OpenAI宣布百亿美元合作协议，计划部署750兆瓦AI芯片

爱集微01-18

OpenAI近期宣布与芯片制造商Cerebras达成价值超过100亿美元的合作协议，计划部署750兆瓦AI芯片，相关设施将在2028年前分阶段上线。这一交易是OpenAI推进芯片供应多元化战略的最新举措，此前该公司已与Nvidia、AMD和Broadcom等头部企业达成多项重大合作。在11月Nvidia发布财报后，其CEO黄仁勋曾向投资者强调Nvidia在AI领域的领先地位，并指出“OpenAI...

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chips","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"AVGO":0.9,"NVD2.UK":0.6,"NVD3.UK":0.6,"DIPS":0.6,"NVD":0.6,"NVDW":0.6,"2NVD.UK":0.6,"NVIW.SI":0.6,"NVDA":1.88,"3NVD.UK":0.6,"AMD":1.86,"NVDY":0.6,"NVII":0.6,"NVDG":0.6,"SNVD.UK":0.6,"NVDD":0.6,"NVDS.UK":0.6,"NVDU":0.6,"NVDS":0.6,"NVDX":0.6,"NVDQ":0.6},"content_text":"OpenAI近期宣布与芯片制造商Cerebras达成价值超过100亿美元的合作协议，计划部署750兆瓦AI芯片，相关设施将在2028年前分阶段上线。这一交易是OpenAI推进芯片供应多元化战略的最新举措，此前该公司已与Nvidia、AMD和Broadcom等头部企业达成多项重大合作。在11月Nvidia发布财报后，其CEO黄仁勋曾向投资者强调Nvidia在AI领域的领先地位，并指出“OpenAI目前所有业务均运行于Nvidia平台”。尽管Nvidia当前主导AI芯片市场且已成为全球市值最高公司，OpenAI仍在积极寻求技术路线多样化，以支撑其大规模扩张计划。2024年，OpenAI已承诺投入超过1.4万亿美元用于基础设施合作，目标达成5000亿美元私有市场估值。具体合作进展显示：Nvidia与OpenAI的关系在2025年显著深化。继2024年底投资OpenAI后，Nvidia于2025年9月宣布承诺1000亿美元支持OpenAI建设至少10吉瓦（相当于400万至500万GPU）的Nvidia系统，首阶段预计2025年下半年在Vera Rubin平台上线。AMD方面，OpenAI于2025年10月宣布计划多年部署6吉瓦AMD GPU，并获得AMD授予的160万股普通股认股权证（约占10%股权），首吉瓦芯片部署定于2026年下半年。Broadcom的合作则聚焦定制AI芯片（XPUs），双方同意部署10吉瓦定制加速器，首批系统计划2025下半年交付，项目目标2029年完成，但BroadcomCEO陈福阳预计2026年前不会产生显著收入。潜在合作伙伴方面，OpenAI于2024年11月与亚马逊云服务（AWS）签署380亿美元云协议，AWS将为其建设额外基础设施，同时双方正洽谈超100亿美元投资，但尚未确定是否采用亚马逊自研AI芯片。谷歌云虽已向OpenAI提供算力支持，但OpenAI明确表示不会使用谷歌的TPU芯片。英特尔作为传统芯片巨头在AI领域发展滞后，其新数据中心GPU“Crescent Island”预计2026下半年开始客户采样，而路透社曾报道英特尔早年错失投资OpenAI及为其提供硬件的机会。Cerebras作为新兴芯片企业，其晶圆级芯片响应速度据称可达GPU系统的15倍。此次与OpenAI的合作对Cerebras至关重要，该公司此前因依赖阿联酋客户G42而推迟IPO计划。OpenAI的系列芯片合作反映了其对算力的迫切需求——10吉瓦系统相当于约800万美国家庭的年用电量，凸显其AI技术部署的规模。随着OpenAI持续扩大芯片供应商网络，行业竞争格局或将迎来新变化。","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":"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":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; 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