{"id":934,"date":"2026-02-03T06:39:52","date_gmt":"2026-02-03T06:39:52","guid":{"rendered":"https:\/\/ilsiftransmart.com\/?p=934"},"modified":"2026-02-03T06:42:09","modified_gmt":"2026-02-03T06:42:09","slug":"nvidia-hoan-thuong-vu-100-ty-usd-voi-openai-dau-hieu-dich-chuyen-trong-chien-luoc-tri-tue-nhan-tao","status":"publish","type":"post","link":"https:\/\/ilsiftransmart.com\/vi\/nvidia-hoan-thuong-vu-100-ty-usd-voi-openai-dau-hieu-dich-chuyen-trong-chien-luoc-tri-tue-nhan-tao\/","title":{"rendered":"NVIDIA ho\u00e3n th\u01b0\u01a1ng v\u1ee5 100 t\u1ef7 USD v\u1edbi OpenAI: D\u1ea5u hi\u1ec7u d\u1ecbch chuy\u1ec3n trong chi\u1ebfn l\u01b0\u1ee3c tr\u00ed tu\u1ec7 nh\u00e2n t\u1ea1o"},"content":{"rendered":"
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Th\u1ee9 S\u00e1u (30\/1) v\u1eeba qua, The Wall Street Journal (WSJ) \u0111\u01b0a tin k\u1ebf ho\u1ea1ch NVIDIA<\/strong> \u0111\u1ea7u t\u01b0 l\u00ean t\u1edbi 100 t\u1ef7 USD<\/strong> v\u00e0o OpenAI<\/strong> \u0111\u00e3 b\u1ecb \u0111\u00ecnh l\u1ea1i, sau khi m\u1ed9t s\u1ed1 \u00fd ki\u1ebfn n\u1ed9i b\u1ed9 h\u00e3ng chip b\u00e0y t\u1ecf nghi ng\u1ea1i v\u1ec1 quy m\u00f4 v\u00e0 c\u1ea5u tr\u00fac th\u01b0\u01a1ng v\u1ee5. Th\u00f4ng tin n\u00e0y nhanh ch\u00f3ng \u0111\u01b0\u1ee3c c\u1ee7ng c\u1ed1, khi CEO NVIDIA Jensen Huang<\/strong> chia s\u1ebb v\u1edbi b\u00e1o ch\u00ed r\u1eb1ng kho\u1ea3n \u0111\u1ea7u t\u01b0 100 t\u1ef7 USD \u201cch\u01b0a bao gi\u1edd l\u00e0 m\u1ed9t cam k\u1ebft\u201d.\u00a0<\/em><\/h5>

Th\u01b0\u01a1ng v\u1ee5 100 t\u1ef7 USD v\u00e0 c\u00fa phanh b\u1ea5t ng\u1edd<\/strong><\/h2>

Th\u1ecfa thu\u1eadn quy m\u00f4 l\u1edbn n\u00e0y \u0111\u01b0\u1ee3c hai c\u00f4ng ty c\u00f4ng b\u1ed1 v\u00e0o th\u00e1ng 9 n\u0103m ngo\u00e1i t\u1ea1i tr\u1ee5 s\u1edf NVIDIA<\/strong> \u1edf Santa Clara (California). Khi \u0111\u00f3, hai b\u00ean th\u00f4ng b\u00e1o \u0111\u00e3 k\u00fd m\u1ed9t bi\u00ean b\u1ea3n ghi nh\u1edb (MOU), theo \u0111\u00f3 NVIDIA s\u1ebd x\u00e2y d\u1ef1ng t\u1ed1i thi\u1ec3u 10 gigawatt n\u0103ng l\u1ef1c t\u00ednh to\u00e1n cho OpenAI<\/strong>. Nvidia c\u0169ng \u0111\u1ed3ng \u00fd \u0111\u1ea7u t\u01b0 t\u1ed1i \u0111a 100 t\u1ef7 USD \u0111\u1ec3 gi\u00fap OpenAI chi tr\u1ea3 cho h\u1ea1 t\u1ea7ng n\u00e0y theo l\u1ed9 tr\u00ecnh t\u0103ng d\u1ea7n khi m\u1ed7i gigawatt \u0111\u01b0\u1ee3c tri\u1ec3n khai; \u0111\u1ed5i l\u1ea1i OpenAI s\u1ebd thu\u00ea chip t\u1eeb Nvidia.<\/p>

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\u1ede th\u1eddi \u0111i\u1ec3m c\u00f4ng b\u1ed1 v\u00e0o th\u00e1ng 9 c\u00f9ng Altman v\u00e0 Ch\u1ee7 t\u1ecbch OpenAI Greg Brockman, Jensen Huang <\/strong>g\u1ecdi \u0111\u00e2y l\u00e0 \u201cd\u1ef1 \u00e1n t\u00ednh to\u00e1n l\u1edbn nh\u1ea5t l\u1ecbch s\u1eed\u201d<\/em>, gi\u00fap c\u1ed5 phi\u1ebfu NVIDIA t\u0103ng g\u1ea7n 4%<\/strong> v\u00e0 \u0111\u1ea9y v\u1ed1n h\u00f3a ti\u1ebfn s\u00e1t 4,5 ngh\u00ecn t\u1ef7 USD<\/strong>. T\u1edd b\u00e1o WSJ th\u1eadm ch\u00ed cho bi\u1ebft NVIDIA c\u00f2n c\u00e2n nh\u1eafc vi\u1ec7c b\u1ea3o l\u00e3nh m\u1ed9t ph\u1ea7n c\u00e1c kho\u1ea3n vay \u0111\u1ec3 OpenAI x\u00e2y d\u1ef1ng trung t\u00e2m d\u1eef li\u1ec7u.<\/p>

