{"id":598948,"date":"2025-10-20T05:59:05","date_gmt":"2025-10-20T12:59:05","guid":{"rendered":"https:\/\/nai500.com\/?p=598948"},"modified":"2025-10-20T05:59:05","modified_gmt":"2025-10-20T12:59:05","slug":"openai-nvda-amd-avgo","status":"publish","type":"post","link":"https:\/\/nai500.com\/zh-hans\/blog\/2025\/10\/openai-nvda-amd-avgo\/","title":{"rendered":"OpenAI \u82af\u7247\u72c2\u8d2d\u8003\u9a8c NVDA\u3001AMD\u3001AVGO\uff1a\u6ce1\u6cab\u8fd8\u662f\u7e41\u8363\uff1f"},"content":{"rendered":"

OpenAI \u5df2\u627f\u8bfa\u8d2d\u4e70\u6765\u81ea Nvidia\u3001AMD \u548c Broadcom \u7684\u8d85\u8fc7 1,000 \u4e07\u679a\u9ad8\u7aef\u5904\u7406\u5668\uff0c\u8fd9\u4e00\u8ba2\u5355\u89c4\u6a21\u5bf9\u5e94\u7ea6 26 \u5409\u74e6\u7684\u7b97\u529b\uff0c\u5c06\u6d88\u8017\u76f8\u5f53\u4e8e\u7ea6 20 \u5ea7\u6838\u7535\u7ad9\u7684\u7535\u529b\u3002\u8be5\u9879\u652f\u51fa\u8fdc\u8d85\u5176\u8425\u6536\u3002\u516c\u53f8\u9884\u8ba1\u4eca\u5e74\u5c06\u4e8f\u635f\u6570\u5341\u4ebf\u7f8e\u5143\u3001\u9500\u552e\u989d\u7ea6 130 \u4ebf\u7f8e\u5143\uff0c\u5e76\u4e14\u76f4\u5230 2029 \u5e74\u624d\u6709\u671b\u5b9e\u73b0\u76c8\u5229\u3002\u8fd9\u4e00\u5dee\u8ddd\u50ac\u751f\u4e86\u65b0\u578b\u878d\u8d44\u65b9\u5f0f\u3002Nvidia \u6b63\u5728\u63a2\u8ba8\u6295\u8d44\u4e0e\u79df\u8d41\u65b9\u6848\u3002AMD \u5219\u63d0\u51fa\u7c7b\u4f3c\u80a1\u6743\u7684\u8ba4\u80a1\u6743\u8bc1\u3002\u6709\u5206\u6790\u5e08\u79f0\u8fd9\u662f\u5faa\u73af\u878d\u8d44\uff1b\u53e6\u4e00\u4f4d\u8b66\u544a\u79f0 CEO Sam Altman \u6709\u80fd\u529b\u6467\u6bc1\u5168\u7403\u7ecf\u6d4e\u6216\u5e26\u6765\u5e94\u8bb8\u4e4b\u5730\u3002\u73b0\u5728\u5e02\u573a\u5fc5\u987b\u4e3a\u8fd9\u4e00\u5dee\u989d\u627f\u62c5\u98ce\u9669\u3002<\/p>\n

