{"id":598949,"date":"2025-10-20T06:04:05","date_gmt":"2025-10-20T13:04:05","guid":{"rendered":"https:\/\/nai500.com\/?p=598949"},"modified":"2025-10-20T06:04:05","modified_gmt":"2025-10-20T13:04:05","slug":"openai-nvda-amd-avgo","status":"publish","type":"post","link":"https:\/\/nai500.com\/zh-hant\/blog\/2025\/10\/openai-nvda-amd-avgo\/","title":{"rendered":"OpenAI \u6676\u7247\u72c2\u8cfc\u8003\u9a57 NVDA\u3001AMD\u3001AVGO\u3002\u6ce1\u6cab\u9084\u662f\u7e41\u69ae\uff1f"},"content":{"rendered":"

OpenAI \u5df2\u627f\u8afe\u5411 Nvidia\u3001AMD \u8207 Broadcom \u8cfc\u8cb7\u8d85\u904e\u4e00\u5343\u842c\u9846\u9ad8\u968e\u8655\u7406\u5668\uff0c\u8a02\u55ae\u66f8\u76f8\u7576\u65bc\u7d04 26 \u5409\u74e6\u7684\u904b\u7b97\u80fd\u529b\uff0c\u8017\u96fb\u898f\u6a21\u76f8\u7576\u65bc\u7d04 20 \u5ea7\u6838\u96fb\u5ee0\u3002\u9019\u9805\u652f\u51fa\u9060\u8d85\u5176\u71df\u6536\u3002\u516c\u53f8\u9810\u8a08\u4eca\u5e74\u5c07\u5728\u7d04 130 \u5104\u7f8e\u5143\u7684\u92b7\u552e\u984d\u4e0a\u8667\u640d\u6578\u5341\u5104\uff0c\u4e26\u9810\u671f\u76f4\u5230 2029 \u5e74\u624d\u6703\u7372\u5229\u3002\u9019\u500b\u7f3a\u53e3\u8feb\u4f7f\u51fa\u73fe\u65b0\u7a4e\u7684\u878d\u8cc7\u65b9\u5f0f\u3002Nvidia \u6b63\u5728\u8ac7\u6295\u8cc7\u8207\u79df\u8cc3\u65b9\u6848\uff1bAMD \u5247\u64fa\u51fa\u985e\u4f3c\u80a1\u6b0a\u7684\u8a8d\u80a1\u6b0a\u8b49\u3002\u4e00\u4f4d\u5206\u6790\u5e2b\u7a31\u4e4b\u70ba\u5faa\u74b0\u878d\u8cc7\uff1b\u53e6\u4e00\u4f4d\u8b66\u544a\u57f7\u884c\u9577 Sam Altman \u64c1\u6709\u8b93\u5168\u7403\u7d93\u6fdf\u5d29\u6f70\u6216\u5e36\u4f86\u61c9\u8a31\u4e4b\u5730\u7684\u80fd\u529b\u3002\u5e02\u5834\u73fe\u5728\u5fc5\u9808\u627f\u64d4\u9019\u500b\u5dee\u984d\u3002<\/p>\n

OpenAI \u6676\u7247\u8a02\u55ae\u7684\u898f\u6a21<\/h3>\n

\u982d\u689d\u6578\u5b57\u662f\u8017\u96fb\uff1a\u4e0d\u5230\u4e00\u500b\u6708\u5167\u8981\u4f9b\u61c9 26 \u5409\u74e6\u7684 AI \u57fa\u790e\u8a2d\u65bd\u3002\u9019\u6697\u793a\u4f86\u81ea Nvidia\u3001AMD \u8207 Broadcom \u7684\u8d85\u904e\u4e00\u5343\u842c\u500b\u55ae\u4f4d\uff0c\u4ee5\u53ca\u582a\u6bd4\u8d85\u5927\u898f\u6a21\u96f2\u7aef\u64f4\u5f35\u7684\u8cc7\u6599\u4e2d\u5fc3\u5efa\u7f6e\u3002\u4f5c\u70ba\u6bd4\u8f03\uff0c\u7576\u4eca\u5927\u591a\u6578\u96f2\u5340\u57df\u7684\u5bb9\u91cf\u4ee5\u55ae\u4f4d\u5409\u74e6\u8a08\u7b97\u3002\u50c5 OpenAI \u7684\u63a1\u8cfc\u5c31\u6703\u5c0d\u5143\u4ef6\u4f9b\u61c9\u3001\u96fb\u7db2\u8207\u8cc7\u6599\u4e2d\u5fc3\u65bd\u5de5\u6642\u7a0b\u9020\u6210\u58d3\u529b\uff0c\u4e5f\u8003\u9a57\u6676\u5713\u4ee3\u5de5\u8207\u5148\u9032\u5c01\u88dd\u7684\u7522\u80fd\u3002\u5373\u4fbf\u5c0d\u65bc\u4e16\u754c\u4e0a\u6700\u71b1\u9580\u7684\u6676\u7247\u4f9b\u61c9\u5546 Nvidia\uff0c\u8981\u9054\u6210\u9019\u4e9b\u8a02\u55ae\u4e5f\u9700\u8981 TSMC \u8207\u5408\u4f5c\u5925\u4f34\u6301\u7e8c\u9ad8\u7522\u3002\u5c0d AMD \u8207 Broadcom \u800c\u8a00\uff0c\u9019\u662f\u5341\u5e74\u4e00\u9047\u7684\u6a5f\u6703\uff0c\u53ef\u671b\u5f9e Nvidia \u7684\u4e3b\u5c0e\u5806\u758a\u4e2d\u6436\u596a\u5e02\u5360\u7387\u3002\u5546\u696d\u4e0a\u7684\u554f\u984c\u5f88\u7c21\u55ae\uff1a\u8ab0\u4f86\u4ed8\u9322\u3001\u689d\u4ef6\u70ba\u4f55\uff0c\u4ee5\u53ca\u8981\u591a\u4e45\u904b\u7b97\u8cc7\u6e90\u624d\u80fd\u81ea\u6211\u56de\u6536\u6210\u672c\u3002<\/p>\n