Tuy nhi\u00ean, ti\u1ebfn \u0111\u1ed9 \u0111\u00e0m ph\u00e1n kh\u00f4ng v\u01b0\u1ee3t qua giai \u0111o\u1ea1n \u0111\u1ea7u. OpenAI t\u1eebng k\u1ef3 v\u1ecdng ho\u00e0n t\u1ea5t th\u1ecfa thu\u1eadn trong v\u00e0i tu\u1ea7n, nh\u01b0ng th\u1ef1c t\u1ebf cho th\u1ea5y th\u01b0\u01a1ng v\u1ee5 \u0111ang \u0111\u01b0\u1ee3c \u0111\u1eb7t l\u1ea1i k\u1ef3 v\u1ecdng.<\/p>

\u00a0<\/h2>

Khi k\u1ef3 v\u1ecdng b\u1ecb h\u1ea1 nhi\u1ec7t: NVIDIA \u0111ang t\u00ednh l\u1ea1i b\u00e0i to\u00e1n r\u1ee7i ro<\/strong><\/p>

OpenAI t\u1eebng k\u1ef3 v\u1ecdng \u0111\u00e0m ph\u00e1n s\u1ebd ho\u00e0n t\u1ea5t trong v\u00e0i tu\u1ea7n, nh\u01b0ng \u0111\u1ebfn nay c\u00e1c cu\u1ed9c trao \u0111\u1ed5i v\u1eabn ch\u01b0a v\u01b0\u1ee3t qua giai \u0111o\u1ea1n \u0111\u1ea7u. CEO Jensen Huang \u0111\u01b0\u1ee3c cho l\u00e0 \u0111\u00e3 gi\u1ea3m k\u1ef3 v\u1ecdng v\u1ec1 kh\u1ea3 n\u0103ng ho\u00e0n t\u1ea5t to\u00e0n b\u1ed9 th\u01b0\u01a1ng v\u1ee5, b\u00e0y t\u1ecf s\u1ef1 lo ng\u1ea1i v\u1ec1 \u00e1p l\u1ef1c c\u1ea1nh tranh t\u1eeb c\u00e1c \u0111\u1ed1i th\u1ee7 nh\u01b0 Google<\/strong> v\u00e0 Anthropic<\/strong> \u0111\u1ed3ng th\u1eddi nh\u1ea5n m\u1ea1nh th\u1ecfa thu\u1eadn ban \u0111\u1ea7u ch\u01b0a bao gi\u1edd l\u00e0 cam k\u1ebft cu\u1ed1i c\u00f9ng. \u0110i\u1ec1u n\u00e0y cho th\u1ea5y m\u1ed1i quan h\u1ec7 kh\u00f4ng \u0111\u1ed5 v\u1ee1, nh\u01b0ng \u0111ang \u0111\u01b0\u1ee3c thi\u1ebft l\u1eadp l\u1ea1i theo h\u01b0\u1edbng th\u1eadn tr\u1ecdng h\u01a1n.<\/p>

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\u1ede g\u00f3c nh\u00ecn th\u1ecb tr\u01b0\u1eddng, \u0111\u1ed9ng th\u00e1i h\u1ea1 nhi\u1ec7t k\u1ef3 v\u1ecdng 100 t\u1ef7 USD \u0111\u01b0\u1ee3c xem nh\u01b0 th\u00f4ng \u0111i\u1ec7p NVIDIA mu\u1ed1n nh\u1ea5n m\u1ea1nh: h\u00e3ng kh\u00f4ng mu\u1ed1n b\u1ecb nh\u00ecn nh\u1eadn l\u00e0 ph\u1ee5 thu\u1ed9c qu\u00e1 m\u1ee9c v\u00e0o OpenAI. Gi\u1edbi ph\u00e2n t\u00edch cho r\u1eb1ng NVIDIA kh\u00f4ng mu\u1ed1n “tr\u1ea3 thu\u1ebf \u0111\u1ecbnh gi\u00e1 OpenAI\u201d<\/em> \u00e1m ch\u1ec9 vi\u1ec7c c\u00e1c c\u00f4ng ty b\u1ecb th\u1ecb tr\u01b0\u1eddng tr\u1eebng ph\u1ea1t n\u1ebfu doanh thu t\u01b0\u01a1ng lai b\u1ecb \u0111\u00e1nh gi\u00e1 l\u00e0 g\u1eafn ch\u1eb7t v\u00e0o m\u1ed9t kh\u00e1ch h\u00e0ng duy nh\u1ea5t. \u0110\u00e2y t\u1eebng l\u00e0 y\u1ebfu t\u1ed1 khi\u1ebfn Microsoft<\/strong> c\u00f3 phi\u00ean gi\u1ea3m m\u1ea1nh, v\u00e0 c\u0169ng l\u00e0 l\u00fd do th\u1ecb tr\u01b0\u1eddng nhi\u1ec1u l\u1ea7n nh\u1eafc t\u1edbi r\u1ee7i ro t\u00edn d\u1ee5ng (CDS) c\u1ee7a Oracle<\/strong>.<\/p>

