI生态系统建设所需的工厂。</strong></p><h2 style=\"text-align: left;\">CUDA软件持续升值，A100六年仍在商用</h2><p style=\"text-align: left;\">黄仁勋着重强调了英伟达算力资产的长期经济价值，并以具体数据加以佐证。</p><p style=\"text-align: left;\">他表示，CUDA软件持续提升已安装基础设施的性能、效率与总拥有成本，使AI工厂在整个生命周期内能够以更低成本产出更多智能，延长其经济使用价值。</p><p style=\"text-align: left;\">黄仁勋以A100为例：英伟达于2020年推出基于Ampere架构的A100，六年后该产品仍在AI训练、微调、推理及高性能计算领域保持活跃商业应用，客户持续签订多年期容量合同，&#34;A100的经济寿命正向十年延伸&#34;。</p><p style=\"text-align: left;\">在GPU租赁定价方面，黄仁勋援引市场数据称，H100一年期租赁价格已从2025年10月的约每GPU小时1.70美元，升至2026年3月的约2.35美元；跨服务商按需中位定价则从2025年10月的约2.00美元升至2026年6月的2.70美元。Blackwell系列产品溢价更为显著，B200云端报价约为每GPU小时5.30至7.05美元。</p><p style=\"text-align: left;\">他认为，上述数据印证了英伟达算力经济价值的持久性。</p><h2 style=\"text-align: left;\">正面回应&#34;循环融资&#34;质疑</h2><p style=\"text-align: left;\">针对市场最为关注的&#34;循环融资&#34;质疑，黄仁勋在文章中专门设立问答环节予以回应。</p><p style=\"text-align: left;\">他表示，此次融资安排的设计初衷正是为了解决这一顾虑。<strong>需求来自前沿AI实验室、AI原生初创企业、企业客户、云服务商以及正在构建AI服务的国家，&#34;需求是真实的&#34;</strong>。各资本方将独立对每个项目进行尽调，评估维度涵盖客户资质、需求状况、利用率、现金流及残值，<strong>&#34;英伟达提供平台，投资者作出独立融资决策&#34;。</strong></p><p style=\"text-align: left;\">在英伟达自身的风险敞口方面，黄仁勋披露，在部分情况下，英伟达可能为单个项目提供最高25%的残值支持机制，&#34;逐项目审慎评估&#34;。他强调，这一比例&#34;远低于其他算力融资安排&#34;，且属于残值支持性质，旨在补充而非替代独立尽调。</p><p style=\"text-align: left;\">黄仁勋在帖文结尾将AI工厂建设置于更宏观的历史框架之下。他表示，每一次工业革命都建立在基础设施之上——电力、交通、通信与计算，每一次建设都依赖外部融资。<strong>&#34;AI工厂是智能时代的基础设施。&#34;</strong></p><p style=\"text-align: left;\">他将AI的商业逻辑概括为一个正向循环：<strong>企业利用AI编写软件、研发药物、设计产品、服务客户、自动化运营并构建新服务；更多算力带来更好的AI，更好的AI带来更多使用，更多使用带来更多收入，更多收入驱动更多算力投入。</strong></p><blockquote><p style=\"text-align: left;\">&#34;这是AI工业革命的良性循环。&#34;</p></blockquote><p style=\"text-align: left;\">黄仁勋表示，通过此次合作，英伟达与全球领先金融机构将共同为这场工业革命提供基础设施融资，使AI工厂对企业、行业和国家更具可及性。</p><p style=\"text-align: left;\">华尔街见闻文章稍早前写道，此次合作并非英伟达首次深度介入AI产业链融资。</p><p style=\"text-align: left;\">此前有报道称，英伟达正就为OpenAI提供最高250亿美元融资担保进行谈判，并在讨论为OpenAI芯片采购计划融资3500亿美元；英伟达上月还宣布扩大与韩国SK集团的合作，双方总业务规模将超过5000亿美元。上述举措表明，英伟达正将自身从芯片供应商逐步转型为AI基础设施生态的资本动员核心。</p><h2 style=\"text-align: left;\">&#34;末日博士&#34;类比2008年：下一次国会听证？</h2><p style=\"text-align: left;\">就在黄仁勋发文的同一时间，华尔街知名大空头，又被称作“末日博士”的James Chanos在社交平台上发出了一条意味深长的评论。他写道：</p><blockquote><p style=\"text-align: left;\"><strong>&#34;这些人下次同坐一桌解释AI融资，不排除是在2031年的国会听证会上……&#34;</strong></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/403760680ebbf6e0ecd753e2b19f0dc6\" data-align=\"center\" tg-width=\"730\" tg-height=\"641\"/><span></span></p></blockquote><p style=\"text-align: left;\">Chanos的言外之意指向2008年金融危机——彼时，华尔街各大金融机构的高管们因次贷危机、信用违约互换及CDO等复杂金融工具引发的系统性风险，被迫出席国会听证。