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放弃英伟达“乐高模式”：OpenAI豪赌晶圆级架构，百亿美元押注Cerebras单芯片算力革命！
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Systems达成的一项价值100亿美元、涉及750兆瓦算力供应的重磅交易，在客观上对科技股的跌势起到了推波助澜的作用。</p><p>具体来说，OpenAI与Cerebras达成多年期战略合作，将通过后者提供的硬件获得相当于750兆瓦功耗规模的算力支持，以加速人工智能基础设施的快速扩建。根据两家公司周三发布的联合声明，OpenAI已将Cerebras纳入其计算供应商体系，此举旨在实现AI模型运行时更短的响应时间。该基础设施将采取分阶段建设模式，预计在2028年前完成全部部署，并由Cerebras负责托管运营。尽管具体交易条款尚未披露，但知情人士透露，此次合作协议的总规模已超过100亿美元。</p><p>OpenAI联合创始人兼总裁格雷格·布罗克曼表示：“通过此次合作，ChatGPT将不仅成为能力最强的AI平台，更将实现速度上的全面领先。”他进一步强调，这种突破性的响应速度将有效解锁“下一代AI应用场景”，并加速推动“下一个十亿用户”融入人工智能生态。</p><p><span>把AI装进一块“晶圆盘”里：Cerebras的WSE-3如何为OpenAI带来15倍推理速度</span></p><p>据了解，半导体初创企业Cerebras首创基于超大型芯片的独特信息处理架构，正积极推动其技术的广泛应用以挑战市场领导者<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>(NVDA.US)。不同于英伟达采用的\"集群化\"技术路径，Cerebras选择了\"晶圆级(Wafer-Scale)\"创新方向。其旗舰产品WSE-3是一块尺寸堪比餐盘的单体芯片(面积达46,255平方毫米)，直接基于整块12英寸硅晶圆制造而成。Cerebras的核心技术逻辑在于：相较于让数据在成千上万个芯片间进行\"长途跋涉\"式传输，不如将超90万个AI核心与海量内存单元集成于同一巨型芯片内，从而彻底消除跨芯片通信带来的性能瓶颈。</p><p>在应用场景维度，Cerebras的核心优势体现为极致的推理速度表现。以运行Llama 4等超大模型为例，其单芯片架构可实现每秒近千词的低延迟输出，这种特性使其天然适配对交互实时性要求严苛的场景，如智能体(Agent)决策、代码实时生成等应用。更值得关注的是，开发者无需接触复杂的分布式集群配置，仅需以单台计算机的编程模式即可完成部署，降低了AI模型的开发与运维门槛。</p><p>总体而言，如果把英伟达比作“乐高积木”，你可以通过堆叠无数块积木盖出摩天大楼，虽然连接处会有损耗，但非常灵活;那么 Cerebras 就是“一块完整的巨型<a href=\"https://laohu8.com/S/600696\">岩石</a>”，它结构紧密、效率极高，但一旦定型就无法轻易拆分，且制造难度极大。</p><p>这也是为什么 OpenAI 选择与 Cerebras 合作：在 2026 年，随着 AI 模型向“实时互动”转型，推理速度成为了比训练规模更关键的战场，而 Cerebras 的巨型芯片恰恰在这个细分赛道上具备压倒性优势。</p><p>与此同时，该公司通过运营自有数据中心展示其硬件组件的性能优势，并构建稳定的经常性收入体系。此次与OpenAI达成的高规格战略合作协议，不仅验证了其技术实力，更使Cerebras有望参与分享当前全球正在投入人工智能计算新基础设施建设的<a href=\"https://laohu8.com/S/SBAY\">数百亿</a>美元市场机遇。</p><p>Cerebras创始人兼首席执行官安德鲁·费尔德曼强调，AI推理阶段——即模型响应查询的过程——对于技术进步具有关键意义，而这也正是其产品的核心竞争力所在。</p><p>在接受采访时，费尔德曼进一步阐释：“我们选择创新且差异化的架构设计，不仅因为其能实现更快的响应速度，更在于它能为合作伙伴创造显著价值。此次与OpenAI等头部机构达成的战略合作，不仅让Cerebras成功跻身行业头部阵营，更标志着高速推理技术正式进入主流应用阶段。”