【券商聚焦】国泰海通:以英伟达为代表的科技企业加快产业链闭环 带动AI基础设施建设及相关设备投资机会

金吾资讯
Sep 29

金吾财讯 | 国泰海通发研报指,英伟达宣布投资OpenAI、与阿里巴巴开展合作,打开AI类设备投资机遇。上周英伟达陆续发布重大合作协议,一方面,英伟达宣布对OpenAI最高1000亿美元的投资计划,OpenAI将利用英伟达系统建设并部署至少10GW的人工智能(AI)数据中心,用于训练和运行下一代模型,根据英伟达CEO黄仁勋采访,10GW相当于400万-500万块GPU,约等于英伟达今年的出货总量,...

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