别买期权的个人主页 - 老虎社区

别买期权

别买期权

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IP属地：广东

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18粉丝

1主题

0勋章

05-21

$Rocket Lab USA, Inc.(RKLB)$ 咋回事？

05-15

$应用材料(AMAT)$ 财报一点反应都没有？

05-14

$思科宽跨式 260515 PUT 90.0/CALL 110.0$ 能收个菜不

05-13

$特斯拉(TSLA)$ 今晚能跨过 450 吗

05-09

$INTC 20260522 150.0 CALL$ 舒舒服服摸彩票

05-07

你是真的饿了

@黑眼圈太重了邓文:$特斯拉(TSLA)$ 空虚

05-07

$特斯拉(TSLA)$ 马哥你活了吗

04-24

$美国超微公司(AMD)$ 真的顶

04-16

$NVDA 20260417 200.0 CALL$ 收菜

04-01

$AMD 20260417 165.0 PUT$ 收菜

03-25

$特斯拉垂直价差 260424 PUT 340.0/PUT 310.0$ 新开 sellput 加一个小腿保护赚个菜钱

03-24

$GOOGL 20260618 320.0 CALL$ 回点血[捂脸]

03-18

$特斯拉(TSLA)$ 做个点策略回点血😭

01-29

下次测记得发出来

01-15

$TSM 20260116 312.5 PUT$ 收租收租[财迷] [财迷]

01-15

$特斯拉(TSLA)$ 每周收租赚个菜钱马斯克是最适合t的票子[开心] [开心] [开心]

01-13

不会的特特只是想赚钱

01-12

这保密做的不行啊

传脑机接口公司强脑科技据悉以保密形式提交香港IPO申请

01-09

$TSLA 20260109 420.0 PUT$ 上周sell440put 亏了不少这周有点不敢卖[捂脸] [捂脸]

