传闻Arm将为OpenAI定制服务器CPU

芯智讯

10/16

10月15日消息，据外媒The Information报导，Arm正在设计一款服务器级CPU，作为AI" target="_blank">OpenAI 下一代AI 机架的核心，这可能是Arm 迄今进入数据中心市场的最大步伐之一。报道称，这是OpenAI和博通合作开发定制AI加速器部署10吉瓦（GW）规模的数据中心计划的一部分。这款服务器处理器将会与OpenAI自研的AI芯片配合，部署到其数据中心...

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href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251016091017a6bc16c8&s=b\">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":"LU2602419157.SGD","symbol_name":"HSBC ISLAMIC GLOBAL EQUITY INDEX \"AC\" (SGD) ACC","start_time":0,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251016091017a6bc16c8&s=b","article_id":"2575769763","we_media_id":null,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251016091017a6bc16c8&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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迄今进入数据中心市场的最大步伐之一。报道称，这是OpenAI和博通合作开发定制AI加速器部署10吉瓦（GW）规模的数据中心计划的一部分。这款服务器处理器将会与OpenAI自研的AI芯片配合，部署到其数据中心当中。根据规划，OpenAI的自研AI芯片主要面向推理，博通已经协助开发了18个月，将于2026年下半年量产，并在2026至2029年间扩展至约10GW的运算能力。预计，配套的CPU也将会在同一时间准备就绪。目前，Arm 的角色不仅是提供构架蓝图和IP，该公司最近还开始计划自研CPU，而不仅是授权核心IP 给合作伙伴。知情人士透露，OpenAI 可能不仅在与博通合作的AI芯片搭配使用Arm设计的CPU，也可能与英伟达和AMD的AI芯片搭配使用。通过与OpenAI 合作，Arm通过这个CPU 计划的潜在营收有望达数十亿美元，这对于持有近90% Arm 股权并以股权大量举债的软银来说，这将是个利好。同时，软银也承诺投资数百亿美元于OpenAI 数据中心建设，并购买其AI 技术，这也有助于以加速Arm自研CPU的市场开拓。结合此前与英伟达和AMD 的协议，OpenAI 的采购芯片计划能支持的数据中心容量接近30GW，再加上OpenAI 自研芯片，将使该公司的总投资可能超过1万亿美元。","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"1","news_tag":"corporation","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":false,"code":"91000000","status":"200"}}}