{"id":596333,"date":"2025-10-02T12:29:32","date_gmt":"2025-10-02T19:29:32","guid":{"rendered":"https:\/\/nai500.com\/?p=596333"},"modified":"2025-10-02T12:29:32","modified_gmt":"2025-10-02T19:29:32","slug":"openai-stargate","status":"publish","type":"post","link":"https:\/\/nai500.com\/zh-hant\/blog\/2025\/10\/openai-stargate\/","title":{"rendered":"OpenAI \u7684 Stargate \u63d0\u632f\u97d3\u570b\u6676\u7247\uff0c\u63a8\u52d5\u96fb\u529b\u9700\u6c42"},"content":{"rendered":"

OpenAI \u5728\u97d3\u570b\u7684\u65b0\u5408\u4f5c\u6848\u6700\u5148\u7531\u97d3\u65e5\u5a92\u9ad4\u5831\u5c0e\uff0c\u8a9e\u6c23\u76f4\u767d\uff1a\u8a18\u61b6\u9ad4\u662f\u74f6\u9838\uff0c\u97d3\u570b\u662f\u89e3\u65b9\u3002\u4e2d\u592e\u65e5\u5831\u5c07 SK \u96c6\u5718\u7684\u8aaa\u6cd5\u6846\u5b9a\u70ba\u9700\u6c42\u885d\u64ca\uff0c\u5f15\u7528\u5167\u90e8\u9810\u6e2c\u300c\uc624\ud508AI\uc758 DRAM \uc6e8\uc774\ud37c \uc218\uc694\ub294 \uc6d4 90\ub9cc\uc7a5\u300d\uff08OpenAI \u7684 DRAM \u6676\u5713\u9700\u6c42\u70ba\u6bcf\u6708 90 \u842c\u7247\uff09\uff0c\u4e26\u88dc\u5145\u9019\u662f\u300c\ud604 HBM \uc0dd\uc0b0\ub2a5\ub825\uc758 \ub450 \ubc30 \uc774\uc0c1\u300d\uff08\u8d85\u904e\u73fe\u6709 HBM \u7522\u80fd\u7684\u5169\u500d\u4ee5\u4e0a\uff09\u3002\u671d\u65e5\u65b0\u805e\u5247\u6307\u51fa Samsung \u548c SK Hynix\u300c\u899a\u66f8\u306b\u7f72\u540d\u3057\u305f\u300d\uff08\u7c3d\u7f72\u4e86\u8ad2\u89e3\u5099\u5fd8\u9304\uff09\uff0c\u63d0\u9192\u8b80\u8005\u9019\u4e9b\u662f\u975e\u7d04\u675f\u6027\u7684\uff0c\u4f46\u8868\u660e\u610f\u5411\u4e26\u63d0\u4f9b\u653f\u6cbb\u906e\u853d\u3002\u97d3\u570b\u79d1\u5b78\u8207 ICT \u90e8\u9580\u5c0d\u5730\u7406\u4f4d\u7f6e\u8aaa\u5f97\u5f88\u6e05\u695a\uff1a\u300c\uc218\ub3c4\uad8c \uc678 \ub300\uaddc\ubaa8 AI \ub370\uc774\ud130\uc13c\ud130 \uc785\uc9c0 \uac80\ud1a0\u300d\uff08\u8a55\u4f30\u5728\u9996\u723e\u90fd\u6703\u5708\u5916\u8a2d\u7f6e\u5927\u898f\u6a21 AI \u8cc7\u6599\u4e2d\u5fc3\uff09\u3002\u5730\u65b9\u5a92\u9ad4\u628a\u9019\u8996\u70ba\u5de5\u696d\u653f\u7b56\u6642\u523b\uff0c\u800c\u4e0d\u50c5\u50c5\u662f\u79d1\u6280\u4ea4\u6613\u3002<\/p>\n

