OpenAI 联手英伟达等巨头布局 AI 基础设施季度净亏损或突破 120 亿美元

牛透社

2025/11/03

牛透社 2025 年 11 月 3 日消息，人工智能研究机构 OpenAI 先后与芯片巨头英伟达、半导体制造商博通及云计算龙头甲骨文达成战略合作，旨在构建人工智能基础设施。OpenAI 首席执行官山姆·奥特曼在播客访谈中表示实际营收远超披露的 130 亿美元，但预警亏损态势将持续。微软最新财报显示其因投资 OpenAI 导致净利润减少 31 亿美元，按 27% 持股比例推算，分析师认为 ...

网页链接

免责声明：投资有风险，本文并非投资建议，以上内容不应被视为任何金融产品的购买或出售要约、建议或邀请，作者或其他用户的任何相关讨论、评论或帖子也不应被视为此类内容。本文仅供一般参考，不考虑您的个人投资目标、财务状况或需求。TTM对信息的准确性和完整性不承担任何责任或保证，投资者应自行研究并在投资前寻求专业建议。

热议股票

{"basename":"/hans","ssrTDKData":{"titleTemplate":"%s - 老虎证券","title":"老虎证券全球投资理财平台| 一站式投资美股新股港股A股","description":"老虎证券助您一站式投资美股，新股，港股，A股等全球金融理财产品。新加坡华人最信赖的在线投资平台，现在加入即享低费用，24/5 无时差炒美股投资理财！","keywords":"老虎证券,老虎证券开户,老虎券商,老虎证券官网,老虎证券app,tigertrade老虎证券,股票,炒股,新加坡股票交易平台,投资,投资理财","social":{"ogDescription":"老虎证券助您一站式投资美股，新股，港股，A股等全球金融理财产品。新加坡华人最信赖的在线投资平台，现在加入即享低费用，24/5 无时差炒美股投资理财！","ogImage":"https://c1.itigergrowtha.com/portal5/static/media/og-logo.be62fbe1.png","ogUrl":"https://www.itiger.com/hans/news/2580410257"},"companyName":"老虎证券"},"pageData":{"isMobile":false,"isTiger":false,"isTTM":true,"region":"SGP","license":"TBSG","edition":"fundamental"},"isCrawlerRequest":true,"__swrFallback__":{"@#url:\"https://stock-news.skytigris.cn/v3/news\",params:#id:\"2580410257\",edition:\"fundamental\",auth_exemption:1,,,undefined,":{"share":"https://ttm.financial/m/news/2580410257?lang=zh_CN&edition=fundamental","thumbnail":"","is_english":false,"pubTime":"2025-11-03 12:06","share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","id":"2580410257","market":"us","top_or_hot":-1,"title":"OpenAI 联手英伟达等巨头布局 AI 基础设施 季度净亏损或突破 120 亿美元","media":"牛透社","content":"<div>\n<p>牛透社 2025 年 11 月 3 日消息，人工智能研究机构 OpenAI 先后与芯片巨头英伟达、半导体制造商博通及云计算龙头甲骨文达成战略合作，旨在构建人工智能基础设施。OpenAI 首席执行官山姆·奥特曼在播客访谈中表示实际营收远超披露的 130 亿美元，但预警亏损态势将持续。微软最新财报显示其因投资 OpenAI 导致净利润减少 31 亿美元，按 27% 持股比例推算，分析师认为 ...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251103124326a484303f&s=b\">网页链接</a>\n\n</div>\n","source":"tencent","html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>OpenAI 联手英伟达等巨头布局 AI 基础设施 季度净亏损或突破 120 亿美元</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nOpenAI 联手英伟达等巨头布局 AI 基础设施 季度净亏损或突破 120 亿美元\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-11-03 12:06 北京时间&nbsp;&nbsp;&nbsp;<a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251103124326a484303f&s=b><strong>牛透社</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>牛透社 2025 年 11 月 3 日消息，人工智能研究机构 OpenAI 先后与芯片巨头英伟达、半导体制造商博通及云计算龙头甲骨文达成战略合作，旨在构建人工智能基础设施。