<p><img src="https://imageproxy.pbkrs.com/https://m.foolcdn.com/media/dubs/images/email-header-breakfast-news.max-800x600.png?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg" alt="" original-src="https://imageproxy.pbkrs.com/https://m.foolcdn.com/media/dubs/images/email-header-breakfast-news.max-800x600.png"/></p>
<h2>早餐新闻：英伟达的 1000 亿美元人工智能投资</h2>
<p>###2025 年 9 月 23 日</p>
<table>
<thead>
<tr>
<th>周一市场</th>
</tr>
</thead>
<tbody>
<tr>
<td><strong>标准普尔 500</strong><br/>6,694 (+0.44%)</td>
</tr>
<tr>
<td><strong>纳斯达克</strong><br/>22,789 (+0.7%)</td>
</tr>
<tr>
<td><strong>道琼斯</strong><br/>46,382 (+0.14%)</td>
</tr>
<tr>
<td><strong>比特币</strong><br/>$112,456 (-2.63%)</td>
</tr>
</tbody>
</table>
<p><img src="https://imageproxy.pbkrs.com/https://braze-images.com/appboy/communication/assets/image_assets/images/68d274f200d1fe0066dcbaa7/original.png/query-MTc1ODYyMjk2Mg?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg" alt="" original-src="https://imageproxy.pbkrs.com/https://braze-images.com/appboy/communication/assets/image_assets/images/68d274f200d1fe0066dcbaa7/original.png/query-MTc1ODYyMjk2Mg"/></p>
<h2>1. 英伟达资助 OpenAI 扩展</h2>
<p><strong>英伟达</strong>(NVDA 3.90%) 昨天收盘上涨 3.97%，这是因为首席执行官黄仁勋称之为 “历史上最大的人工智能基础设施项目”。这将使这家芯片制造商向 OpenAI 投资高达 1000 亿美元，以提供 “至少 10 千兆瓦” 的计算能力，以支持下一代人工智能模型。</p>
<ul>
<li><strong>“OpenAI 没有足够的资金来承担它承诺做的所有事情”：</strong> Fool 分析师 Seth Jayson 补充道：“英伟达资助该项目的提议实际上使这一点变得明确。顺便说一下，1000 亿美元大约是英伟达未来 10 年自由现金流回购的 2 倍。只是说说。”</li>
<li><strong>“到 2030 年，人工智能公司将需要 2 万亿美元的年收入”：</strong> 咨询公司贝恩公司估计，人工智能收入可能会比计划的数据中心扩展所需的收入少 8000 亿美元。</li>
</ul>
<h2>2. Oklo 在核里程碑上大幅上涨</h2>
<p><strong>Oklo</strong>(OKLO 3.75%) 昨天再涨 3.8%，收盘创下 140.30 美元的新高，此前该公司在爱达荷国家实验室举行了其首个 Aurora 核电站的奠基仪式。该股今年迄今已上涨 560%！</p>
<ul>
<li><strong>“这个机会使我们能够更快地建造我们的第一座工厂”：</strong> 首席执行官 Jacob DeWitte 谈到了该公司与能源部在 2019 年达成的协议。它仍在等待建设新核心的授权。</li>
<li><strong>“人工智能革命进入下一个增长阶段”：</strong> Wedbush 的 Daniel Ives 指出了一个关键驱动因素，这是在特朗普总统在对英国的国事访问期间签署的核合作协议之后。</li>
</ul>
<h2>3. 周二关注事项</h2>
<p>汽车零部件和服务公司 <strong>AutoZone</strong>(AZO -0.59%) 今天早上报告了第四季度净销售额同比增长 0.6%，达到 62 亿美元，基本符合预期。但该季度的每股收益——预计持平——下降了 5.6%。该股在盘前交易中下跌了 3%。</p>
<ul>
<li><strong>在我们的</strong> <strong>Moneyball</strong> <strong>数据库中获得 68 的超级评分：</strong> <strong>美光科技</strong>(MU 1.16%) 将在今天收盘后发布第四季度财报，该股今年迄今已上涨 96%。这家内存芯片制造商在第三季度的收入和收益均超出预期，受益于对用于人工智能的高带宽内存的需求。分析师预测每股收益将比去年第四季度增长 140%。</li>
<li><strong>标准普尔 500 和纳斯达克连续 3 天创下收盘新高：</strong> 虽然美光应该会提供有关人工智能需求的消息，但在美联储主席杰罗姆·鲍威尔今天晚些时候的货币政策演讲之前，股指期货几乎没有变化。</li>
</ul>
<h2>4. 油价因供应激增而下跌</h2>
<p>油价连续第五天下跌，此前伊拉克库尔德地区重启出口管道的协议增加了全球供应过剩的迹象。布伦特原油跌破每桶 66 美元，西德克萨斯中质油接近 62 美元。</p>
<ul>
<li><strong>“看跌势头持续，伊拉克原油出口预计将激增”：</strong> SDIC Essence Futures 的高明宇呼应了市场的担忧，分析师预计由于支付争端结束，日均将增加 23 万桶的出口。</li>
<li><strong>对俄罗斯的二次制裁：</strong> 加拿大总理马克·卡尼加入特朗普总统的行列，推动进一步孤立俄罗斯总统普京与全球能源市场的联系。</li>
</ul>
<h2>5. 你更愿意选择哪个？</h2>
<p>今天我们在问你，今天你更愿意开始投资英伟达还是 <strong>微软</strong>(MSFT -0.66%)，为什么？与朋友和家人辩论，或者成为会员听听其他 Fool 的看法。</p>