\u4e9e\u6d32\u5e02\u5834\u53cd\u61c9<\/h3>\n

\u9996\u723e\u4ee5\u80a1\u50f9\u5c55\u73fe\u7aef\u502a\u3002SK Hynix \u98c6\u5347\u8fd1 10% \u6536\u65bc\u6b77\u53f2\u65b0\u9ad8\uff0cSamsung Electronics \u4e0a\u6f32\u7d04 3.5% \u4f86\u5230\u56db\u5e74\u9ad8\u9ede\u3002\u5728 KOSPI \u6307\u6578\u4e0a\uff0c\u534a\u5c0e\u9ad4\u8207\u8a2d\u5099\u677f\u584a\u9818\u6f32\uff1b\u8207\u8cc7\u6599\u4e2d\u5fc3\u5efa\u8a2d\u8207\u96fb\u529b\u57fa\u790e\u8a2d\u65bd\u76f8\u95dc\u7684\u500b\u80a1\u53d7\u5230\u8ffd\u6367\uff0c\u5305\u62ec Samsung C&T \u4ee5\u53ca\u56e0\u6d6e\u52d5\u8cc7\u6599\u4e2d\u5fc3\u8a71\u984c\u800c\u53d7\u77da\u76ee\u7684\u9020\u8239\u5ee0\u3002\u96fb\u4fe1\u696d\u56e0\u9810\u671f AI \u4f01\u696d\u5347\u7d1a\u92b7\u552e\u800c\u8868\u73fe\u512a\u65bc\u5927\u76e4\u3002\u5916\u8cc7\u8ffd\u9010\u5927\u578b\u79d1\u6280\u80a1\u7684\u6d41\u52d5\u6027\uff0c\u4f7f\u97d3\u5143\u5c0f\u5e45\u8d70\u5f37\u3002\u6ce2\u53ca\u6548\u61c9\u904d\u53ca\u5340\u57df\uff1a\u6771\u4eac\u7684\u6676\u7247\u8a2d\u5099\u7fa4\u56e0 HBM \u8cc7\u672c\u652f\u51fa\u7684\u5ef6\u4f38\u800c\u4e0a\u6f32\uff1b\u53f0\u7063\u65b9\u9762\uff0c\u56e0\u9810\u671f CoWoS \u8207 HBM \u4ecb\u9762\u677f\u9700\u6c42\u6301\u7e8c\uff0cAI \u4f3a\u670d\u5668\u8207\u5c01\u88dd\u4ee3\u7406\u80a1\u4e0a\u6f32\u3002\u9999\u6e2f\u5247\u5728\u96fb\u529b\u8207\u8cc7\u6599\u4e2d\u5fc3\u623f\u6771\u65b9\u9762\u51fa\u73fe\u9078\u64c7\u6027\u6d3b\u8e8d\u3002\u5e02\u5834\u60c5\u7dd2\u5f9e AI \u8edf\u9ad4\u8f49\u5411 AI \u57fa\u790e\u8a2d\u65bd\uff0c\u97d3\u570b\u6210\u70ba\u6838\u5fc3\u3002<\/p>\n

