千亿美元落地，能撬动AI算力格局吗？

高工智算03-01

2026年伊始，AI战场硝烟弥漫。在算力即生产资料的驱动逻辑下，科技巨头们纷纷“用脚投票”。1天前，OpenAI宣布完成1100亿美元的融资，刷新私营公司融资纪录，其中，亚马逊融资500亿美元，软银和英伟达分别融资300亿美元，公司投前估值7300亿美元。融资落地的同时，一方面，OpenAI将继续深化与英伟达的合作，包括在Vera Rubin系统上使用3GW的专用推理算力和2GW的训练算力。但其也...

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Rubin系统上使用3GW的专用推理算力和2GW的训练算力。但其也并未将供应链只押注于英伟达一家，公司同时宣布将与亚马逊云服务器AWS380亿美元的协议扩大至1000亿美元，承诺8年内通过AWS基础设施消耗约2吉瓦的Trainium算力容量，涵盖Trainium3和Trainium4，新一代Trainium4预计2027年开始交付。目前看来，在这场基建大潮中，英伟达无疑是最大宠儿，总市值突破四万亿美元，远超谷歌、苹果、微软诸多老大哥，已跻身全球最赚钱的公司。黄仁勋坦言，自2023年ChatGPT出现以来，英伟达数据中心业务规模已扩大近13倍。黄仁勋的底气来自实打实的数据。26财年Q4财报表明，全球市场对Blackwell的“狂热“带动其单季数据中心业务同比增长75%，环比增长22%，达620亿美元，贡献了单季营收的九成。CFO克雷斯表示，过去近一年，主要云服务提供商、AI模型制造商和企业已部署和消耗了近9吉瓦的基于Blackwell的基础设施，即便是Hopper和部分基于已有六年历史的Ampere的产品也已售罄。克雷斯预计，新一代Vera Rubin今年下半年开始量产发货，其推理令牌成本相比Blackwell降低高达10倍，每个云模型构建者都将部署Vera Rubin。据不完全统计，英伟达在数据中心的市场份额高达90%，可谓一骑绝尘。但商业的竞技场永远巨头环伺，鲜见永远的赢家。OpenAI与亚马逊达成算力合作协议的前几天，Meta也与AMD达成一项类似协议，未来五年将使用达6吉瓦的AMD Instinct GPU为其AI基础设施提供动力，根据协议，每1吉瓦算力价值数百亿美元。同时，AMD向Meta发布了基于业绩的股权认证，授予其以每股0.01美元的行权价格分批购买1.6亿股的AMD股票，最后一批行权将在AMD股价达到600美元时结束。市场诸多声音认为，这两项交易均体现了领先人工智能厂商希望摆脱对英伟达芯片供应的依赖。对OpenAI和Meta来说，芯片供应多元化是分散上游集中风险，保证供应链稳定和自身发展的必要之举；对市场来说，多元竞争是资本逐利的自然规律。正如Meta负责人贾纳丹所言，所有芯片制造商只会在谈判桌上占有一席之地。更多行业动态，关注 @高工智算。","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":"","news_rank":0,"isVideo":false,"video":null,"symbols":[],"gpt_button":0,"need_auth":false,"need_login_tip":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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