英伟达

OpenAI

<p>英伟达计划向 OpenAI 投资高达 1000 亿美元，这标志着在人工智能基础设施方面的一项重大举措，首席执行官黄仁勋称其为 “历史上最大的人工智能基础设施项目”。此次投资旨在为未来的人工智能模型提供大量计算能力。与此同时，Oklo 的股票在其核电项目取得里程碑后大幅上涨。AutoZone 报告净销售额略有上升，但每股收益下降。由于全球供应可能过剩，油价下跌，布伦特原油价格跌至每桶 66 美元以下</p>

<p><img src="https://imageproxy.pbkrs.com/https://m.foolcdn.com/media/dubs/images/email-header-breakfast-news.max-800x600.png" alt="" original-src="https://m.foolcdn.com/media/dubs/images/email-header-breakfast-news.max-800x600.png"/></p>
<h2>Breakfast News: Nvidia's $100B AI Bet</h2>
<div class="lb-trans"><h2>早餐新闻：英伟达的 1000 亿美元人工智能投资</h2>
</div><h3>September 23, 2025</h3>
<div class="lb-trans"><p>###2025 年 9 月 23 日</p>
</div><table>
<thead>
<tr>
<th>Monday's Markets</th>
</tr>
</thead>
<tbody>
<tr>
<td><strong>S&amp;P 500</strong><br/>6,694 (+0.44%)</td>
</tr>
<tr>
<td><strong>Nasdaq</strong><br/>22,789 (+0.7%)</td>
</tr>
<tr>
<td><strong>Dow</strong><br/>46,382 (+0.14%)</td>
</tr>
<tr>
<td><strong>Bitcoin</strong><br/>$112,456 (-2.63%)</td>
</tr>
</tbody>
</table>
<div class="lb-trans"><table>
<thead>
<tr>
<th>周一市场</th>
</tr>
</thead>
<tbody>
<tr>
<td><strong>标准普尔 500</strong><br/>6,694 (+0.44%)</td>
</tr>
<tr>
<td><strong>纳斯达克</strong><br/>22,789 (+0.7%)</td>
</tr>
<tr>
<td><strong>道琼斯</strong><br/>46,382 (+0.14%)</td>
</tr>
<tr>
<td><strong>比特币</strong><br/>$112,456 (-2.63%)</td>
</tr>
</tbody>
</table>
</div><p><img src="https://imageproxy.pbkrs.com/https://braze-images.com/appboy/communication/assets/image_assets/images/68d274f200d1fe0066dcbaa7/original.png/query-MTc1ODYyMjk2Mg" alt="" original-src="https://braze-images.com/appboy/communication/assets/image_assets/images/68d274f200d1fe0066dcbaa7/original.png?1758622962"/></p>
<h2>1. Nvidia Bankrolls OpenAI Expansion</h2>
<div class="lb-trans"><h2>1. 英伟达资助 OpenAI 扩展</h2>
</div><p><strong>Nvidia</strong>(NVDA 3.90%) closed 3.97% ahead yesterday on the news of what CEO Jensen Huang is calling the &#34;biggest AI infrastructure project in history.&#34; It will see the chipmaker invest up to $100 billion in OpenAI, to provide &#34;at least 10 gigawatts&#34; of computing capacity to power the next generation of AI models.</p>
<div class="lb-trans"><p><strong>英伟达</strong>(NVDA 3.90%) 昨天收盘上涨 3.97%，这是因为首席执行官黄仁勋称之为 “历史上最大的人工智能基础设施项目”。这将使这家芯片制造商向 OpenAI 投资高达 1000 亿美元，以提供 “至少 10 千兆瓦” 的计算能力，以支持下一代人工智能模型。</p>
</div><ul>
<li><strong>&#34;OpenAI doesn't have the money to afford all the stuff it's pledged to do&#34;:</strong> Fool analyst Seth Jayson adds: &#34;Nvidia's offer to bankroll the project sort of makes that explicit. $100 billion, by the way, is about 2x Nvidia's FCF-share buybacks [over] 10 years. Just sayin'.&#34;</li>