他将此次英伟达与Apollo、贝莱德、黑石、Brookfield、高盛、KKR的联合融资安排与当年的金融工程相提并论，<strong>暗示若AI基础设施投资泡沫在数年后破裂，黄仁勋或将与这些金融机构高管一同面对国会的质询。</strong></p><p style=\"text-align: left;\">值得注意的是，当有人在他的帖文下方追问相关方是否会面临刑事追责时，Chanos明确表示：&#34;没有人说过要坐牢。&#34;</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/de69971fefda3fc3dc12bf79641bb4cd\" data-align=\"center\" tg-width=\"815\" tg-height=\"815\"/><span></span></p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>回应“5000亿美元融资质疑”！黄仁勋：英伟达“AI工厂”正成为“投资级资产”，需求真实存在，绝非“循环融资”</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ 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hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n回应“5000亿美元融资质疑”！黄仁勋：英伟达“AI工厂”正成为“投资级资产”，需求真实存在，绝非“循环融资”\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1084101182\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/66809d1f5c2e43e2bdf15820c6d6897e);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">华尔街见闻 </p>\n<p class=\"h-time\">2026-08-11 08:34</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p style=\"text-align: left;\"><a href=\"https://laohu8.com/S/NVDA\">英伟达</a>CEO黄仁勋亲自下场，为公司与六大<a href=\"https://laohu8.com/S/FISI\">金融机构</a>联手动员逾5000亿美元AI基础设施融资的计划正名。他明确表示，英伟达AI工厂算力正在成为一种可投资的资产类别，需求来自真实的商业场景，独立机构投资者将对每个项目进行独立尽调，这绝非外界质疑的&#34;循环融资&#34;。</p><p style=\"text-align: left;\">8月10日，黄仁勋在社交平台X上发文宣布，英伟达已与Apollo、<a href=\"https://laohu8.com/S/BLK\">贝莱德</a>、<a href=\"https://laohu8.com/S/BX\">黑石</a>、<a href=\"https://laohu8.com/S/BN\">Brookfield</a>、<a href=\"https://laohu8.com/S/GS\">高盛</a>及KKR达成合作，共同建立独立融资平台，<strong>旨在随时间推移动员逾5000亿美元第三方资本，支持AI基础设施建设</strong>。他强调，这5000亿美元代表的是上述平台设计用于动员的第三方资本总量，<strong>&#34;既非英伟达的收入，也非单一基金或对单一客户的承诺&#34;。</strong></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/32bfd44ad3b0696030d0bffee189162a\" data-align=\"center\" tg-width=\"729\" tg-height=\"995\"/><span></span></p><p style=\"text-align: left;\"></p><p style=\"text-align: left;\">消息公布后，英伟达股价一度下跌3.2%。衡量该公司信用风险的5年期信用违约互换（CDS）价格周一一度升至77.215个基点，较前一交易日上涨约5.3个基点，<strong>创两周来最大单日升幅</strong>。分析认为，<strong>这反映出市场对英伟达在巨额融资模式下潜在信用风险的关注度正在上升。