\u5275\u65b0\u878d\u8cc7\u906d\u9047\u5faa\u74b0\u98a8\u96aa<\/h3>\n

OpenAI \u9810\u8a08\u4eca\u5e74\u5c07\u8667\u640d\u6578\u5341\u5104\uff0c\u4e26\u544a\u77e5\u6295\u8cc7\u8005\u76f4\u5230\u5341\u5e74\u672b\u624d\u6703\u6253\u5e73\uff0c\u9019\u8feb\u4f7f\u51fa\u73fe\u5275\u610f\u7d50\u69cb\u3002\u5206\u6790\u5e2b\u8207\u6295\u8cc7\u4eba\u6ce8\u610f\u5230\u4e00\u500b\u5faa\u74b0\u56de\u8def\uff1a\u4f9b\u61c9\u5546\u6295\u8cc7 OpenAI\uff0cOpenAI \u518d\u8cfc\u8cb7\u4f9b\u61c9\u5546\u7684\u7522\u54c1\uff0c\u4f9b\u61c9\u5546\u900f\u904e\u80a1\u6b0a\u5347\u503c\u8207\u9577\u671f\u63a1\u8cfc\u5354\u8b70\u6536\u56de\u652f\u51fa\u3002\u64da\u719f\u6089\u8a08\u756b\u7684\u4eba\u58eb\u8868\u793a\uff0cNvidia \u5df2\u63d0\u51fa\u6578\u5e74\u5167\u9ad8\u9054 1,000 \u5104\u7f8e\u5143\u7684\u6295\u8cc7\uff0c\u7d81\u5b9a\u7d04 10 \u5409\u74e6\u4f9b\u7d66\u3002\u8207\u6b64\u540c\u6642\uff0c\u96d9\u65b9\u4e5f\u8a0e\u8ad6\u904e\u7531 The Information \u5831\u5c0e\u7684\u6676\u7247\u79df\u8cc3\u6a21\u5f0f\uff0c\u8b93 OpenAI \u5728\u4e0d\u5148\u4ed8\u73fe\u91d1\u7684\u60c5\u6cc1\u4e0b\u53d6\u5f97 GPU\u3002\u9019\u5728\u9ad8\u5229\u7387\u74b0\u5883\u8207\u706b\u71b1\u7684\u786c\u9ad4\u9031\u671f\u4e2d\u986f\u7136\u5177\u6709\u5438\u5f15\u529b\u3002\u4f46\u98a8\u96aa\u4e5f\u4e00\u6a23\u660e\u986f\uff1a\u82e5 AI \u9700\u6c42\u6216\u826f\u7387\u4ee4\u4eba\u5931\u671b\uff0c\u9019\u500b\u5faa\u74b0\u5728\u932f\u8aa4\u6642\u9593\u6536\u7dca\u3002<\/p>\n

AMD \u7684\u8a8d\u80a1\u6b0a\u8b49\u6253\u6cd5\u8207\u5146\u7f8e\u5143\u89f8\u767c<\/h3>\n

