4Q25 AI 服务器动态- 加入 OpenAI 阵营延续热潮-Global Semiconductors, Hardware, Internet & Software-4Q25 AI Server Pulse joining the OpenAI club to keep the party going
2025-12-10 02:49

8 December 2025 Global Semiconductors, Hardware, Internet & Software 4Q25 AI Server Pulse: joining the OpenAI club to keep the party going? Alex Wang, CFA +852 2123 2613 alex.wang@bernsteinsg.com Mark Li +852 2123 2645 mark.li@bernsteinsg.com Stacy A. Rasgon, Ph.D. +1 213 559 5917 stacy.rasgon@bernsteinsg.com Mark C. Newman +1 212 845 7822 mark.newman@bernsteinsg.com Shirley Yang, CFA +852 2123 2660 shirley.yang@bernsteinsg.com Ethan Xu +852 2123 2634 ethan.xu@bernsteinsg.com Building on our 3Q25 AI tracker ...