通信周观点:OPENAI持续扩大合作范围 加速算力投入

国金证券
Oct 19, 2025

通信周观点:1)海外链看,OpenAI 持续扩大合作范围,加速算力投入。A)OpenAI 与博通合作推进10GW 定制AI 加速器部署,目标于2026 年下半年启动,2029 年底完成。B)与软银Arm 共研定制 CPU,构建完整 AI 芯片堆栈。C)Agent 功能整合进salesforce。将 Agent 功能及 ChatGPT 等模型整合进 Salesforce 的 Agentforce ...

Source Link

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Most Discussed

  1. 1
     
     
     
     
  2. 2
     
     
     
     
  3. 3
     
     
     
     
  4. 4
     
     
     
     
  5. 5
     
     
     
     
  6. 6
     
     
     
     
  7. 7
     
     
     
     
  8. 8
     
     
     
     
  9. 9
     
     
     
     
  10. 10