OpenAI 首席执行官山姆·奥特曼在播客访谈中表示实际营收远超披露的 130 亿美元，但预警亏损态势将持续。微软最新财报显示其因投资 OpenAI 导致净利润减少 31 亿美元，按 27% 持股比例推算，分析师认为 ...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251103124326a484303f&s=b\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"LU0882574139.USD","symbol_name":"富达环球消费行业基金A ACC","start_time":0,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251103124326a484303f&s=b","article_id":"2580410257","we_media_id":null,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251103124326a484303f&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, .wx-sou","directOrigin":true},"url":"https://stock-news.laohu8.com/highlight/detail?id=2580410257","pubTimestamp":1762142760,"columns":[],"sourceInfo":{"source_id":"tencent","name":"腾讯"},"weMediaInfo":null,"summary":"牛透社 2025 年 11 月 3 日消息，人工智能研究机构 OpenAI 先后与芯片巨头英伟达、半导体制造商博通及云计算龙头甲骨文达成战略合作，旨在构建人工智能基础设施。OpenAI 首席执行官山姆·奥特曼在播客访谈中表示实际营收远超披露的 130 亿美元，但预警亏损态势将持续。微软最新财报显示其因投资 OpenAI 导致净利润减少 31 亿美元，按 27% 持股比例推算，分析师认为 OpenAI 当季净亏损约 115 亿美元，考虑税务因素后或突破 120 亿美元。","collect":0,"end_time":0,"defaultTopTitle":"qq.com","property":[],"viewcount":null,"language":"zh","relate_stocks":{"LU0882574139.USD":"富达环球消费行业基金A ACC","LU2452424414.USD":"BGF ESG MULTI-ASSET \"A10\" (USDHDG) INC","LU2054465674.USD":"UBS (LUX) KEY SELEC SICAV DIGITAL TRANSFORMATION T \"P\" (USD) ACC","LU2471134879.HKD":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (HKD) INC","HK0000320223.HKD":"TAIKANG KAITAI CHINA NEW OPPORTUNITIES FUND \"A\" (HKD) ACC","3NVD.UK":"LS 3X NVIDIA","LU2361044949.HKD":"WELLINGTON US QUALITY GROWTH \"A\" (HKD) ACC","NVDU":"2倍做多NVDA ETF-Direxion","LU2265009873.SGD":"Eastspring Investments - Global Growth Equity AS SGD-H","LU1923622291.USD":"Natixis Thematics Safety R/A USD","NVD":"2倍做空NVDA ETF-GraniteShares","LU0096364046.USD":"CT (LUX) I AMERICAN \"DU\" (USD) ACC","IE00B1BXHZ80.USD":"Legg Mason ClearBridge - US Appreciation A Acc USD","IE0034235295.USD":"PINEBRIDGE GLOBAL DYNAMIC ASSET ALLOCATION \"A\" (USD) ACC","LU0820562030.AUD":"ALLIANZ INCOME AND GROWTH \"AMH2\" (AUDHDG) H2 INC","2NVD.UK":"2X NVIDIA ETP","HK0000306685.HKD":"TAIKANG KAITAI CHINA NEW OPPORTUNITIES FUND \"A\" (HKD) INC","NVDD":"1倍做空NVDA ETF-Direxion","IE0005OL40V9.USD":"JANUS HENDERSON BALANCED \"A6M\" (USD) INC","LU1935043536.SGD":"MANULIFE GF GLOBAL MULTI-ASSET DIVERSIFIED INCOME \"AA\" (SGDHDG) INC A","SNVD.UK":"LS -1X NVIDIA","LU0345770308.USD":"NINETY