{"id":7341,"date":"2026-08-26T15:00:21","date_gmt":"2026-08-26T07:00:21","guid":{"rendered":"https:\/\/1ow.top\/index.php\/2026\/08\/26\/openai%e3%80%8c%e8%be%a3%e6%a4%92%e8%8a%af%e3%80%8d%e5%b9%b2%e7%bf%bb%e8%8b%b1%e4%bc%9f%e8%be%be%ef%bc%81%e8%80%81%e9%bb%84%e8%82%a1%e4%bb%b7%e4%b8%8d%e8%b7%8c%e5%8f%8d%e6%b6%a8\/"},"modified":"2026-08-26T15:00:21","modified_gmt":"2026-08-26T07:00:21","slug":"openai%e3%80%8c%e8%be%a3%e6%a4%92%e8%8a%af%e3%80%8d%e5%b9%b2%e7%bf%bb%e8%8b%b1%e4%bc%9f%e8%be%be%ef%bc%81%e8%80%81%e9%bb%84%e8%82%a1%e4%bb%b7%e4%b8%8d%e8%b7%8c%e5%8f%8d%e6%b6%a8","status":"publish","type":"post","link":"https:\/\/1ow.top\/index.php\/2026\/08\/26\/openai%e3%80%8c%e8%be%a3%e6%a4%92%e8%8a%af%e3%80%8d%e5%b9%b2%e7%bf%bb%e8%8b%b1%e4%bc%9f%e8%be%be%ef%bc%81%e8%80%81%e9%bb%84%e8%82%a1%e4%bb%b7%e4%b8%8d%e8%b7%8c%e5%8f%8d%e6%b6%a8\/","title":{"rendered":"OpenAI\u300c\u8fa3\u6912\u82af\u300d\u5e72\u7ffb\u82f1\u4f1f\u8fbe\uff01\u8001\u9ec4\u80a1\u4ef7\u4e0d\u8dcc\u53cd\u6da8"},"content":{"rendered":"
\"OpenAI\u300c\u8fa3\u6912\u82af\u300d\u5e72\u7ffb\u82f1\u4f1f\u8fbe\uff01\u8001\u9ec4\u80a1\u4ef7\u4e0d\u8dcc\u53cd\u6da8\"\/<\/div><\/figure>\n
\"OpenAI\u300c\u8fa3\u6912\u82af\u300d\u5e72\u7ffb\u82f1\u4f1f\u8fbe\uff01\u8001\u9ec4\u80a1\u4ef7\u4e0d\u8dcc\u53cd\u6da8\"\/<\/div><\/figure>\n
\"OpenAI\u300c\u8fa3\u6912\u82af\u300d\u5e72\u7ffb\u82f1\u4f1f\u8fbe\uff01\u8001\u9ec4\u80a1\u4ef7\u4e0d\u8dcc\u53cd\u6da8\"\/<\/div><\/figure>\n
\"OpenAI\u300c\u8fa3\u6912\u82af\u300d\u5e72\u7ffb\u82f1\u4f1f\u8fbe\uff01\u8001\u9ec4\u80a1\u4ef7\u4e0d\u8dcc\u53cd\u6da8\"\/<\/div><\/figure>\n

Jay \u53d1\u81ea \u51f9\u975e\u5bfa<\/p>\n

\u5012\u53cd\u5929\u7f61\u4e86\u5bb6\u4eba\u4eec\u3002<\/p>\n

\u521a\u521a\uff0cOpenAI\u7684\u81ea\u7814\u82af\u7247\u300c\u5c0f\u8fa3\u6912\u300d\uff0c\u8dd1\u5206\u78be\u538b\u4e86\u82f1\u4f1f\u8fbe\u6700\u5f3ablackwell\u3002\u3002\u3002<\/p>\n

