OpenAI又一重磅？Altman说对“即将推出的芯片”感到兴奋

华尔街见闻12-11

除了据传超越谷歌Gemini 3的新模型GPT-5.2，OpenAI近期可能还有一项重磅发布。美东时间12月11日周四，OpenAI CEO Sam Altman在和迪士尼达成协议后接受采访时疑似说漏嘴，称我们对"即将推出的芯片"感到兴奋，但未透露详情。Altman周四称，新模型的发布将提高市场份额，并表示市场需求“相当极端”。他还提到，迪士尼投资OpenAI 10亿美元并向OpenAI授权标志性...

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Altman says excited about'upcoming chips'","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"NVDD":0.6,"AVGO":0.9,"NVDU":0.6,"NVD2.UK":0.6,"NVDX":0.6,"NVD":0.6,"NVDS":0.6,"NVDA":1.88,"AI":0.82,"NVDS.UK":0.6,"NVD3.UK":0.6,"SNVD.UK":0.6,"2NVD.UK":0.6,"NVDY":0.6,"3NVD.UK":0.6,"NVIW.SI":0.6},"content_text":"除了据传超越谷歌Gemini 3的新模型GPT-5.2，OpenAI近期可能还有一项重磅发布。美东时间12月11日周四，OpenAI CEO Sam Altman在和迪士尼达成协议后接受采访时疑似说漏嘴，称我们对\"即将推出的芯片\"感到兴奋，但未透露详情。Altman周四称，新模型的发布将提高市场份额，并表示市场需求“相当极端”。他还提到，迪士尼投资OpenAI 10亿美元并向OpenAI授权标志性卡通角色的合作协议将带来增量收入，迪士尼角色的需求\"超出预期\"。迪士尼CEO Bob Iger同日对媒体表示，这笔投资是进入人工智能（AI）领域的\"一种方式\"，将对迪士尼的业务产生重大长期影响。Altman对芯片计划表达了热情，但OpenAI迄今没有任何正式公告披露自研芯片的进展。今年以来，有关OpenAI研发芯片及相关合作伙伴的消息持续不断，显示该司正积极推进减少对英伟达依赖的战略。对于AI芯片领域的投资者而言，OpenAI自研芯片的推进可能重塑AI基础设施市场格局，为英伟达之外的供应商创造机会，同时加剧科技巨头在定制芯片领域的竞争。芯片计划浮出水面今年以来，多家媒体披露了OpenAI芯片项目的进展。华尔街见闻曾提到，2月有报道称，OpenAI计划今年完成首个定制芯片设计，并将其送到台积电制造，目标是在2026年实现量产。该芯片开发团队由前谷歌工程师Richard Ho领导，目前约有40人，与博通合作设计主要用于AI模型运行的芯片。9月的媒体消息称，OpenAI与博通达成协议，共同设计自主AI芯片，并计划于明年正式投入量产。博通CEO Hock Tan随后在财报电话会议上宣布，公司获得第四个定制AI芯片业务的主要客户，该客户承诺了价值100亿美元的订单。知情人士向媒体证实，这个客户正是OpenAI。10月13日，OpenAI与博通签署正式协议，宣布将合作开发定制芯片和网络设备，计划部署10千兆瓦（GW）的AI数据中心容量。这一规模相当于约5座胡佛大坝的发电量。双方计划从2026年下半年开始部署服务器机架，整个硬件部署将于2029年底完成。多方合作布局除博通外，OpenAI还传出与其他芯片厂商展开合作的消息。就在OpenAI官宣博通合作协议的10月13日，有媒体获悉，OpenAI正与软银旗下的半导体设计公司Arm商讨，计划在共同设计的AI服务器芯片中采用Arm设计的中央处理器。软银作为OpenAI最大股东之一，持有Arm近90%的股份，已向OpenAI投资数十亿美元。OpenAI今年还与传统芯片供应商签署了大规模协议。9月，英伟达表示将向OpenAI投资最高1000亿美元支持新基础设施建设，目标是至少10GW容量。10月，OpenAI宣布与AMD的协议，将在多年内部署6GW的AMD处理器。9月媒体提到，一位接近该项目的人士称，OpenAI计划将自研芯片用于内部，而非向外部客户提供。与英伟达和AMD等供应商设计的\"GPU\"不同，博通的定制AI芯片被称为\"XPU\"。算力需求驱动Altman一直直言对算力的迫切需求。8月他表示，考虑到来自最新模型GPT-5的日益增长的需求，公司正优先考虑算力问题，并计划\"在未来5个月内\"将计算集群的规模扩大一倍。通过定制芯片，OpenAI能够将在AI模型开发中积累的经验直接嵌入硬件。Altman在10月公布与博通达成协议后表示，这将\"释放新的能力和智能水平\"。不过，OpenAI联合创始人兼总裁Greg Brockman坦言，即使是10GW的算力也不足以支撑公司实现通用人工智能的愿景。OpenAI并非唯一探索减少对英伟达依赖的科技公司。目前，英伟达在AI芯片市场占据约80%的份额，微软、Meta等公司也正在开发定制芯片。Meta计划在未来一年在AI基础设施上投资600亿美元，微软计划在2025年投资800亿美元。这些相互关联的交易也加剧了市场对AI支出泡沫的担忧。风险提示及免责条款市场有风险，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。","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"1","news_tag":"productRelease","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":1,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":false,"deviceId":"web-server-community-laohu8-v3","version":"4.35.11","shortVersion":"4.35.11","platform":"web","vendor":"web","appName":"laohu8","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2590913543","isCrawlerRequest":true}