OpenAI \u82af\u7247\u8ba2\u5355\u7684\u89c4\u6a21<\/h3>\n

\u6700\u9192\u76ee\u7684\u6570\u5b57\u662f\u529f\u8017\uff1a\u4e0d\u5230\u4e00\u4e2a\u6708\u5185\u63d0\u51fa 26 \u5409\u74e6\u7684 AI \u57fa\u7840\u8bbe\u65bd\u9700\u6c42\u3002\u8fd9\u610f\u5473\u7740\u6765\u81ea Nvidia\u3001AMD \u548c Broadcom \u7684\u8d85\u8fc7 1,000 \u4e07\u679a\u5355\u5143\uff0c\u4ee5\u53ca\u4e0e\u8d85\u5927\u89c4\u6a21\u4e91\u5382\u5546\u6269\u5f20\u76f8\u5ab2\u7f8e\u7684\u6570\u636e\u4e2d\u5fc3\u5efa\u8bbe\u3002\u4f5c\u4e3a\u5bf9\u6bd4\uff0c\u76ee\u524d\u5927\u591a\u6570\u4e91\u533a\u57df\u7684\u5bb9\u91cf\u4ee5\u4e2a\u4f4d\u6570\u5409\u74e6\u8ba1\u3002\u4ec5 OpenAI \u7684\u91c7\u8d2d\u5c31\u4f1a\u5bf9\u96f6\u90e8\u4ef6\u4f9b\u5e94\u3001\u7535\u7f51\u53ca\u6570\u636e\u4e2d\u5fc3\u5efa\u8bbe\u65f6\u5e8f\u9020\u6210\u538b\u529b\uff0c\u4e5f\u8003\u9a8c\u4ee3\u5de5\u5382\u548c\u5148\u8fdb\u5c01\u88c5\u7684\u4ea7\u80fd\u3002\u5373\u4fbf\u662f\u5f53\u4e0b\u6700\u706b\u7684\u82af\u7247\u5382\u5546 Nvidia\uff0c\u8981\u6ee1\u8db3\u8fd9\u4e9b\u8ba2\u5355\u4e5f\u9700\u8981 TSMC \u53ca\u5176\u5408\u4f5c\u4f19\u4f34\u6301\u7eed\u9ad8\u4ea7\u3002\u5bf9\u4e8e AMD \u548c Broadcom \u6765\u8bf4\uff0c\u8fd9\u662f\u5341\u5e74\u4e00\u9047\u7684\u673a\u4f1a\uff0c\u53ef\u4ece Nvidia \u7684\u4e3b\u5bfc\u5806\u6808\u4e2d\u4e89\u53d6\u4efd\u989d\u3002\u5546\u4e1a\u95ee\u9898\u5f88\u7b80\u5355\uff1a\u8c01\u6765\u4e70\u5355\u3001\u4ee5\u4ec0\u4e48\u6761\u6b3e\u3001\u4ee5\u53ca\u591a\u957f\u65f6\u95f4\u540e\u8fd9\u4e9b\u7b97\u529b\u624d\u80fd\u6536\u56de\u6210\u672c\u3002<\/p>\n

