On September 22nd, Nvidia and OpenAI announced a partnership that includes plans to build a massive data center and Nvidia's largest investment commitment to OpenAI, up to $100 billion (approximately 711.5 billion yuan). According to the agreement, OpenAI will utilize Nvidia systems to build and deploy at least 10 gigawatts of AI data centers for training and running next-generation models. 10 gigawatts is equivalent to 4 to 5 million graphics processing units (GPUs), which is roughly equal to Nvidia's total shipments this year and twice as much as last year. This is a massive project, "Nvidia CEO Renxun Huang, OpenAI CEO Altman, and President Brockman said in an interview. Both parties stated that Nvidia will gradually invest with the launch of each gigawatt data center, with the first phase expected to be launched in the second half of 2026, based on Nvidia's Vera Rubin platform. The details of the cooperation will be finalized in the coming weeks. OpenAI currently has over 700 million weekly active users, and its ChatGPT service requires massive computing power support. OpenAI CEO Sam Altman stated in a statement, "It all starts with computing power. Computing infrastructure will become the foundation of the future economy, and we will leverage the technology system we have built together with NVIDIA to achieve new breakthroughs in the field of artificial intelligence on one hand, and empower individuals and businesses with these technologies on a large scale on the other." This investment has significant strategic implications for NVIDIA. Bryn Talkington, Managing Partner of Requisite Capital Management, told the media: "Nvidia investing $100 billion in OpenAI, and then OpenAI returning the money to Nvidia, will be a very virtuous cycle for Huang Renxun. This collaboration will help Nvidia ensure that its devices remain at the core of AI system construction, especially in the context of OpenAI's foray into the hardware field, including self-developed chips. Maintaining OpenAI as a major client may help Nvidia consolidate its market position when considering competitor components in the industry. However, some people have raised concerns about this collaboration, believing that it may harm the competitive landscape of the industry. Andre Barlow, an antitrust lawyer at Doyle, Barlow&Mazard law firm, pointed out that this collaboration may bundle Nvidia's monopoly advantage in the chip field with OpenAI's leading position in software, making it more difficult for Nvidia's competitors in the chip field (such as AMD) or OpenAI's competitors in the large model field to scale up. Recently, Nvidia has frequently invested in industry related companies. Last week, Nvidia announced a $5 billion investment in Intel and will collaborate with them to develop chips. In addition, Nvidia has invested approximately $700 million in UK data center startup Nscale to build a UK version of Stargate, enhancing the country's autonomous computing capabilities.

French market research company Yole Group released its latest report on the global automotive semiconductor market on July 31, 2025. The report shows that the size of the automotive semiconductor market will reach 68 billion US dollars in 2024, with Infineon Technologies (hereinafter referred to as "Infineon") leading the way.    The compound annual growth rate in 2030 will reach 12%, reaching 132 billion US dollars     The report predicts that the global automotive semiconductor market will grow at a compound annual growth rate of 12% from 2024 to 2030, reaching $132 billion by 2030. It is expected that the price of semiconductor devices per vehicle will increase from approximately $759 in 2024 to approximately $1332 in 2030, and the installation quantity per vehicle is expected to increase from approximately 824 units in 2024 to approximately 1158 units in 2030. 2024 and 2030 Automotive Semiconductor Market Source: Yole Group Yole listed three 'structural factors' that support this growth. One reason is the increasing adoption of power electronic devices, especially wide bandgap (WBG) semiconductor switches, due to electrification. Another issue is that the Euro NCAP 2026 agreement, mandatory requirements for Automatic Emergency Braking (AEB) in the United States, and upgrades to China's C-NCAP (China New Car Assessment Program) will result in the addition of cameras, radars, and domain controllers to all vehicle models (including entry-level models). Finally, the development of E/E (electrical/electronic) architecture will lead to a shift towards centralized systems and a shift towards 48V power supply systems, which will require advanced MCUs and a new set of PMICs in the coming years. Although the growth of battery electric vehicles (BEVs) is slowing down in all major markets (partly due to revised emission regulations in Europe