Sora将入驻ChatGPT，英伟达押注开源模型，AI融资杠杆风险升温，GTC聚焦具身与推理

1) OpenAI：据报将把Sora接入ChatGPT，通用助手加速走向原生多模态生产。 2) 英伟达GTC 2026：议程聚焦physical AI、AI factories与推理部署，竞争转向系统落地能力。 3) 路透Breakingviews：四大科技公司年内约6500亿美元AI开支，头部模型融资波动将外溢至数据中心与信贷链。 4) 英伟达：未来五年拟投约260亿美元建设开源权重模型并发布Nemotron 3 Super，芯片厂商向模型平台上移。 5) OpenAI：年化收入据报超250亿美元，企业端从试点走向规模化交付。进展更新：【更新】微软提交法庭之友意见支持Anthropic暂缓被执行“供应链风险”认定，政务AI采购争议持续司法化。前往小宇宙评论区与主播互动

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Sora将入驻ChatGPT，英伟达押注开源模型，AI融资杠杆风险升温，GTC聚焦具身与推理

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