\u521b\u65b0\u878d\u8d44\u9047\u4e0a\u5faa\u73af\u98ce\u9669<\/h3>\n

OpenAI \u9884\u8ba1\u4eca\u5e74\u5c06\u4e8f\u635f\u6570\u5341\u4ebf\u7f8e\u5143\uff0c\u5e76\u5df2\u544a\u8bc9\u6295\u8d44\u8005\u5176\u5230\u672c\u4e16\u7eaa\u672b\u624d\u53ef\u80fd\u5b9e\u73b0\u76c8\u4e8f\u5e73\u8861\u3002\u8fd9\u8feb\u4f7f\u5176\u8bbe\u8ba1\u521b\u610f\u7ed3\u6784\u5316\u65b9\u6848\u3002\u5206\u6790\u5e08\u548c\u6295\u8d44\u8005\u6293\u4f4f\u4e86\u4e00\u4e2a\u5faa\u73af\u95ed\u73af\uff1a\u4f9b\u5e94\u5546\u5bf9 OpenAI \u6295\u8d44\uff0cOpenAI \u968f\u540e\u8d2d\u4e70\u8fd9\u4e9b\u4f9b\u5e94\u5546\u7684\u4ea7\u54c1\uff0c\u800c\u4f9b\u5e94\u5546\u5219\u901a\u8fc7\u80a1\u6743\u5347\u503c\u548c\u957f\u671f\u91c7\u8d2d\u534f\u8bae\u6536\u56de\u6295\u5165\u3002\u636e\u77e5\u60c5\u4eba\u58eb\u79f0\uff0cNvidia \u66fe\u63d0\u51fa\u5728\u6570\u5e74\u5185\u6295\u8d44\u9ad8\u8fbe 1,000 \u4ebf\u7f8e\u5143\uff0c\u4e0e\u4e3a OpenAI \u63d0\u4f9b 10 \u5409\u74e6\u4ea7\u80fd\u6302\u94a9\u3002\u540c\u65f6\uff0c\u636e The Information \u62a5\u9053\uff0c\u53cc\u65b9\u4e5f\u8ba8\u8bba\u8fc7\u4e00\u79cd\u82af\u7247\u79df\u8d41\u6a21\u5f0f\uff0c\u5141\u8bb8 OpenAI \u5728\u65e0\u9700\u524d\u671f\u73b0\u91d1\u652f\u4ed8\u7684\u60c5\u51b5\u4e0b\u83b7\u53d6 GPU\u3002\u5728\u9ad8\u5229\u7387\u73af\u5883\u548c\u706b\u70ed\u786c\u4ef6\u5468\u671f\u91cc\uff0c\u8fd9\u4e2a\u65b9\u6848\u9887\u5177\u5438\u5f15\u529b\u3002\u4f46\u98ce\u9669\u540c\u6837\u660e\u663e\uff1a\u5982\u679c AI \u9700\u6c42\u6216\u826f\u7387\u4e0d\u53ca\u9884\u671f\uff0c\u8fd9\u4e2a\u5faa\u73af\u5728\u9519\u8bef\u7684\u65f6\u95f4\u4f1a\u6536\u7d27\u3002<\/p>\n

AMD \u7684\u8ba4\u80a1\u6743\u8bc1\u7b56\u7565\u4e0e 1 \u4e07\u4ebf\u7f8e\u5143\u89e6\u53d1\u70b9<\/h3>\n

AMD \u7684\u505a\u6cd5\u66f4\u4e0d\u5bfb\u5e38\u3002OpenAI \u5df2\u6392\u5b9a\u591a\u5e74\u8ba1\u5212\u90e8\u7f72\u7ea6 6 \u5409\u74e6\u7684 AMD GPU\uff0c\u4f5c\u4e3a\u56de\u62a5\uff0cAMD \u6388\u4e88\u4e86\u53ef\u80fd\u76f8\u5f53\u4e8e\u591a\u8fbe 1.6 \u4ebf\u80a1\u7684\u8ba4\u80a1\u6743\u8bc1\uff0c\u6216\u7ea6 10% \u7684\u80a1\u6743\uff0c\u5f53\u90e8\u7f72\u548c\u91c7\u7528\u91cc\u7a0b\u7891\u8fbe\u6210\u65f6\u9010\u6b65\u751f\u6548\u3002\u6700\u540e\u4e00\u6279\u6743\u8bc1\u7684\u884c\u6743\u53d6\u51b3\u4e8e AMD \u80a1\u4ef7\u8fbe\u5230\u6bcf\u80a1 600 \u7f8e\u5143\uff0c\u5bf9\u5e94\u7ea6 1 \u4e07\u4ebf\u7f8e\u5143\u7684\u5e02\u503c\u3002UBS \u4e00\u4f4d\u5206\u6790\u5e08\u4f30\u8ba1\uff0c\u5982\u679c OpenAI \u6301\u6709\u81f3\u6700\u7ec8\u5f52\u5c5e\u4e14\u4ef7\u683c\u76ee\u6807\u8fbe\u6210\uff0c\u4ec5\u8be5\u6301\u80a1\u4ef7\u503c\u5c31\u53ef\u80fd\u7ea6\u4e3a 1,000 \u4ebf\u7f8e\u5143\u3002\u90a3\u5c06\u5b9e\u8d28\u4e0a\u8ba9 AMD \u81ea\u8eab\u7684\u80a1\u4ef7\u4e0a\u6da8\u8865\u8d34 OpenAI \u7684\u786c\u4ef6\u8d26\u5355\u3002\u5bf9\u4e8e AMD \u6765\u8bf4\uff0c\u8fd9\u662f\u806a\u660e\u7684\u671f\u6743\u5316\u7b56\u7565\uff0c\u4e00\u65b9\u9762\u4e89\u53d6\u4e0e Nvidia \u5728\u53d9\u4e8b\u4e0a\u7684\u5bf9\u7b49\uff0c\u53e6\u4e00\u65b9\u9762\u4e3a OpenAI \u63d0\u4f9b\u878d\u8d44\u9600\u95e8\u3002\u8fd9\u4e5f\u662f\u5bf9\u4e24\u5bb6\u516c\u53f8\u5728\u7845\u7247\u3001\u8f6f\u4ef6\u53ca\u5ba2\u6237\u91c7\u7eb3\u65b9\u9762\u6267\u884c\u529b\u7684\u62bc\u6ce8\u3002<\/p>\n