<li><strong>&#34;By 2030, AI companies will need $2 trillion in combined annual revenue&#34;:</strong> Consulting firm Bain &amp; Company estimates AI revenue could fall $800 billion short of what's required to power planned data center expansion.</li>
</ul>
<div class="lb-trans"><ul>
<li><strong>“OpenAI 没有足够的资金来承担它承诺做的所有事情”：</strong> Fool 分析师 Seth Jayson 补充道：“英伟达资助该项目的提议实际上使这一点变得明确。顺便说一下，1000 亿美元大约是英伟达未来 10 年自由现金流回购的 2 倍。只是说说。”</li>
<li><strong>“到 2030 年，人工智能公司将需要 2 万亿美元的年收入”：</strong> 咨询公司贝恩公司估计，人工智能收入可能会比计划的数据中心扩展所需的收入少 8000 亿美元。</li>
</ul>
</div><h2>2. Oklo Jumps on Nuclear Milestone</h2>
<div class="lb-trans"><h2>2. Oklo 在核里程碑上大幅上涨</h2>
</div><p><strong>Oklo</strong>(OKLO 3.75%) gained another 3.8% yesterday to hit a new closing high of $140.30, following the company's groundbreaking event for its first Aurora nuclear power plant at Idaho National Laboratory. The stock is now up 560% year to date!</p>
<div class="lb-trans"><p><strong>Oklo</strong>(OKLO 3.75%) 昨天再涨 3.8%，收盘创下 140.30 美元的新高，此前该公司在爱达荷国家实验室举行了其首个 Aurora 核电站的奠基仪式。该股今年迄今已上涨 560%！</p>
</div><ul>
<li><strong>&#34;This opportunity positions us to build our first plant more quickly&#34;:</strong> CEO Jacob DeWitte spoke of the company's agreement with the Department of Energy, sealed in 2019. It's still waiting for authorization to build the new core.</li>
<li><strong>&#34;The AI Revolution hits its next stride of growth&#34;:</strong> Daniel Ives at Wedbush noted a key driver, following President Trump's nuclear cooperation deal signed during his state visit to the U.K.</li>
</ul>
<div class="lb-trans"><ul>
<li><strong>“这个机会使我们能够更快地建造我们的第一座工厂”：</strong> 首席执行官 Jacob DeWitte 谈到了该公司与能源部在 2019 年达成的协议。它仍在等待建设新核心的授权。</li>
<li><strong>“人工智能革命进入下一个增长阶段”：</strong> Wedbush 的 Daniel Ives 指出了一个关键驱动因素，这是在特朗普总统在对英国的国事访问期间签署的核合作协议之后。</li>
</ul>
</div><h2>3. What to Watch on Tuesday</h2>
<div class="lb-trans"><h2>3. 周二关注事项</h2>
</div><p>Car parts and service company <strong>AutoZone</strong>(AZO -0.59%) reported a 0.6% rise in fourth-quarter net sales this morning, year over year, to $6.2 billion, largely in line with expectations. But earnings per share for the quarter – expected to be flat – fell 5.6%. The stock dipped 3% in pre-market trading.</p>
<div class="lb-trans"><p>汽车零部件和服务公司 <strong>AutoZone</strong>(AZO -0.59%) 今天早上报告了第四季度净销售额同比增长 0.6%，达到 62 亿美元，基本符合预期。但该季度的每股收益——预计持平——下降了 5.6%。该股在盘前交易中下跌了 3%。</p>
</div><ul>
<li><strong>Superscore of 68 on our</strong> <strong>Moneyball</strong> <strong>database:</strong> <strong>Micron Technology</strong>(MU 1.16%) will post fourth-quarter earnings after today's closing bell, with the stock already up 96% year to date. The memory chip maker posted revenue and earnings beats in Q3, boosted by demand for high-bandwidth memory used in AI. Analysts predict a 140% rise in earnings per share from Q4 last year.</li>
