国泰海通|海外科技:新算力、新硬件、新应用,OpenAI推动AI产业链狂奔

国泰海通证券研究
Oct 20

报告导读:OpenAI动作频频:再签10GW博通算力订单,布局底层硬件能力;ChatGPT接入沃尔玛、计划推出消费级硬件产品,持续探索更多商业模式。投资建议:维持行业增持评级,推荐AI算力方向、云厂商方向、AI应用方向、AI社交方向。OpenAI再签10GW博通算力订单,布局底层硬件能力。OpenAI与博通计划于2026年推出定制数据中心芯片,部署10 GW由OpenAI设计的AI加速器,计划于...

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