AMD \u7684\u505a\u6cd5\u66f4\u70ba\u4e0d\u540c\u5c0b\u5e38\u3002OpenAI \u5df2\u6392\u5b9a\u591a\u5e74\u8a08\u756b\u90e8\u7f72\u7d04 6 \u5409\u74e6\u7684 AMD GPU\uff0c\u4f5c\u70ba\u56de\u5831\uff0cAMD \u6388\u4e88\u53ef\u80fd\u7b49\u540c\u65bc\u591a\u9054 1.6 \u5104\u80a1\u7684\u8a8d\u80a1\u6b0a\u8b49\uff0c\u7d04\u76f8\u7576\u65bc 10% \u7684\u80a1\u6b0a\uff0c\u96a8\u8457\u90e8\u7f72\u8207\u63a1\u7528\u91cc\u7a0b\u7891\u9054\u6210\u800c\u751f\u6548\u3002\u6700\u5f8c\u4e00\u6279\u6b0a\u8b49\u8207 AMD \u80a1\u50f9\u9054\u5230\u6bcf\u80a1 600 \u7f8e\u5143\u76f8\u95dc\uff0c\u96b1\u542b\u7d04 1 \u5146\u7f8e\u5143\u7684\u5e02\u503c\u3002\u745e\u9280\uff08UBS\uff09\u7684\u4e00\u4f4d\u5206\u6790\u5e2b\u4f30\u8a08\uff0c\u5982\u679c OpenAI \u6301\u6709\u81f3\u6700\u5f8c\u6b78\u5c6c\u4e14\u80a1\u50f9\u76ee\u6a19\u9054\u6210\uff0c\u90a3\u9ebc\u50c5\u8a72\u80a1\u6b0a\u5c31\u53ef\u80fd\u50f9\u503c\u7d04 1,000 \u5104\u7f8e\u5143\u3002\u9019\u5be6\u969b\u4e0a\u8b93 AMD \u81ea\u8eab\u7684\u80a1\u50f9\u4e0a\u6f32\u88dc\u8cbc OpenAI \u7684\u786c\u9ad4\u8cbb\u7528\u3002\u5c0d AMD \u800c\u8a00\uff0c\u9019\u662f\u8070\u660e\u7684\u671f\u6b0a\u6027\u7b56\u7565\uff0c\u4e00\u6b21\u722d\u53d6\u6558\u4e8b\u4e0a\u7684\u5e73\u8d77\u5e73\u5750\uff0c\u4e26\u70ba OpenAI \u63d0\u4f9b\u878d\u8cc7\u51fa\u53e3\u3002\u9019\u540c\u6642\u4e5f\u662f\u5c0d\u96d9\u65b9\u5728\u77fd\u6676\u7247\u3001\u8edf\u9ad4\u8207\u5ba2\u6236\u63a1\u7528\u4e0a\u57f7\u884c\u529b\u7684\u8ced\u6ce8\u3002<\/p>\n

Nvidia \u7684\u6295\u8cc7\u8207\u6676\u7247\u79df\u8cc3\u8b8a\u594f<\/h3>\n

\u5c0d Nvidia \u800c\u8a00\uff0c\u6295\u8cc7 OpenAI \u8207\u79df\u8cc3\u6676\u7247\u53ef\u5728\u4e0d\u8b93\u5ba2\u6236\u9810\u7b97\u7206\u8868\u7684\u60c5\u6cc1\u4e0b\u7dad\u6301\u51fa\u8ca8\u901f\u5ea6\u3002\u79df\u8cc3\u5141\u8a31\u66f4\u5feb\u90e8\u7f72\u8207\u8f03\u5e73\u6ed1\u7684\u73fe\u91d1\u6d41\uff0c\u4e5f\u5e6b\u52a9 Nvidia \u5728\u4e3b\u8981\u8cb7\u5bb6\u9593\u7ba1\u7406\u5206\u914d\u800c\u4e0d\u5fc5\u7acb\u523b\u903c\u51fa\u8cc7\u672c\u652f\u51fa\u6aa2\u6838\u3002\u4f46\u79df\u8cc3\u6703\u4f7f Nvidia \u5728\u67d0\u7a2e\u7a0b\u5ea6\u4e0a\u5f9e\u8a2d\u5099\u4f9b\u61c9\u5546\u8f49\u70ba\u6709\u5b58\u7e8c\u98a8\u96aa\u7684\u8cc7\u672c\u4f9b\u61c9\u8005\u3002\u7576\u6676\u7247\u92b7\u552e\u8b8a\u6210\u7531\u5269\u9918\u50f9\u503c\u8207\u5c0d\u624b\u65b9\u64d4\u4fdd\u7684\u9577\u671f\u79df\u8cc3\u6642\uff0c\u5229\u6f64\u7387\u3001\u6703\u8a08\u8655\u7406\u8207\u76e3\u7ba1\u6aa2\u8996\u90fd\u6703\u6539\u8b8a\u3002\u82e5 OpenAI \u65e5\u5f8c\u6e1b\u7de9\u8cfc\u8cb7\u3001\u5ef6\u5f8c\u90e8\u7f72\u6216\u8f49\u5411\u5ba2\u88fd\u5316\u77fd\u6676\uff0cNvidia \u5c07\u6bd4\u50b3\u7d71\u92b7\u552e\u627f\u64d4\u66f4\u591a\u8cc7\u7522\u8ca0\u50b5\u8868\u98a8\u96aa\u3002\u82e5\u6574\u9ad4 AI \u9700\u6c42\u66f2\u7dda\u6301\u7a69\u4e14\u4e8c\u7d1a\u5e02\u5834\u80fd\u5438\u6536\u7528\u904e\u7684\u52a0\u901f\u5668\uff0c\u9019\u662f\u53ef\u7ba1\u7406\u7684\uff1b\u82e5\u5347\u7d1a\u7bc0\u594f\u653e\u7de9\u6216\u8edf\u9ad4\u5806\u758a\u907a\u68c4\u8f03\u820a\u786c\u9ad4\uff0c\u5247\u5f8c\u679c\u56b4\u91cd\u3002<\/p>\n

