您的当前位置：首页 > 行业数据 > OpenAI已承诺从甲骨文、英伟达、AMD及博通等供应商处获取超过26GW的算力资源

OpenAI已承诺从甲骨文、英伟达、AMD及博通等供应商处获取超过26GW的算力资源

行业数据

下载图片

原图定位

同报告图片

/ 4

OpenAI已承诺从甲骨文、英伟达、AMD及博通等供应商处获取超过26GW的算力资源_第1页

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

OpenAI已承诺从甲骨文、英伟达、AMD及博通等供应商处获取超过26GW的算力资源_第2页

OpenAI已承诺从甲骨文、英伟达、AMD及博通等供应商处获取超过26GW的算力资源_第3页

OpenAI已承诺从甲骨文、英伟达、AMD及博通等供应商处获取超过26GW的算力资源_第4页

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

OpenAI已承诺从甲骨文、英伟达、AMD及博通等供应商处获取超过26GW的算力资源_第5页

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

所属报告：