OpenAI正与亚马逊谈判：融资至少100亿美元

Core Viewpoint - OpenAI is negotiating with Amazon for a financing deal of at least $10 billion, while considering the use of Amazon's AI chips in its operations [2][4]. Group 1: Amazon's AI Chips - The potential deal would provide Amazon's AI chip Trainium with a significant customer, as it aims to reduce reliance on Nvidia [4]. - Amazon's AWS recently launched the next-generation Trainium3 chip, which boasts a performance increase of up to 4.4 times compared to its predecessor, with energy efficiency also improving by 4 times and memory bandwidth nearly doubling [4]. - The UltraServer system built on this chip can support up to 144 chips in a single system and can scale to deploy up to 1 million Trainium3 chips, achieving a total scale that is 10 times that of the previous generation [4]. Group 2: Industry Trends - The move by OpenAI to incorporate Amazon's chips indicates a broader trend among leading AI companies to diversify their supply chains and reduce dependency on a single supplier [4].