700W\u7684\u529f\u8017\uff0c\u6700\u9ad81.9\u500d\u7684\u6bcf\u74e6\u541e\u5410\uff0c\u6700\u4f4e\u4f4e\u51fa3.6\u500d\u7684\u63a8\u7406\u65f6\u5ef6\u3002<\/p>\n

\u4e0d\u662f\u5b98\u65b9PR\uff0c\u8fd9\u4e2a\u6570\u636e\uff0c\u6765\u81ea\u534a\u5bfc\u4f53\u6df1\u5ea6\u7814\u7a76\u673a\u6784SemiAnalysis\uff0c\u4ed6\u4eec\u53d7\u9080\u5230OpenAI\u5b9e\u9a8c\u5ba4\u5b9e\u6d4b\u3002<\/p>\n

\u4e00\u822c\u6765\u8bf4\uff0c\u7b2c\u4e00\u4ee3\u82af\u7247\u5e76\u4e0d\u5177\u6709\u7ade\u4e89\u529b\u3002<\/p>\n

\u4f46SemiAnalysis\u6700\u7ec8\u5f97\u51fa\u7684\u7ed3\u8bba\u662f\u2014\u2014<\/p>\n

OpenAI\u8fd9\u9897\u7b2c\u4e00\u4ee3\u82af\u7247\uff0c\u5728\u51e0\u4e4e\u6240\u6709\u573a\u666f\u4e0b\u90fd\u80fd\u51fb\u8d25Blackwell\u3002<\/p>\n

\u4f4e\u5ef6\u8fdf\u3001\u9ad8\u541e\u5410\u3001\u4f4e\u5e76\u53d1\u2026\u2026\u5168\u90e8\u8fbe\u5230SOTA\u7ea7\u522b\u3002<\/p>\n

\u636e\u6089\uff0cCodex\u5728\u8fd9\u4e00\u8fc7\u7a0b\u4e2d\u626e\u6f14\u4e86\u975e\u5e38\u91cd\u8981\u7684\u89d2\u8272\uff0c\u90e8\u5206AI\u5199\u7684\u5185\u6838\uff0c\u751a\u81f3\u6bd4\u4eba\u7c7b\u5199\u7684\u6027\u80fd\u66f4\u597d\u3002<\/p>\n

\u4e5f\u662f\u81ea\u8fdb\u5316\u7684\u4e00\u79cd\u4f53\u73b0\u5427\u3002<\/p>\n

\u6709\u8da3\u7684\u662f\uff0c\u82f1\u4f1f\u8fbe\u80a1\u4ef7\u4e0d\u4ec5\u6ca1\u8df3\u6c34\uff0c\u8fd8\u6da8\u4e862.19%\u3002\u3002\u3002<\/p>\n

\u4e00\u65b9\u9762\uff0c\u82f1\u4f1f\u8fbe\u6709\u65b0\u4ea7\u54c1\u3002<\/p>\n

\u88ab\u8fa3\u6912\u72d9\u51fb\u540c\u4e00\u5929\uff0c\u82f1\u4f1f\u8fbe\u53d1\u5e03\u4e86Jetson Orin Nano 2\u673a\u5668\u4eba\u7535\u8111\u3002<\/p>\n

\u53e6\u4e00\u65b9\u9762\uff0c\u53ef\u80fd\u4e5f\u548cOpenAI\u7684\u6001\u5ea6\u6709\u5173\u5427\u3002<\/p>\n

\u5c0f\u8fa3\u6912\u8dd1\u5206\u51fa\u6765\u540e\uff0c\u516c\u53f8\u4ecd\u7136\u660e\u786e\u8868\u6001\u4e0d\u4f1a\u5f03\u7528\u82f1\u4f1f\u8fbe\uff0c\u8bad\u7ec3\u4ecd\u5927\u91cf\u7528\u82f1\u4f1f\u8fbe\uff0c\u4e14\u6709\u53cc\u65b9\u6709\u878d\u8d44\u62c5\u4fdd\u7684\u5408\u4f5c\u3002<\/p>\n

