个人中心 - 老虎社区

暴躁小丸子

IP属地：0

帖子 · 1帖子 · 1
关注 · 0关注 · 0
粉丝 · 0粉丝 · 0

- 暴躁小丸子暴躁小丸子
  ·10-13
  open ai到处合作到处拉投资一天一个暴涨股
  OpenAI携手博通打造自研AI芯片，预计2026年下半年开始部署
  部署10千兆瓦OpenAI设计的AI加速器。
  OpenAI携手博通打造自研AI芯片，预计2026年下半年开始部署
  223 1
  3
  分享
  举报
暂无关注

热议股票

{"i18n":{"language":"zh_CN"},"isCurrentUser":false,"userPageInfo":{"id":"4092274075516850","uuid":"4092274075516850","gmtCreate":1629384094023,"gmtModify":1629384094023,"name":"暴躁小丸子","pinyin":"bzxwzbaozaoxiaowanzi","introduction":"","introductionEn":null,"signature":"","avatar":"https://static.laohu8.com/default-avatar.jpg","hat":null,"hatId":null,"hatName":null,"vip":1,"status":2,"fanSize":0,"headSize":6,"tweetSize":1,"questionSize":0,"limitLevel":999,"accountStatus":4,"level":{"id":0,"name":"","nameTw":"","represent":"","factor":"","iconColor":"","bgColor":""},"themeCounts":1,"badgeCounts":0,"badges":[],"moderator":false,"superModerator":false,"manageSymbols":null,"badgeLevel":null,"boolIsFan":false,"boolIsHead":false,"favoriteSize":0,"symbols":null,"coverImage":null,"realNameVerified":null,"userBadges":[{"badgeId":"976c19eed35f4cd78f17501c2e99ef37-1","templateUuid":"976c19eed35f4cd78f17501c2e99ef37","name":"博闻投资者","description":"累计交易超过10只正股","bigImgUrl":"https://static.tigerbbs.com/e74cc24115c4fbae6154ec1b1041bf47","smallImgUrl":"https://static.tigerbbs.com/d48265cbfd97c57f9048db29f22227b0","grayImgUrl":"https://static.tigerbbs.com/76c6d6898b073c77e1c537ebe9ac1c57","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2025.10.24","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1102},{"badgeId":"e50ce593bb40487ebfb542ca54f6a561-3","templateUuid":"e50ce593bb40487ebfb542ca54f6a561","name":"偶像虎友","description":"加入老虎社区1500天","bigImgUrl":"https://static.tigerbbs.com/8b40ae7da5bf081a1c84df14bf9e6367","smallImgUrl":"https://static.tigerbbs.com/f160eceddd7c284a8e1136557615cfad","grayImgUrl":"https://static.tigerbbs.com/11792805c468334a9b31c39f95a41c6a","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2025.09.28","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1001},{"badgeId":"35ec162348d5460f88c959321e554969-1","templateUuid":"35ec162348d5460f88c959321e554969","name":"精英交易员","description":"证券或期货账户累计交易次数达到30次","bigImgUrl":"https://static.tigerbbs.com/ab0f87127c854ce3191a752d57b46edc","smallImgUrl":"https://static.tigerbbs.com/c9835ce48b8c8743566d344ac7a7ba8c","grayImgUrl":"https://static.tigerbbs.com/76754b53ce7a90019f132c1d2fbc698f","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2025.02.06","exceedPercentage":"60.28%","individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