博通获OpenAI 10GW定制芯片大单,AI芯片三巨头格局正式成型?

美港股观察社
Oct 15

作者:JR Research编译:美港股观察社OpenAI(可以说)正成为人工智能半导体价值链中最具影响力的客户。仅在过去一个多月里,它就与英伟达签署了10GW的合作协议,同时还获得了英伟达CEO黄仁勋提出的1000亿美元OpenAI投资意向书。随后,这家人工智能初创公司迅速与AMD达成合作,新增6GW算力产能,同时还获得了最多1.6亿股AMD股票的认购权。紧接着在周一,OpenAI又敲定了另一笔...

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