120亿美元！OpenAI入股Coreweave，并签五年服务器合约

华尔街见闻03-11

OpenAI正试图摆脱对微软的依赖，寻求计算能力多元化。据英国《金融时报》11日报道，近日OpenAI与云服务提供商CoreWeave达成了一项价值近120亿美元的合作协议，并计划入股该公司。据知情人士透露，这项协议为期五年，CoreWeave将为OpenAI提供计算能力，用于训练和运行其人工智能模型。华尔街见闻上周曾提及，CoreWeave原计划在下月进行首次IPO，估值或超过350亿美元...

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OpenAI takes stake in Coreweave and signs five-year server contract","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"MSFT":0.9},"content_text":"OpenAI正试图摆脱对微软的依赖，寻求计算能力多元化。\n据英国《金融时报》11日报道，近日OpenAI与云服务提供商CoreWeave达成了一项价值近120亿美元的合作协议，并计划入股该公司。\n据知情人士透露，这项协议为期五年，CoreWeave将为OpenAI提供计算能力，用于训练和运行其人工智能模型。\n华尔街见闻上周曾提及，CoreWeave原计划在下月进行首次IPO，估值或超过350亿美元；然而，其最大客户微软已撤回了部分合作承诺，原因是CoreWeave在交付方面存在问题，未能按时完成任务。这对CoreWeave来说无疑是一次打击。\nOpenAI的新合同填补了这一空白，并可能使其支出超过微软。公开披露的信息显示，去年微软占CoreWeave收入的62%。微软已同意到2030年在CoreWeave的服务上花费100亿美元。\nOpenAI战略入股，押注CoreWeave未来\n除了巨额合同，作为协议的一部分，OpenAI还将获得CoreWeave在IPO时价值3.5亿美元的股权。\nCoreWeave成立于2017年，最初是一家加密货币挖矿公司，后转型为科技公司提供云服务，利用英伟达高性能图形处理器（GPU）构建和训练人工智能模型。该公司已积累了超过25万个英伟达AI GPU，成为这家芯片制造商最大的客户之一。\n分析认为，OpenAI与CoreWeave的合作是其提升和多样化可用计算能力的最新举措。长期以来，OpenAI在计算能力上严重依赖其最大的合作伙伴微软。通过与CoreWeave的合作，OpenAI旨在降低对单一供应商的依赖，确保其在AI模型训练和运行方面的自主性和灵活性。\nOpenAI联合创始人兼首席执行官Sam Altman认为，基础设施对于构建尖端AI模型至关重要。与此同时，微软首席执行官Satya Nadella最近对计算能力的“过度建设”表示担忧，因为大型科技公司正在向数据中心投入数千亿美元。\n除了CoreWeave，OpenAI还在最近几个月与软银合作，开展一项潜在的价值5000亿美元的数据中心项目“星际之门”（Stargate），并与Oracle达成了数据中心协议。这些举措表明，OpenAI正在积极拓展其AI基础设施布局，以满足未来发展的需求。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":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"2","news_tag":"corporation","news_rank":0,"symbols":[],"gpt_button":0},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":1,"repostSize":1,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":false,"deviceId":"web-server-community-laohu8-v3","version":"4.32.1","shortVersion":"4.32.1","platform":"web","vendor":"web","appName":"laohu8","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2518282768"}