\u70ba\u4f55\u97d3\u570b\u9069\u5408 OpenAI \u7684\u8a08\u756b<\/h3>\n

\u97d3\u570b\u7576\u5730\u7684\u7406\u7531\u5f88\u76f4\u63a5\u3002\u4eba\u624d\u5bc6\u5ea6\u3001\u4ee5\u51fa\u53e3\u70ba\u5c0e\u5411\u7684\u6676\u7247\u751f\u614b\u7cfb\uff0c\u4ee5\u53ca\u5782\u76f4\u6574\u5408\u7684\u8ca1\u5718\u80fd\u58d3\u7e2e\u5efa\u8a2d\u6642\u9593\u3002Samsung \u8207 SK \u96c6\u5718\u80fd\u628a\u8a18\u61b6\u9ad4\u4f9b\u61c9\u3001EPC\u3001\u7269\u6d41\u8207\u6d77\u4e8b\u5de5\u7a0b\u7d0d\u5165\u540c\u4e00\u9ad4\u7cfb\u3002\u9019\u6b63\u662f OpenAI \u7684 Stargate \u82e5\u8981\u5feb\u901f\u5f9e\u73fe\u6709\u96f6\u6563\u5e03\u5c40\u64f4\u5c55\u5230\u6a19\u6e96\u5316\u8d85\u5927\u898f\u6a21\u7248\u5716\u6240\u9700\u8981\u7684\u3002\u6b63\u5982\u4e00\u5247\u97d3\u570b\u6a19\u984c\u6240\u8a00\uff1a\u300c\ud55c\uad6d\uc740 AI \ud5c8\ube0c\uac00 \ub420 \uc870\uac74\uc744 \uac16\ucdc4\ub2e4\u300d\uff08\u97d3\u570b\u5177\u5099\u6210\u70ba AI \u6a1e\u7d10\u7684\u689d\u4ef6\uff09\u3002\u63a1\u7528\u60c5\u6cc1\u4e5f\u5f88\u91cd\u8981\u3002OpenAI \u7ba1\u7406\u5c64\u8868\u793a\u97d3\u570b\u5728\u7f8e\u570b\u4e4b\u5916\u64c1\u6709\u6700\u591a\u4ed8\u8cbb\u7684 ChatGPT \u8a02\u95b1\u8005\uff0c\u9019\u8207\u5f37\u52c1\u7684\u4f01\u696d IT \u652f\u51fa\u8207\u5feb\u901f\u90e8\u7f72\u6587\u5316\u76f8\u7b26\u3002\u653f\u5e9c\u662f\u63a8\u52d5\u529b\u800c\u975e\u963b\u529b\u3002\u9019\u7a2e\u7d44\u5408\u4f7f\u97d3\u570b\u6210\u70ba\u5efa\u8a2d\u5925\u4f34\uff0c\u800c\u4e0d\u50c5\u50c5\u662f\u96f6\u4ef6\u4f9b\u61c9\u8005\u3002<\/p>\n

\u7522\u80fd\u3001\u8cc7\u672c\u652f\u51fa\u8207 HBM \u74f6\u9838<\/h3>\n

\u672c\u8cea\u4e0a\uff0c\u9019\u95dc\u4e4e HBM \u8207\u80cc\u5f8c\u7684 DRAM \u6676\u5713\u3002SK Hynix \u662f\u5411 Nvidia \u4f9b\u61c9 HBM \u7684\u4e3b\u529b\uff0cSamsung \u6b63\u5728\u63a8\u9032\u4ee5\u7e2e\u5c0f\u6548\u80fd\u5dee\u8ddd\uff0c\u96a8\u8457 HBM3E \u653e\u91cf\u8207 HBM4 \u6f38\u8fd1\u3002\u672c\u5730\u5a92\u9ad4\u5f37\u8abf\u300cHBM \uc99d\uc124\uc774 \uc2dc\uae09\u300d\uff08HBM \u64f4\u7522\u523b\u4e0d\u5bb9\u7de9\uff09\u3002SK \u96c6\u5718\u5f15\u7528\u7684 2029 \u5e74\u6bcf\u6708 90 \u842c\u7247 DRAM \u6676\u5713\u6578\u5b57\uff0c\u610f\u5473\u8457\u6578\u5e74\u7684\u5206\u6279\u8cc7\u672c\u652f\u51fa\u3001\u57fa\u677f\u8207 TSV \u9650\u5236\uff0c\u4ee5\u53ca\u826f\u7387\u5b78\u7fd2\u66f2\u7dda\u3002\u5c01\u88dd\u662f\u53e6\u4e00\u500b\u6f5b\u5728\u74f6\u9838\uff1a\u5373\u4fbf DRAM \u7522\u80fd\u5230\u4f4d\uff0cCoWoS \u8207 HBM \u4ecb\u9762\u677f\u4ecd\u7136\u7dca\u4fcf\uff0c\u5c07\u5229\u6f64\u8207\u9700\u6c42\u64f4\u6563\u5230\u53f0\u7063\u8207\u65e5\u672c\u7684\u6676\u5713\u4ee3\u5de5\u8207 OSAT \u751f\u614b\u7cfb\u3002\u53e6\u4e00\u500b\u88ab\u4f4e\u4f30\u7684\u89d2\u5ea6\u662f\u5ba2\u88fd\u5316\u77fd\u667a\u8ca1\u3002\u5169\u5bb6\u97d3\u570b\u8a18\u61b6\u9ad4\u5de8\u982d\u5747\u4f9b\u61c9 Broadcom\uff0c\u5f8c\u8005\u6b63\u5728\u70ba OpenAI \u6253\u9020\u5ba2\u88fd\u5316 AI \u6676\u7247\u3002\u9019\u5c07\u9700\u6c42\u5f9e\u50c5\u4f9d\u8cf4 Nvidia \u7684\u9031\u671f\u4e2d\u5206\u6563\uff0c\u4f46\u4e5f\u589e\u52a0\u4e86\u9a57\u8b49\u6642\u7a0b\u7684\u8907\u96dc\u6027\u3002\u610f\u5411\u66f8\u4e0d\u662f\u63a1\u8cfc\u8a02\u55ae\uff1b\u9808\u6ce8\u610f\u5177\u7d04\u675f\u529b\u8a02\u55ae\u8207\u8cc7\u672c\u652f\u51fa\u627f\u8afe\u7684\u7bc0\u594f\u3002<\/p>\n