2025-12-15

Replying to @目光之后:只看市盈率你基本错过了今天最猛的几只股//@目光之后:你有毒吧，特斯拉市盈率都上天了。

去老虎APP查看更多动态

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又是给甲骨文大单又是千亿服务器","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":4,"repostSize":0,"link":"https://laohu8.com/post/480349658272232","repostId":"1185605690","repostType":2,"repost":{"id":"1185605690","kind":"news","pubTimestamp":1758294683,"share":"https://www.laohu8.com/m/news/1185605690?lang=zh_CN&edition=full","pubTime":"2025-09-19 23:11","market":"us","language":"zh","title":"预防算力危机！OpenAI计划投入1000亿美元租备用服务器","url":"https://stock-news.laohu8.com/highlight/detail?id=1185605690","media":"华尔街见闻","summary":"OpenAI因严重算力短缺，计划五年内投入高达1000亿美元用于租用备用服务器。她表示，OpenAI目前面临“严重的算力限制”。为了解决这一问题，公司高管向部分股东透露，未来五年内，OpenAI计划在租用云服务商的备用服务器上花费约1000亿美元。届时，OpenAI的营收将超过过去12个月中英伟达或Meta的收入水平。OpenAI高管预测，该公司在备用服务器上的年度支出将在2028年达到峰值，为400亿美元。","content":"<html><head></head><body><blockquote><p>OpenAI因严重算力短缺，计划五年内投入高达1000亿美元用于租用备用服务器。Altman和他的管理团队认为，将来可能出现的新爆款产品或AI技术突破，将带来难以预料的算力需求激增。分析认为，虽然此举有利于OpenAI在抢占市场上占据有利位置，但这一“囤积”策略也引发是否垄断GPU资源的担忧。</p></blockquote><p style=\"text-align: justify;\">媒体报道，今年3月，当OpenAI推出可将照片转为动画角色的ChatGPT新功能时，使用量激增，迫使该公司不得不暂时限制该功能的使用。</p><p style=\"text-align: justify;\">这并不是第一次发生类似情况。根据媒体，OpenAI首席财务官Sarah Friar上周在高盛的一次会议上向投资者透露，由于算力资源短缺，公司经常被迫推迟新功能或新模型的发布，或者有意让部分产品运行变慢。她表示，OpenAI目前面临“严重的算力限制”。</p><p style=\"text-align: justify;\">为了解决这一问题，<strong>公司高管向部分股东透露，未来五年内，OpenAI计划在租用云服务商的备用服务器上花费约1000亿美元。这是此前预计到2030年间为租用服务器所支出的3500亿美元之外的额外开支。</strong></p><p style=\"text-align: justify;\">分析认为，这个备用服务器计划反映了首席执行官Sam Altman的一个核心信念：<strong>谁掌握更多服务器，谁就在AI竞赛中拥有决定性优势。</strong>他曾告诉同事，未来OpenAI所需的算力甚至可能超过整个美国电网的供电能力。</p><p style=\"text-align: justify;\">据多位与OpenAI高管交流过的人士对媒体透露，Altman和他的管理团队认为，<strong>未来可能出现的新爆款产品或AI技术突破，将带来难以预料的算力需求激增。</strong></p><h2 id=\"id_767373558\">算力支出大增为抢占市场</h2><p style=\"text-align: justify;\">媒体分析称，从Altman和Friar的公开言论来看，OpenAI已经将手中所有大型英伟达GPU集群用得满满当当。<strong>如果未来再出现一个热门功能，导致算力资源吃紧，或者因为缺乏足够服务器而无法训练有潜力的新模型，OpenAI可能会因此失去用户或业务，转而被谷歌或Meta等在算力上不那么受限的竞争对手抢占市场。</strong></p><p style=\"text-align: justify;\">根据公司的内部预测，算上备用服务器，OpenAI未来五年平均每年将在租用服务器上花费约850亿美元。作为对比，去年亚马逊AWS、微软、谷歌云和甲骨文这四大云服务商的客户加起来在服务器租赁上总共花费了大约2000亿美元。</p><p style=\"text-align: justify;\">此外，OpenAI的备用服务器支出（1000亿美元）也是其长期现金流预测达1150亿美元（截至2029年）的一个重要原因。根据媒体此前的报道，公司可能需要筹集相应规模的资金。而按照目前的内部预估，公司将于2030年开始实现现金流转正。</p><p style=\"text-align: justify;\">尽管这笔备用服务器的支出不小，但OpenAI高管表示，这些服务器“具有变现潜力”。