[{"data":1,"prerenderedAt":-1},["ShallowReactive",2],{"content-doc-dcioe6d85fd5":3},{"user":4,"document":8,"mainDocument":27,"columnUrl":29,"subscription":30,"footer":42,"text":80},{"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,"useContentVideo":5,"duration":24,"price":24,"priceText":25,"priceBadgeText":25,"priceBadgeClass":26,"freeForMinGroupLevel":24,"redirectUrl":6,"readyToStream":5},"dcioe6d85fd5","新思科技(SNPS)携手OpenAI开发芯片设计AI模型，收入分成模式推动股价一度涨7%","\u002Fdoc\u002Fdcioe6d85fd5","col18178739ee","美股资讯","\u002Fcol\u002Fcol18178739ee","\u003Cp>\n\u003C\u002Fp>\u003Cp>\u003Cspan>美股投资网获悉，芯片设计软件厂商Synopsys(SNPS)周三宣布，已与OpenAI达成合作协议，双方将共同开发面向芯片业务的AI模型，并分享相关收入。该模型名为GPT-Synopsys，将专门训练和调优，以承担芯片设计任务。芯片设计流程通常从用类代码语言描述芯片电路开始，随后延伸至如何在微小硅片上布局数十亿个晶体管。\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>OpenAI联合创始人Greg Brockman在宣布该消息的视频中表示，OpenAI的模型将学习如何使用新思科技的软件工具，帮助工程师处理芯片设计过程中的各种权衡与优化，“从而把设计流程缩短数周、数月，并让更多芯片走向世界”。\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>新思科技是在一场投资者峰会上宣布这一交易的。公司CEO Sassine Ghazi同日表示，新思科技目前预计2027财年营收增长15%，高于LSEG数据显示的分析师预期11.19%。在合作与财测消息公布后，Synopsys股价一度上涨7%。\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>Ghazi在接受路透采访时称，OpenAI将向新思科技支付培训订阅费，以学习使用新思科技的工具。当新思科技客户使用该产品时，新思科技与OpenAI将根据模型对芯片设计的改善程度分享收入。Ghazi表示“我们设计的协议结构不会蚕食我们的业务。鉴于我们向客户交付了更多价值，这将成为我们业务的上行因素。”\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>不过，Ghazi也强调，GPT-Synopsys的工作仍将由新思科技使用传统计算技术的工具进行复核，以验证芯片是否能正常工作。他说“模型需要这些护栏来检查物理。以最高保真度进行验证，也就是我们所说的签核或地面真值，是至关重要的。”\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>这笔交易的核心意义在于，AI正在从通用大模型进一步渗透至半导体产业链上游的EDA(电子设计自动化)领域。芯片设计高度复杂，涉及从电路描述、逻辑综合、布局布线到物理验证等多个环节，工程师需要在性能、功耗、面积、成本之间反复权衡。若AI模型能够学习并调用Synopsys工具，自动完成部分优化和取舍，理论上可显著缩短设计周期，降低试错成本。\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>从商业模式看，新思科技与OpenAI的合作并非简单的软件授权，而是“培训订阅费+收入分成”的组合。OpenAI先支付费用学习使用Synopsys工具;当新思科技客户使用GPT-Synopsys时，双方再根据模型对芯片设计的改善程度分成。这种按效果付费的模式，有助于降低客户对AI工具价值不确定的顾虑，也把OpenAI的利益与新思科技客户的实际收益绑定。不过，双方并未披露分成比例、排他性安排以及客户设计数据如何使用等关键细节，这些将是后续市场关注重点。\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>最专业的美股资讯,推荐美股大数据 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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 \u003Ca href=\"https:\u002F\u002Fstockwe.com\" rel=\"noopener\">StockWe.com\u003C\u002Fa> 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，每天处理海量股票数据：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，美股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":81,"search":82,"searchPlaceholder":82,"hotContent":83,"draft":84,"noData":85,"searchNoData":86,"courseContent":87,"more":88,"buyNow":89,"subscribeNow":90,"encoding":91,"paidContent":92},"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","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"]