OpenAI 与英伟达扩大计算机会,到 2030 年计算规模或达 6000 亿美元

OpenAI 与英伟达扩大计算机会,到 2030 年计算规模或达 6000 亿美元

2026-08-17 20:56

ChainThink 消息,8 月 17 日,据英伟达新闻稿,OpenAI 将在 PORTS-Pike 建设并运营一座人工智能工厂,采用英伟达全栈 DSX AI 工厂平台,覆盖 GPU、CPU、网络和基础设施软件。

初步部署预计提供 4.25 吉瓦 AI 工厂产能。

英伟达称,PORTS-Pike 部署的每代 NVIDIA AI 工厂系统约对应 150 万块 NVIDIA GPU,约代表 1500 亿至 2000 亿美元收入。

该站点支持多次升级周期,英伟达也可能将 PORTS-Pike 安排从初始 4.25 吉瓦扩展,以确保剩余 3.75 吉瓦容量。

OpenAI 承诺将在 2030 年前大规模部署 NVIDIA AI 基础设施。英伟达表示,OpenAI 现有和计划中的承诺约占 12 吉瓦 NVIDIA 计算规模;

若 PORTS-Pike 协议扩展,整体机会或增至约 16 吉瓦,对应到 2030 年约 6000 亿美元 NVIDIA 计算规模。

Disclaimer: Contains third-party opinions, does not constitute financial advice

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