一位与公司高层有过交流的人士对媒体透露，这些备用算力要么可以推动技术突破、要么可以应对产品使用激增，因此有助于带来额外收入，而这部分收入目前还未被纳入公司财务预测。</p><p style=\"text-align: justify;\">根据OpenAI的预测，公司营收将在2030年增长到大约2000亿美元，而今年的营收预计为130亿美元。这一增幅主要得益于ChatGPT的快速发展。届时，OpenAI的营收将超过过去12个月中英伟达或Meta的收入水平。</p><h2 id=\"id_1882334469\">会被指“囤积”GPU？</h2><p style=\"text-align: justify;\">媒体分析称，OpenAI也可能通过其他方式降低备用服务器的成本，或者将这些资源进行变现。例如，它可以将未使用的算力返还给微软、甲骨文等提供服务器的云服务商——前提是对方愿意接受。也可以尝试将这些服务器租给其他企业客户。但目前还不清楚有哪些公司愿意、也有能力承担如此高昂的费用，此外也不确定云服务商是否允许OpenAI转租其资源。</p><p style=\"text-align: justify;\"><strong>如果OpenAI既无法自己用完这些服务器，也找不到其他客户，就可能被外界批评为“囤积GPU”。而几乎承载了OpenAI所有算力的英伟达，显然不希望出现这种情况，因为这将限制其他公司的GPU获取，从而促使它们转而使用竞争对手的AI芯片。</strong></p><p style=\"text-align: justify;\">OpenAI高管预测，该公司在备用服务器上的年度支出将在2028年达到峰值，为400亿美元。目前尚不清楚为何此后支出会明显下降，但OpenAI已表示，未来将自行开发数据中心和芯片，这可能有助于填补这一缺口。Friar在高盛会议上表示：</p><blockquote><p style=\"text-align: justify;\">“我们希望OpenAI成为一家真正的全栈公司。”</p></blockquote><p style=\"text-align: justify;\">媒体表示，硅谷的创始人和高管们对“爆款产品导致服务器不足”这一风险非常熟悉。比如20多年前迅速走红的社交网站Friendster就因频繁宕机而让出市场，最终被竞争对手超越。</p><p style=\"text-align: justify;\">过去一年里，OpenAI也多次出现服务中断，最长达数小时。但尽管如此，ChatGPT依然稳居聊天机器人市场领先地位。公司预计，到今年年底，ChatGPT的每周活跃用户将达到10亿人，而在7月，这一数字刚刚突破7亿。</p></body></html>","source":"lsy1700700604709","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\" 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left;}\n.head .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预防算力危机！OpenAI计划投入1000亿美元租备用服务器\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-09-19 23:11 北京时间&nbsp;&nbsp;&nbsp;<a href=https://wallstreetcn.com/articles/3755932><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>OpenAI因严重算力短缺，计划五年内投入高达1000亿美元用于租用备用服务器。Altman和他的管理团队认为，将来可能出现的新爆款产品或AI技术突破，将带来难以预料的算力需求激增。分析认为，虽然此举有利于OpenAI在抢占市场上占据有利位置，但这一“囤积”策略也引发是否垄断GPU资源的担忧。媒体报道，今年3月，当OpenAI推出可将照片转为动画角色的ChatGPT新功能时，使用量激增，迫使该公司...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3755932\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/db2623a0358500fd874194b4f9aef16b","relate_stocks":{},"source_url":"https://wallstreetcn.com/articles/3755932","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1185605690","content_text":"OpenAI因严重算力短缺，计划五年内投入高达1000亿美元用于租用备用服务器。Altman和他的管理团队认为，将来可能出现的新爆款产品或AI技术突破，将带来难以预料的算力需求激增。分析认为，虽然此举有利于OpenAI在抢占市场上占据有利位置，但这一“囤积”策略也引发是否垄断GPU资源的担忧。媒体报道，今年3月，当OpenAI推出可将照片转为动画角色的ChatGPT新功能时，使用量激增，迫使该公司不得不暂时限制该功能的使用。这并不是第一次发生类似情况。根据媒体，OpenAI首席财务官Sarah Friar上周在高盛的一次会议上向投资者透露，由于算力资源短缺，公司经常被迫推迟新功能或新模型的发布，或者有意让部分产品运行变慢。她表示，OpenAI目前面临“严重的算力限制”。