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博通100亿美金的神秘客户,另有其人?
半导体行业观察· 2025-10-14 01:01
公众号记得加星标⭐️,第一时间看推送不会错过。 来源 :内容 编译自 CNBC 。 博通半导体解决方案集团总裁 Charlie Kawwas周一表示,OpenAI 并不是其在 9 月份财报电话会议 上宣布的那个价值100 亿美元的神秘客户。 Kawwas 与 OpenAI 总裁 Greg Brockman 一起出现在 CNBC 的" Squawk on the Street "节目中, 讨论他们共同构建和部署 10 千兆瓦定制人工智能加速器的计划。 这笔交易在分析师们迅速指出 OpenAI 将成为博通潜在的 100 亿美元新合作伙伴后,基本上是意料 之中的事情。但在两家公司周一正式公布计划后,Kawwas 表示 OpenAI 并不符合这一描述。 "我很想从我的好朋友格雷格那里得到一份 100 亿美元的(采购订单),"卡瓦斯说。"他还没给我那 份采购订单。" 博通没有立即回应 CNBC 的进一步评论请求。 博通并未透露其大型网络客户,但分析师指出谷歌、Meta以及TikTok母公司字节跳动是其三大客 户。博通首席执行官陈福阳在9月份与分析师举行的季度电话会议上表示,第四大客户已下达价值100 亿美元的定制AI芯 ...
OpenAI官宣自研首颗芯片,AI界「M1时刻」九个月杀到,联手博通三年10GW
3 6 Ke· 2025-10-14 00:55
Core Insights - OpenAI has officially announced a partnership with Broadcom to develop custom AI chips, aiming to deploy 10GW of computing power by the end of 2029 [1][31][35] - The first chip is expected to enter mass production in nine months, following 18 months of secret internal development [3][4] - This initiative marks a significant shift for OpenAI, allowing it to reduce reliance on Nvidia and tailor hardware specifically for its large language models (LLMs) [4][12] Partnership Details - OpenAI will design the chips and overall system architecture, while Broadcom will handle rack expansion and interconnect solutions [3][11] - The collaboration is part of a broader strategy, as OpenAI has also partnered with other major chip manufacturers like AMD and Nvidia for additional computing resources [8][11] Strategic Importance - The deployment of 10GW of power is equivalent to supplying electricity to over 8 million American households, significantly enhancing OpenAI's computational capabilities [2][31] - This move is seen as a critical step in building a closed-loop ecosystem that includes self-developed chips, systems, models, and software, reducing external dependencies [12][20] Future Vision - OpenAI's leadership envisions this project as a foundational infrastructure for the next generation of human civilization's operating systems, comparable to historical engineering feats [33][34] - The goal is to transition from a state of "computing power scarcity" to "computing power abundance," enabling advanced AI functionalities for a broader audience [34][35] Technological Innovation - OpenAI is utilizing its AI models to assist in the chip design process, showcasing a novel collaboration between human engineers and AI [5][24][30] - The integration of advanced semiconductor technologies is expected to lead to unprecedented efficiency and performance improvements in AI applications [23][38]
OpenAI 联手博通:10 吉瓦、2026 到 2029,为什么是现在?
3 6 Ke· 2025-10-14 00:55
Group 1 - OpenAI announces a strategic collaboration with Broadcom to develop custom chips and deploy a 10 Gigawatt (GW) inference infrastructure between 2026 and 2029, marking a significant shift in AI infrastructure development [1][2][21] - The collaboration signifies OpenAI's transition from merely utilizing AI to building a foundational infrastructure capable of serving billions of users globally [1][7] - OpenAI's CEO, Sam Altman, emphasizes the urgency of this initiative, stating that the demand for AI capabilities is outpacing the current infrastructure's capacity [4][25] Group 2 - OpenAI's current computational capacity has grown from 2 megawatts to 2 GW, with aspirations to reach 30 GW, reflecting a 15-fold increase in demand for AI processing power [4][21] - The partnership with Broadcom is not merely a cost-saving measure but a strategic move to gain control over the entire production process of AI capabilities, from chip design to model deployment [8][10] - OpenAI aims to create a comprehensive "smart factory" that can produce AI assistants at scale, ensuring that all components of the system are seamlessly integrated [11][12][14] Group 3 - The 10 GW target is described as a foundational energy level for the future of AI, akin to a small country's power grid, necessary to support the anticipated demand for AI services [17][20][23] - OpenAI's approach is proactive, focusing on building infrastructure ahead of the expected surge in AI usage, rather than waiting for market conditions to stabilize [25][29] - The collaboration is seen as a pivotal moment in the AI industry, with OpenAI positioning itself to lead the development of a new AI economy [21][34]
昨夜,中国金龙大涨
