OpenAI转向TPU,这对谷歌、英伟达和亚马逊意味着什么?

华尔街见闻
30 Jun

OpenAI转向谷歌TPU芯片,AI基础设施格局的重要转折点。据追风交易台的消息,摩根士丹利在6月30日的报告中表示,对谷歌而言,这是OpenAI对其AI基础设施能力的重要背书,将推动谷歌云业务增长并巩固其在ASIC生态系统中的领先地位。对英伟达而言,虽然面临产能约束挑战,但仍将保持GPU市场主导地位。对亚马逊而言,OpenAI合作伙伴名单中缺少AWS可能暴露其产能限制和Trainium芯片竞争力...

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