ONE GSF GLOBAL STRATEGIC EQUITY \"A\" (USD) ACC","LU1983260115.SGD":"Janus Henderson Horizon Global Sustainable Equity A2 SGD-H","NVDS":"1.5倍做空NVDA ETF-Tradr","LU0345768740.USD":"NINETY ONE GSF GLOBAL STRATEGIC MANAGED \"A\" (USD) INC","BK4567":"ESG概念","LU1496350502.SGD":"FRANKLIN DIVERSIFIED DYNAMIC \"A\" (SGDHDG) ACC","LU2087625088.SGD":"ALLSPRING  US ALL CAP GROWTH \"A\" (SGDHDG) ACC","IE0034235188.USD":"PINEBRIDGE GLOBAL FOCUS EQUITY \"A\" (USD) ACC","IE00BJLML261.HKD":"HSBC GLOBAL EQUITY INDEX \"HCH\" (HKD) ACC","LU2746668974.SGD":"MANULIFE DYNAMIC LEADERS \"AA\" (SGDHDG) ACC","LU1720051108.HKD":"ALLIANZ GLOBAL ARTIFICIAL INTELLIGENCE \"AT\" (HKD) ACC","LU2458330169.SGD":"FRANKLIN SHARIAH TECHNOLOGY \"A\" (SGD) ACC","LU2125909247.SGD":"Natixis Thematics Meta H-R/A SGD","IE0004445239.USD":"JANUS HENDERSON US FORTY \"A2\" (USD) ACC","NVD2.UK":"2X NVIDIA ETP","SG9999015358.SGD":"United Income Focus Trust Dis SGD-H","LU0061475181.USD":"THREADNEEDLE (LUX) AMERICAN \"AU\" (USD) ACC","NVDY":"NVDA期权收益策略ETF-YieldMax","NVDA":"英伟达","LU0170899867.USD":"EASTSPRING INVESTMENTS WORLD VALUE EQUITY  \"A\" (USD) ACC","LU2065171402.SGD":"M&G (LUX) GLOBAL MAXIMA \"A\" (SGD) INC","NVIW.SI":"NVDA 3xLongSG261006","LU1718418525.SGD":"JPMorgan Investment Funds - Global Select Equity A (acc) SGD","NVD3.UK":"LS 3X NVIDIA","NVDX":"2倍做多NVDA ETF-T-Rex","LU0072462426.USD":"贝莱德全球配置 A2","IE0034235303.USD":"PINEBRIDGE US RESEARCH ENHANCED CORE EQUITY \"A\" (USD) ACC","NVDS.UK":"LS -1X NVIDIA"},"translate_title":"OpenAI joins forces with giants such as Nvidia to deploy AI infrastructure, quarterly net loss may exceed US $12 billion","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"NVD2.UK":0.6,"NVD3.UK":0.6,"NVDA":1.5,"SNVD.UK":0.6,"NVD":0.6,"3NVD.UK":0.6,"2NVD.UK":0.6,"NVIW.SI":0.6,"NVDD":0.6,"NVDS":0.6,"NVDS.UK":0.6,"NVDU":0.6,"NVDX":0.6,"NVDY":0.6},"content_text":"牛透社 2025 年 11 月 3 日消息，人工智能研究机构 OpenAI 先后与芯片巨头英伟达、半导体制造商博通及云计算龙头甲骨文达成战略合作，旨在构建人工智能基础设施。OpenAI 首席执行官山姆·奥特曼在播客访谈中表示实际营收远超披露的 130 亿美元，但预警亏损态势将持续。微软最新财报显示其因投资 OpenAI 导致净利润减少 31 亿美元，按 27% 持股比例推算，分析师认为 OpenAI 当季净亏损约 115 亿美元，考虑税务因素后或突破 120 亿美元。","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"-1","news_tag":"corporation","news_rank":0,"isVideo":false,"video":null,"symbols":[],"gpt_button":0,"need_auth":false,"code":"91000000","status":"200"}}}

OpenAI 联手英伟达等巨头布局 AI 基础设施 季度净亏损或突破 120 亿美元

热议股票

OpenAI 联手英伟达等巨头布局 AI 基础设施季度净亏损或突破 120 亿美元