OpenAI Altman的野心：筹资七万亿美元直指AI“芯片痛点”！_老虎社区_美港股上老虎

OpenAI Altman的野心：筹资七万亿美元直指AI“芯片痛点”！

华尔街见闻02-09

这一筹资规模较一些主要经济体发行的国债、大型主权财富基金还要大，甚至令全球整个半导体产业规模相形见绌。继推出突破性的AI产品ChatGPT之后，Sam Altman又欲筹集数万亿美元，重塑全球半导体产业格局。据媒体周五报道，知情人士透露称，OpenAI CEO Sam Altman正在与包括阿联酋在内的投资者进行谈判，以筹集数万亿美元资金，旨在提高全球芯片制造能力，更好地推动该公司人工智能发展。...

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Tinydrop
·02-09
这是想掀桌子啊
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梓坚
·02-09
👍
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ArthurQ.Z
·02-09
本职不好好做，好高骛远想搞垄断
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href=https://wallstreetcn.com/articles/3708254><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>这一筹资规模较一些主要经济体发行的国债、大型主权财富基金还要大，甚至令全球整个半导体产业规模相形见绌。继推出突破性的AI产品ChatGPT之后，Sam Altman又欲筹集数万亿美元，重塑全球半导体产业格局。据媒体周五报道，知情人士透露称，OpenAI CEO Sam Altman正在与包括阿联酋在内的投资者进行谈判，以筹集数万亿美元资金，旨在提高全球芯片制造能力，更好地推动该公司人工智能发展。...</p>\n\n<a 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Altman正在与包括阿联酋在内的投资者进行谈判，以筹集数万亿美元资金，旨在提高全球芯片制造能力，更好地推动该公司人工智能发展。其中一位知情人士表示，该项目可能需要筹集多达5万亿至7万亿美元的资金。这一规模甚至令全球半导体产业规模相形见绌，去年全球芯片销售额为5270亿美元，预计到2030年将增至每年1万亿美元。根据行业组织SEMI的估算，去年全球半导体制造设备销售额为1000亿美元。从企业筹资标准来看，Altman所讨论的金额也是非常巨大的，较一些主要经济体的国债、大型主权财富基金还要大，去年美国企业债务发行总额约为1.44万亿美元。知情人士指出，Altman建议OpenAI、各种投资者、芯片制造商和电力供应商建立合作关系，他们将共同出资建立芯片代工厂，然后由现有的芯片制造商运营，OpenAI将成为新工厂的重要客户。在人工智能需求激增的背景下，人们对芯片供应和运行芯片所需电力的担忧与日俱增，AI芯片领导者英伟达的芯片一直供不应求。Altman的其目就是解决制约OpenAI发展的各类因素，包括训练ChatGPT大模型的AI芯片的稀缺性。Altman经常抱怨称，没有足够的GPU芯片，支持OpenAI对通用人工智能的追求。","kind":"news","is_publish_news":false,"is_publish_highlight":true,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"symbols":[],"gpt_button":0},"commentList":[{"id":272015123181704,"gmtCreate":1707457268309,"gmtModify":1707457269777,"author":{"id":"3568697893392098","authorId":"3568697893392098","name":"Tinydrop","avatar":"https://static.tigerbbs.com/fc3873de117cdc949e0a95f529fd099c","vip":1,"hat":"https://static.tigerbbs.com/646756f1284a5a6480ed02cc4fa7d1d2","crmLevel":7,"crmLevelSwitch":0,"authorIdStr":"3568697893392098","idStr":"3568697893392098"},"htmlText":"这是想掀桌子啊","listText":"这是想掀桌子啊","text":"这是想掀桌子啊","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/272015123181704","repostId":2410044317,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"},{"id":272043736907816,"gmtCreate":1707454693053,"gmtModify":1707454694266,"author":{"id":"3581646737212013","authorId":"3581646737212013","name":"梓坚","avatar":"https://static.tigerbbs.com/dc60101ae2a157654c11b14c2d659432","vip":1,"hat":"https://static.tigerbbs.com/acebb9722806729a38c10fe7cde46b94","crmLevel":2,"crmLevelSwitch":1,"authorIdStr":"3581646737212013","idStr":"3581646737212013"},"htmlText":"👍","listText":"👍","text":"👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/272043736907816","repostId":2410044317,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":272036004966528,"gmtCreate":1707452855867,"gmtModify":1707452857362,"author":{"id":"4121133964702352","authorId":"4121133964702352","name":"ArthurQ.Z","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"hat":"https://static.tigerbbs.com/7b75ce0c34afff716602792a5d0929dd","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"4121133964702352","idStr":"4121133964702352"},"htmlText":"本职不好好做，好高骛远想搞垄断","listText":"本职不好好做，好高骛远想搞垄断","text":"本职不好好做，好高骛远想搞垄断","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/272036004966528","repostId":2410044317,"repostType":2,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"}],"hasMoreComments":true,"newsSizeData":{"likeSize":8,"commentSize":3,"repostSize":1,"favoriteSize":5,"likeStatus":false,"favoriteStatus":false}}