</p><p>值得注意的是，Cerebras目前正积极推进融资进程，为潜在的首次公开募股(IPO)做准备。据知情人士本周早些时候透露，该公司已就一轮约10亿美元的新融资展开讨论。该人士还表示，在此轮融资完成前，这家初创企业的估值已达到约220亿美元。</p><p><span>OpenAI百亿算力订单震撼市场：Cerebras技术突围撼动英伟达王座</span></p><p>对于OpenAI而言，此次与Cerebras的协议仅是其为扩大算力而达成的最新一笔大型数据中心交易，这深刻反映了科技行业史无前例的战略共识——市场对高能耗AI工具的需求将长期维持高位增长态势。</p><p>具体来看行业动态：去年9月，英伟达宣布将对OpenAI进行高达1000亿美元的战略投资，专项用于建设AI基础设施及电力容量至少达10吉瓦的新数据中心;10月，<a href=\"https://laohu8.com/S/AMD\">AMD</a>(AMD.US)披露将多年内为OpenAI部署相当于6吉瓦的图形处理单元，值得注意的是，1吉瓦的电力容量约相当于一座常规核电站的装机规模。与此同时，开发ChatGPT等AI工具的OpenAI正与<a href=\"https://laohu8.com/S/AVGO\">博通</a>(AVGO.US)合作研发自研芯片，进一步强化技术自主性。</p><p>根据双方联合声明，Cerebras与OpenAI自2017年起便持续探讨技术合作路径。此次合作成果显著，Cerebras近期在支持OpenAI的GPT-OSS-120B模型运行中展现出突破性优势——其处理速度较传统硬件提升15倍，充分验证了晶圆级架构在超大模型推理场景中的性能潜力。</p><p>尽管该协议展示了AI行业的增长活力，但其天文数字级的合同金额进一步加剧了市场对科技巨头资本开支压力的焦虑。投资者日益担心AI基础设施投入已演变为“利润黑洞”，大规模的持续性支出可能在未来数年内严重侵蚀大型科技公司的利润率，从而对板块的整体盈利前景产生怀疑并引发抛售。</p><p>此外，这笔百亿大单也标志着AI算力市场垄断格局的松动，对现有巨头的估值逻辑产生了深远影响。Cerebras凭借其“晶圆级芯片”在推理速度上的技术优势，获得了顶级AI机构的战略背书，这直接挑战了英伟达在高性能AI芯片领域的绝对统治地位。市场对英伟达及其生态伙伴的长期溢价空间正展开新一轮评估，竞争加剧预期与资本效率担忧交织影响，促使科技股在1月14日交易日内呈现调整态势。</p></body></html>","source":"stock_zhitongcaijing","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" 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.h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n放弃英伟达“乐高模式”：OpenAI豪赌晶圆级架构，百亿美元押注Cerebras单芯片算力革命！\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-01-15 08:41 北京时间 <a href=http://www.zhitongcaijing.com/content/detail/1393068.html><strong>智通财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>智通财经APP获悉，2026年1月14日，美股市场在多重负面因素的共振下经历了剧烈波动，三大股指集体收跌，纳斯达克指数以约1%的跌幅领跌大盘。作为市场核心驱动力的科技板块成为当日跌势的重灾区，尤其是半导体行业遭遇了地缘政治与竞争格局改变的双重打击。值得注意的是，OpenAI与AI芯片初创公司Cerebras Systems达成的一项价值100亿美元、涉及750兆瓦算力供应的重磅交易，在客观上对...