作者丨彭新 编辑丨包芳鸣 11月21日，OpenAI正式宣布与电子制造巨头富士康（Foxconn）达成战略合作，双方将围绕新一代人工 智能（AI）基础设施硬件的设计与制造展开协作。 从协议内容来看，这并非一份代工合同，而是一份联合研发框架协议。OpenAI将分享其对人工智能行 业新兴硬件需求相关洞察，为富士康在美国工厂制造的硬件设计与开发提供参考依据。富士康将依据 OpenAI的设计参考，在美国工厂制造关键硬件。 OpenAI首席执行官萨姆·阿尔特曼（Sam Altman）在声明中称："先进人工智能背后的基础设施为美国重 振工业化提供了千载难逢的机遇，并有助于确保AI的好处得到广泛分享。" 值得注意的是，目前双方达成的仅为初步协议，不包含具体采购承诺，这意味着双方的协议存在不确定 性。 密集布局AI产业链上下游 富士康的加入，是OpenAI试图掌控算力基础设施自主权的一环。近期多种迹象表明，OpenAI正从单纯 依赖云服务商的轻资产模式，向自建数据中心的重资产模式转型。 这一战略转变在人事层面已有体现。就在宣布与富士康合作的前夕，11月10日，英特尔前首席技术官 Sachin Katti在社交媒体上确认加入O ...

Group 1 - Foxconn has reached an agreement with SoftBank to produce AI data center equipment in the U.S., which may play a significant role in advancing the "Gateway to the Stars" initiative [1] - SoftBank has acquired Foxconn's electric vehicle factory in Lordstown, Ohio, and Foxconn will continue to operate the factory through a joint venture with SoftBank [1] - The project was initiated over six months ago, with Ohio being chosen as a suitable location due to considerations of power, space, and timing [1] Group 2 - The "Gateway to the Stars" project, announced in January, involves a $500 billion investment in large-scale AI infrastructure by SoftBank, OpenAI, and Oracle [2] - SoftBank's founder Masayoshi Son pledged $100 billion for data centers, power plants, and other infrastructure to support AI during the announcement of the project [2] - Previous reports indicated that economic risks from U.S. tariffs and the emergence of more cost-effective AI models have complicated financing for the project, although SoftBank denies that financing is an issue [2]