AI基础设施：微软、谷歌、Meta等海外的巨头都表示2024~2025年将继续加大资本开支

市场资讯08-23 09:01

来源：Gangtise投研AI基础设施分析师称，Open AI全年收入预计为350~450亿美元，运营成本为85亿美元，其中算力成本占比超8成、推理成本约40亿美元、训练成本约30亿美元。英伟达最新基于Blackwell架构的GH200供不应求。微软、谷歌、Meta等海外的巨头都表示2024~2025年将继续加大资本开支。责任编辑：张倩

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