来源：环球网 【环球网科技综合报道】10月14日消息，据多家外媒报道，人工智能企业OpenAI与半导体巨头博通 （Broadcom）宣布达成长期战略合作，共同开发并部署总规模达10吉瓦（GW）的定制AI加速器。 | By The Tokenist Author Timothy Fries Stock Markets | | | --- | --- | | Published 10/13/2025, 03:42 PM | | | B & G G Google News | 0 0 0 0 | | (D The Tokenist The Tokenist > | | | Articles (1212) My Homepage [2 | | 根据协议，OpenAI将主导AI加速器及系统架构的设计，结合其在前沿AI模型研发中积累的技术经验， 优化芯片性能以适配推理等核心场景。博通则负责联合开发与部署，提供包括以太网解决方案在内的网 络系统，确保加速器机架可通过纵向与横向扩展满足大规模算力需求。 双方计划于2026年下半年启动首批AI加速器和网络系统机架的部署，并在2029年底前完成全部10GW容 量的落地。这些机架将 ...

当地时间10月13日，美股大幅反弹，市场情绪显著回暖。芯片制造商和科技股领涨，博通与OpenAI达成芯片开发协议推升板块预期。贵金属和原油期货 同步走强，COMEX白银期货价格大涨超7%。中概股大涨，纳斯达克中国金龙指数涨3.21%。 数据显示，美股三大指数全面反弹，截至当地时间10月13日收盘，道琼斯工业平均指数上涨1.29%，标普500指数上涨1.56%，纳斯达克综合指数上涨 2.21%。 芯片制造商板块领涨，博通股价飙升超9%。消息面上，据OpenAI官网消息，OpenAI与博通宣布战略合作，计划共同开发定制AI加速器和以太网解决方案 的系统，以满足全球对AI的需求，并在OpenAI的设施以及合作伙伴数据中心进行部署。 科技股普遍上涨，美国科技七巨头指数涨2.02%。其中特斯拉涨超5%，英伟达涨超2%。 中概股大涨，纳斯达克中国金龙指数涨3.21%，中概科技龙头指数涨2.78%。个股方面，世纪互联涨超10%，阿里巴巴、京东集团涨超4%。 白银期货大涨超7% 贵金属期货市场走强。截至当地时间10月13日收盘，伦敦银现价格涨4.39%，COMEX白银期货价格大涨7.47%。伦敦金现价格涨超2%，COMEX黄 ...

费城半导体指数开盘迅速拉升，涨超4.5%。 当地时间周一（10月13日），美股三大指数集体高开，截至发稿，涨幅扩大，道指涨1.05%，纳指涨2.08%，标普500指数涨1.48%。 消息面上，OpenAI和Broadcom将共同开发系统，其中包括Broadcom的加速器和以太网解决方案，用于纵向扩展和横向扩展。博通将部署人工智能加速器 和网络系统机架，计划于2026年下半年开始，并于2029年底完成。 OpenAI将设计加速器和系统，这些加速器和系统将与博通合作开发和部署。通过设计自己的芯片和系统，OpenAI可以将其从开发前沿模型和产品中学到的 知识直接嵌入到硬件中，从而解锁新的能力和智能水平。 这些机架完全采用博通的以太网和其他连接解决方案进行扩展，将满足全球对人工智能激增的需求，并在OpenAI的设施和合作伙伴数据中心进行部署。 稀土概念股大涨，USA Rare Earth涨超18%，Critical Metals涨超13%。 热门中概股涨幅不断扩大，截至发稿纳斯达克中国金龙指数涨超3%。阿里巴巴、百度涨近5%，拼多多涨3.4%，京东涨近4%，富途控股涨6.7%。 现货黄金日内涨超1.5%向上触及409 ...

Core Viewpoint - The focus of investors on NVIDIA's Q2 earnings report will be on its data center business, which is crucial for revenue generation through high-performance AI processors [1] Group 1: Data Center Business - NVIDIA's data center segment generated $115.1 billion in revenue last fiscal year, with the network business contributing $12.9 billion, surpassing the gaming segment's revenue of $11.3 billion [1] - In Q1, the network business contributed $4.9 billion to the data center revenue of $39.1 billion, indicating strong growth potential as AI computing power expands [2] Group 2: Network Technology - NVIDIA's network products, including NVLink, InfiniBand, and Ethernet solutions, are essential for connecting chips and servers within data centers, enabling efficient AI application performance [1][2] - The three types of networks—NVLink for intra-server communication, InfiniBand for inter-server connections, and Ethernet for storage and system management—are critical for building large-scale AI systems [3] Group 3: Importance of Network Business - The network business is considered one of the most undervalued parts of NVIDIA's operations, with its growth rate described as "rocket-like" despite only accounting for 11% of total revenue [2] - Without the network business, NVIDIA's ability to meet customer expectations for computing power would be significantly compromised [3] Group 4: AI Model Development - As enterprises develop larger AI models, the need for synchronized GPU performance is increasing, particularly during the inference phase, which demands higher data center system performance [4] - The misconception that inference is simple has been challenged, as it is becoming increasingly complex and similar to training, highlighting the importance of network technologies [5] Group 5: Competitive Landscape - Competitors like AMD, Amazon, Google, and Microsoft are developing their own AI chips and network technologies, posing a challenge to NVIDIA's market position [5] - Despite the competition, NVIDIA is expected to maintain its lead as demand for its chips continues to grow among tech giants, research institutions, and enterprises [5]