</strong></p><p style=\"text-align: left;\">华尔街见闻文章稍早前写道，据英国《金融时报》援引知情人士报道，英伟达正寻求联合Apollo、黑石、贝莱德旗下GIP、Brookfield、高盛及KKR等华尔街巨头，以联合体形式为AI基础设施项目筹集高达5000亿美元资金，用于AI芯片采购、电力生产及数据中心建设。</p><p style=\"text-align: left;\">在相关报道出炉之后，“末世博士”吉姆·查诺斯（Jim Chanos）发帖讽刺英伟达与黑石等金融巨头联合融资AI基础设施，类比2008年金融危机的金融工程操作，暗示<strong>若AI泡沫破裂，相关方可能重蹈当年华尔街高管被国会问责的覆辙。</strong></p><h2 style=\"text-align: left;\">AI工厂：从&#34;买芯片&#34;到&#34;可融资基础设施&#34;</h2><p style=\"text-align: left;\">黄仁勋在帖文中系统阐述了英伟达AI工厂的资产逻辑，试图重新定义市场对这一商业模式的认知框架。</p><p style=\"text-align: left;\">他表示，<strong>AI行业已从&#34;企业逐项目采购芯片、自建数据中心&#34;的时代，迈入&#34;AI工厂可作为生产性基础设施进行融资&#34;的新阶段——具备可复制的平台、长期机构资本支持，以及利用算力创造收入的多元化客户群体。</strong></p><p style=\"text-align: left;\">黄仁勋强调，英伟达算力并非单纯的芯片，而是一套完整的AI工厂平台，涵盖加速计算、网络、系统软件、AI框架及全球开发者生态。</p><p style=\"text-align: left;\">他指出，一座英伟达AI工厂可同时服务多个客户和多类工作负载，具备灵活性与可替代性；当某一客户需求发生变化时，工厂可转由另一客户、另一云服务商或另一运营商使用，<strong>&#34;这一广泛生态赋予英伟达算力深厚的潜在用户市场，有助于保护残值&#34;。</strong></p><p style=\"text-align: left;\">黄仁勋在文章中将上述合作定性为&#34;AI基础设施开放资本市场的开端&#34;。他表示，<strong>这些金融机构均是全球领先的基础设施投资者，在承销长期生产性资产方面拥有深厚专业积累，双方将共同创建可复制的融资平台，帮助AI生态系统建设所需的工厂。</strong></p><h2 style=\"text-align: left;\">CUDA软件持续升值，A100六年仍在商用</h2><p style=\"text-align: left;\">黄仁勋着重强调了英伟达算力资产的长期经济价值，并以具体数据加以佐证。</p><p style=\"text-align: left;\">他表示，CUDA软件持续提升已安装基础设施的性能、效率与总拥有成本，使AI工厂在整个生命周期内能够以更低成本产出更多智能，延长其经济使用价值。</p><p style=\"text-align: left;\">黄仁勋以A100为例：英伟达于2020年推出基于Ampere架构的A100，六年后该产品仍在AI训练、微调、推理及高性能计算领域保持活跃商业应用，客户持续签订多年期容量合同，&#34;A100的经济寿命正向十年延伸&#34;。</p><p style=\"text-align: left;\">在GPU租赁定价方面，黄仁勋援引市场数据称，H100一年期租赁价格已从2025年10月的约每GPU小时1.70美元，升至2026年3月的约2.35美元；跨服务商按需中位定价则从2025年10月的约2.00美元升至2026年6月的2.70美元。Blackwell系列产品溢价更为显著，B200云端报价约为每GPU小时5.30至7.05美元。</p><p style=\"text-align: left;\">他认为，上述数据印证了英伟达算力经济价值的持久性。</p><h2 style=\"text-align: left;\">正面回应&#34;循环融资&#34;质疑</h2><p style=\"text-align: left;\">针对市场最为关注的&#34;循环融资&#34;质疑，黄仁勋在文章中专门设立问答环节予以回应。</p><p style=\"text-align: left;\">他表示，此次融资安排的设计初衷正是为了解决这一顾虑。<strong>需求来自前沿AI实验室、AI原生初创企业、企业客户、云服务商以及正在构建AI服务的国家，&#34;需求是真实的&#34;</strong>。各资本方将独立对每个项目进行尽调，评估维度涵盖客户资质、需求状况、利用率、现金流及残值，<strong>&#34;英伟达提供平台，投资者作出独立融资决策&#34;。</strong></p><p style=\"text-align: left;\">在英伟达自身的风险敞口方面，黄仁勋披露，在部分情况下，英伟达可能为单个项目提供最高25%的残值支持机制，&#34;逐项目审慎评估&#34;。他强调，这一比例&#34;远低于其他算力融资安排&#34;，且属于残值支持性质，旨在补充而非替代独立尽调。</p><p style=\"text-align: left;\">黄仁勋在帖文结尾将AI工厂建设置于更宏观的历史框架之下。他表示，每一次工业革命都建立在基础设施之上——电力、交通、通信与计算，每一次建设都依赖外部融资。