OpenAI周三表示，该公司将在三年内从芯片制造商Cerebras购买至多750兆瓦的计算能力。据知情人士 透露，该交易在合同期内的总价值超过100亿美元。 这家ChatGPT制造商计划利用Cerebras开发的系统来为其广受欢迎的聊天机器人提供动力，这是OpenAI 近期达成的一系列数十亿美元交易中的最新一笔。 OpenAI在其网站上发布的一篇文章中表示："将Cerebras集成到我们的计算解决方案组合中，旨在大幅 提升人工智能的响应速度。" Cerebras以其晶圆级引擎而闻名，这些芯片旨在加速大型人工智能模型的训练和推理，与英伟达和其他 人工智能芯片制造商的产品展开竞争。 责任编辑：于健 SF069 OpenAI周三表示，该公司将在三年内从芯片制造商Cerebras购买至多750兆瓦的计算能力。据知情人士 透露，该交易在合同期内的总价值超过100亿美元。 这家ChatGPT制造商计划利用Cerebras开发的系统来为其广受欢迎的聊天机器人提供动力，这是OpenAI 近期达成的一系列数十亿美元交易中的最新一笔。 这也凸显了该行业对计算能力的强劲需求，各公司竞相构建能够媲美甚至超越人类智能的系统和应用程 序 ...

Core Viewpoint - Nvidia (NASDAQ: NVDA) is facing significant challenges ahead, including high valuation and unprecedented competition, despite its current success in the AI and robotics sectors [1][2]. Valuation Concerns - Nvidia's stock price has doubled since its low in April, indicating it is currently overbought and may be due for a correction [2]. - The stock is trading well above its 50-day moving average (approximately $163) and 200-day moving average (approximately $136) [2]. - Analysts express skepticism about the stock's future performance given its high price-to-earnings ratio exceeding 40 [9]. Competitive Landscape - Major tech companies are developing their own AI chips, posing a significant threat to Nvidia: - Google has developed TPU and plans to release new AI chips in 2024 and 2025 [5]. - Microsoft is working on Azure Maia AI Accelerator and Azure Cobalt CPU for its data centers [6]. - Amazon has its own AI chips, "Trainium" and "Inferentia," for training and inference tasks [7]. - Emerging companies like Cerebras Systems, Tenstorrent, and Graphcore are also entering the AI chip market, potentially disrupting Nvidia's dominance [8]. Market Influence - Nvidia currently accounts for approximately 8% of the S&P 500 index, which raises concerns about its influence on the overall market [8]. - The historical context shows that no chip company has maintained a leading position in the S&P 500 for an extended period, indicating potential volatility for Nvidia [15]. Historical Performance and Future Outlook - Historical trends suggest that past performance does not guarantee future results, and Nvidia's current valuation may not be sustainable [9][10]. - The company is attempting to diversify its business, which could stabilize its position in the long term, similar to Microsoft [14]. - Analysts suggest that the current high stock price may present an ideal selling opportunity before the upcoming earnings report [14].