OpenAI在博通下订百亿美元新AI自研芯片大单,加上Google自家张量处理器(TPU)急起直追,已弭平落后英伟达的差距,两大巨头冲刺ASIC服务器攻AI基建,鸿海左右逢源,不仅在英伟达GPU AI服务器代工夺得最大份额,OpenAI、Google自研芯片量能大开,鸿海同步大咬ASIC服务器代工大单。鸿海(2317)内部已订下今年AI服务器相关营收突破兆元的目标,预期每一次AI服务器机柜迭代,...
Source LinkOpenAI在博通下订百亿美元新AI自研芯片大单,加上Google自家张量处理器(TPU)急起直追,已弭平落后英伟达的差距,两大巨头冲刺ASIC服务器攻AI基建,鸿海左右逢源,不仅在英伟达GPU AI服务器代工夺得最大份额,OpenAI、Google自研芯片量能大开,鸿海同步大咬ASIC服务器代工大单。鸿海(2317)内部已订下今年AI服务器相关营收突破兆元的目标,预期每一次AI服务器机柜迭代,...
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