---
type: "Topics"
locale: "en"
url: "https://longbridge.com/en/topics/38656881.md"
description: "Prize Quiz｜The "Arms Race" in the OpenAI Chain Begins: Who Will Be the Top Gainer in February?The global AI arms race is heating up! As the core engine, OpenAI continues to drive resonance across the upstream and downstream of the industry chain. NVIDIA will report its earnings after the market closes on February 25, with institutions like Goldman Sachs raising their revenue expectations. AMD, Oracle, Nebius, and others are facing multiple catalysts. Amid the combined effect of this "arms race" in the AI chain and the earnings season for leading companies, who do you think will achieve the highest gain in February? Successful predictions will earn you 888 mission coins! 💰$NVIDIA(NVDA.US): OpenAI's most crucial computing power partner. The company has signed a letter of intent to potentially invest up to $100 billion in a joint data center project with OpenAI. Goldman Sachs expects its Q4 revenue to exceed expectations. Rubin chips are already in production, with mass production expected in the second half of 2026, shipping in Q3 and ramping up in Q4, serving as key future catalysts.$AMD(AMD.US): A strategic computing power supplier for OpenAI. The two parties have signed a long-term cooperation agreement. AMD will provide a total of 6GW of computing power in phases, and OpenAI will receive up to 10% of AMD's shares. The total scale of cooperation exceeds $100 billion.$Oracle(ORCL.US): OpenAI's core cloud infrastructure partner. OpenAI has committed to spending approximately $300 billion to lease Oracle servers. Oracle is planning to raise $45-50 billion to expand its cloud facilities to fulfill the agreement.$Nebius(NBIS.US): A high-growth newcomer in AI cloud infrastructure. In 2025, it signed a 5-year contract with Meta worth about $3 billion and a larger agreement with Microsoft. The company adheres to a "full-stack self-built" strategy, with both growth expectations and risks.$Coreweave(CRWV.US): An AI cloud upstart and a key ally in NVIDIA's computing power ecosystem. NVIDIA recently announced an additional $2 billion investment in it, continuing to deepen the partnership.$Taiwan Semiconductor(TSM.US): The lifeline of global AI chip manufacturing. AI chips from NVIDIA and AMD are all manufactured by TSMC, which continues to benefit from the explosion in AI computing demand.$Microsoft(MSFT.US): OpenAI's closest strategic partner. Provides underlying computing power support and is deeply intertwined with OpenAI's technology iteration and commercialization process. The synergistic advantages between AI cloud services and office software are continuously being realized."
datetime: "2026-02-11T11:57:54.000Z"
locales:
  - [en](https://longbridge.com/en/topics/38656881.md)
  - [zh-CN](https://longbridge.com/zh-CN/topics/38656881.md)
  - [zh-HK](https://longbridge.com/zh-HK/topics/38656881.md)
author: "[带货整活的桥叔](https://longbridge.com/en/profiles/8915548.md)"
generator: "portal-rs"
---

# Prize Quiz｜The "Arms Race" in the OpenAI C…


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## Comments (42)

- **sollar · 2026-02-26T15:08:20.000Z**: NVIDIA
- **Ping84 · 2026-02-26T04:50:17.000Z**: NVIDIA
- **施欣浩 · 2026-02-26T01:55:49.000Z**: NVIDIA
- **Sheen Tang · 2026-02-26T00:01:09.000Z**: NVIDIA
- **新用戶Em18 · 2026-02-25T17:19:04.000Z**: NVIDIA
- **价值规律 · 2026-02-21T01:05:41.000Z**: Must be NVIDIA
- **红遍美利坚 · 2026-02-21T00:38:24.000Z**: TSMC
- **kyden · 2026-02-20T11:37:33.000Z**: TSMC
- **金币修改器 · 2026-02-20T05:17:32.000Z**: NVIDIA
- **新用戶_khl4wf · 2026-02-19T17:29:45.000Z**: TSMC
- **WDLREZ · 2026-02-19T09:59:29.000Z**: TSMC
- **冬暖夏凉dnxl · 2026-02-18T09:32:06.000Z**: TSMC
- **tattoo · 2026-02-18T07:55:29.000Z**: TSMC
- **小型手动量化交易员 · 2026-02-17T11:48:53.000Z**: TSMC
- **欧娜 · 2026-02-17T08:29:42.000Z**: NVIDIA
- **Orton · 2026-02-16T23:32:27.000Z**: TSMC
- **新用戶 l win · 2026-02-16T08:03:11.000Z**: tsm
- **tim_lu9U8u · 2026-02-16T03:31:24.000Z**: TSM
- **路遥5 · 2026-02-16T02:32:57.000Z**: TSMC


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> **Disclaimer: This article is for reference only and does not constitute any investment advice.**