OpenAI闭源商用模型将上架亚马逊云科技，Token成本直降4成

DOIT传媒03-06

OpenAI的ChatGPT引爆了生成式AI技术潮流，在很长一段时间里一直被绝大多数人认为是最聪明的AI工具。随着时间的推移，一波从OpenAI出走的人创立了Anthropic，它所开发的Claude模型，在编程和企业应用领域占据明显优势。截止到2026年3月，有人说OpenAI的ChatGPT依然很强，也有人说Anthropic开发的Claude系列模型跟能满足自己的需求，智能水平更高，两拨人...

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Token cost will drop by 40%","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"AMZZ":0.6,"AMZU":0.6,"AZYY":0.6,"AMZD":0.6,"AMZW":0.6,"AMZY":0.6,"USAW.SI":0.6,"AMZN":1.96,"AMZP":0.6},"content_text":"OpenAI的ChatGPT引爆了生成式AI技术潮流，在很长一段时间里一直被绝大多数人认为是最聪明的AI工具。随着时间的推移，一波从OpenAI出走的人创立了Anthropic，它所开发的Claude模型，在编程和企业应用领域占据明显优势。截止到2026年3月，有人说OpenAI的ChatGPT依然很强，也有人说Anthropic开发的Claude系列模型跟能满足自己的需求，智能水平更高，两拨人争得不可开交。到底要用哪个呢？亚马逊云科技的答案是：我两个都要！北京时间2月28日，亚马逊宣布将向OpenAI投资500亿美元，亚马逊云科技将成为OpenAI Frontier的独家第三方云分发提供商，意味着亚马逊云科技的用户能同时亚马逊云科技云平台上使用Claude和GPT系列闭源先进模型了。Amazon Bedrock上架了OpenAI的开源模型此前，亚马逊云科技的Amazon Bedrock上架了OpenAI的开源模型，但双方并没有实质性的技术合作，因为任何人都可以部署这些开源模型，而这次，OpenAI把自家闭源的商业大模型放到亚马逊的平台上。亚马逊总裁兼CEO Andy Jassy表示：“通过让OpenAI入驻Amazon Bedrock，并利用Amazon Trainium实现30%至40%的性价比提升，这在AI领域至关重要。这不仅是一段强有力的长期伙伴关系，也将为Amazon带来优厚的回报。Part 01一、OpenAI模型上架，亚马逊云科技集齐了业内最强模型此前，微软凭借早前与OpenAI的投资关系，在早期占尽了优势。亚马逊则是通过与Anthropic的合作占据另外一块阵地，可以调用除了GPT以外几乎所有顶级模型，强调能为用户提供丰富多样的选择，现在，终于完整了。OpenAI Frontier是OpenAI推出的企业级AI平台，它不仅会集成GPT系列大模型，还支持让企业不用自己搭复杂基础设施，就能快速把一群AI Agent接入到真实业务系统里一起工作，并且还能统一管理、安全可控，让企业成为AI原生的企业。显然，OpenAI是要用OpenAI Frontier更好地服务企业级用户，而亚马逊云科技在企业级领域的优势积累非常明显。Anthropic也正是因为与亚马逊云科技的合作，在企业级市场占据了一些额外优势。值得留意的是，“亚马逊云科技将成为OpenAI Frontier的独家第三方云分发提供商”，独家意味着，未来会有一些模型或者服务只在亚马逊云科技和OpenAI自己的平台上提供，而不会同步到其他平台，比如Azure上，这是一个微妙的细节。Gartner称“该协议扩展并延续了OpenAI此前在亚马逊云科技上运行工作负载的承诺，并使其成为全新OpenAI Frontier独家第三方云分发提供商。应用和AI领域的领导者必须评估这一极具吸引力的新组合，以制定其企业AI战略。