Thay v\u00ec theo \u0111u\u1ed5i c\u1ea5u tr\u00fac 100 t\u1ef7 USD g\u1eafn v\u1edbi k\u1ebf ho\u1ea1ch x\u00e2y d\u1ef1ng h\u1ea1 t\u1ea7ng d\u00e0i h\u1ea1n, NVIDIA d\u01b0\u1eddng nh\u01b0 nghi\u00eang v\u1ec1 ph\u01b0\u01a1ng \u00e1n r\u00f3t v\u1ed1n c\u1ed5 ph\u1ea7n tr\u1ef1c ti\u1ebfp. OpenAI hi\u1ec7n \u0111ang huy \u0111\u1ed9ng t\u1edbi 100 t\u1ef7 USD v\u1ed1n ch\u1ee7 s\u1edf h\u1eefu m\u1edbi, v\u1edbi Amazon<\/strong> v\u00e0 SoftBank<\/strong> n\u1eb1m trong nh\u00f3m \u0111ang \u0111\u00e0m ph\u00e1n. Ph\u00e1t bi\u1ec3u t\u1ea1i \u0110\u00e0i B\u1eafc, Jensen Huang <\/strong>cho bi\u1ebft NVIDIA ch\u1eafc ch\u1eafn s\u1ebd tham gia v\u00f2ng g\u1ecdi v\u1ed1n v\u00e0 \u0111\u00e2y \u201cc\u00f3 l\u1ebd l\u00e0 kho\u1ea3n \u0111\u1ea7u t\u01b0 l\u1edbn nh\u1ea5t m\u00e0 ch\u00fang t\u00f4i t\u1eebng th\u1ef1c hi\u1ec7n\u201d<\/em>, nh\u01b0ng c\u0169ng kh\u1eb3ng \u0111\u1ecbnh s\u1ebd \u201ckh\u00f4ng c\u00f3 chuy\u1ec7n nh\u01b0 100 t\u1ef7 USD\u201d.<\/em><\/p>

V\u1ec1 ph\u00eda OpenAI, th\u01b0\u01a1ng hi\u1ec7u kh\u1eb3ng \u0111\u1ecbnh h\u1ee3p t\u00e1c v\u1eabn ti\u1ebfp di\u1ec5n: \u201cC\u00e1c \u0111\u1ed9i ng\u0169 c\u1ee7a ch\u00fang t\u00f4i \u0111ang t\u00edch c\u1ef1c l\u00e0m vi\u1ec7c \u0111\u1ec3 ho\u00e0n thi\u1ec7n chi ti\u1ebft quan h\u1ec7 \u0111\u1ed1i t\u00e1c. C\u00f4ng ngh\u1ec7 NVIDIA \u0111\u00e3 l\u00e0 n\u1ec1n t\u1ea3ng cho c\u00e1c \u0111\u1ed9t ph\u00e1 c\u1ee7a ch\u00fang t\u00f4i t\u1eeb \u0111\u1ea7u, \u0111ang v\u1eadn h\u00e0nh h\u1ec7 th\u1ed1ng hi\u1ec7n t\u1ea1i v\u00e0 s\u1ebd ti\u1ebfp t\u1ee5c \u0111\u00f3ng vai tr\u00f2 trung t\u00e2m khi ch\u00fang t\u00f4i m\u1edf r\u1ed9ng quy m\u00f4 ti\u1ebfp theo\u201d.\u00a0<\/em><\/p>

Cu\u1ed9c \u0111ua AI n\u00f3ng l\u00ean: Google v\u00e0 Anthropic gia t\u0103ng \u00e1p l\u1ef1c<\/strong><\/h2>

\u00c1p l\u1ef1c c\u1ea1nh tranh l\u00e0 m\u1ed9t y\u1ebfu t\u1ed1 quan tr\u1ecdng khi\u1ebfn Nvidia th\u1eadn tr\u1ecdng h\u01a1n. Th\u00e0nh c\u00f4ng c\u1ee7a Gemini (Google) \u0111\u01b0\u1ee3c cho l\u00e0 l\u00e0m ch\u1eadm \u0111\u00e0 t\u0103ng tr\u01b0\u1edfng c\u1ee7a ChatGPT, bu\u1ed9c OpenAI ph\u1ea3i tuy\u00ean b\u1ed1 \u201ccode red\u201d. Trong khi \u0111\u00f3, Anthropic \u0111ang g\u00e2y s\u1ee9c \u00e9p v\u1edbi Claude Code, nh\u1eadn \u0111\u01b0\u1ee3c h\u1eadu thu\u1eabn m\u1ea1nh m\u1ebd t\u1eeb Amazon v\u00e0 Google.<\/p>