encouraging car manufacturers to expand the scale of BEVs), Yole expects dual motor plug-in hybrid vehicles (PHEVs) to be promoted globally starting from China. Yole expects that dual motor plug-in hybrid electric vehicles (PHEVs) will be promoted globally in the future, starting with China. The company predicts that the average growth rate of PHEVs will reach 19% between 2024 and 2030, while the growth rate of BEVs will only be 14%. The company also explained the recent rapid decline in prices of N-type silicon carbide substrates, stating that the price drop is expanding the application of silicon carbide (SiC) MOSFETs in inverters: not only BEVs, but also PHEVs equipped with large capacity batteries are using SiC combined with an 800 V platform for fast charging. Yole also pointed out that "as global manufacturers catch up, the dominant position of Chinese automakers will shrink. Yole added, "Artificial intelligence is changing all industries, including the automotive industry, without exception. Multimodal interfaces, end-to-end, and visual language action (VLA) models for advanced driver assistance systems (ADAS) are among the first applications, and the use of artificial intelligence in more areas such as development, manufacturing, marketing, and aftermarket is becoming increasingly widespread. ”The report also points out that the application of artificial intelligence in more fields such as development, manufacturing, marketing, and after-sales markets is becoming increasingly widespread.     The top five companies in the 02 ranking account for about half of the total     According to the 2024 ranking of the automotive semiconductor market, the leader Infineon dominates the silicon (Si) and SiC power module, driver, and MCU fields, with sales exceeding $8 billion and a market share of 12%. NXP Semiconductor (NXP) ranks second and has advantages in automotive network MCUs, radars, and transceivers, with a market share of 10%. STMicroelectronics (ST), ranked third, holds a 9% market share. Yole explained that STMicroelectronics' goal is long-term growth and maintaining its dominant position in the discrete, electrification, and MCU platforms. ” According to Yole's report, the ranking is closely followed by Texas Instruments (TI) in fourth place and Renesas Electronics in fifth place. Yole stated that these five companies account for approximately 50% of the automotive semiconductor market, but also emphasized that "new challengers are rapidly expanding". Top 10 Participants in the Automotive Semiconductor Market in 2024 Source: Yole Group China suggests that car manufacturers increase the localization rate of automotive components to 25% by 2025, and Yole explains that "the face of the automotive industry is already changing. Chinese semiconductor manufacturer Horizon Robotics SiEngine、 Black sesame is used in cockpits and ADAS, while BYD Semiconductor and StarPower have been adopted by domestic automakers in some Si IGBT and SiC MOSFET fields. Even with vertical integration by car manufacturers, NIO has produced its own 1000 TOPS domain controller using TSMC's 5nm process. BYD also combines its own MCU and SiC MOSFET with its own battery pack. Yole said, "Not only these examples, but several other car manufacturers are also taking similar paths." In terms of production capacity, SMIC is building four 12 inch factories with 28nm/40nm nodes that can process about 100000 wafers per month. Undoubtedly, China's advantages lie in its domestic policies, expanded manufacturing capabilities, and agile vertical integration, "Yole said. On the other hand, in the field of 16nm and below processes, it is said that there is competition between TSMC and Samsung's two foundries. TSMC's N5A and Samsung's SF5A are currently the most advanced processes that comply with the AEC-Q100 standard, "Yole explained. Regarding this, capacity allocation has become the axis of competition. Yole stated that "Nvidia's' Thor ', Qualcomm's' Snapdragon Ride', and Mobileye's' EyeQ7 'have ensured the majority of production capacity for products using 5nm technology by 2027. Yole also mentioned in the report that American companies hold a 36% market share. The main areas are simulation, memory, and high-end SoC (System on Chip) solutions. Yole stated that "Nvidia, AMD, and Qualcomm are introducing AI computing to the automotive edge, and future growth will depend on SoC penetration in advanced driver assistance systems (ADAS), autonomous driving, and cockpit computing. ”Regarding Japanese companies, Pierrick Boulay, Chief Analyst of Yole Automotive Semiconductors, explained, "In Japan, apart from Renesas, ROHM and Denso have maintained a strong position in the traditional MCU, sensor, and silicon carbide power device fields. ROHM and Denso are growing in the SiC MOSFET used in electric vehicle inverters