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/1393068.html\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"IE0004086264.USD":"BNY MELLON GLOBAL OPPORTUNITIES \"A\" (USD) ACC","LU2028103732.USD":"ALLIANZ GLOBAL SUSTAINABILITY \"AMG\" (USD) INC","LU2065170008.USD":"M&G (LUX) GLOBAL MAXIMA \"A\" (USD) INC","LU0985320562.USD":"NORDEA 1 GLOBAL STARS EQUITY \"BP\" (USD) ACC","LU2322448791.USD":"ALLIANZ GLOBAL INTELLIGENT CITIES INCOME \"AMG\" (USD) INC","LU0289961442.SGD":"SUSTAINABLE GLOBAL THEMATIC PORTFOLIO \"AX\" (SGD) ACC","LU2322448957.HKD":"ALLIANZ GLOBAL INTELLIGENT CITIES 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Systems达成的一项价值100亿美元、涉及750兆瓦算力供应的重磅交易，在客观上对科技股的跌势起到了推波助澜的作用。具体来说，OpenAI与Cerebras达成多年期战略合作，将通过后者提供的硬件获得相当于750兆瓦功耗规模的算力支持，以加速人工智能基础设施的快速扩建。根据两家公司周三发布的联合声明，OpenAI已将Cerebras纳入其计算供应商体系，此举旨在实现AI模型运行时更短的响应时间。该基础设施将采取分阶段建设模式，预计在2028年前完成全部部署，并由Cerebras负责托管运营。尽管具体交易条款尚未披露，但知情人士透露，此次合作协议的总规模已超过100亿美元。OpenAI联合创始人兼总裁格雷格·布罗克曼表示：“通过此次合作，ChatGPT将不仅成为能力最强的AI平台，更将实现速度上的全面领先。”他进一步强调，这种突破性的响应速度将有效解锁“下一代AI应用场景”，并加速推动“下一个十亿用户”融入人工智能生态。把AI装进一块“晶圆盘”里：Cerebras的WSE-3如何为OpenAI带来15倍推理速度据了解，半导体初创企业Cerebras首创基于超大型芯片的独特信息处理架构，正积极推动其技术的广泛应用以挑战市场领导者英伟达(NVDA.US)。不同于英伟达采用的\"集群化\"技术路径，Cerebras选择了\"晶圆级(Wafer-Scale)\"创新方向。其旗舰产品WSE-3是一块尺寸堪比餐盘的单体芯片(面积达46,255平方毫米)，直接基于整块12英寸硅晶圆制造而成。Cerebras的核心技术逻辑在于：相较于让数据在成千上万个芯片间进行\"长途跋涉\"式传输，不如将超90万个AI核心与海量内存单元集成于同一巨型芯片内，从而彻底消除跨芯片通信带来的性能瓶颈。在应用场景维度，Cerebras的核心优势体现为极致的推理速度表现。以运行Llama 4等超大模型为例，其单芯片架构可实现每秒近千词的低延迟输出，这种特性使其天然适配对交互实时性要求严苛的场景，如智能体(Agent)决策、代码实时生成等应用。更值得关注的是，开发者无需接触复杂的分布式集群配置，仅需以单台计算机的编程模式即可完成部署，降低了AI模型的开发与运维门槛。总体而言，如果把英伟达比作“乐高积木”，你可以通过堆叠无数块积木盖出摩天大楼，虽然连接处会有损耗，但非常灵活;那么 Cerebras 就是“一块完整的巨型岩石”，它结构紧密、效率极高，但一旦定型就无法轻易拆分，且制造难度极大。这也是为什么 OpenAI 选择与 Cerebras 合作：在 2026 年，随着 AI 模型向“实时互动”转型，推理速度成为了比训练规模更关键的战场，而 Cerebras 的巨型芯片恰恰在这个细分赛道上具备压倒性优势。与此同时，该公司通过运营自有数据中心展示其硬件组件的性能优势，并构建稳定的经常性收入体系。此次与OpenAI达成的高规格战略合作协议，不仅验证了其技术实力，更使Cerebras有望参与分享当前全球正在投入人工智能计算新基础设施建设的数百亿美元市场机遇。