Market Overview - The U.S. stock market experienced a significant rebound on October 13, driven by improved market risk appetite and ongoing AI capital expenditure trends, with the Dow Jones and S&P 500 indices rising over 1% and the Nasdaq increasing by more than 2% [1][3] - The Nasdaq China Golden Dragon Index surged by 3.21%, indicating a notable recovery in sentiment towards Chinese assets [1][5] AI Sector Developments - OpenAI announced a strategic partnership with Broadcom to co-develop a custom AI accelerator, leading to a nearly 10% increase in Broadcom's stock price, closing at $356.7 [10][11] - The collaboration aims to create a 10-gigawatt custom AI accelerator, with deployment expected to begin in the second half of 2026 and completion by the end of 2029 [10][11] - This partnership highlights the importance of custom accelerators in optimizing AI infrastructure, as emphasized by OpenAI's CEO Sam Altman [11] Precious Metals Performance - Gold prices reached a new high, surpassing $4100 per ounce, with a year-to-date increase of over 57% [12][13] - Silver prices also hit a record high, breaking the $52 per ounce mark, with an annual increase of approximately 80% [12][13] - Bank of America raised its gold price target to $5000 per ounce and silver to $65 per ounce by 2026, citing ongoing investment demand and structural supply shortages as key drivers [14]
24小时环球政经要闻全览 | 10月14日
Ge Long Hui A P P· 2025-10-14 00:49
Market Overview - Major US indices showed positive performance with the Dow Jones Industrial Average rising by 587.98 points (1.29%) to 46067.58, and the Nasdaq increasing by 490.18 points (2.21%) to 22694.61 [2] - European indices also experienced gains, with the European Stock 50 up by 36.87 points (0.67%) to 5568.19, while the UK FTSE 100 rose by 15.4 points (0.16%) to 9442.87 [2] - In contrast, Asian markets faced declines, with the Shanghai Composite Index down by 7.53 points (-0.19%) to 3889.50 and the Hang Seng Index falling by 400.84 points (-1.52%) to 25889.48 [2] Geopolitical Events - A ceasefire agreement in Gaza was officially signed by US President Trump along with leaders from Egypt, Qatar, and Turkey, marking a significant diplomatic effort [3] - A prisoner exchange occurred between Hamas and Israel, resulting in the release of hundreds of Palestinian prisoners and 20 Israeli hostages [4] Economic Developments - The US government shutdown has entered its 13th day, with Treasury Secretary Yellen indicating that it is beginning to impact the national economy, affecting federal employee payments and services [5] - Federal Reserve official Paulson expressed support for two additional interest rate cuts this year, suggesting that current economic conditions do not warrant concerns over inflation driven by tariffs [6] International Relations - The German President is set to visit the UK for the first time in 27 years, aiming to strengthen bilateral relations and economic cooperation [7] - French President Macron reaffirmed his commitment to continue his presidential duties amidst calls for his resignation, emphasizing the need for national stability [8] Awards and Recognitions - The 2025 Nobel Prize in Economic Sciences was awarded to Joel Mokyr, Philippe Aghion, and Peter Howitt for their contributions to the theory of innovation-driven economic growth [9] Corporate News - Apple CEO Tim Cook made his debut in live-streaming sales on Douyin, announcing the upcoming release of the iPhone Air in China [13] - Microsoft is facing a class-action lawsuit for allegedly raising ChatGPT prices through anti-competitive practices [16] - Oracle's CEO expressed confidence in OpenAI's ability to cover its substantial cloud infrastructure costs, highlighting a significant partnership between the two companies [17] - OpenAI and Broadcom announced a strategic collaboration to develop custom chips, with deployment expected to begin in 2026 [17] Pricing Adjustments - Alibaba Cloud announced a price reduction for certain ECS products, effective from October 30, 2025, across various regions including Frankfurt, Tokyo, and Dubai [18][20]
Trump Soothes the Bull
Investor Place· 2025-10-14 00:42