<strong>&#34;AI工厂是智能时代的基础设施。&#34;</strong></p><p style=\"text-align: left;\">他将AI的商业逻辑概括为一个正向循环：<strong>企业利用AI编写软件、研发药物、设计产品、服务客户、自动化运营并构建新服务；更多算力带来更好的AI，更好的AI带来更多使用，更多使用带来更多收入，更多收入驱动更多算力投入。</strong></p><blockquote><p style=\"text-align: left;\">&#34;这是AI工业革命的良性循环。&#34;</p></blockquote><p style=\"text-align: left;\">黄仁勋表示，通过此次合作，英伟达与全球领先金融机构将共同为这场工业革命提供基础设施融资，使AI工厂对企业、行业和国家更具可及性。</p><p style=\"text-align: left;\">华尔街见闻文章稍早前写道，此次合作并非英伟达首次深度介入AI产业链融资。</p><p style=\"text-align: left;\">此前有报道称，英伟达正就为OpenAI提供最高250亿美元融资担保进行谈判，并在讨论为OpenAI芯片采购计划融资3500亿美元；英伟达上月还宣布扩大与韩国SK集团的合作，双方总业务规模将超过5000亿美元。上述举措表明，英伟达正将自身从芯片供应商逐步转型为AI基础设施生态的资本动员核心。</p><h2 style=\"text-align: left;\">&#34;末日博士&#34;类比2008年：下一次国会听证？</h2><p style=\"text-align: left;\">就在黄仁勋发文的同一时间，华尔街知名大空头，又被称作“末日博士”的James Chanos在社交平台上发出了一条意味深长的评论。他写道：</p><blockquote><p style=\"text-align: left;\"><strong>&#34;这些人下次同坐一桌解释AI融资，不排除是在2031年的国会听证会上……&#34;</strong></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/403760680ebbf6e0ecd753e2b19f0dc6\" data-align=\"center\" tg-width=\"730\" tg-height=\"641\"/><span></span></p></blockquote><p style=\"text-align: left;\">Chanos的言外之意指向2008年金融危机——彼时，华尔街各大金融机构的高管们因次贷危机、信用违约互换及CDO等复杂金融工具引发的系统性风险，被迫出席国会听证。他将此次英伟达与Apollo、贝莱德、黑石、Brookfield、高盛、KKR的联合融资安排与当年的金融工程相提并论，<strong>暗示若AI基础设施投资泡沫在数年后破裂，黄仁勋或将与这些金融机构高管一同面对国会的质询。</strong></p><p style=\"text-align: left;\">值得注意的是，当有人在他的帖文下方追问相关方是否会面临刑事追责时，Chanos明确表示：&#34;没有人说过要坐牢。&#34;</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/de69971fefda3fc3dc12bf79641bb4cd\" data-align=\"center\" tg-width=\"815\" tg-height=\"815\"/><span></span></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/518cb4aae27806e6913c88c422cb90a7","relate_stocks":{"IE00BDCRKT87.USD":"PINEBRIDGE GLOBAL DYNAMIC ASSET ALLOCATION \"ADC\" (USD) INC","LU0274383776.USD":"MANULIFE GF US SMALL CAP EQUITY \"AA\" (USD) INC","BK4527":"明星科技股","LU1145028129.USD":"ALLIANZ INCOME AND GROWTH \"AQ\" (USD) INC","IE00BJJMRY28.SGD":"Janus Henderson 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(SGDHDG)INC"},"source_url":"https://wallstreetcn.com/articles/3779130","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2658968202","content_text":"英伟达CEO黄仁勋亲自下场，为公司与六大金融机构联手动员逾5000亿美元AI基础设施融资的计划正名。他明确表示，英伟达AI工厂算力正在成为一种可投资的资产类别，需求来自真实的商业场景，独立机构投资者将对每个项目进行独立尽调，这绝非外界质疑的\"循环融资\"。