Nvidia \u7684\u6295\u8d44\u4e0e\u82af\u7247\u79df\u8d41\u53d8\u594f<\/h3>\n

\u5bf9 Nvidia \u800c\u8a00\uff0c\u6295\u8d44 OpenAI \u5e76\u63d0\u4f9b\u82af\u7247\u79df\u8d41\u53ef\u4ee5\u5728\u4e0d\u538b\u57ae\u5ba2\u6237\u9884\u7b97\u7684\u60c5\u51b5\u4e0b\u4fdd\u6301\u51fa\u8d27\u901f\u5ea6\u3002\u79df\u8d41\u5141\u8bb8\u66f4\u5feb\u90e8\u7f72\u4e0e\u66f4\u5e73\u6ed1\u7684\u73b0\u91d1\u6d41\uff0c\u5e76\u6709\u52a9\u4e8e Nvidia \u5728\u9876\u7ea7\u4e70\u5bb6\u4e4b\u95f4\u7ba1\u7406\u914d\u7ed9\uff0c\u800c\u4e0d\u8feb\u4f7f\u4e70\u5bb6\u7acb\u5373\u8fdb\u884c\u8d44\u672c\u5f00\u652f\u3002\u4f46\u79df\u8d41\u5728\u4e00\u5b9a\u7a0b\u5ea6\u4e0a\u5c06 Nvidia \u4ece\u8bbe\u5907\u4f9b\u5e94\u5546\u8f6c\u53d8\u4e3a\u627f\u53d7\u4e45\u671f\u98ce\u9669\u7684\u8d44\u672c\u63d0\u4f9b\u8005\u3002\u5f53\u82af\u7247\u9500\u552e\u53d8\u4e3a\u957f\u671f\u79df\u8d41\u5e76\u7531\u6b8b\u503c\u4e0e\u5bf9\u624b\u65b9\u62c5\u4fdd\u65f6\uff0c\u5229\u6da6\u7387\u3001\u4f1a\u8ba1\u5904\u7406\u548c\u76d1\u7ba1\u5ba1\u67e5\u90fd\u4f1a\u53d1\u751f\u53d8\u5316\u3002\u5982\u679c OpenAI \u540e\u7eed\u653e\u7f13\u91c7\u8d2d\u3001\u5ef6\u8fdf\u90e8\u7f72\u6216\u8f6c\u5411\u5b9a\u5236\u7845\uff0cNvidia \u5c06\u627f\u62c5\u6bd4\u4f20\u7edf\u51fa\u552e\u66f4\u591a\u7684\u8d44\u4ea7\u8d1f\u503a\u8868\u98ce\u9669\u3002\u5982\u679c\u66f4\u5e7f\u6cdb\u7684 AI \u9700\u6c42\u66f2\u7ebf\u7ad9\u5f97\u4f4f\u811a\u4e14\u4e8c\u7ea7\u5e02\u573a\u80fd\u6d88\u5316\u5df2\u7528\u52a0\u901f\u5668\uff0c\u8fd9\u79cd\u5b89\u6392\u662f\u53ef\u7ba1\u7406\u7684\uff1b\u82e5\u5347\u7ea7\u8282\u594f\u653e\u7f13\u6216\u8f6f\u4ef6\u6808\u5c06\u8001\u65e7\u786c\u4ef6\u5f03\u7f6e\uff0c\u8fd9\u5c06\u5341\u5206\u75db\u82e6\u3002<\/p>\n