1100},{"badgeId":"518b5610c3e8410da5cfad115e4b0f5a-1","templateUuid":"518b5610c3e8410da5cfad115e4b0f5a","name":"实盘交易者","description":"完成一笔实盘交易","bigImgUrl":"https://static.tigerbbs.com/2e08a1cc2087a1de93402c2c290fa65b","smallImgUrl":"https://static.tigerbbs.com/4504a6397ce1137932d56e5f4ce27166","grayImgUrl":"https://static.tigerbbs.com/4b22c79415b4cd6e3d8ebc4a0fa32604","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2021.12.21","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1100}],"userBadgeCount":4,"currentWearingBadge":null,"individualDisplayBadges":null,"crmLevel":2,"crmLevelSwitch":0,"location":"0","starInvestorFollowerNum":0,"starInvestorFlag":false,"starInvestorOrderShareNum":0,"subscribeStarInvestorNum":0,"ror":null,"winRationPercentage":null,"showRor":false,"investmentPhilosophy":null,"starInvestorSubscribeFlag":false},"page":1,"watchlist":null,"tweetList":[{"id":488792577454200,"gmtCreate":1760361613007,"gmtModify":1760361620647,"author":{"id":"4092274075516850","authorId":"4092274075516850","name":"暴躁小丸子","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4092274075516850","authorIdStr":"4092274075516850"},"themes":[],"htmlText":"open ai到处合作到处拉投资 一天一个暴涨股","listText":"open ai到处合作到处拉投资 一天一个暴涨股","text":"open ai到处合作到处拉投资 一天一个暴涨股","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/488792577454200","repostId":"1178877303","repostType":2,"repost":{"id":"1178877303","kind":"news","pubTimestamp":1760360688,"share":"https://www.laohu8.com/m/news/1178877303?lang=&edition=full","pubTime":"2025-10-13 21:04","market":"us","language":"zh","title":"OpenAI携手博通打造自研AI芯片，预计2026年下半年开始部署","url":"https://stock-news.laohu8.com/highlight/detail?id=1178877303","media":"智通财经网","summary":"部署10千兆瓦OpenAI设计的AI加速器。","content":"<html><head></head><body><p style=\"text-align: justify;\">OpenAI宣布与 <a href=\"https://laohu8.com/S/AVGO\">博通</a> 达成战略合作，共同开发其首批内部人工智能处理器，这是ChatGPT制造商在应对服务需求激增背景下，保障计算能力供给的最新芯片合作举措。</p><p style=\"text-align: justify;\">根据协议，OpenAI将主导芯片设计工作，博通则负责从2026年下半年起开发并部署这些定制芯片，新的定制芯片将于 2029 年底前完成全部部署，这一计划建立在双方现有的联合开发与供应协议之上。</p><p style=\"text-align: justify;\">据了解，双方将推出算力规模达10 GW的定制芯片集群，其功耗相当于800万户美国家庭同时用电，或约五座胡佛大坝满发功率。</p><p style=\"text-align: justify;\">此次合作是科技行业持续加码AI芯片投资的最新例证，反映出行业对算力需求的指数级增长——企业正竞相构建达到或超越人类智能水平的AI系统。</p><p style=\"text-align: justify;\">数日前英伟达亦披露计划向OpenAI投资千亿美元，并提供至少10 GW容量的数据中心系统支持。几天后OpenAI上周又与AMD签署6 GW AI芯片供应协议并获得股权选择权。</p><p style=\"text-align: justify;\">OpenAI首席执行官山姆·奥特曼在声明中强调：“与博通的合作是构建释放AI潜力所需基础设施的关键一步。”