为了解决这一问题，公司高管向部分股东透露，未来五年内，OpenAI计划在租用云服务商的备用服务器上花费约1000亿美元。这是此前预计到2030年间为租用服务器所支出的3500亿美元之外的额外开支。分析认为，这个备用服务器计划反映了首席执行官Sam Altman的一个核心信念：谁掌握更多服务器，谁就在AI竞赛中拥有决定性优势。他曾告诉同事，未来OpenAI所需的算力甚至可能超过整个美国电网的供电能力。据多位与OpenAI高管交流过的人士对媒体透露，Altman和他的管理团队认为，未来可能出现的新爆款产品或AI技术突破，将带来难以预料的算力需求激增。算力支出大增为抢占市场媒体分析称，从Altman和Friar的公开言论来看，OpenAI已经将手中所有大型英伟达GPU集群用得满满当当。如果未来再出现一个热门功能，导致算力资源吃紧，或者因为缺乏足够服务器而无法训练有潜力的新模型，OpenAI可能会因此失去用户或业务，转而被谷歌或Meta等在算力上不那么受限的竞争对手抢占市场。根据公司的内部预测，算上备用服务器，OpenAI未来五年平均每年将在租用服务器上花费约850亿美元。作为对比，去年亚马逊AWS、微软、谷歌云和甲骨文这四大云服务商的客户加起来在服务器租赁上总共花费了大约2000亿美元。此外，OpenAI的备用服务器支出（1000亿美元）也是其长期现金流预测达1150亿美元（截至2029年）的一个重要原因。根据媒体此前的报道，公司可能需要筹集相应规模的资金。而按照目前的内部预估，公司将于2030年开始实现现金流转正。尽管这笔备用服务器的支出不小，但OpenAI高管表示，这些服务器“具有变现潜力”。一位与公司高层有过交流的人士对媒体透露，这些备用算力要么可以推动技术突破、要么可以应对产品使用激增，因此有助于带来额外收入，而这部分收入目前还未被纳入公司财务预测。根据OpenAI的预测，公司营收将在2030年增长到大约2000亿美元，而今年的营收预计为130亿美元。这一增幅主要得益于ChatGPT的快速发展。届时，OpenAI的营收将超过过去12个月中英伟达或Meta的收入水平。会被指“囤积”GPU？媒体分析称，OpenAI也可能通过其他方式降低备用服务器的成本，或者将这些资源进行变现。例如，它可以将未使用的算力返还给微软、甲骨文等提供服务器的云服务商——前提是对方愿意接受。也可以尝试将这些服务器租给其他企业客户。但目前还不清楚有哪些公司愿意、也有能力承担如此高昂的费用，此外也不确定云服务商是否允许OpenAI转租其资源。如果OpenAI既无法自己用完这些服务器，也找不到其他客户，就可能被外界批评为“囤积GPU”。而几乎承载了OpenAI所有算力的英伟达，显然不希望出现这种情况，因为这将限制其他公司的GPU获取，从而促使它们转而使用竞争对手的AI芯片。OpenAI高管预测，该公司在备用服务器上的年度支出将在2028年达到峰值，为400亿美元。目前尚不清楚为何此后支出会明显下降，但OpenAI已表示，未来将自行开发数据中心和芯片，这可能有助于填补这一缺口。Friar在高盛会议上表示：“我们希望OpenAI成为一家真正的全栈公司。”媒体表示，硅谷的创始人和高管们对“爆款产品导致服务器不足”这一风险非常熟悉。比如20多年前迅速走红的社交网站Friendster就因频繁宕机而让出市场，最终被竞争对手超越。过去一年里，OpenAI也多次出现服务中断，最长达数小时。但尽管如此，ChatGPT依然稳居聊天机器人市场领先地位。公司预计，到今年年底，ChatGPT的每周活跃用户将达到10亿人，而在7月，这一数字刚刚突破7亿。","news_type":1,"symbols_score_info":{}},"isVote":1,"tweetType":1,"viewCount":3373,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3472532348212000","authorId":"3472532348212000","name":"chenx32401","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":0,"authorIdStr":"3472532348212000","idStr":"3472532348212000"},"content":"OpenAI跟微软签了新合约，每年可以不用再向爹进贡500亿","text":"OpenAI跟微软签了新合约，每年可以不用再向爹进贡500亿","html":"OpenAI跟微软签了新合约，每年可以不用再向爹进贡500亿"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":507594752094808,"gmtCreate":1764955102848,"gmtModify":1765160790987,"author":{"id":"3574718097407891","authorId":"3574718097407891","name":"别买期权","avatar":"https://static.tigerbbs.com/35a2ae1e33f0e1037fc71be5a9dd2fc0","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3574718097407891","idStr":"3574718097407891"},"themes":[],"title":"","htmlText":"<a 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