\u96fb\u529b\u3001\u6c34\u8207\u6d6e\u52d5\u8cc7\u6599\u4e2d\u5fc3\u57fa\u790e\u5efa\u8a2d<\/h3>\n

Samsung Heavy Industries \u8207 Samsung C&T \u73fe\u5728\u4e5f\u6210\u70ba\u6545\u4e8b\u7684\u4e00\u90e8\u5206\u3002Samsung \u96c6\u5718\u8868\u793a\u9019\u4e9b\u516c\u53f8\u5c07\u63a2\u7d22\u6d6e\u52d5\u8cc7\u6599\u4e2d\u5fc3\u8207\u6d6e\u52d5\u96fb\u529b\u65b9\u6848\u3002\u97d3\u6587\u5831\u5c0e\u5beb\u9053\uff1a\u300c\ubd80\uc720\uc2dd \ub370\uc774\ud130\uc13c\ud130\uc640 \uc804\ub825 \uc81c\uc5b4 \uc778\ud504\ub77c \ud611\ub825 \uac80\ud1a0\u300d\uff08\u6aa2\u8996\u5728\u6d6e\u52d5\u8cc7\u6599\u4e2d\u5fc3\u8207\u96fb\u529b\u63a7\u5236\u57fa\u790e\u8a2d\u65bd\u65b9\u9762\u7684\u5408\u4f5c\uff09\u3002\u9019\u4e0d\u662f\u5671\u982d\u3002\u97d3\u570b\u571f\u5730\u53d7\u9650\u3001\u9996\u723e\u9644\u8fd1\u96fb\u7db2\u58c5\u585e\u8207\u51b7\u537b\u9700\u6c42\uff0c\u9a45\u4f7f\u57fa\u790e\u8a2d\u65bd\u5f80\u6cbf\u6d77\u6216\u8fd1\u6d77\u65b9\u6848\u767c\u5c55\u3002\u6d6e\u52d5\u5e73\u53f0\u53ef\u5229\u7528\u6d77\u6c34\u51b7\u537b\u8207\u6a21\u7d44\u5316\u4f9b\u96fb\uff0c\u4f46\u5b83\u5011\u9700\u8981\u6d77\u4e8b\u5de5\u7a0b\u3001\u7cfb\u6cca\u8207\u8cc7\u5b89\u6295\u8cc7\uff0c\u9019\u53ea\u6709\u5c11\u6578 EPC \u8207\u8239\u5ee0\u80fd\u57f7\u884c\u3002\u97d3\u570b\u8463\u4e8b\u6703\u5e38\u63d0\u7684\u77ed\u8a9e\u662f\u300c\uc804\ub825\uc6d0 \ud655\ubcf4\uac00 \uad00\uac74\u300d\uff08\u78ba\u4fdd\u96fb\u529b\u4f86\u6e90\u662f\u95dc\u9375\uff09\u3002\u82e5\u8981\u5728\u9996\u723e\u5916\u843d\u5730 Stargate \u898f\u6a21\u5712\u5340\uff0c\u9810\u671f LNG-to-power\u3001\u96fb\u7db2\u5f37\u5316\u3001HVDC \u4ee5\u53ca\u53ef\u80fd\u7684 SMR \u8a66\u9ede\u6703\u5728\u653f\u7b56\u8207\u62db\u6a19\u4e2d\u6d6e\u73fe\u3002<\/p>\n

