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120亿美元！OpenAI入股Coreweave，并签五年服务器合约

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href=\"https://laohu8.com/S/NVDA\">英伟达</a>高性能图形处理器（GPU）构建和训练人工智能模型。该公司已积累了超过25万个英伟达AI GPU，成为这家芯片制造商最大的客户之一。</p>\n<p><strong>分析认为，OpenAI与CoreWeave的合作是其提升和多样化可用计算能力的最新举措。</strong>长期以来，OpenAI在计算能力上严重依赖其最大的合作伙伴微软。通过与CoreWeave的合作，OpenAI旨在降低对单一供应商的依赖，确保其在AI模型训练和运行方面的自主性和灵活性。</p>\n<p>OpenAI联合创始人兼首席执行官Sam Altman认为，基础设施对于构建尖端AI模型至关重要。与此同时，微软首席执行官Satya Nadella最近对计算能力的“过度建设”表示担忧，因为大型科技公司正在向数据中心投入数千亿美元。</p>\n<p>除了CoreWeave，OpenAI还在最近几个月与软银合作，开展一项潜在的价值5000亿美元的数据中心项目“星际之门”（Stargate），并与Oracle达成了数据中心协议。这些举措表明，OpenAI正在积极拓展其AI基础设施布局，以满足未来发展的需求。</p><div>风险提示及免责条款</div>\n<div>\n            市场有风险，投资需谨慎。本文不构成个人投资建议，也未考虑到个别用户特殊的投资目标、财务状况或需要。用户应考虑本文中的任何意见、观点或结论是否符合其特定状况。据此投资，责任自负。\n          </div>\n</body></html>","source":"wallstreetcn_hot_news","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta 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href=https://wallstreetcn.com/articles/3742784><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>OpenAI正试图摆脱对微软的依赖，寻求计算能力多元化。\n据英国《金融时报》11日报道，近日OpenAI与云服务提供商CoreWeave达成了一项价值近120亿美元的合作协议，并计划入股该公司。\n据知情人士透露，这项协议为期五年，CoreWeave将为OpenAI提供计算能力，用于训练和运行其人工智能模型。\n华尔街见闻上周曾提及，CoreWeave原计划在下月进行首次IPO，估值或超过350亿美元...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3742784\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://wpimg-wscn.awtmt.com/97988b8a-8b30-4d94-9464-4d3fc997cc87.jpeg","relate_stocks":{"LU0426412945.USD":"NINETY ONE GSF GLOBAL FRANCHISE \"A\" (USD) ACC","LU0095938881.EUR":"JPMorgan Investment Funds - Global Macro Opportunities A (acc) EUR","LU2242650005.HKD":"FIDELITY FUNDS GLOBAL MULTI ASSET DYNAMIC \"A\" (HKD) ACC","LU2279689827.SGD":"JPMorgan Investment Funds - Global Income Sustainable A (mth) SGD-H","LU0256863902.USD":"ALLIANZ US EQUITY \"AT\" (USD) ACC","LU1235294995.USD":"FIDELITY GLOBAL TECHNOLOGY \"A\" 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ACC"},"source_url":"https://wallstreetcn.com/articles/3742784","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2518282768","content_text":"OpenAI正试图摆脱对微软的依赖，寻求计算能力多元化。\n据英国《金融时报》11日报道，近日OpenAI与云服务提供商CoreWeave达成了一项价值近120亿美元的合作协议，并计划入股该公司。\n据知情人士透露，这项协议为期五年，CoreWeave将为OpenAI提供计算能力，用于训练和运行其人工智能模型。\n华尔街见闻上周曾提及，CoreWeave原计划在下月进行首次IPO，估值或超过350亿美元；然而，其最大客户微软已撤回了部分合作承诺，原因是CoreWeave在交付方面存在问题，未能按时完成任务。这对CoreWeave来说无疑是一次打击。\nOpenAI的新合同填补了这一空白，并可能使其支出超过微软。公开披露的信息显示，去年微软占CoreWeave收入的62%。微软已同意到2030年在CoreWeave的服务上花费100亿美元。\nOpenAI战略入股，押注CoreWeave未来\n除了巨额合同，作为协议的一部分，OpenAI还将获得CoreWeave在IPO时价值3.5亿美元的股权。\nCoreWeave成立于2017年，最初是一家加密货币挖矿公司，后转型为科技公司提供云服务，利用英伟达高性能图形处理器（GPU）构建和训练人工智能模型。该公司已积累了超过25万个英伟达AI GPU，成为这家芯片制造商最大的客户之一。\n分析认为，OpenAI与CoreWeave的合作是其提升和多样化可用计算能力的最新举措。长期以来，OpenAI在计算能力上严重依赖其最大的合作伙伴微软。通过与CoreWeave的合作，OpenAI旨在降低对单一供应商的依赖，确保其在AI模型训练和运行方面的自主性和灵活性。\nOpenAI联合创始人兼首席执行官Sam Altman认为，基础设施对于构建尖端AI模型至关重要。与此同时，微软首席执行官Satya Nadella最近对计算能力的“过度建设”表示担忧，因为大型科技公司正在向数据中心投入数千亿美元。\n除了CoreWeave，OpenAI还在最近几个月与软银合作，开展一项潜在的价值5000亿美元的数据中心项目“星际之门”（Stargate），并与Oracle达成了数据中心协议。这些举措表明，OpenAI正在积极拓展其AI基础设施布局，以满足未来发展的需求。风险提示及免责条款\n\n            市场有风险，投资需谨慎。本文不构成个人投资建议，也未考虑到个别用户特殊的投资目标、财务状况或需要。用户应考虑本文中的任何意见、观点或结论是否符合其特定状况。据此投资，责任自负。","news_type":1,"symbols_score_info":{"MSFT":0.9}},"isVote":1,"tweetType":1,"viewCount":373,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[],"verified":2,"subType":0,"readableState":1,"langContent":"CN","currentLanguage":"CN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":17,"optionInvolvedFlag":false,"xxTargetLangEnum":"ZH_CN"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/412345170231800"}