通信行业研究:甲骨文与OpenAI签订算力大单,北美AI投资持续景气

国金证券
Jul 06

(以下内容从国金证券《通信行业研究:甲骨文与OpenAI签订算力大单,北美AI投资持续景气》研报附件原文摘录)通信周观点:1)甲骨文Oracle将为OpenAI提供4.5GW算力资源,以支持“星际之门”计划。OpenAI已与甲骨文达成协议,将以每年约300亿美元的价格租赁4.5GW算力资源,相当于美国目前运营数据中心容量的四分之一左右,这将成为人工智能领域迄今规模最大的云计算协议之?。我们认为海外...

Source Link

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Most Discussed

  1. 1
     
     
     
     
  2. 2
     
     
     
     
  3. 3
     
     
     
     
  4. 4
     
     
     
     
  5. 5
     
     
     
     
  6. 6
     
     
     
     
  7. 7
     
     
     
     
  8. 8
     
     
     
     
  9. 9
     
     
     
     
  10. 10