8月10日，黄仁勋在社交平台X上发文宣布，英伟达已与Apollo、贝莱德、黑石、Brookfield、高盛及KKR达成合作，共同建立独立融资平台，旨在随时间推移动员逾5000亿美元第三方资本，支持AI基础设施建设。他强调，这5000亿美元代表的是上述平台设计用于动员的第三方资本总量，\"既非英伟达的收入，也非单一基金或对单一客户的承诺\"。消息公布后，英伟达股价一度下跌3.2%。衡量该公司信用风险的5年期信用违约互换（CDS）价格周一一度升至77.215个基点，较前一交易日上涨约5.3个基点，创两周来最大单日升幅。分析认为，这反映出市场对英伟达在巨额融资模式下潜在信用风险的关注度正在上升。华尔街见闻文章稍早前写道，据英国《金融时报》援引知情人士报道，英伟达正寻求联合Apollo、黑石、贝莱德旗下GIP、Brookfield、高盛及KKR等华尔街巨头，以联合体形式为AI基础设施项目筹集高达5000亿美元资金，用于AI芯片采购、电力生产及数据中心建设。在相关报道出炉之后，“末世博士”吉姆·查诺斯（Jim Chanos）发帖讽刺英伟达与黑石等金融巨头联合融资AI基础设施，类比2008年金融危机的金融工程操作，暗示若AI泡沫破裂，相关方可能重蹈当年华尔街高管被国会问责的覆辙。AI工厂：从\"买芯片\"到\"可融资基础设施\"黄仁勋在帖文中系统阐述了英伟达AI工厂的资产逻辑，试图重新定义市场对这一商业模式的认知框架。他表示，AI行业已从\"企业逐项目采购芯片、自建数据中心\"的时代，迈入\"AI工厂可作为生产性基础设施进行融资\"的新阶段——具备可复制的平台、长期机构资本支持，以及利用算力创造收入的多元化客户群体。黄仁勋强调，英伟达算力并非单纯的芯片，而是一套完整的AI工厂平台，涵盖加速计算、网络、系统软件、AI框架及全球开发者生态。他指出，一座英伟达AI工厂可同时服务多个客户和多类工作负载，具备灵活性与可替代性；当某一客户需求发生变化时，工厂可转由另一客户、另一云服务商或另一运营商使用，\"这一广泛生态赋予英伟达算力深厚的潜在用户市场，有助于保护残值\"。黄仁勋在文章中将上述合作定性为\"AI基础设施开放资本市场的开端\"。他表示，这些金融机构均是全球领先的基础设施投资者，在承销长期生产性资产方面拥有深厚专业积累，双方将共同创建可复制的融资平台，帮助AI生态系统建设所需的工厂。CUDA软件持续升值，A100六年仍在商用黄仁勋着重强调了英伟达算力资产的长期经济价值，并以具体数据加以佐证。他表示，CUDA软件持续提升已安装基础设施的性能、效率与总拥有成本，使AI工厂在整个生命周期内能够以更低成本产出更多智能，延长其经济使用价值。黄仁勋以A100为例：英伟达于2020年推出基于Ampere架构的A100，六年后该产品仍在AI训练、微调、推理及高性能计算领域保持活跃商业应用，客户持续签订多年期容量合同，\"A100的经济寿命正向十年延伸\"。在GPU租赁定价方面，黄仁勋援引市场数据称，H100一年期租赁价格已从2025年10月的约每GPU小时1.70美元，升至2026年3月的约2.35美元；跨服务商按需中位定价则从2025年10月的约2.00美元升至2026年6月的2.70美元。Blackwell系列产品溢价更为显著，B200云端报价约为每GPU小时5.30至7.05美元。他认为，上述数据印证了英伟达算力经济价值的持久性。正面回应\"循环融资\"质疑针对市场最为关注的\"循环融资\"质疑，黄仁勋在文章中专门设立问答环节予以回应。他表示，此次融资安排的设计初衷正是为了解决这一顾虑。需求来自前沿AI实验室、AI原生初创企业、企业客户、云服务商以及正在构建AI服务的国家，\"需求是真实的\"。各资本方将独立对每个项目进行尽调，评估维度涵盖客户资质、需求状况、利用率、现金流及残值，\"英伟达提供平台，投资者作出独立融资决策\"。在英伟达自身的风险敞口方面，黄仁勋披露，在部分情况下，英伟达可能为单个项目提供最高25%的残值支持机制，\"逐项目审慎评估\"。他强调，这一比例\"远低于其他算力融资安排\"，且属于残值支持性质，旨在补充而非替代独立尽调。黄仁勋在帖文结尾将AI工厂建设置于更宏观的历史框架之下。他表示，每一次工业革命都建立在基础设施之上——电力、交通、通信与计算，每一次建设都依赖外部融资。\"AI工厂是智能时代的基础设施。\"他将AI的商业逻辑概括为一个正向循环：企业利用AI编写软件、研发药物、设计产品、服务客户、自动化运营并构建新服务；更多算力带来更好的AI，更好的AI带来更多使用，更多使用带来更多收入，更多收入驱动更多算力投入。\"这是AI工业革命的良性循环。\"黄仁勋表示，通过此次合作，英伟达与全球领先金融机构将共同为这场工业革命提供基础设施融资，使AI工厂对企业、行业和国家更具可及性。华尔街见闻文章稍早前写道，此次合作并非英伟达首次深度介入AI产业链融资。此前有报道称，英伟达正就为OpenAI提供最高250亿美元融资担保进行谈判，并在讨论为OpenAI芯片采购计划融资3500亿美元；英伟达上月还宣布扩大与韩国SK集团的合作，双方总业务规模将超过5000亿美元。上述举措表明，英伟达正将自身从芯片供应商逐步转型为AI基础设施生态的资本动员核心。\"末日博士\"类比2008年：下一次国会听证？就在黄仁勋发文的同一时间，华尔街知名大空头，又被称作“末日博士”的James 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