\u4eca\u5e746\u6708\uff0cOpenAI\u5b98\u5ba3\u4e0e\u535a\u901a\uff08Broadcom\uff09\u5408\u4f5c\u8fd9\u9897\u4e13\u4e3a\u63a8\u7406\u6253\u9020\u7684\u82af\u7247\uff0c\u540d\u4e3a\u300c\u5c0f\u8fa3\u6912\u300d\uff0c\u8bbe\u8ba12024\u5e74\u5e74\u4e2d\u542f\u52a8\uff0c\u4ece\u7ec4\u961f\u5230\u6d41\u7247\u53ea\u7528\u4e86\u7ea616\u4e2a\u6708\u3002<\/p>\n

8\u670825\u65e5\uff0cOpenAI\u5728Hot Chips 2026\u5927\u4f1a\u4e0a\u516c\u5f00\u4e86\u8fd9\u9897\u81ea\u7814\u82af\u7247\u3002<\/p>\n

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SemiAnalysis\u53d7\u9080\u5e26\u7740\u81ea\u5bb6InferenceX\u57fa\u51c6\u5957\u4ef6\uff0c\u5230OpenAI\u5b9e\u9a8c\u5ba4\u5f53\u573a\u5b9e\u6d4b\u3002<\/p>\n

\u7ed3\u8bba\u662f\uff0c\u8fd9\u9897\u7b2c\u4e00\u4ee3\u82af\u7247\u5728\u591a\u4e2a\u4e3b\u6d41\u5f00\u6e90\u6a21\u578b\u4e0a\uff0c\u51fb\u8d25\u4e86\u5b83\u80fd\u6d4b\u5230\u7684\u6240\u6709\u82f1\u4f1f\u8fbe\u3001AMD\u548c\u8c37\u6b4c\u82af\u7247\u3002<\/p>\n

\u80fd\u6548\u662f\u6700\u5927\u4eae\u70b9\u3002<\/p>\n

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\u8dd1\u5206\u6a21\u578b\u662f\u4e09\u4e2a\u5f00\u6e90\u5927\u6a21\u578b\uff0cGPT-OSS 120B\u3001DeepSeek R1 670B\u548c\u6708\u4e4b\u6697\u9762Kimi K2.5\uff081\u4e07\u4ebf\u53c2\u6570\uff09\u3002<\/p>\n

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\u8dd1\u5206\u6570\u5b57\u7531OpenAI\u63d0\u4f9b\uff0cSemiAnalysis\u56e2\u961f\u5728\u5b9e\u9a8c\u5ba4\u73b0\u573a\u9a8c\u8bc1\u4e86InferenceX\u7684\u8dd1\u5206\u8fc7\u7a0b\uff0c\u4f46\u6ca1\u6709\u8dd1\u5b8c\u6574\u5957\u4ef6\uff0c\u4e5f\u6ca1\u6709\u6d4b\u5b83\u66f4\u504f\u597d\u7684AgentX\uff0c\u540e\u8005\u8986\u76d6\u957f\u4e0a\u4e0b\u6587\u591a\u8f6e\u5bf9\u8bdd\uff0c\u66f4\u63a5\u8fd1\u771f\u5b9e\u751f\u4ea7\u8d1f\u8f7d\u3002<\/p>\n

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AI\u81ea\u5df1\u5199\u6bcf\u4e2a\u5185\u6838\uff0c\u90e8\u5206\u5757\u7684AI\u5185\u6838\u6bd4\u4eba\u7c7b\u4e13\u5bb6\u5185\u6838\u5feb1.5\u52301.8\u500d\u3002<\/p>\n

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SOTA\u7ea7\u522b\u5185\u90e8AI\u52a0\u6301\uff0c\u53ef\u80fd\u4e5f\u662fOpenAI\u5f2f\u9053\u8d85\u8f66\u7684\u4e00\u79cd\u65b9\u5f0f\u5427\u3002<\/p>\n

