$英伟达(NVDA)_老虎社区_美港股上老虎 - 老虎社区

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邪恶胜利了
02-03

$英伟达(NVDA)$ 对这世界上最好的芯片不满意？

报道称OpenAI对英伟达最新一些AI芯片不满意，Altman隔空反驳

据报道，OpenAI对英伟达最新的一些人工智能芯片并不满意，并且自去年以来一直在寻找替代方案，这可能会使这两家AI热潮中最受关注的公司之间的关系变得更加复杂。

报道称OpenAI对英伟达最新一些AI芯片不满意，Altman隔空反驳

# OpenAI对英伟达最新AI芯片不满寻求替代方案引发行业震动

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06:33","market":"hk","language":"zh","title":"报道称OpenAI对英伟达最新一些AI芯片不满意，Altman隔空反驳","url":"https://stock-news.laohu8.com/highlight/detail?id=2608481551","media":"华尔街见闻","summary":"据报道，OpenAI对英伟达最新的一些人工智能芯片并不满意，并且自去年以来一直在寻找替代方案，这可能会使这两家AI热潮中最受关注的公司之间的关系变得更加复杂。","content":"<html><head></head><body><p>据媒体援引多位知情人士表示，OpenAI对英伟达最新的一些人工智能芯片并不满意，并且自去年以来一直在寻找替代方案，这可能会使这两家AI热潮中最受关注的公司之间的关系变得更加复杂。</p><p style=\"text-align: justify;\">OpenAI这一战略转变，源于其对用于执行AI推理中特定环节芯片的重视程度不断提高。所谓推理，是指像支撑ChatGPT应用的AI模型在响应用户问题和请求时所进行的计算过程。英伟达在训练大型AI模型所需的芯片领域仍占据主导地位，而推理正成为竞争的新战场。</p><p style=\"text-align: justify;\"><strong>分析称，OpenAI及其他公司决定在推理芯片市场寻找替代方案，标志着对英伟达AI主导地位的一次重大考验。</strong></p><p style=\"text-align: justify;\"><strong>不过报道出炉后不久，OpenAI CEO Sam Altman隔空反驳，赞扬英伟达的AI芯片。Altman在社交平台X发文表示：“我们热爱与英伟达合作，并且他们生产世界上最好的AI芯片。我们希望在很长一段时间里成为超级大客户。我不明白这些疯狂的说法是从哪里来的。”</strong></p><p style=\"text-align: justify;\">周一，英伟达收跌近2.9%。当日美股盘后Altman隔空反驳后，英伟达盘后反弹约0.6%。</p><h2 id=\"id_2766076860\" style=\"text-align: start;\">OpenAI和英伟达合作</h2><p style=\"text-align: justify;\">当前，OpenAI和英伟达这两家公司仍在进行投资谈判：</p><blockquote><p style=\"text-align: justify;\">去年9月，英伟达表示，计划向OpenAI投入高达1000亿美元，作为一项交易的一部分。该交易将使英伟达获得这家初创公司的股份，同时为OpenAI提供购买先进芯片所需的资金。</p><p style=\"text-align: justify;\">在此期间，OpenAI已与AMD等公司达成协议，采购可与英伟达竞争的GPU。然而，知情人士称，OpenAI不断调整的产品路线图也改变了其所需的计算资源类型，从而使与英伟达的谈判变得更加复杂、进展缓慢。</p><p style=\"text-align: justify;\">上周六，英伟达首席执行官黄仁勋淡化了有关其与OpenAI存在紧张关系的报道，称这种说法“纯属无稽之谈”，并表示英伟达仍计划对OpenAI进行巨额投资。英伟达在一份声明中表示：“客户在推理领域仍然选择英伟达，因为我们在大规模应用中提供了最佳性能和总体拥有成本。”</p><p style=\"text-align: justify;\">OpenAI的一位发言人在另一份声明中表示，公司在其绝大多数推理算力集群中依赖英伟达，而且英伟达在推理方面提供了最佳的性价比。