\u0110\u00e1ng ch\u00fa \u00fd, NVIDIA c\u0169ng \u0111\u00e3 cam k\u1ebft \u0111\u1ea7u t\u01b0 t\u1edbi 10 t\u1ef7 USD v\u00e0o Anthropic. Song song \u0111\u00f3, c\u00e1c \u0111\u1ed1i th\u1ee7 \u0111ang ph\u00e1t tri\u1ec3n h\u1ea1 t\u1ea7ng chip ri\u00eang nh\u01b0 Trainium (AWS)<\/strong> v\u00e0 TPU (Google)<\/strong>, nh\u1eefng m\u1ed1i \u0111e d\u1ecda tr\u1ef1c ti\u1ebfp v\u1edbi GPU<\/strong> v\u1ed1n l\u00e0 \u201ccon g\u00e0 \u0111\u1ebb tr\u1ee9ng v\u00e0ng\u201d c\u1ee7a NVIDIA. Trong h\u1ed3 s\u01a1 th\u00e1ng 11, NVIDIA \u0111\u00e3 l\u01b0u \u00fd kh\u00f4ng c\u00f3 \u0111\u1ea3m b\u1ea3o v\u1ec1 m\u1ed9t th\u1ecfa thu\u1eadn r\u00e0ng bu\u1ed9c v\u1edbi OpenAI. T\u1ea1i h\u1ed9i ngh\u1ecb UBS sau \u0111\u00f3, CFO Colette Kress c\u0169ng x\u00e1c nh\u1eadn ch\u01b0a c\u00f3 tho\u1ea3 thu\u1eadn ch\u00ednh th\u1ee9c.<\/p>

\u00a0<\/h2>

Tham v\u1ecdng 1,4 ngh\u00ecn t\u1ef7 USD v\u00e0 b\u00e0i to\u00e1n IPO c\u1ee7a OpenAI<\/strong><\/h2>

Sau chu\u1ed7i th\u1ecfa thu\u1eadn v\u1edbi c\u00e1c c\u00f4ng ty chip v\u00e0 cloud, nh\u00e0 \u0111\u1ea7u t\u01b0 b\u1eaft \u0111\u1ea7u lo ng\u1ea1i kh\u1ea3 n\u0103ng OpenAI \u201cg\u00e1nh\u201d chi ph\u00ed. V\u1edbi OpenAI, vi\u1ec7c k\u1ebf ho\u1ea1ch b\u1ecb \u0111\u00ecnh l\u1ea1i l\u00e0 m\u1ed9t tr\u1edf ng\u1ea1i trong b\u1ed1i c\u1ea3nh c\u00f4ng ty h\u01b0\u1edbng t\u1edbi kh\u1ea3 n\u0103ng IPO v\u00e0o cu\u1ed1i n\u0103m 2026. Sam Altman t\u1eebng n\u00f3i c\u00e1c cam k\u1ebft d\u00e0i h\u1ea1n c\u1ee7a OpenAI l\u00ean t\u1edbi 1,4 ngh\u00ecn t\u1ef7 USD<\/strong>, cao h\u01a1n nhi\u1ec1u so v\u1edbi m\u1ee9c doanh thu hi\u1ec7n t\u1ea1i, h\u01a1n 100 l\u1ea7n doanh thu m\u00e0 c\u00f4ng ty \u0111ang tr\u00ean \u0111\u00e0 t\u1ea1o ra n\u0103m tr\u01b0\u1edbc, cho th\u1ea5y b\u00e0i to\u00e1n \u201ctham v\u1ecdng v\u00e0 th\u1ef1c t\u1ebf v\u1ed1n\u201d \u0111ang tr\u1edf th\u00e0nh ph\u00e9p th\u1eed c\u1ee7a th\u1ecb tr\u01b0\u1eddng AI.\u00a0<\/p>

D\u00f9 v\u1eady, Huang \u0111\u01b0\u1ee3c cho l\u00e0 v\u1eabn coi vi\u1ec7c h\u1ed7 tr\u1ee3 t\u00e0i ch\u00ednh cho OpenAI l\u00e0 quan tr\u1ecdng v\u00ec OpenAI l\u00e0 m\u1ed9t trong nh\u1eefng kh\u00e1ch h\u00e0ng l\u1edbn c\u1ee7a NVIDIA. N\u1ebfu OpenAI t\u1ee5t l\u1ea1i, doanh s\u1ed1 NVIDIA c\u00f3 th\u1ec3 b\u1ecb \u1ea3nh h\u01b0\u1edfng \u0111\u00e1ng k\u1ec3, \u0111\u1eb7c bi\u1ec7t khi c\u00e1c \u0111\u1ed1i th\u1ee7 \u0111ang d\u1ef1a nhi\u1ec1u v\u00e0o chip Trainium (AWS) v\u00e0 TPU (Google).<\/p>