Cerebras创始人兼首席执行官安德鲁·费尔德曼强调，AI推理阶段——即模型响应查询的过程——对于技术进步具有关键意义，而这也正是其产品的核心竞争力所在。在接受采访时，费尔德曼进一步阐释：“我们选择创新且差异化的架构设计，不仅因为其能实现更快的响应速度，更在于它能为合作伙伴创造显著价值。此次与OpenAI等头部机构达成的战略合作，不仅让Cerebras成功跻身行业头部阵营，更标志着高速推理技术正式进入主流应用阶段。”值得注意的是，Cerebras目前正积极推进融资进程，为潜在的首次公开募股(IPO)做准备。据知情人士本周早些时候透露，该公司已就一轮约10亿美元的新融资展开讨论。该人士还表示，在此轮融资完成前，这家初创企业的估值已达到约220亿美元。OpenAI百亿算力订单震撼市场：Cerebras技术突围撼动英伟达王座对于OpenAI而言，此次与Cerebras的协议仅是其为扩大算力而达成的最新一笔大型数据中心交易，这深刻反映了科技行业史无前例的战略共识——市场对高能耗AI工具的需求将长期维持高位增长态势。具体来看行业动态：去年9月，英伟达宣布将对OpenAI进行高达1000亿美元的战略投资，专项用于建设AI基础设施及电力容量至少达10吉瓦的新数据中心;10月，AMD(AMD.US)披露将多年内为OpenAI部署相当于6吉瓦的图形处理单元，值得注意的是，1吉瓦的电力容量约相当于一座常规核电站的装机规模。与此同时，开发ChatGPT等AI工具的OpenAI正与博通(AVGO.US)合作研发自研芯片，进一步强化技术自主性。根据双方联合声明，Cerebras与OpenAI自2017年起便持续探讨技术合作路径。此次合作成果显著，Cerebras近期在支持OpenAI的GPT-OSS-120B模型运行中展现出突破性优势——其处理速度较传统硬件提升15倍，充分验证了晶圆级架构在超大模型推理场景中的性能潜力。尽管该协议展示了AI行业的增长活力，但其天文数字级的合同金额进一步加剧了市场对科技巨头资本开支压力的焦虑。投资者日益担心AI基础设施投入已演变为“利润黑洞”，大规模的持续性支出可能在未来数年内严重侵蚀大型科技公司的利润率，从而对板块的整体盈利前景产生怀疑并引发抛售。此外，这笔百亿大单也标志着AI算力市场垄断格局的松动，对现有巨头的估值逻辑产生了深远影响。Cerebras凭借其“晶圆级芯片”在推理速度上的技术优势，获得了顶级AI机构的战略背书，这直接挑战了英伟达在高性能AI芯片领域的绝对统治地位。市场对英伟达及其生态伙伴的长期溢价空间正展开新一轮评估，竞争加剧预期与资本效率担忧交织影响，促使科技股在1月14日交易日内呈现调整态势。","news_type":1,"symbols_score_info":{"NVDU":0.6,"2NVD.UK":0.6,"3NVD.UK":0.6,"NVDS.UK":0.6,"NVDY":0.6,"NVD2.UK":0.6,"NVDA":1.88,"NVDQ":0.6,"DIPS":0.6,"NVDD":0.6,"SNVD.UK":0.6,"NVDS":0.6,"NVD3.UK":0.6,"NVII":0.6,"NVD":0.6,"NVDX":0.6,"NVDW":0.6,"NVDG":0.6,"NVIW.SI":0.6}},"isVote":1,"tweetType":1,"viewCount":306,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[],"verified":2,"subType":0,"readableState":1,"langContent":"CN","currentLanguage":"CN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":12,"optionInvolvedFlag":false,"xxTargetLangEnum":"ZH_CN"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/521968263258824"}
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