投钱变担保！看懂黄仁勋资金转圈背后的底层逻辑

from Marisa Wu · AI Strategy · host Marisa Wu

英伟达在跟OpenAI谈2500亿美元担保，不算投资，却买的还是英伟达芯片。同时Anthropic据称签了Nvidia参投公司的百亿合同目前还没完全证实——而它上个月是唯一拒签开放模型联名信、理由是安全的头部实验室。讲安全最响的公司，离英伟达资本网络一点都不远。 This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit ngmarisa.substack.com

Episode metadata supplied by the publisher feed · Published Aug 9, 2026

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投钱变担保！看懂黄仁勋资金转圈背后的底层逻辑

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