S\u1ef1 ki\u1ec7n n\u00e0y v\u00ec th\u1ebf kh\u00f4ng \u0111\u01a1n thu\u1ea7n l\u00e0 m\u1ed9t th\u01b0\u01a1ng v\u1ee5 b\u1ecb \u0111\u00ecnh l\u1ea1i, m\u00e0 ph\u1ea3n \u00e1nh giai \u0111o\u1ea1n chuy\u1ec3n m\u00ecnh c\u1ee7a th\u1ecb tr\u01b0\u1eddng AI: t\u1eeb nh\u1eefng l\u1eddi h\u1ee9a kh\u1ed5ng l\u1ed3 sang k\u1ef7 lu\u1eadt v\u1ed1n ch\u1eb7t ch\u1ebd h\u01a1n, t\u1eeb tham v\u1ecdng m\u1edf r\u1ed9ng b\u1eb1ng m\u1ecdi gi\u00e1 sang t\u00ednh to\u00e1n l\u1ea1i c\u1ea5u tr\u00fac quy\u1ec1n l\u1ef1c trong h\u1ec7 sinh th\u00e1i tr\u00ed tu\u1ec7 nh\u00e2n t\u1ea1o to\u00e0n c\u1ea7u.<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>","protected":false},"excerpt":{"rendered":"