\u8cc7\u7522\u8ca0\u50b5\u8868\u554f\u984c\u8207\u4ee5\u6676\u7247\u70ba\u64d4\u4fdd<\/h3>\n

\u5373\u4fbf\u4ee5 5,000 \u5104\u7f8e\u5143\u7684\u79c1\u4eba\u4f30\u503c\u8a08\u7b97\uff0c\u8ce3\u80a1\u4e5f\u7121\u6cd5\u5b8c\u5168\u8cc7\u52a9\u9019\u6ce2\u5efa\u7f6e\u3002D.A. Davidson \u7684 Gil Luria \u4f30\u8a08\uff0cOpenAI \u5c07\u9700\u8981\u6578\u5343\u5104\u7f8e\u5143\u4f86\u5c65\u884c\u7576\u524d\u7fa9\u52d9\u3002\u9019\u5c07\u63a8\u52d5\u8209\u50b5\u3002\u4e00\u689d\u88ab\u6295\u8cc7\u4eba\u63d0\u51fa\u7684\u9014\u5f91\u662f\u4ee5\u6676\u7247\u4f5c\u70ba\u64d4\u4fdd\u3002\u5728\u4e00\u500b H100 \u8207\u5176\u5f8c\u7e7c\u7522\u54c1\u80fd\u4ee5\u6ea2\u50f9\u6210\u4ea4\u3001\u7b49\u5f85\u540d\u55ae\u6301\u7e8c\u5b58\u5728\u7684\u4e16\u754c\u88e1\uff0c\u653e\u6b3e\u4eba\u53ef\u80fd\u63a5\u53d7\u52a0\u901f\u5668\u4f5c\u70ba\u64d4\u4fdd\u3002\u689d\u6b3e\u6703\u53d6\u6c7a\u65bc\u6298\u820a\u66f2\u7dda\u3001\u97cc\u9ad4\u9396\u5b9a\u8207\u6b21\u7d1a\u9700\u6c42\u3002\u53e6\u4e00\u500b\u69d3\u687f\u662f\u4f86\u81ea\u9328\u5b9a\u5ba2\u6236\u7684\u9810\u4ed8\u6b3e\u3002\u5982\u679c\u4f01\u696d\u8cb7\u5bb6\u627f\u8afe\u591a\u5e74\u671f\u7684 AI \u5bb9\u91cf\uff0cOpenAI \u53ef\u5c07\u9019\u4e9b\u5408\u7d04\u8b49\u5238\u5316\u3002\u6bcf\u689d\u8def\u5f91\u90fd\u5e36\u6709\u57f7\u884c\u98a8\u96aa\u3002\u516c\u53f8\u4e5f\u7f3a\u4e4f Google \u8207 Meta \u90a3\u985e\u53ef\u81ea\u6211\u8cc7\u52a9\u7684\u975e AI \u5ee3\u544a\u73fe\u91d1\u6a5f\u3002\u6c92\u6709\u90a3\u500b\u5167\u90e8\u98db\u8f2a\uff0cOpenAI \u5fc5\u9808\u8aaa\u670d\u8cc7\u672c\u5e02\u5834\u5176\u4f7f\u7528\u6210\u9577\u80fd\u8f49\u5316\u70ba\u6301\u4e45\u73fe\u91d1\u6d41\u3002<\/p>\n

\u70ba\u4f55\u4f9b\u61c9\u5546\u6703\u914d\u5408 NVDA\u3001AMD\u3001AVGO<\/h3>\n

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