Part 02二、OpenAI模型将大规模运行在Trainium芯片上，需要两座核电站供电值得广大用户注意的是，这次合作中，OpenAI将通过亚马逊云科技的基础设施使用约2吉瓦的Amazon Trainium算力。2吉瓦电力什么概念？现在大多数正在运行的商用核反应堆的电力等级平均约1吉瓦，2吉瓦相当于需要2个核电站给它供电。换言之，OpenAI会大量使用亚马逊自研的Trainium AI芯片，亚马逊云科技虽然部署了大量的英伟达显卡，但也在力推自研的AI芯片。OpenAI也希望底层芯片硬件的多元化，而不是绑死在英伟达的显卡上，亚马逊云科技与OpenAI在这方面很有默契。OpenAI会使用目前的Amazon Trainium3和下一代Trainium4芯片。预计于2027年开始交付的Amazon Trainium4将带来重大性能提升，包括显著提高的FP4计算性能、扩展的内存带宽以及更大的高带宽内存容量。虽然资料没提到是否用于训练，但肯定会大量用于推理，Trainium主打性价比，预计将带来30%至40%的性价比提升，意味着调用亚马逊云科技上的GPT系列模型会更便宜，这会吸引非常多用户接入由Amazon Bedrock托管的OpenAI服务。双方手降低AI成本，会让Amazon Bedrock成为非常有吸引力的服务，用户可以在这里快速构建AI应用和AI Agent，随时切换GPT、Claude以及DeepSeek、Qwen、LLama等领先的开源模型，并利用各种成熟的安全合规手段把它用在企业环境中。OpenAI联合创始人兼首席执行官Sam Altman表示：“将OpenAI的模型与亚马逊的基础设施及全球布局相结合，有助于我们将强大的AI真正大规模地交付到企业和用户手中。”Part 03三、与OpenAI的深层次技术合作OpenAI与亚马逊云科技还宣布，双方正在联合开发一种由OpenAI模型驱动的“有状态运行时环境”，未来将通过Amazon Bedrock提供给企业用户。简单说，这是一种新的AI使用方式。AI不再只是一次性回答问题，而是可以持续记住上下文、保存之前的工作状态，跨软件工具和数据源开展工作并访问计算资源，它可以逐步推进复杂的工作流程，而不是每次都从零开始。同时，这套运行环境会针对亚马逊云科技的的基础设施进行优化，并与Amazon Bedrock 的AgentCore以及其他云服务深度集成。这样企业构建的AI应用和AI Agents，就可以和现有的云系统、业务应用更紧密地协同工作。此外，OpenAI与亚马逊云科技还要联合开发定制化模型，用于直接面向消费者的AI产品和Agents。亚马逊自己也有Amazon Nova模型，即使双方合作开发模型也并不会放弃自家模型，亚马逊要让多种模型形成互补的关系。Andy Jassy表示：“我们有众多开发者和企业都希望在亚马逊云科技上运行由OpenAI模型驱动的服务，而我们与OpenAI的合作所打造的‘有状态运行时环境’，将为构建AI应用和Agent的客户带来更多可能。”写在最后亚马逊与OpenAI的合作，本质上是一场云计算巨头与模型巨头的相互成就。亚马逊出基础设施，OpenAI出大模型能力，企业不再需要在不同平台之间反复跳转，就能在同一个环境里直接构建和运行AI应用，加速AI的落地。AI市场的竞争，拼模型的智能水平，也拼成本优势。亚马逊这笔投资，本质上是在用自研芯片和深度优化的运行环境，把OpenAI的能力真正推向更多企业——让AI不再是少数人的特权，而是多数人用得起的工具。2026人工智能基础设施峰会预告2026年4月即将开幕2026年4月份，由DOIT传媒主办的“2026人工智能基础设施峰会”将于上海隆重召开，本次峰会将前瞻性聚焦下一代AI基础设施的系统性创新，汇聚全球顶尖产业链企业、学术机构及专家学者，共同探讨2026年关键趋势、破解规模部署挑战，推动产业从硬件集成迈向智能、敏捷、绿色的新高度。","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,"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 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