\u653f\u7b56\u9806\u98a8\u8207\u672c\u5730 AI \u63a1\u7528<\/h3>\n

\u653f\u6cbb\u8207\u6b64\u5efa\u8a2d\u7dca\u5bc6\u76f8\u9023\u3002\u4eba\u5de5\u667a\u6167\u57fa\u790e\u6cd5\u9810\u8a08 1 \u6708\u751f\u6548\uff0c\u653f\u5e9c\u8a2d\u5b9a\u76ee\u6a19\u8981\u5728 2027 \u5e74\u6210\u70ba\u524d\u4e09\u5927 AI \u570b\u5bb6\u4e4b\u4e00\u3002\u672c\u5730\u5a92\u9ad4\u7c21\u7a31\u70ba\uff1a\u300cAI \uae30\ubcf8\ubc95 \ub0b4\ub144 \uc2dc\ud589, 3\ub300 AI \uac15\uad6d \ubaa9\ud45c\u300d\uff08AI \u57fa\u672c\u6cd5\u660e\u5e74\u65bd\u884c\uff0c\u76ee\u6a19\u70ba\u4e09\u5927 AI \u5f37\u570b\uff09\u3002\u9019\u5c07\u91cb\u51fa\u9810\u7b97\u3001\u7c21\u5316\u8a31\u53ef\u6d41\u7a0b\u4e26\u5c0d\u5305\u62ec\u8cc7\u6599\u4e2d\u5fc3\u8207\u6676\u7247\u7522\u80fd\u7b49\u6230\u7565\u8cc7\u7522\u63d0\u4f9b\u7a05\u6536\u6fc0\u52f5\u3002SK Telecom \u5c07\u4f5c\u70ba Stargate Korea \u7684\u4e00\u90e8\u5206\uff0c\u5728\u897f\u5357\u90e8\u5171\u540c\u958b\u767c AI \u8cc7\u6599\u4e2d\u5fc3\uff0c\u52a0\u901f\u9996\u90fd\u5708\u5916\u7684\u6210\u9577\u3002\u570b\u5167\u9700\u6c42\u4e26\u975e\u7406\u8ad6\u6027\u3002Kakao \u7d04 6,000 \u5104\u97d3\u5143\u7684\u8cc7\u6599\u4e2d\u5fc3\u8a08\u756b\u53ca\u5176\u8207 OpenAI \u7684\u5408\u4f5c\u986f\u793a\u672c\u5730\u8d85\u5927\u898f\u6a21\u96f2\u7aef\u696d\u8005\u6709\u610f\u53c3\u8207\u3002\u4f01\u696d\u63a1\u7528\u61c9\u80fd\u63d0\u5347 Samsung SDS \u8207 SK \u76f8\u95dc\u516c\u53f8\u5728 ChatGPT \u4f01\u696d\u90e8\u7f72\u5e36\u4f86\u7684\u6536\u76ca\u3002\u98a8\u96aa\u5728\u65bc\u5982\u679c AI \u670d\u52d9\u7684\u55ae\u4f4d\u7d93\u6fdf\u5b78\u843d\u5f8c\u65bc\u57fa\u790e\u8a2d\u65bd\u5efa\u7f6e\uff0c\u4f30\u503c\u53ef\u80fd\u904e\u71b1\u3002<\/p>\n

\u65e5\u672c\u3001\u53f0\u7063\u8207\u7f8e\u570b\u7684\u7af6\u722d\u5730\u5716<\/h3>\n

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