Th\u1ee9 S\u00e1u (30\/1) v\u1eeba qua, The Wall Street Journal (WSJ) \u0111\u01b0a tin k\u1ebf ho\u1ea1ch NVIDIA \u0111\u1ea7u t\u01b0 l\u00ean t\u1edbi 100 t\u1ef7 USD v\u00e0o OpenAI \u0111\u00e3 b\u1ecb \u0111\u00ecnh l\u1ea1i, sau khi m\u1ed9t s\u1ed1 \u00fd ki\u1ebfn n\u1ed9i b\u1ed9 h\u00e3ng chip b\u00e0y t\u1ecf nghi ng\u1ea1i v\u1ec1 quy m\u00f4 v\u00e0 c\u1ea5u tr\u00fac th\u01b0\u01a1ng v\u1ee5. Th\u00f4ng tin n\u00e0y nhanh ch\u00f3ng \u0111\u01b0\u1ee3c c\u1ee7ng c\u1ed1, khi CEO NVIDIA Jensen Huang chia s\u1ebb v\u1edbi b\u00e1o ch\u00ed r\u1eb1ng kho\u1ea3n \u0111\u1ea7u t\u01b0 100 t\u1ef7 USD \u201cch\u01b0a bao gi\u1edd l\u00e0 m\u1ed9t cam k\u1ebft\u201d.\u00a0 Th\u01b0\u01a1ng v\u1ee5 100 t\u1ef7 USD v\u00e0 c\u00fa phanh b\u1ea5t ng\u1edd Th\u1ecfa thu\u1eadn quy m\u00f4 l\u1edbn n\u00e0y \u0111\u01b0\u1ee3c hai c\u00f4ng ty c\u00f4ng b\u1ed1 v\u00e0o th\u00e1ng 9 n\u0103m ngo\u00e1i t\u1ea1i tr\u1ee5 s\u1edf NVIDIA \u1edf Santa Clara (California). Khi \u0111\u00f3, hai b\u00ean th\u00f4ng b\u00e1o \u0111\u00e3 k\u00fd m\u1ed9t bi\u00ean b\u1ea3n ghi nh\u1edb (MOU), theo \u0111\u00f3 NVIDIA s\u1ebd x\u00e2y d\u1ef1ng t\u1ed1i thi\u1ec3u 10 gigawatt n\u0103ng l\u1ef1c t\u00ednh to\u00e1n cho OpenAI. Nvidia c\u0169ng \u0111\u1ed3ng \u00fd \u0111\u1ea7u t\u01b0 t\u1ed1i \u0111a 100 t\u1ef7 USD \u0111\u1ec3 gi\u00fap OpenAI chi tr\u1ea3 cho h\u1ea1 t\u1ea7ng n\u00e0y theo l\u1ed9 tr\u00ecnh t\u0103ng d\u1ea7n khi m\u1ed7i gigawatt \u0111\u01b0\u1ee3c tri\u1ec3n khai; \u0111\u1ed5i l\u1ea1i OpenAI s\u1ebd thu\u00ea chip t\u1eeb Nvidia. \u1ede th\u1eddi \u0111i\u1ec3m c\u00f4ng b\u1ed1 v\u00e0o th\u00e1ng 9 c\u00f9ng Altman v\u00e0 Ch\u1ee7 t\u1ecbch OpenAI Greg Brockman, Jensen Huang g\u1ecdi \u0111\u00e2y l\u00e0 \u201cd\u1ef1 \u00e1n t\u00ednh to\u00e1n l\u1edbn nh\u1ea5t l\u1ecbch s\u1eed\u201d, gi\u00fap c\u1ed5 phi\u1ebfu NVIDIA t\u0103ng g\u1ea7n 4% v\u00e0 \u0111\u1ea9y v\u1ed1n h\u00f3a ti\u1ebfn s\u00e1t 4,5 ngh\u00ecn t\u1ef7 USD. T\u1edd b\u00e1o WSJ th\u1eadm ch\u00ed cho bi\u1ebft NVIDIA c\u00f2n c\u00e2n nh\u1eafc vi\u1ec7c b\u1ea3o l\u00e3nh m\u1ed9t ph\u1ea7n c\u00e1c kho\u1ea3n vay \u0111\u1ec3 OpenAI x\u00e2y d\u1ef1ng trung t\u00e2m d\u1eef li\u1ec7u. Tuy nhi\u00ean, ti\u1ebfn \u0111\u1ed9 \u0111\u00e0m ph\u00e1n kh\u00f4ng v\u01b0\u1ee3t qua giai \u0111o\u1ea1n \u0111\u1ea7u. OpenAI t\u1eebng k\u1ef3 v\u1ecdng ho\u00e0n t\u1ea5t th\u1ecfa thu\u1eadn trong v\u00e0i tu\u1ea7n, nh\u01b0ng th\u1ef1c t\u1ebf cho th\u1ea5y th\u01b0\u01a1ng v\u1ee5 \u0111ang \u0111\u01b0\u1ee3c \u0111\u1eb7t l\u1ea1i k\u1ef3 v\u1ecdng. \u00a0 Khi k\u1ef3 v\u1ecdng b\u1ecb h\u1ea1 nhi\u1ec7t: NVIDIA \u0111ang t\u00ednh l\u1ea1i b\u00e0i to\u00e1n r\u1ee7i ro OpenAI t\u1eebng k\u1ef3 v\u1ecdng \u0111\u00e0m ph\u00e1n s\u1ebd ho\u00e0n t\u1ea5t trong v\u00e0i tu\u1ea7n, nh\u01b0ng \u0111\u1ebfn nay c\u00e1c cu\u1ed9c trao \u0111\u1ed5i v\u1eabn ch\u01b0a v\u01b0\u1ee3t qua giai \u0111o\u1ea1n \u0111\u1ea7u. CEO Jensen Huang \u0111\u01b0\u1ee3c cho l\u00e0 \u0111\u00e3 gi\u1ea3m k\u1ef3 v\u1ecdng v\u1ec1 kh\u1ea3 n\u0103ng ho\u00e0n t\u1ea5t to\u00e0n b\u1ed9 th\u01b0\u01a1ng v\u1ee5, b\u00e0y t\u1ecf s\u1ef1 lo ng\u1ea1i v\u1ec1 \u00e1p l\u1ef1c c\u1ea1nh tranh t\u1eeb c\u00e1c \u0111\u1ed1i th\u1ee7 nh\u01b0 Google v\u00e0 Anthropic \u0111\u1ed3ng th\u1eddi nh\u1ea5n m\u1ea1nh th\u1ecfa thu\u1eadn ban \u0111\u1ea7u ch\u01b0a bao gi\u1edd l\u00e0 cam k\u1ebft cu\u1ed1i c\u00f9ng. \u0110i\u1ec1u n\u00e0y cho th\u1ea5y m\u1ed1i