\u8d44\u4ea7\u8d1f\u503a\u8868\u95ee\u9898\u4e0e\u4ee5\u82af\u7247\u4f5c\u62c5\u4fdd<\/h3>\n

\u5373\u4fbf\u4ee5 5,000 \u4ebf\u7f8e\u5143\u7684\u79c1\u4eba\u4f30\u503c\u8ba1\u7b97\uff0c\u51fa\u552e\u80a1\u6743\u4e5f\u4e0d\u8db3\u4ee5\u5b8c\u5168\u8d44\u52a9\u8fd9\u4e00\u5efa\u8bbe\u3002D.A. Davidson \u7684 Gil Luria \u4f30\u7b97 OpenAI \u9700\u8981\u6570\u5343\u4ebf\u7f8e\u5143\u6765\u5c65\u884c\u5f53\u524d\u4e49\u52a1\u3002\u8fd9\u5c06\u63a8\u52a8\u501f\u8d37\u9700\u6c42\u3002\u6295\u8d44\u8005\u63d0\u51fa\u7684\u4e00\u4e2a\u9014\u5f84\u662f\u5c06\u82af\u7247\u4f5c\u4e3a\u62b5\u62bc\u3002\u5728 H100 \u53ca\u5176\u540e\u7ee7\u4ea7\u54c1\u5728\u9ad8\u4ef7\u4f4d\u6210\u4ea4\u4e14\u5b58\u5728\u7b49\u5f85\u540d\u5355\u7684\u4e16\u754c\u91cc\uff0c\u8d37\u6b3e\u65b9\u53ef\u80fd\u63a5\u53d7\u52a0\u901f\u5668\u4f5c\u4e3a\u62c5\u4fdd\u3002\u6761\u6b3e\u5c06\u53d6\u51b3\u4e8e\u6298\u65e7\u66f2\u7ebf\u3001\u56fa\u4ef6\u9501\u5b9a\u4e0e\u4e8c\u7ea7\u9700\u6c42\u3002\u53e6\u4e00\u4e2a\u6760\u6746\u662f\u6765\u81ea\u951a\u5b9a\u5ba2\u6237\u7684\u9884\u4ed8\u6b3e\u3002\u5982\u679c\u4f01\u4e1a\u4e70\u5bb6\u627f\u8bfa\u591a\u5e74 AI \u5bb9\u91cf\uff0cOpenAI \u53ef\u4ee5\u5c06\u8fd9\u4e9b\u5408\u540c\u8bc1\u5238\u5316\u3002\u6bcf\u6761\u8def\u5f84\u90fd\u5e26\u6709\u6267\u884c\u98ce\u9669\u3002\u516c\u53f8\u4e5f\u7f3a\u4e4f Google \u548c Meta \u90a3\u6837\u7684\u975e AI \u5e7f\u544a\u73b0\u91d1\u673a\u5668\u6765\u81ea\u6211\u878d\u8d44\u3002\u6ca1\u6709\u8fd9\u79cd\u5185\u90e8\u98de\u8f6e\uff0cOpenAI \u5fc5\u987b\u8bf4\u670d\u8d44\u672c\u5e02\u573a\u5176\u4f7f\u7528\u589e\u957f\u80fd\u8f6c\u5316\u4e3a\u6301\u4e45\u73b0\u91d1\u6d41\u3002<\/p>\n

\u4f9b\u5e94\u5546\u4e3a\u4f55\u613f\u610f\u914d\u5408 NVDA\u3001AMD\u3001AVGO<\/h3>\n

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