</p></blockquote><p style=\"text-align: justify;\"><strong>知情人士称，OpenAI对英伟达硬件在某些特定问题上的响应速度并不满意，例如软件开发以及AI与其他软件之间的交互。OpenAI需要新的硬件，未来最终可满足其约10%的推理计算需求。</strong></p><p style=\"text-align: justify;\">报道称，OpenAI曾讨论与包括Cerebras和Groq在内的初创公司合作，以获得更快推理速度的芯片。不过，英伟达与Groq达成了一项价值200亿美元的授权协议，从而终止了OpenAI与Groq的谈判。</p><p style=\"text-align: justify;\">芯片行业高管表示，英伟达迅速拿下Groq，看起来是为了在快速变化的AI行业中巩固其技术组合、提升竞争力。英伟达在声明中称，Groq的知识产权与英伟达的产品路线图高度互补。</p><h2 id=\"id_959616474\" style=\"text-align: start;\">英伟达的替代方案</h2><p style=\"text-align: justify;\">英伟达的GPU非常适合用于训练像ChatGPT这样的大型AI模型所需的海量数据处理，这也是迄今为止全球AI爆炸式增长的重要基础。但随着AI的不断进步，重点正日益转向对已训练模型进行推理和推断，这可能成为AI的一个新阶段。</p><p style=\"text-align: justify;\">自去年以来，OpenAI在寻找GPU替代方案时，重点关注那些在同一块硅片上集成大量内存（称为SRAM）的芯片制造商。尽可能在每颗芯片上塞入昂贵的SRAM，可在聊天机器人和其他AI系统处理数百万用户请求时带来速度优势。</p><p style=\"text-align: justify;\">与训练相比，推理对内存的需求更高，因为芯片需要花费相对更多时间从内存中获取数据，而不是进行数学运算。英伟达和AMD的GPU技术依赖外部内存，这会增加处理时间，降低用户与聊天机器人交互的速度。</p><p style=\"text-align: justify;\">有知情人士称，在OpenAI内部，这一问题在其用于生成计算机代码、并正被公司大力推广的产品Codex中尤为明显。OpenAI员工将Codex的部分性能不足归因于基于英伟达GPU的硬件。</p><p style=\"text-align: justify;\">上月，OpenAI首席执行官Sam Altman表示，使用OpenAI编程模型的客户“会为编码工作的速度支付很高的溢价”。OpenAI 满足这一需求的方式之一，是其最近与Cerebras达成的合作协议。对于普通的ChatGPT用户而言，速度并非那么关键。</p><p style=\"text-align: justify;\">相比之下，Anthropic的Claude和谷歌的Gemini等竞争产品，更多依赖谷歌自研的TPU进行部署。TPU专为推理所需的计算而设计，在性能上可能优于像英伟达GPU这样的通用型AI芯片。</p><h2 id=\"id_2246783458\" style=\"text-align: start;\">英伟达的应对举措</h2><p style=\"text-align: justify;\">当OpenAI明确表达了对英伟达技术的保留态度后，英伟达曾接洽包括Cerebras和Groq在内、专注于高SRAM芯片的公司，探讨潜在收购的可能性。知情人士称，Cerebras拒绝了收购提议，并与OpenAI达成了一项商业合作，该合作已于上月宣布。</p><p style=\"text-align: justify;\">媒体称，Groq也曾与OpenAI就提供算力展开讨论，并吸引投资者兴趣，拟以约140亿美元的估值为公司融资。</p><p style=\"text-align: justify;\">但到12月时，英伟达以一项非独家的全现金交易，获得了Groq技术的授权。尽管该协议允许其他公司也可授权使用Groq的技术，但目前Groq正将重心转向销售云端软件，因为英伟达已挖走了Groq的芯片设计人员。