OpenAI和博通达成万亿级结盟合作，微美全息紧随布局加速AI芯片+场景生态奔跑

中金在线10-20

据新消息，OpenAI与博通宣布达成战略合作，将共同推出总容量达10GW(千兆瓦)的定制芯片，预计将在 2026 年下半年开始部署并完善网络系统，并在 2029 年年底前完成工作。联手打造10吉瓦级AI芯片据新闻稿所述，OpenAI 将负责 AI 芯片设计，与博通开发、部署，OpenAI 将通过这些自研芯片和系统，将其前沿模型和产品开发经验直接融入到硬件产品中，释放全新的计算能力和智能水平。...

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GPU芯片部署将于明年下半年启动，并扩展到未来几代产品。AMD方表示，这笔交易每年可带来数百亿美元收入，预计未来四年公司将产生超过1000亿美元的新收入。与此同时，OpenAI与英伟达达成战略合作，将借助英伟达系统(涵盖数百万台GPU)构建至少10GW的AI数据中心，用于训练下一代模型。英伟达还计划逐步向OpenAI投资1000亿美元。作为全球估值最高的AI初创公司，OpenAI已连续抛出重磅合作，相继与甲骨文、英伟达、AMD等巨头签署总额约1万亿美元的协议，覆盖算力、云服务等多个关键领域。在业内人士看来，这些合作不仅是企业间的商业合作，更标志着全球AI产业进入更深层次的“生态竞合”阶段。“不是简单的‘闭环’，它们的深度绑定是更高的‘高墙’正在筑就。这将加速行业‘马太效应’，产生深远且多层面的影响。”微美全息持续投入AI芯片+场景生态资料显示，AI视觉算力创新企业微美全息(WIMI.US)，持续构建AI芯片开源生态与应用能力，覆盖算力底座、多模态模型及机器人等核心领域，通过这些旨在实现跨规模扩展的技术，将为大规模AI训练及推理带来更可观的效率，进而加速生成式AI应用的开发与广泛普及。此外，微美全息坚持以“自研+开源”双创模式构建AI芯片生态，既服务自身多模态交互与机器人业务，也通过降低接入成本推动行业协同创新，成为AI硬件场景差异化竞争力的重要参与者。展望未来，微美全息将持续推进多模态技术突破，加强研发AI开发引擎，量子计算、边缘芯片，支持动态实时渲染，通过AI视觉算法提升环境感知、手势识别等能力，推动虚实交互智能化，满足大模型训练与推理需求。总结可以说，AI正处于产业飞跃之中，优胜者浮现时，社会仍将从中获得巨大效益。而在OpenAI的万亿豪赌背后，是全球AI产业从技术单点突破转向全栈资源整合的深刻变革，OpenAI的这轮激进冲刺，是算力与算法的紧密结合、企业互为资本与用户的格局，或将成为未来主流，将重新定义人工智能与商业世界的边界。","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"corporation","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":1,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 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