quan h\u1ec7 kh\u00f4ng \u0111\u1ed5 v\u1ee1, nh\u01b0ng \u0111ang \u0111\u01b0\u1ee3c thi\u1ebft l\u1eadp l\u1ea1i theo h\u01b0\u1edbng th\u1eadn tr\u1ecdng h\u01a1n. \u1ede g\u00f3c nh\u00ecn th\u1ecb tr\u01b0\u1eddng, \u0111\u1ed9ng th\u00e1i h\u1ea1 nhi\u1ec7t k\u1ef3 v\u1ecdng 100 t\u1ef7 USD \u0111\u01b0\u1ee3c xem nh\u01b0 th\u00f4ng \u0111i\u1ec7p NVIDIA mu\u1ed1n nh\u1ea5n m\u1ea1nh: h\u00e3ng kh\u00f4ng mu\u1ed1n b\u1ecb nh\u00ecn nh\u1eadn l\u00e0 ph\u1ee5 thu\u1ed9c qu\u00e1 m\u1ee9c v\u00e0o OpenAI. Gi\u1edbi ph\u00e2n t\u00edch cho r\u1eb1ng NVIDIA kh\u00f4ng mu\u1ed1n “tr\u1ea3 thu\u1ebf \u0111\u1ecbnh gi\u00e1 OpenAI\u201d \u00e1m ch\u1ec9 vi\u1ec7c c\u00e1c c\u00f4ng ty b\u1ecb th\u1ecb tr\u01b0\u1eddng tr\u1eebng ph\u1ea1t n\u1ebfu doanh thu t\u01b0\u01a1ng lai b\u1ecb \u0111\u00e1nh gi\u00e1 l\u00e0 g\u1eafn ch\u1eb7t v\u00e0o m\u1ed9t kh\u00e1ch h\u00e0ng duy nh\u1ea5t. \u0110\u00e2y t\u1eebng l\u00e0 y\u1ebfu t\u1ed1 khi\u1ebfn Microsoft c\u00f3 phi\u00ean gi\u1ea3m m\u1ea1nh, v\u00e0 c\u0169ng l\u00e0 l\u00fd do th\u1ecb tr\u01b0\u1eddng nhi\u1ec1u l\u1ea7n nh\u1eafc t\u1edbi r\u1ee7i ro t\u00edn d\u1ee5ng (CDS) c\u1ee7a Oracle. Thay v\u00ec theo \u0111u\u1ed5i c\u1ea5u tr\u00fac 100 t\u1ef7 USD g\u1eafn v\u1edbi k\u1ebf ho\u1ea1ch x\u00e2y d\u1ef1ng h\u1ea1 t\u1ea7ng d\u00e0i h\u1ea1n, NVIDIA d\u01b0\u1eddng nh\u01b0 nghi\u00eang v\u1ec1 ph\u01b0\u01a1ng \u00e1n r\u00f3t v\u1ed1n c\u1ed5 ph\u1ea7n tr\u1ef1c ti\u1ebfp. OpenAI hi\u1ec7n \u0111ang huy \u0111\u1ed9ng t\u1edbi 100 t\u1ef7 USD v\u1ed1n ch\u1ee7 s\u1edf h\u1eefu m\u1edbi, v\u1edbi Amazon v\u00e0 SoftBank n\u1eb1m trong nh\u00f3m \u0111ang \u0111\u00e0m ph\u00e1n. Ph\u00e1t bi\u1ec3u t\u1ea1i \u0110\u00e0i B\u1eafc, Jensen Huang cho bi\u1ebft NVIDIA ch\u1eafc ch\u1eafn s\u1ebd tham gia v\u00f2ng g\u1ecdi v\u1ed1n v\u00e0 \u0111\u00e2y \u201cc\u00f3 l\u1ebd l\u00e0 kho\u1ea3n \u0111\u1ea7u t\u01b0 l\u1edbn nh\u1ea5t m\u00e0 ch\u00fang t\u00f4i t\u1eebng th\u1ef1c hi\u1ec7n\u201d, nh\u01b0ng c\u0169ng kh\u1eb3ng \u0111\u1ecbnh s\u1ebd \u201ckh\u00f4ng c\u00f3 chuy\u1ec7n nh\u01b0 100 t\u1ef7 USD\u201d. V\u1ec1 ph\u00eda OpenAI, th\u01b0\u01a1ng hi\u1ec7u kh\u1eb3ng \u0111\u1ecbnh h\u1ee3p t\u00e1c v\u1eabn ti\u1ebfp di\u1ec5n: \u201cC\u00e1c \u0111\u1ed9i ng\u0169 c\u1ee7a ch\u00fang t\u00f4i \u0111ang t\u00edch c\u1ef1c l\u00e0m vi\u1ec7c \u0111\u1ec3 ho\u00e0n thi\u1ec7n chi ti\u1ebft quan h\u1ec7 \u0111\u1ed1i t\u00e1c. C\u00f4ng ngh\u1ec7 NVIDIA \u0111\u00e3 l\u00e0 n\u1ec1n t\u1ea3ng cho c\u00e1c \u0111\u1ed9t ph\u00e1 c\u1ee7a ch\u00fang t\u00f4i t\u1eeb \u0111\u1ea7u, \u0111ang v\u1eadn h\u00e0nh h\u1ec7 th\u1ed1ng hi\u1ec7n t\u1ea1i v\u00e0 s\u1ebd ti\u1ebfp t\u1ee5c \u0111\u00f3ng vai tr\u00f2 trung t\u00e2m khi ch\u00fang t\u00f4i m\u1edf r\u1ed9ng quy m\u00f4 ti\u1ebfp theo\u201d.\u00a0 Cu\u1ed9c \u0111ua AI n\u00f3ng l\u00ean: Google v\u00e0 Anthropic gia t\u0103ng \u00e1p l\u1ef1c \u00c1p l\u1ef1c c\u1ea1nh tranh l\u00e0 m\u1ed9t y\u1ebfu t\u1ed1 quan tr\u1ecdng khi\u1ebfn Nvidia th\u1eadn tr\u1ecdng h\u01a1n. Th\u00e0nh c\u00f4ng c\u1ee7a Gemini (Google) \u0111\u01b0\u1ee3c cho l\u00e0 l\u00e0m ch\u1eadm \u0111\u00e0 t\u0103ng tr\u01b0\u1edfng c\u1ee7a ChatGPT, bu\u1ed9c OpenAI ph\u1ea3i tuy\u00ean b\u1ed1 \u201ccode red\u201d. Trong khi \u0111\u00f3, Anthropic \u0111ang g\u00e2y s\u1ee9c \u00e9p v\u1edbi Claude Code, nh\u1eadn \u0111\u01b0\u1ee3c h\u1eadu thu\u1eabn m\u1ea1nh m\u1ebd t\u1eeb Amazon v\u00e0 Google. \u0110\u00e1ng ch\u00fa \u00fd, NVIDIA c\u0169ng \u0111\u00e3 cam k\u1ebft \u0111\u1ea7u t\u01b0 t\u1edbi 10 t\u1ef7 USD v\u00e0o Anthropic. Song song \u0111\u00f3, c\u00e1c \u0111\u1ed1i th\u1ee7 \u0111ang ph\u00e1t tri\u1ec3n h\u1ea1 t\u1ea7ng chip ri\u00eang nh\u01b0 Trainium (AWS) v\u00e0 TPU (Google), nh\u1eefng m\u1ed1i \u0111e d\u1ecda tr\u1ef1c ti\u1ebfp v\u1edbi GPU v\u1ed1n l\u00e0 \u201ccon g\u00e0 \u0111\u1ebb tr\u1ee9ng v\u00e0ng\u201d c\u1ee7a NVIDIA. Trong h\u1ed3 s\u01a1 th\u00e1ng 11, NVIDIA \u0111\u00e3 l\u01b0u \u00fd kh\u00f4ng c\u00f3 \u0111\u1ea3m b\u1ea3o v\u1ec1 m\u1ed9t th\u1ecfa thu\u1eadn r\u00e0ng bu\u1ed9c v\u1edbi OpenAI. T\u1ea1i h\u1ed9i ngh\u1ecb UBS sau \u0111\u00f3, CFO Colette Kress c\u0169ng x\u00e1c nh\u1eadn ch\u01b0a c\u00f3 tho\u1ea3 thu\u1eadn ch\u00ednh th\u1ee9c. \u00a0 Tham v\u1ecdng 1,4 ngh\u00ecn t\u1ef7 USD v\u00e0 b\u00e0i to\u00e1n IPO c\u1ee7a OpenAI Sau chu\u1ed7i th\u1ecfa thu\u1eadn v\u1edbi c\u00e1c c\u00f4ng ty chip v\u00e0 cloud, nh\u00e0 \u0111\u1ea7u t\u01b0 b\u1eaft \u0111\u1ea7u lo ng\u1ea1i kh\u1ea3 n\u0103ng OpenAI \u201cg\u00e1nh\u201d chi ph\u00ed. V\u1edbi OpenAI, vi\u1ec7c k\u1ebf ho\u1ea1ch b\u1ecb \u0111\u00ecnh l\u1ea1i l\u00e0 m\u1ed9t tr\u1edf ng\u1ea1i trong b\u1ed1i c\u1ea3nh c\u00f4ng ty h\u01b0\u1edbng t\u1edbi kh\u1ea3 n\u0103ng IPO v\u00e0o cu\u1ed1i n\u0103m 2026. Sam Altman t\u1eebng n\u00f3i c\u00e1c cam k\u1ebft d\u00e0i h\u1ea1n c\u1ee7a OpenAI l\u00ean t\u1edbi 1,4 ngh\u00ecn t\u1ef7 USD, cao h\u01a1n nhi\u1ec1u so v\u1edbi m\u1ee9c doanh thu hi\u1ec7n t\u1ea1i, h\u01a1n 100 l\u1ea7n doanh thu m\u00e0 c\u00f4ng ty \u0111ang tr\u00ean \u0111\u00e0 t\u1ea1o ra n\u0103m tr\u01b0\u1edbc, cho th\u1ea5y b\u00e0i to\u00e1n \u201ctham v\u1ecdng v\u00e0 th\u1ef1c t\u1ebf v\u1ed1n\u201d \u0111ang tr\u1edf th\u00e0nh ph\u00e9p th\u1eed c\u1ee7a th\u1ecb tr\u01b0\u1eddng AI.\u00a0 D\u00f9 v\u1eady, Huang \u0111\u01b0\u1ee3c cho l\u00e0 v\u1eabn coi vi\u1ec7c h\u1ed7 tr\u1ee3 t\u00e0i ch\u00ednh cho OpenAI l\u00e0 quan tr\u1ecdng v\u00ec OpenAI l\u00e0 m\u1ed9t trong<\/p>","protected":false},"author":6,"featured_media":935,"comment_status":"open","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"footnotes":""},"categories":[1],"tags":[],"class_list":["post-934","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-uncategorized"],"acf":[],"_links":{"self":[{"href":"https:\/\/ilsiftransmart.com\/vi\/wp-json\/wp\/v2\/posts\/934","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/ilsiftransmart.com\/vi\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/ilsiftransmart.com\/vi\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/ilsiftransmart.com\/vi\/wp-json\/wp\/v2\/users\/6"}],"replies":[{"embeddable":true,"href":"https:\/\/ilsiftransmart.com\/vi\/wp-json\/wp\/v2\/comments?post=934"}],"version-history":[{"count":4,"href":"https:\/\/ilsiftransmart.com\/vi\/wp-json\/wp\/v2\/posts\/934\/revisions"}],"predecessor-version":[{"id":942,"href":"https:\/\/ilsiftransmart.com\/vi\/wp-json\/wp\/v2\/posts\/934\/revisions\/942"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/ilsiftransmart.com\/vi\/wp-json\/wp\/v2\/media\/935"}],"wp:attachment":[{"href":"https:\/\/ilsiftransmart.com\/vi\/wp-json\/wp\/v2\/media?parent=934"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/ilsiftransmart.com\/vi\/wp-json\/wp\/v2\/categories?post=934"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/ilsiftransmart.com\/vi\/wp-json\/wp\/v2\/tags?post=934"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}