</p></body></html>","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\" />\n<title>报道称OpenAI对英伟达最新一些AI芯片不满意，Altman隔空反驳</title>\n<style 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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报道称OpenAI对英伟达最新一些AI芯片不满意，Altman隔空反驳\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-02-03 06:33 北京时间&nbsp;&nbsp;&nbsp;<a href=https://wallstreetcn.com/articles/3764782><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>据媒体援引多位知情人士表示，OpenAI对英伟达最新的一些人工智能芯片并不满意，并且自去年以来一直在寻找替代方案，这可能会使这两家AI热潮中最受关注的公司之间的关系变得更加复杂。OpenAI这一战略转变，源于其对用于执行AI推理中特定环节芯片的重视程度不断提高。所谓推理，是指像支撑ChatGPT应用的AI模型在响应用户问题和请求时所进行的计算过程。英伟达在训练大型AI模型所需的芯片领域仍占据...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3764782\">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/3f1c866c487eb9e101f73a62d4495ce9","relate_stocks":{"LU2250418816.HKD":"BGF WORLD TECHNOLOGY \"A\" (HKD) ACC","IE0034235295.USD":"PINEBRIDGE GLOBAL DYNAMIC ASSET ALLOCATION \"A\" (USD) ACC","LU0786609619.USD":"高盛全球千禧一代股票组合Acc","LU2092937148.SGD":"Blackrock ESG Multi-Asset A8 SGD-H","LU2092627202.USD":"Blackrock ESG Multi-Asset A8 USD-H","SG9999014559.SGD":"United Income Focus Trust Dis SGD","LU2111349929.HKD":"ALLIANZ GLOBAL SUSTAINABILITY \"AM\" (HKD) INC","IE0005OL40V9.USD":"JANUS HENDERSON BALANCED \"A6M\" (USD) INC","LU1992135472.HKD":"ALLIANZ GLOBAL INTELLIGENT CITIES \"AT\" (HKD) ACC","IE00BJTD4V19.USD":"NEUBERGER BERMAN US LONG SHORT EQUITY \"A1\" (USD) ACC","LU2077746001.SGD":"Blackrock ESG Multi-Asset A2 SGD-H","LU1232071149.USD":"AZ FUND 1 GLOBAL GROWTH SELECTOR \"AAZ\" (USDHDG) ACC","LU2236285917.USD":"ALLIANZ 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ACC","BK4533":"AQR资本管理(全球第二大对冲基金)"},"source_url":"https://wallstreetcn.com/articles/3764782","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2608481551","content_text":"据媒体援引多位知情人士表示，OpenAI对英伟达最新的一些人工智能芯片并不满意，并且自去年以来一直在寻找替代方案，这可能会使这两家AI热潮中最受关注的公司之间的关系变得更加复杂。OpenAI这一战略转变，源于其对用于执行AI推理中特定环节芯片的重视程度不断提高。所谓推理，是指像支撑ChatGPT应用的AI模型在响应用户问题和请求时所进行的计算过程。英伟达在训练大型AI模型所需的芯片领域仍占据主导地位，而推理正成为竞争的新战场。分析称，OpenAI及其他公司决定在推理芯片市场寻找替代方案，标志着对英伟达AI主导地位的一次重大考验。不过报道出炉后不久，OpenAI CEO Sam Altman隔空反驳，赞扬英伟达的AI芯片。Altman在社交平台X发文表示：“我们热爱与英伟达合作，并且他们生产世界上最好的AI芯片。我们希望在很长一段时间里成为超级大客户。