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OpenAI拟投巨资建数据中心，或将推AI云服务挑战巨头

简报：

• OpenAI首席执行官山姆・奥尔特曼透露，公司计划在未来八年内投入约1.4万亿美元用于数据中心建设，以支撑其增长。
• 奥尔特曼表示，OpenAI正探索直接向其他公司出售计算能力，暗示将推出“AI云”服务，与亚马逊、微软和谷歌等云巨头直接竞争。
• 该计划旨在为OpenAI已签订的、价值超万亿美元的AI基础设施协议提供资金，并通过出租计算资源快速收回其在AI芯片和数据中心上的巨额投资。
• 公司预计到2025年底年化营收将超200亿美元，并计划到2030年将该数字提升至数千亿美元。

相关链接：

• 奥尔特曼摊牌：OpenAI 未来 8 年豪掷 1.4 万亿美元建数据中心，将推 AI 云挑战亚马逊、谷歌
• Sam Altman says OpenAI has $20B ARR and about l39g4IEQAZEZ.loopStartInput.4 trillion in data center commitments

OpenAI Plans Massive Investment in Data Centers, Poised to Launch AI Cloud Service Challenging Tech Giants 🚀

Brief:

• OpenAI CEO Sam Altman revealed the company plans to invest approximately dJyH6kDkfC5RlM16.answerText.4 trillion over the next eight years into data center construction to support its growth.
• Altman indicated that OpenAI is exploring selling computing power directly to other companies, signaling the launch of an "AI Cloud" service that would directly compete with cloud giants like Amazon, Microsoft, and Google. 💡
• This initiative aims to fund OpenAI's existing trillion-dollar AI infrastructure agreements and quickly recoup its massive investments in AI chips and data centers by leasing out computing resources.
• The company expects its annualized revenue to exceed $20 billion by the end of 2025, with plans to increase that figure to hundreds of billions of dollars by 2030. 💰

Related Links:

• Altman's Announcement: OpenAI to Spend dJyH6kDkfC5RlM16.answerText.4 Trillion on Data Centers Over 8 Years, Launching AI Cloud to Challenge Amazon, Google
• Sam Altman says OpenAI has $20B ARR and about dJyH6kDkfC5RlM16.answerText.4 trillion in data center commitments

微软推代码转译工具，欲打破英伟达AI生态壁垒

简报：

• 微软已开发出一套专用工具包，可将为英伟达GPU编写的CUDA模型代码，自动转译为兼容AMD ROCm平台的版本。
• 该工具旨在让原本锁定于英伟达硬件生态的AI应用，未来或可在AMD的AI GPU（如MI300X系列）上无缝运行。
• 微软开发该工具的根本原因在于AI推理需求的急剧增长，旨在为昂贵的英伟达GPU寻找更具成本效益的硬件方案。
• 此举被视为微软打破英伟达CUDA软件“护城河”的重要战略布局，以推动AI硬件多样化。

相关链接：

• 冲击英伟达护城河：微软被曝已开发新工具，可将 CUDA 代码转译至 AMD 芯片运行

Microsoft Launches Code Translation Tool, Aims to Break NVIDIA's AI Ecosystem Barrier 🛠️

Briefing:

• Microsoft has developed a dedicated toolkit that can automatically translate CUDA model code written for NVIDIA GPUs into versions compatible with the AMD ROCm platform.
• This tool aims to enable AI applications, originally locked into NVIDIA's hardware ecosystem, to potentially run seamlessly on AMD's AI GPUs (such as the MI300X series) in the future. 🚀
• The fundamental reason for Microsoft's development of this tool lies in the rapid growth of AI inference demand, aiming to find more cost-effective hardware solutions for expensive NVIDIA GPUs.
• This move is regarded as a significant strategic play by Microsoft to break NVIDIA's CUDA software "moat" and promote diversification in AI hardware. 💡

Related Link:

• Challenging NVIDIA's Moat: Microsoft Reportedly Develops New Tool to Translate CUDA Code for AMD Chips

OpenAI拟推AI云服务，万亿投资挑战云市场格局

简报：

• OpenAI首席执行官山姆・奥尔特曼表示，公司正探索直接向其他公司出售计算能力，计划推出“AI云”服务。
• 为支撑该计划，OpenAI预计在未来八年内投入约1.4万亿美元用于数据中心建设。
• 此举将使OpenAI转型为独立的云服务提供商，与亚马逊AWS、微软Azure和谷歌云等云计算巨头直接竞争。
• 成为云服务提供商被视为OpenAI收回其在AI芯片和数据中心等领域巨额投资的快速途径。

