AI芯片:两种赌注,一个棋局

半导体产业纵横
Oct 12

算力棋局的落子声,正穿透2025年AI产业的喧嚣。近日,两大芯片巨头相继与头部AI企业敲定亿级算力订单,一个以技术霸权抢占增量赛道,一个凭股权绑定撕开突破缺口,两种截然不同的赌注,正将全球AI芯片的核心棋局,下得愈发清晰且激烈。01AI芯片龙头,两种赌注9月,英伟达与OpenAI宣布双方达成一项战略合作伙伴关系:OpenAI将部署至少10GW(10吉瓦,即1000万千瓦)的英伟达系统,包含数百万颗...

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