<li><strong>3 days of record closes for S&amp;P 500, Nasdaq:</strong> While Micron should provide news on AI demand, stock futures are barely changed ahead of a monetary policy speech from Federal Reserve chair Jerome Powell due later today.</li>
</ul>
<div class="lb-trans"><ul>
<li><strong>在我们的</strong> <strong>Moneyball</strong> <strong>数据库中获得 68 的超级评分：</strong> <strong>美光科技</strong>(MU 1.16%) 将在今天收盘后发布第四季度财报，该股今年迄今已上涨 96%。这家内存芯片制造商在第三季度的收入和收益均超出预期，受益于对用于人工智能的高带宽内存的需求。分析师预测每股收益将比去年第四季度增长 140%。</li>
<li><strong>标准普尔 500 和纳斯达克连续 3 天创下收盘新高：</strong> 虽然美光应该会提供有关人工智能需求的消息，但在美联储主席杰罗姆·鲍威尔今天晚些时候的货币政策演讲之前，股指期货几乎没有变化。</li>
</ul>
</div><h2>4. Oil Dips on Supply Surge</h2>
<div class="lb-trans"><h2>4. 油价因供应激增而下跌</h2>
</div><p>Oil prices fell for the fifth day in a row, after an agreement to restart an export pipeline in Iraqi Kurdistan added to growing signs of a potential global supply surplus. Brent Crude dipped under $66 per barrel, with West Texas Intermediate down close to $62.</p>
<div class="lb-trans"><p>油价连续第五天下跌，此前伊拉克库尔德地区重启出口管道的协议增加了全球供应过剩的迹象。布伦特原油跌破每桶 66 美元，西德克萨斯中质油接近 62 美元。</p>
</div><ul>
<li><strong>&#34;The bearish momentum continues, with Iraqi crude exports reportedly bound for a surge&#34;:</strong> Gao Mingyu at SDIC Essence Futures echoed market fears, as analysts expect an extra 230,000 barrels a day now a two-year halt due to a payment dispute is ending.</li>
<li><strong>Secondary sanctions on Russia:</strong> Canadian Prime Minister Mark Carney has joined President Trump's push to further isolate Russian President Putin from world energy markets.</li>
</ul>
<div class="lb-trans"><ul>
<li><strong>“看跌势头持续，伊拉克原油出口预计将激增”：</strong> SDIC Essence Futures 的高明宇呼应了市场的担忧，分析师预计由于支付争端结束，日均将增加 23 万桶的出口。</li>
<li><strong>对俄罗斯的二次制裁：</strong> 加拿大总理马克·卡尼加入特朗普总统的行列，推动进一步孤立俄罗斯总统普京与全球能源市场的联系。</li>
</ul>
</div><h2>5. Would You Rather?</h2>
<div class="lb-trans"><h2>5. 你更愿意选择哪个？</h2>
</div><p>Today we're asking whether you'd rather start a position in Nvidia or <strong>Microsoft</strong>(MSFT -0.66%) today, and why? Debate with friends and family, or become a member to hear what your fellow Fools are saying.</p>
<div class="lb-trans"><p>今天我们在问你，今天你更愿意开始投资英伟达还是 <strong>微软</strong>(MSFT -0.66%)，为什么？与朋友和家人辩论，或者成为会员听听其他 Fool 的看法。</p>
</div>

Breakfast News: Nvidia's $100B AI Bet

- Nvidia 宣布将投资高达 1000 亿美元于 OpenAI，推动 AI 基础设施扩展。  
- Oklo 股价因核电里程碑事件上涨 560%，CEO 称将加快建厂进程。  
- 原油价格因供应过剩预期连续下跌，布伦特原油跌至每桶 66 美元以下。  

早餐新闻：英伟达的 1000 亿美元 AI 赌注