Gartner研究总监Ranjit Atwal发出警示:“最终结果是你在市场上失去了选择。我们面临的是一个相当独特的情况。通常当内存价格飙升时,是因为生产问题限制供应。在这里,是来自超大规模数据中心的需求端压力推高了PC和智能手机的内存成本。”与内存行业早期的繁荣—萧条周期不同,这种短缺可能是长期的,并可能延续到2027年底。
The new partnership with NVIDIA evolves the long-standing collaboration between the two companies. OpenAI has pledged to consume 2 gigawatts of training capacity on NVIDIA's Vera Rubin systems and an additional 3 gigawatts of computing resources, likely in the form of GPUs, to run specific AI inference tasks. In other words, NVIDIA is spending a lot of money on OpenAI and then OpenAI will turn around and spend a lot of money with NVIDIA. The ouroboros must feed.
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