我不明白这些疯狂的说法是从哪里来的。”周一，英伟达收跌近2.9%。当日美股盘后Altman隔空反驳后，英伟达盘后反弹约0.6%。OpenAI和英伟达合作当前，OpenAI和英伟达这两家公司仍在进行投资谈判：去年9月，英伟达表示，计划向OpenAI投入高达1000亿美元，作为一项交易的一部分。该交易将使英伟达获得这家初创公司的股份，同时为OpenAI提供购买先进芯片所需的资金。在此期间，OpenAI已与AMD等公司达成协议，采购可与英伟达竞争的GPU。然而，知情人士称，OpenAI不断调整的产品路线图也改变了其所需的计算资源类型，从而使与英伟达的谈判变得更加复杂、进展缓慢。上周六，英伟达首席执行官黄仁勋淡化了有关其与OpenAI存在紧张关系的报道，称这种说法“纯属无稽之谈”，并表示英伟达仍计划对OpenAI进行巨额投资。英伟达在一份声明中表示：“客户在推理领域仍然选择英伟达，因为我们在大规模应用中提供了最佳性能和总体拥有成本。”OpenAI的一位发言人在另一份声明中表示，公司在其绝大多数推理算力集群中依赖英伟达，而且英伟达在推理方面提供了最佳的性价比。知情人士称，OpenAI对英伟达硬件在某些特定问题上的响应速度并不满意，例如软件开发以及AI与其他软件之间的交互。OpenAI需要新的硬件，未来最终可满足其约10%的推理计算需求。报道称，OpenAI曾讨论与包括Cerebras和Groq在内的初创公司合作，以获得更快推理速度的芯片。不过，英伟达与Groq达成了一项价值200亿美元的授权协议，从而终止了OpenAI与Groq的谈判。芯片行业高管表示，英伟达迅速拿下Groq，看起来是为了在快速变化的AI行业中巩固其技术组合、提升竞争力。英伟达在声明中称，Groq的知识产权与英伟达的产品路线图高度互补。英伟达的替代方案英伟达的GPU非常适合用于训练像ChatGPT这样的大型AI模型所需的海量数据处理，这也是迄今为止全球AI爆炸式增长的重要基础。但随着AI的不断进步，重点正日益转向对已训练模型进行推理和推断，这可能成为AI的一个新阶段。自去年以来，OpenAI在寻找GPU替代方案时，重点关注那些在同一块硅片上集成大量内存（称为SRAM）的芯片制造商。尽可能在每颗芯片上塞入昂贵的SRAM，可在聊天机器人和其他AI系统处理数百万用户请求时带来速度优势。与训练相比，推理对内存的需求更高，因为芯片需要花费相对更多时间从内存中获取数据，而不是进行数学运算。英伟达和AMD的GPU技术依赖外部内存，这会增加处理时间，降低用户与聊天机器人交互的速度。有知情人士称，在OpenAI内部，这一问题在其用于生成计算机代码、并正被公司大力推广的产品Codex中尤为明显。OpenAI员工将Codex的部分性能不足归因于基于英伟达GPU的硬件。上月，OpenAI首席执行官Sam Altman表示，使用OpenAI编程模型的客户“会为编码工作的速度支付很高的溢价”。OpenAI 满足这一需求的方式之一，是其最近与Cerebras达成的合作协议。对于普通的ChatGPT用户而言，速度并非那么关键。相比之下，Anthropic的Claude和谷歌的Gemini等竞争产品，更多依赖谷歌自研的TPU进行部署。TPU专为推理所需的计算而设计，在性能上可能优于像英伟达GPU这样的通用型AI芯片。英伟达的应对举措当OpenAI明确表达了对英伟达技术的保留态度后，英伟达曾接洽包括Cerebras和Groq在内、专注于高SRAM芯片的公司，探讨潜在收购的可能性。知情人士称，Cerebras拒绝了收购提议，并与OpenAI达成了一项商业合作，该合作已于上月宣布。媒体称，Groq也曾与OpenAI就提供算力展开讨论，并吸引投资者兴趣，拟以约140亿美元的估值为公司融资。但到12月时，英伟达以一项非独家的全现金交易，获得了Groq技术的授权。尽管该协议允许其他公司也可授权使用Groq的技术，但目前Groq正将重心转向销售云端软件，因为英伟达已挖走了Groq的芯片设计人员。","news_type":1,"symbols_score_info":{"NVDA":2}},"isVote":1,"tweetType":1,"viewCount":647,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":["NVDA"],"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":41,"optionInvolvedFlag":false,"xxTargetLangEnum":"ZH_CN"},"commentList":[],"hasMoreComment":false,"orderType":2}