花旗：OpenAI将成博通的第四大客户，预计明年下半年交付

华尔街见闻07-19 15:09

本文作者：卜淑情来源：硬AI 奥特曼向7万亿美元打造芯片帝国的梦想又迈进了一步，据悉，OpenAI正与博通等芯片设计公司洽谈开发新款AI芯片的事宜。花旗认为，继Google、Meta和字节跳动之后，OpenAI将成为博通的第四大ASIC（定制芯片）客户，预计博通将在2025年下半年之后向OpenAI交付。当地时间周四，花旗分析师Christopher Danely发布报告称，重申对博通的买入...

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href=https://wallstreetcn.com/articles/3720142><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>本文作者：卜淑情\n来源：硬AI\n奥特曼向7万亿美元打造芯片帝国的梦想又迈进了一步，据悉，OpenAI正与博通等芯片设计公司洽谈开发新款AI芯片的事宜。\n花旗认为，继Google、Meta和字节跳动之后，OpenAI将成为博通的第四大ASIC（定制芯片）客户，预计博通将在2025年下半年之后向OpenAI交付。\n当地时间周四，花旗分析师Christopher Danely发布报告称，重申对博通的买入...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3720142\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"LU0130517989.USD","symbol_name":"HARRIS ASSOCIATES US VALUE EQUITY \"R\" 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year","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"AVGO":1,"META":0.8,"GOOGL":0.8},"content_text":"本文作者：卜淑情\n来源：硬AI\n奥特曼向7万亿美元打造芯片帝国的梦想又迈进了一步，据悉，OpenAI正与博通等芯片设计公司洽谈开发新款AI芯片的事宜。\n花旗认为，继Google、Meta和字节跳动之后，OpenAI将成为博通的第四大ASIC（定制芯片）客户，预计博通将在2025年下半年之后向OpenAI交付。\n当地时间周四，花旗分析师Christopher Danely发布报告称，重申对博通的买入评级，目标价为175美元，比当前股价高出9%左右，是2025年预期每股收益的33倍，大致与同行业平均水平一致。花旗表示，相信其每股收益（包括股票补偿在内）可以触及6美元的顶峰。\n\n从GPU转战ASIC，OpenAI重塑芯片市场？\n值得注意的是，与博通的合作是否对OpenAI “老搭档”英伟达造成威胁？\n据硬AI此前文章，ASIC与通用算力卡的较量存在已久，随着云厂商和大型OEM厂商的入局，角逐愈演愈烈。\n目前，通用算力卡的主要厂商是英伟达，占AI算力市场近70%的份额；ASIC的主要厂商是博通和Marvell，两家占ASIC市场超60%的份额。\nASIC是牺牲通用性，来换取特定场景的高性能；通用算力卡则具备通用性，但在特定场景下，性能不如ASIC。\n事实上，对于不同的算力卡客户来讲，需求是不同的。\n云厂商也许更看重弹性计算，企业也许更关注集群算力等。面对特定的需求，ASIC比标准算力卡更具备优势，更加贴合客户自身的使用场景。\n目前，Google、Meta、微软和亚马逊等云和超大规模公司正在引领ASIC这一潮流。\n比如，谷歌的TPU、Meta的MTIA、微软的Maia、亚马逊Trainium2等。\n需要注意的是，ASIC的成本也许高于通用算力卡。根据大摩的测算，GB200的TCO（总拥有成本），比TPUv5低了44%，比Trainimium 2低了30%。\n\n博通管理层预计，未来3-5年，公司每年AI业务的潜在市场将达到300亿美元至500亿美元之间，而公司2024财年的目标才110亿美元。\n博通的主要业务聚焦于大型消费AI平台客户（Google、Meta、ByteDance等）所需的ASIC芯片。\n管理层认为，这些大型消费AI客户在未来3-5年，将不会减缓投资xPU集群，规模将从今年的10万集群到100万集群。博通强调，最重要的是，在达到这个规模之前没有需求放缓的迹象。\n这样的每个集群资本支出400亿美元，博通的服务可以占400亿当中的250亿 (包括计算、网络，不包括电力等)，这意味着未来3-5年，公司每年AI业务的潜在市场将达到300亿美元至500亿美元之间。\n本文来自微信公众号“硬AI”，关注更多AI前沿资讯请移步这里\n风险提示及免责条款\n\n            市场有风险，投资需谨慎。本文不构成个人投资建议，也未考虑到个别用户特殊的投资目标、财务状况或需要。用户应考虑本文中的任何意见、观点或结论是否符合其特定状况。据此投资，责任自负。","kind":null,"is_publish_news":true,"is_publish_highlight":false,"is_publish_live":null,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"1","news_tag":"Company Corporation","news_rank":0,"symbols":[],"gpt_button":0},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; 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