【金牌纪要库】算力芯片重要性凸显！单次训练消耗价值780万美元的算力资源，OpenAI或因算力缺口推迟GPT-5商用

Core Insights - The article emphasizes the significance of computing power in the AI industry, particularly highlighting that a single training session consumes $7.8 million worth of computing resources, which may lead OpenAI to delay the commercial launch of GPT-5 due to a computing power shortage [1] - It forecasts that the penetration rate of liquid cooling in AI servers will more than double by 2025 compared to 2023, with one company already having its liquid cooling board orders booked until the second quarter of next year [1] - The transition to large models is expected to drive core growth for advanced packaging, indicating that manufacturers of packaging materials and equipment are entering a high-growth phase [1] Summary by Sections - Computing Power and AI Development - The article discusses the critical role of computing power in AI, noting the substantial cost associated with training AI models, which could impact future developments like GPT-5 [1] - Liquid Cooling Technology in AI Servers - It highlights the anticipated increase in liquid cooling technology adoption in AI servers, projecting a significant rise in penetration rates by 2025, with current orders indicating strong demand [1] - Advanced Packaging Growth - The article points out that the shift towards large models in AI is creating new growth opportunities for advanced packaging, suggesting a positive outlook for companies involved in this sector [1]