</p><p style=\"text-align: justify;\">尽管财务细节尚未披露，资金筹措方式亦未明确，但此举已使长期深耕网络硬件的博通成为生成式AI热潮的核心受益者——其股价自2022年底以来已暴涨近六倍，9月更斩获价值100亿美元的神秘订单，市场普遍推测该订单来自OpenAI。</p><p style=\"text-align: justify;\">博通和 OpenAI 周一表示，新的定制芯片的部署将在现有的联合开发和供应协议的基础上于 2029 年底完成。</p><p style=\"text-align: justify;\">在定制芯片趋势中，OpenAI加入谷歌、亚马逊等云计算巨头行列，通过自主设计芯片降低对英伟达高成本、供不应求的处理器依赖。不过，微软、Meta等企业的类似尝试曾遭遇延期或性能不达标问题，分析师认为短期内定制芯片难以撼动英伟达主导地位。</p><p style=\"text-align: justify;\">技术层面，新芯片将完全采用博通的以太网及其他网络设备进行组网，这不仅强化了博通在迈威尔科技等中小竞对中的竞争优势，更直接挑战英伟达的InfiniBand网络解决方案。</p></body></html>","source":"highlight_zhitongcaijin","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 name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>OpenAI携手博通打造自研AI芯片，预计2026年下半年开始部署</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nOpenAI携手博通打造自研AI芯片，预计2026年下半年开始部署\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-10-13 21:04 北京时间&nbsp;&nbsp;&nbsp;<a href=https://www.zhitongcaijing.com/content/detail/1354494.html><strong>智通财经网</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>OpenAI宣布与 博通 达成战略合作，共同开发其首批内部人工智能处理器，这是ChatGPT制造商在应对服务需求激增背景下，保障计算能力供给的最新芯片合作举措。根据协议，OpenAI将主导芯片设计工作，博通则负责从2026年下半年起开发并部署这些定制芯片，新的定制芯片将于 2029 年底前完成全部部署，这一计划建立在双方现有的联合开发与供应协议之上。据了解，双方将推出算力规模达10 GW的定制芯片...</p>\n\n<a href=\"https://www.zhitongcaijing.com/content/detail/1354494.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/73aa167e864ee56610370b1d94284ec4","relate_stocks":{"AVGO":"博通"},"source_url":"https://www.zhitongcaijing.com/content/detail/1354494.html","is_english":false,"share_image_url":"https://static.laohu8.com/6ca2dcdccfa2217fb20a0351f4efe814","article_id":"1178877303","content_text":"OpenAI宣布与 博通 达成战略合作，共同开发其首批内部人工智能处理器，这是ChatGPT制造商在应对服务需求激增背景下，保障计算能力供给的最新芯片合作举措。根据协议，OpenAI将主导芯片设计工作，博通则负责从2026年下半年起开发并部署这些定制芯片，新的定制芯片将于 2029 年底前完成全部部署，这一计划建立在双方现有的联合开发与供应协议之上。据了解，双方将推出算力规模达10 GW的定制芯片集群，其功耗相当于800万户美国家庭同时用电，或约五座胡佛大坝满发功率。此次合作是科技行业持续加码AI芯片投资的最新例证，反映出行业对算力需求的指数级增长——企业正竞相构建达到或超越人类智能水平的AI系统。数日前英伟达亦披露计划向OpenAI投资千亿美元，并提供至少10 GW容量的数据中心系统支持。几天后OpenAI上周又与AMD签署6 GW AI芯片供应协议并获得股权选择权。OpenAI首席执行官山姆·奥特曼在声明中强调：“与博通的合作是构建释放AI潜力所需基础设施的关键一步。”尽管财务细节尚未披露，资金筹措方式亦未明确，但此举已使长期深耕网络硬件的博通成为生成式AI热潮的核心受益者——其股价自2022年底以来已暴涨近六倍，9月更斩获价值100亿美元的神秘订单，市场普遍推测该订单来自OpenAI。博通和 OpenAI 周一表示，新的定制芯片的部署将在现有的联合开发和供应协议的基础上于 2029 年底完成。在定制芯片趋势中，OpenAI加入谷歌、亚马逊等云计算巨头行列，通过自主设计芯片降低对英伟达高成本、供不应求的处理器依赖。不过，微软、Meta等企业的类似尝试曾遭遇延期或性能不达标问题，分析师认为短期内定制芯片难以撼动英伟达主导地位。技术层面，新芯片将完全采用博通的以太网及其他网络设备进行组网，这不仅强化了博通在迈威尔科技等中小竞对中的竞争优势，更直接挑战英伟达的InfiniBand网络解决方案。","news_type":1,"symbols_score_info":{"AVGO":1.1}},"isVote":1,"tweetType":1,"viewCount":223,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"defaultTab":"following","isTTM":false}