OpenAI、Google攻ASIC服务器将掀AI基建潮…鸿海大赢家

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OpenAI在博通下订百亿美元新AI自研芯片大单，加上Google自家张量处理器（TPU）急起直追，已弭平落后英伟达的差距，两大巨头冲刺ASIC服务器攻AI基建，鸿海左右逢源，不仅在英伟达GPU AI服务器代工夺得最大份额，OpenAI、Google自研芯片量能大开，鸿海同步大咬ASIC服务器代工大单。鸿海（2317）内部已订下今年AI服务器相关营收突破兆元的目标，预期每一次AI服务器机柜迭代，...

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OpenAI、Google攻ASIC服务器 将掀AI基建潮…鸿海大赢家

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OpenAI、Google攻ASIC服务器将掀AI基建潮…鸿海大赢家