前瞻|如何看待Open AI与英伟达 、AMD的合作?

中信证券研究
Oct 14

文|陈俊云 高飞翔 许英博从Open AI和产业链公司的合作进展来看,公司近2个月积极与AI产业链上下游建立合作关系,进而助力公司后续获得稳定的计算资源、提高模型能力。我们认为:Open AI与英伟达和AMD“采购合同+股权”的合作模式,有利于整个AI生态的闭环,进而有利于整个AI行业的发展,对后续硬件半导体板块的EPS形成支撑。建议关注:商用GPU、ASIC、以太网、存储、先进制程等领域的投资...

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