相关链接：

• 奥尔特曼摊牌：OpenAI 未来 8 年豪掷 1.4 万亿美元建数据中心，将推 AI 云挑战亚马逊、谷歌
• OpenAI 奥尔特曼参投：初创公司融资 3000 万美元，挑战基因编辑“造人”禁区

OpenAI Plans AI Cloud Service, Trillion-Dollar Investment to Challenge Cloud Market

Brief:

• OpenAI CEO Sam Altman announced that the company is exploring selling computing power directly to other companies, planning to launch an "AI Cloud" service. 🚀
• To support this initiative, OpenAI is expected to invest approximately dJyH6kDkfC5RlM16.answerText.4 trillion in data center construction over the next eight years. 💰
• This move would transform OpenAI into an independent cloud service provider, directly competing with cloud computing giants like Amazon AWS, Microsoft Azure, and Google Cloud.
• Becoming a cloud service provider is seen as a swift way for OpenAI to recoup its massive investments in areas such as AI chips and data centers. 💡

Related Links:

• Altman's Showdown: OpenAI to Spend dJyH6kDkfC5RlM16.answerText.4 Trillion in 8 Years Building Data Centers, Launching AI Cloud to Challenge Amazon, Google
• OpenAI's Altman Participates in Investment: Startup Raises $30 Million, Challenging the Forbidden Zone of Gene-Editing "Human Creation"

Blackwell芯片需求激增，英伟达促台积电扩产三纳米晶圆

简报：

• 因Blackwell AI芯片订单需求暴涨，英伟达CEO黄仁勋已要求台积电将其3纳米晶圆产能提升多达50%。
• 此次扩产旨在将台积电的3纳米月产能从当前的10万至11万片提升至约16万片，其中约3.5万片将为英伟达专供。

相关链接：

• 英伟达要求台积电扩大50%晶圆产能，以满足Blackwell暴涨的需求

Blackwell Chip Demand Surges, Nvidia Pushes TSMC to Expand 3nm Wafer Production

Briefing:

• Due to surging demand for Blackwell AI chip orders, Nvidia CEO Jensen Huang has requested TSMC to increase its 3-nanometer wafer production capacity by up to 50%. 🚀
• This expansion aims to boost TSMC's monthly 3nm production from the current 100,000-110,000 wafers to approximately 160,000 wafers, with about 35,000 wafers specifically allocated for Nvidia. 📈🏭

Related Links:

• Nvidia Asks TSMC to Expand Wafer Production by 50% to Meet Surging Blackwell Demand

中国通号与地铁设计联手，新公司布局无人机业务

简报：中国通号全资子公司通号城市轨道交通技术有限公司与广州地铁设计研究院股份有限公司等共同成立了“通号（广州）智能科技有限公司”，新公司注册资本1000万元，经营范围包括智能无人飞行器销售及轨道交通相关业务。

相关链接：

• 中国通号旗下公司、地铁设计等成立智能科技公司，含无人飞行器业务

CRSC and GMDRI Join Forces, New Company Eyes Drone Business 🚀

Briefing: CRSC Urban Rail Transit Technology Co., Ltd., a wholly-owned subsidiary of China Railway Signal & Communication Co., Ltd. (CRSC), has jointly established "CRSC (Guangzhou) Intelligent Technology Co., Ltd." with Guangzhou Metro Design & Research Institute Co., Ltd. (GMDRI) and other partners. The new company boasts a registered capital of 10 million RMB, with its business scope encompassing the sales of intelligent unmanned aerial vehicles (UAVs) ✈️ and rail transit-related operations. 💡

Related Link:

• CRSC Subsidiary, Metro Design, and Others Establish Intelligent Tech Company, Including UAV Business

宁德时代布局新兴能源，成立全资新能源子公司

简报：宁德时代近日间接全资成立了名为“遂宁润永新能源有限公司”的新公司，其经营范围涵盖新兴能源技术研发、太阳能发电技术服务及物联网技术服务等。

相关链接：

• 宁德时代旗下公司新设新能源公司，业务含新兴能源技术研发
• 遂宁润永新能源有限公司 - 爱企查

CATL Expands into Emerging Energy, Establishes Wholly-Owned New Energy Subsidiary 💡

Brief: CATL recently indirectly established a new wholly-owned company named "Suining Runyong New Energy Co., Ltd." Its business scope covers research and development of emerging energy technologies, solar power generation technical services, and IoT technical services, among others. 🔋🌱

Related Links:

• CATL's Subsidiary Establishes New Energy Company, Business Includes Emerging Energy Technology R&D
• Suining Runyong New Energy Co., Ltd. - Aiqicha