摩根士丹利：OpenAI 将使用TPUs？这对谷歌、英伟达和亚马逊意味着什么

June 30, 2025 02:28 AM GMT Alphabet Inc. | North America M Idea OpenAI to Use TPUs? What It Could Mean for GOOGL, NVDA and AMZN We detail why OpenAI's use of TPUs would be a key endorsement of GOOGL's tech infrastructure capabilities and a further indication of GOOGL's leading position within the ASIC ecosystem. That said, important to note NVDA capacity constraints likely also a factor in OpenAI's decision with NVDA sold out. What Happened? Following reports earlier this month that OpenAI and GOOGL were fi ...