人物

Sam Altman

基本信息

在素材中的出现

黄仁勋对 OpenAI / Sam Altman 的评价

"I think that OpenAI is likely going to be the next multi-trillion dollar hyperscale company. The opportunity to invest before they get there—this is some of the smartest investments we can possibly imagine."

"我认为 OpenAI 很可能是下一个市值数万亿美元的超大规模云公司。能在他们到达那里之前投进去，这是我能想象到的最聪明的投资之一。"
——2025-09 BG2 Pod - OpenAI 与算力未来

"OpenAI is a once-in-a-century kind of company. We're so happy to have partnered with them since the very first day."

"OpenAI 是一家百年一遇的公司，我们非常高兴能够从他们成立的第一天就开始合作。"
——2026-Q4 NVIDIA FY26 财报

"My only regret is that they invited us to invest early on—we were so poor, we didn't invest enough. I should have given all my money."

"我唯一的遗憾是，他们当年很早就邀请我们投资——我们那时候太穷了，没投够。我应该把我所有的钱都给他们的。"
——2025-09 BG2 Pod - OpenAI 与算力未来

Stargate：4000 亿美元的"两个指数叠加"

2025-09 BG2 Pod - OpenAI 与算力未来 里黄仁勋第一次系统讲清楚为什么 NVIDIA 要给 OpenAI 投 1000 亿美元、合作建 10 GW 算力：

"They're going through two exponentials. The first exponential is the number of customers is growing exponentially because the AI is getting better. The second exponential is the computational exponential of every use—instead of just one-shot inference, it's now thinking before it answers. These two exponentials compounding their compute requirements."
——2025-09 BG2 Pod - OpenAI 与算力未来

"Ten gigawatts is like $400 billion. And that $400 billion will have to be largely funded by their offtake—their revenues, which is growing exponentially."
——2025-09 BG2 Pod - OpenAI 与算力未来

关联概念

备注

值得注意的是：18 篇素材里，黄仁勋几乎从不直接念 "Sam" 这个名字。他更习惯用"OpenAI"作为机构来谈。但在 2025-09 BG2 Pod - OpenAI 与算力未来 里他举出的"直签 CEO 关系"清单——"Elon 和 X、Zuck 和 Meta、Sundar 和 Google、Satya 和 Azure"——明显地暗示了第五条："Sam 和 OpenAI"也是同一类直签关系。Stargate 的合作正是这种"双方 CEO 直签"的具体形态。

注：本知识库 18 篇素材中，黄仁勋很少直接对 Sam Altman 个人做评价，他几乎总是用 OpenAI 作为机构来谈。本卡片所有引用都是关于 OpenAI 这个机构的——但因为 Sam 是 OpenAI CEO，且 Stargate 这种规模的合作必然是 CEO 直签关系，可以视为对他间接的高度认可。