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微软CTO:希望未来主要采用自研AI数据中心芯片,自主设计数据中心系统
美股IPO· 2025-10-02 03:53
微软首席技术官Kevin Scott在意大利科技周上表示,公司未来的目标是让自家数据中心主要使用微软自研芯片。他表示,微软正致力于从芯片到冷却系 统的整体数据中心系统设计。 微软首席技术官周三表示,该公司未来希望其数据中心主要使用自家芯片,而此举可能会减少其对英伟达和AMD等主要芯片厂商的依赖。 半导体和数据中心内部的服务器,是支持人工智能模型和应用发展的核心基础。英伟达目前在该领域占据主导地位,其GPU市场份额遥遥领先,而竞 争对手AMD则占据了较小的一部分。 不过,包括微软在内的主要云计算公司,也开始为数据中心设计自有的定制芯片。 微软首席技术官Kevin Scott在意大利科技周(Italian Tech Week)的一场炉边对话中对媒体介绍了公司在AI芯片方面的战略。目前,微软在自家数据中 心主要使用的是英伟达和AMD的芯片。他对媒体表示,公司一直关注的是选择"每颗芯片提供的最佳性价比"。 "我们并不执着于使用哪种芯片……这也意味着,长年以来性价比最好的解决方案一直是英伟达。" "只要能确保我们有足够的产能满足需求,我们愿意考虑任何方案。" 与此同时,微软也已经开始使用自家研发的芯片。 2023年,微 ...
“星际之门”在美国“新开5个数据中心”,投资额高达4000亿美元,目标“三年建成,7GW”
华尔街见闻· 2025-09-24 04:27
Core Insights - OpenAI and Oracle are advancing the $500 billion "Gateway" project, with the first site in Texas now operational [1][2] - The project aims to invest $400 billion over the next three years, ultimately reaching 7GW capacity [2] - OpenAI's CFO highlighted that the Texas Abilene site could expand to over 1GW, enough to power approximately 750,000 American homes [2] Project Expansion - The expansion includes five new sites in Texas, New Mexico, Ohio, and an undisclosed Midwest location [1][2] - Oracle is leading the construction of three large data centers as part of this initiative [4][5] - OpenAI and Oracle's agreement involves developing up to 4.5GW of new capacity over five years, valued at over $300 billion [5] Infrastructure Demand - The unprecedented scale of the Gateway project is a response to the significant demand for computing power for AI training and inference [6][8] - OpenAI's CFO emphasized the current shortage of computing power, stating that there is not enough capacity to fulfill all AI capabilities [8] - The construction aims to ensure that computing power is available by 2026, utilizing NVIDIA's next-generation Vera Rubin chips [9] Financing Structure - The project is supported by a complex financing structure, with OpenAI paying for computing power through operational expenses [12] - OpenAI's projected revenue for the year is expected to reach $13 billion, with plans to use cash flow and debt financing for construction costs [13] - NVIDIA is also involved through equity investment, receiving compensation for the chips provided [15] Political and Economic Implications - The Gateway project carries significant political and economic implications, having been announced in collaboration with former President Trump [19][20] - The project is expected to employ over 6,000 construction workers daily and provide nearly 1,700 long-term jobs [21] - OpenAI's infrastructure development aims to reshape the U.S. power grid and enhance the country's global influence [22][23]
三大期指齐跌,芯片股多数上涨;Meta冻结AI岗位招聘;强生公司将在美投资20亿美元以应对药品关税【美股盘前】
Mei Ri Jing Ji Xin Wen· 2025-08-21 13:47
Group 1 - Major stock indices futures are experiencing declines, with Dow futures down 0.23%, S&P 500 futures down 0.09%, and Nasdaq futures down 0.02% [1] - Chinese concept stocks are mostly rising, with notable increases such as Xiaopeng Motors up 1.08%, NIO up 2.95%, Boss Zhipin up 3.26%, and Miniso up 5.56% [2] - Target's CEO Brian Cornell will step down on February 1, after 11 years of leadership, due to poor sales performance, with COO Michael Fiddelke set to take over [2][3] Group 2 - OpenAI's CFO Sarah Friar stated that the company is still facing a shortage of computing power, leading to increased demand for GPUs, resulting in a rise in chip stocks like Nvidia up 0.4%, AMD up 0.72%, and TSMC up 0.32% [2] - Meta has paused hiring in its AI department after recruiting over 50 researchers and engineers, raising concerns about the impact on shareholder capital returns due to rising stock compensation [3] - Novo Nordisk has implemented a hiring freeze for non-critical positions globally and is considering layoffs to save costs [3] Group 3 - Delta Airlines confirmed that a Boeing 737 aircraft experienced wing damage during a flight, with no injuries reported among the 62 passengers and 6 crew members [3] - Johnson & Johnson announced a $2 billion investment in North Carolina to build a new factory, aimed at expanding its production capabilities in the U.S. to avoid potential drug import tariffs [4]