Market Overview - President Trump's social media post reassured investors, leading to a rebound on Wall Street after a sell-off triggered by his previous comments about China [1][2] - AI stocks are a significant driver of the current bull market, with any signs of stability quickly restoring confidence in this sector [2] Company Developments - Broadcom Inc. (AVGO) announced a new multibillion-dollar deal, resulting in a 10% stock increase, indicating that the AI boom continues to drive substantial financial activity in the tech sector [3] - JPMorgan plans to invest in companies critical to U.S. national security, many of which are part of the AI supply chain, highlighting the strategic importance of AI in the financial sector [3] Investment Strategies - The "Crazy Map" has been introduced to help investors identify potential market peaks and busts, currently indicating three yellow and two red signals [5] - A technical analysis framework developed by senior analyst Brian Hunt aims to help investors navigate the end of the bull market, based on historical market behaviors [6][9] Technical Analysis Insights - The analysis emphasizes the importance of recognizing bearish signals such as downside breakouts and declining moving averages, which can indicate market health [10][11][12] - Volume is highlighted as a critical indicator, with shrinking volume on up days signaling a potential market top, while increasing volume on down days suggests institutional selling [25][27] Future Opportunities - Despite preparing for a potential market downturn, there are still opportunities to capitalize on the remaining upside of the bull market, particularly through AI-driven trading tools [35][36] - TradeSmith's AI Super Portfolio has shown impressive average annual gains of 374% over five years, suggesting a robust strategy for navigating current market conditions [37]
A股盘前播报 | 贸易紧张局势缓和!中国金龙指数涨超3% 现货黄金突破4100美元大关
智通财经网· 2025-10-14 00:40
盘前要闻 3、OpenAI再签重磅协议:与博通合作部署10千兆瓦定制化芯片和网络设备 1、贸易紧张局势缓和!美股三大指数强势反弹,中国金龙指数涨超3% 类型:市场 情绪影响:正面 在特朗普软化贸易立场以及AI资本支出热潮持续等利好的推动下,美股迎来全面反弹,纳指涨超2%, 大型科技股集体收涨,特斯拉涨5.42%;纳斯达克中国金龙指数收涨3.21%,热门中概股普涨,阿里巴 巴、京东涨超4%。 2、金银一路狂飙!现货黄金突破4100美元大关,银价年内涨幅逼近80% 类型:市场 情绪影响:正面 国际金价和银价双双刷新历史高位,现货黄金站上4100美元/盎司,年内涨近1500美元;现货白银价格 突破52美元/盎司,年内飙升逾78%。金银价格走高受地缘政治、经济不确定性、美联储降息预期及央 行买盘推动。 类型:行业 情绪影响:正面 OpenAI与博通公司签署多年期协议,计划部署10千兆瓦的AI数据中心容量。这一规模相当于约5座胡佛 大坝的发电量,标志着AI基础设施建设进入超大规模时代。消息公布后,博通股价大幅收涨近10%。 4、美方扬言再加关税报复中方稀土管制,外交部回应:中方对此坚决反对 类型:宏观 情绪影响:中性 ...
1万亿订单再加3500-5000亿美元!OpenAI“停不下来”,“当你欠每家数千亿美元,钱的问题自己会解决”?
Hua Er Jie Jian Wen· 2025-10-14 00:31
人工智能的浪潮席卷全球,而身处风暴中心的OpenAI,正以前所未有的姿态,用一系列巨额采购订单 震动着科技与金融界。 最新动态是,OpenAI再签重磅协议,计划未来四年与博通合作部署10千兆瓦定制化芯片和网络设备。 DA Davidson分析师Gil Luria对OpenAI的财务能力持怀疑态度,他直言"OpenAI根本没有能力做出任何 这些承诺",并预测该公司今年可能亏损约100亿美元。他认为,这是硅谷"假戏真做,直到成功"理念的 体现,旨在让"很多人都对OpenAI投入了大量精力"。 万亿订单背后的"金融炼金术" OpenAI的算力采购并非简单的现金交易,而是一套精心设计的"金融炼金术"。据"小熊快跑"公众号相关 计算,到2029年,OpenAI与英伟达、AMD和博通这三大芯片厂商的芯片采购支出合计已高达2850亿美 元。 英国《金融时报》援引知情人士消息称,这笔交易可能意味着OpenAI在近几个月已签署的约1万亿美元 芯片和数据中心采购协议之上,可能还需要额外支出3500亿至5000亿美元,以满足其构建AI基础设施 的庞大需求。 这一系列操作将市场的目光再次聚焦于一个核心问题:OpenAI的钱从哪儿来? ...
Broadcom CEO Hock Tan goes one-on-one with Jim Cramer
CNBC Television· 2025-10-14 00:17
Look at the stock of Broadcom Go this morning. This big-time maker of chips, networking equipment, and infrastructure software announced a major deal with OpenAI, and the stock shot up nearly 10% in response. This is just the latest in a string of big data center deals.They make me real glad we own Broadcom for the travel trust. Luckily, we're here in San Francisco, so I got a chance to speak with the one and only Hawk Tan, the president CEO of Broadcom, earlier today. Take a look.Hawk, it's an honor to hav ...
Broadcom CEO Hock Tan goes one-on-one with Jim Cramer
Youtube· 2025-10-14 00:17
Core Insights - Broadcom's stock surged nearly 10% following a major deal with OpenAI, highlighting the company's strong position in the data center market [1] - The CEO of Broadcom, Hawk Tan, emphasized the necessity of investing in compute capacity to support select customers running large language models (LLMs) [3][10] - Broadcom is focusing on a narrow group of key players in the generative AI space, indicating a strategic approach to partnerships and investments [12][13] Company Overview - Broadcom is a significant player in the chip and networking equipment industry, with a recent emphasis on AI and compute capacity [1][10] - The company has a history of collaboration with major tech firms like Google, which has informed its strategy in developing custom AI accelerators [6][12] - Broadcom's acquisition of VMware has been beneficial, contributing substantial cash flow while growing [18] Industry Context - The demand for compute capacity in the generative AI sector is rapidly increasing, with requirements doubling annually [17] - The generative AI market is seen as a critical utility for society, comparable to historical technological revolutions [19][20] - The potential economic impact of generative AI could significantly increase its contribution to global GDP, with estimates suggesting it could grow from 30% to 40% of GDP [21]