郭明𫓹分析OpenAI与AMD合作：对英伟达影响有限

凤凰网科技10-07

OpenAI与AMD合作凤凰网科技讯北京时间10月7日，AMD宣布与OpenAI达成合作，从2026年开始的几年内部署相当于6吉瓦算力的AMD图形处理器。对此，天风国际证券知名分析师郭明𫓹认为，只要AI算力市场整体增长，OpenAI与AMD的合作对英伟达的影响应该有限。OpenAI预计自2026下半年开始部署1吉瓦的AMD MI450图形处理器。郭明𫓹从供应链角度分析了这项合作对英伟达的影响。...

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