如果您希望可以时常见面，欢迎标星收藏哦~ 也许部分原因是由于其规模庞大，GPT-4.5 的价格非常昂贵。OpenAI 为输入模型的每百万个 token （约 75 万个单词）收取 75 美元，为模型生成的每百万个 token 收取 150 美元。这是 OpenAI 的主 力GPT-4o模型输入成本的 30 倍，输出成本的 15 倍。 "我们的业务增长很快，GPU 已经用完了，"Altman 写道。"下周我们将增加数万个 GPU，然后将其 推广到 Plus 层……这不是我们想要的运营方式，但很难准确预测导致 GPU 短缺的增长激增。" 阿尔特曼此前曾表示，计算能力不足正在拖延公司产品的研发。OpenAI 希望在未来几年通过开发自 己的 AI 芯片和建立庞大的数据中心网络来应对这一问题。 2024年GPU出货量将超过2.51亿块 根据IDC的数据， 2024 年 PC 出货量较 2023 年增长 1%，总计约2.627 亿台。因此，根据Jon Peddie Research 的数据，集成和独立图形处理器 (GPU) 的销量同比增长 6% 并超过 2.51 亿台也就 不足为奇了。GPU的出货量通常超过客户端 CPU ...

Core Viewpoint - Despite being placed on a trade blacklist by the U.S. for national security reasons, Huawei's competition is intensifying, as highlighted by Nvidia's recent acknowledgment of Huawei as a competitor in its annual report for the second consecutive year [1]. Group 1: Nvidia's Position and Huawei's Growth - Nvidia has identified Huawei as a competitor in four of its five product categories, including chips, cloud services, computing, and networking products [1]. - Huawei's revenue for 2024 is projected to exceed 860 billion RMB (approximately 118.27 billion USD), marking a 22% year-over-year growth, the fastest since 2016 [1]. - Huawei's consumer division has faced significant challenges, with 2023 revenue increasing by 17% to 251.5 billion RMB, which is only half of its peak in 2020 [1]. Group 2: Huawei's AI Chip Production - Huawei has reportedly increased the yield of its latest Ascend series AI chips from 20% to nearly 40%, indicating a turnaround from losses to profitability [2]. - The company aims to further enhance the yield to 60% to meet industry standards for similar chips [2]. - For 2025, Huawei plans to produce 100,000 Ascend 910C and 300,000 Ascend 910B processors, compared to 200,000 Ascend 910B produced last year [2].

Core Viewpoint - The article discusses the recent developments of Muxi, including a 20% workforce reduction, significant contract acquisitions totaling 1.488 billion RMB, and the implications for its upcoming IPO prospects [1][2][6]. Group 1: Workforce Reduction - Muxi is initiating a layoff plan affecting approximately 200 employees, which constitutes about 20% of its total workforce of around 900 [2]. - Industry insiders suggest that this move is aimed at increasing the likelihood of a successful IPO, noting that pre-IPO layoffs are not uncommon [3]. Group 2: Revenue Growth - Muxi has made progress in revenue generation, securing two contracts within a month that total approximately 1.488 billion RMB [4][6]. - The contracts include various technology and AI-related services, indicating a strong demand for Muxi's offerings [4][5]. Group 3: Financing and IPO Progress - Prior to initiating the IPO process, Muxi completed a financing round of approximately 2 billion RMB, with the transaction finalized in December 2024 [6]. - The combination of new financing, substantial orders, and cost-cutting measures positions Muxi favorably for its IPO ambitions [6].

以全功能GPU为核心。 在过去这一年内，摩尔线程亦取得了多项突破——2023年年末，摩尔线程首个全国产千卡千亿模型 训练平台揭幕，宣告国内首个以国产全功能GPU为底座的大规模算力集群正式落地；今年7月，摩尔 线程又宣布其AI旗舰产品夸娥（KUAE）智算集群解决方案实现重大升级，从千卡级别大幅扩展至万 卡规模。 本文为IPO早知道原创 作者｜Stone Jin 微信公众号｜ipozaozhidao 据IPO早知道消息，摩尔线程智能科技(北京)股份有限公司（以下简称"摩尔线程"）于2024年11月6 日与中信证券签署辅导协议，正式启动A股IPO进程。 这意味着， 摩尔线程 成为短期内第三家与券商签署辅导协议并完成备案的" AI 芯片独角兽"——今 年8月2 3 日和9月1 0 日， 燧原科技 和 壁仞科技 已分别与中金公司和国泰君安证券签署 A 股辅 导协议。 成立于2020年的摩尔线程以全功能GPU为核心，致力于向全球提供加速计算的基础设施和一站式解 决方案，为各行各业的数智化转型提供强大的AI计算支持。 具体来讲， 摩尔线程 的 全功能GPU芯片及相关产品 可支 持AI计算加速、3D图形渲染、超高清视 频编解 ...