[{"data":1,"prerenderedAt":-1},["ShallowReactive",2],{"content-doc-dcio035b6173":3},{"user":4,"document":8,"mainDocument":27,"columnUrl":29,"subscription":30,"footer":42,"text":77},{"isAuthenticated":5,"isAdmin":5,"displayName":6,"avatarUrl":6,"nid":6,"groupLevel":7},false,"",-10,{"id":9,"fullTitle":10,"subTitle":6,"url":11,"columnId":12,"columnName":13,"columnUrl":14,"summary":6,"contentHtml":15,"mainContentHtml":6,"posterUrl":16,"createDate":17,"displayDate":18,"displayDateSlash":19,"pageviews":20,"tags":21,"hidden":5,"isSubContent":5,"replyDocOrTargetId":6,"contentType":23,"videoId":6,"liveVideoUrl":6,"duration":24,"price":24,"priceText":25,"priceBadgeText":25,"priceBadgeClass":26,"freeForMinGroupLevel":24,"redirectUrl":6,"readyToStream":5},"dcio035b6173","OpenAI首款自研AI芯片亮相-Wedbush提醒：大规模商用尚需多轮设计迭代","\u002Fdoc\u002Fdcio035b6173","col18178739ee","美股资讯","\u002Fcol\u002Fcol18178739ee","\u003Cp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">美股投资网获悉，OpenAI本周三发布首款定制AI推理芯片Jalapeño，Wedbush Securities认为，这仅是其多款自研芯片的开端。\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">Wedbush Securities分析师Matt Bryson在研报中写道“过往经验表明，一款成熟的计算专用集成电路(ASIC)需要历经多代迭代、耗时数年打磨才能落地。”\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">Bryson补充道“我们预计这一进展对博通与OpenAI来说可能是积极的，倘若芯片最终性能达到宣传水准的话。如果初期出货规模较小，且需要进行第二、第三(或第四)次设计迭代才能实现大规模普及，我们也不会感到惊讶。”\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">据报道，Jalapeño是一款专为大语言模型(LLM)推理设计的专用集成电路(ASIC)。OpenAI负责底层架构设计，合作伙伴博通(AVGO)负责硅片实现与网络硬件，加拿大电子制造服务商天弘科技(CLS)负责板卡与机架系统的集成。该项目从最初设计到完成流片仅用9个月，OpenAI表示其AI模型加速了整个开发过程。\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">OpenAI表示“Jalapeño是多代计算平台的首款产品，该平台计划于2026年底前实现首次部署，并在后续数年持续扩容。”\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">自研芯片为IPO增添重要筹码\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">OpenAI加入谷歌、亚马逊以及Meta Platforms等公司自研定制芯片的行列，这可能有助于减少对GPU领军企业英伟达的依赖。\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">独立科技分析师Patrick Moorhead表示“如果芯片供应商攫取75%以上的设计利润，企业必然会另寻出路。所有超大规模数据中心运营商以及两家大模型制造商均已入局自研芯片赛道。这条路并非所有人都能成功，但多数参与者会有所收获。”\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">若能向公开市场证明自身具备基础设施成本管控能力，将为OpenAI的首次公开募股(IPO)增添重要筹码。不过，最近有消息称，由于市场动荡，OpenAI倾向于将IPO时间表从今年秋季推迟至2027年，但仍坚持1万亿美元的估值目标。另外，据报道，正在筹备上市的竞争对手Anthropic也在探索自研芯片。\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">与此同时，博通已然成为有志自研芯片的企业的首选合作伙伴。\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">William Blair分析师Sebastien Naji表示“此次合作进一步巩固了博通在专用集成电路领域的领先地位，助力公司持续拓展头部客户，实现AI业务收入多元化。”该分析师维持对博通的“跑赢大盘” 评级。\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">最专业的美股资讯,推荐美股大数据 \u003Ca 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buy@TradesMax.com 美国电话 626-378-3637","公司介绍","\u003Cp class=\"MsoNormal\">美股大数据 StockWe.com 是一个美国领先的金融和美股信息大数据提供商，紧盯华尔街金融市场和行情，2008年成立于美国硅谷，创始人是前纽约证券交易所资深分析师Ken，联合多位摩根斯坦利分析师，谷歌 Meta工程师利用AI和大数据，配合十多年美股实战经验和业内量化交易模型，每天处理千万级股票数据：挖掘潜力大牛股，捕捉期权异动大单，实时主力资金流向、机构持仓变化、川普突发新闻，精准买卖信号第一时间发到您手机APP。\u003C\u002Fp>","专业美股投资者都在这里",{"loading":78,"search":79,"searchPlaceholder":79,"hotContent":80,"draft":81,"noData":82,"searchNoData":83,"edit":84,"editVideo":85,"courseContent":86,"more":87,"buyNow":88,"subscribeNow":89,"encoding":90,"paidContent":91},"Loading...","搜索","热门内容","草稿","目前没有任何内容公布","当前检索内容没有数据","编辑","编辑视频","课程内容","更多","立即购买后观看","- 立即订阅 -","视频编码中...","付费内容"]