傳聞Arm將為OpenAI定製服務器CPU

芯智訊

2025/10/16

10月15日消息，據外媒The Information報導，Arm正在設計一款服務器級CPU，作為AI" target="_blank">OpenAI 下一代AI 機架的核心，這可能是Arm 迄今進入數據中心市場的最大步伐之一。報道稱，這是OpenAI和博通合作開發定製AI加速器部署10吉瓦（GW）規模的數據中心計劃的一部分。這款服務器處理器將會與OpenAI自研的AI芯片配合，部署到其數據中心...

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href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251016091017a6bc16c8&s=b\">網頁鏈接</a>\n\n</div>\n\n<div class=\"bt-text\">\n\n\n<p> 來源：<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251016091017a6bc16c8&s=b\">芯智訊</a></p>\n<p>為提升您的閱讀體驗，我們對本頁面進行了排版優化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"BK4543","symbol_name":"AI","start_time":0,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251016091017a6bc16c8&s=b","article_id":"2575769763","we_media_id":null,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251016091017a6bc16c8&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, 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Information報導，Arm正在設計一款服務器級CPU，作為AI\" target=\"_blank\">OpenAI 下一代AI 機架的核心，這可能是Arm 迄今進入數據中心市場的最大步伐之一。報道稱，這是OpenAI和博通合作開發定製AI加速器部署10吉瓦（GW）規模的數據中心計劃的一部分。這款服務器處理器將會與OpenAI自研的AI芯片配合，部署到其數據中心當中。根據規劃，OpenAI的自研AI芯片主要面向推理，博通已經協助開發了18個月，將於2026年下半年量產，並在2026至2029年間擴展至約10GW的運算能力。預計，配套的CPU也將會在同一時間準備就緒。目前，Arm 的角色不僅是提供構架藍圖和IP，該公司最近還開始計劃自研CPU，而不僅是授權核心IP 給合作伙伴。知情人士透露，OpenAI 可能不僅在與博通合作的AI芯片搭配使用Arm設計的CPU，也可能與英偉達和AMD的AI芯片搭配使用。通過與OpenAI 合作，Arm通過這個CPU 計劃的潛在營收有望達數十億美元，這對於持有近90% Arm 股權並以股權大量舉債的軟銀來説，這將是個利好。同時，軟銀也承諾投資數百億美元於OpenAI 數據中心建設，併購買其AI 技術，這也有助於以加速Arm自研CPU的市場開拓。結合此前與英偉達和AMD 的協議，OpenAI 的採購芯片計劃能支持的數據中心容量接近30GW，再加上OpenAI 自研芯片，將使該公司的總投資可能超過1萬億美元。","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,"symbols":[],"gpt_button":0,"need_auth":false,"code":"91000000","status":"200"}}}