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\u627f\u8f7d\u5176\u7684\u5355\u673a\u67b6\u7cfb\u7edf\u53ebVindaloo\uff0c\u88c5128\u9897\u5c0f\u8fa3\u6912\uff0c\u914dKatsu CPU\u4e3b\u673a\u67b6\u548cChana\u4ea4\u6362\u673a\u67b6\uff0c\u4e24\u4e2a\u673a\u67b6\u5408\u8ba1\u529f\u8017\u7ea6160kW\uff0c\u6700\u591a16\u4e2a\u673a\u67b6\u30012048\u9897\u82af\u7247\u7ec4\u6210\u4e00\u4e2ascale-up\u57df\u3002<\/p>\n

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\u4f46\u540c\u65f6\uff0cOpenAI\u4e5f\u5c06\u7ee7\u7eed\u5f00\u53d1\u7b2c\u4e8c\u548c\u7b2c\u4e09\u4ee3\u82af\u7247\u3002<\/p>\n

\u4e0d\u8fc7\uff0c\u8c01\u80fd\u7edf\u7387\u597d\u8fd9\u4e2a\u8fa3\u6912\u519b\u56e2\uff0c\u81f3\u4eca\u8fd8\u662f\u4e2a\u95ee\u53f7\u3002<\/p>\n

\u521a\u521a\u7206\u51fa\u6765\uff0cOpenAI\u6570\u636e\u4e2d\u5fc3\u8d1f\u8d23\u4ebaChris Malone\uff0c\u4e0a\u5468\u79bb\u804c\u4e86\u3002<\/p>\n

The Wall Street Journal 8\u670825\u65e5\u7387\u5148\u62a5\u9053\uff0c\u5f6d\u535a\u793e\u968f\u540e\u7ecfOpenAI\u53d1\u8a00\u4eba\u786e\u8ba4\u3002Malone\u8d70\u540e\u6ca1\u6709\u7ee7\u4efb\u8005\uff0c\u804c\u8d23\u62c6\u7ed9\u4e86\u591a\u4f4d\u8d1f\u8d23\u4eba\u3002<\/p>\n

\u4ed62025\u5e743\u6708\u52a0\u5165OpenAI\uff0c\u6b63\u662f\u516c\u53f8\u4e0e\u7532\u9aa8\u6587\u3001\u8f6f\u94f6\u5ba3\u5e03Stargate\u9879\u76ee\u4e4b\u540e\u4e0d\u4e45\uff0c\u8d1f\u8d23\u4e3a\u9ad8\u901f\u589e\u957f\u7684\u7b97\u529b\u9700\u6c42\u5efa\u8bbe\u6570\u636e\u4e2d\u5fc3\u3002<\/p>\n

Stargate\u5f00\u5c40\u4e0d\u987a\uff0cOpenAI\u4e00\u5ea6\u8f6c\u5411\u5411\u4e91\u5382\u5546\u79df\u82af\u7247\uff0c\u6700\u8fd1\u53c8\u5f00\u59cb\u6062\u590d\u81ea\u5efa\uff0c\u65b9\u5f0f\u662f\u6574\u4f53\u79df\u4e0b\u6574\u5ea7\u8bbe\u65bd\uff0c\u800c\u4e0d\u662f\u79df\u82af\u7247\u3002\u4f46\u636e\u77e5\u60c5\u4eba\u58eb\u8bf4\uff0c\u5e26\u961f\u7684\u4e0d\u662fMalone\u3002<\/p>\n

Malone\u662f\u8fd9\u6ce2\u79bb\u804c\u6f6e\u4e2d\u7684\u7b2c4\u4f4d\u9ad8\u7ba1\u3002<\/p>\n

\u6b64\u524d\uff0c\u9996\u5e2d\u8425\u6536\u5b98Denise Dresser\u3001\u9996\u5e2d\u8fd0\u8425\u5b98Brad Lightcap\u3001CEO Altman\u7684\u526f\u624bFidji Simo\u90fd\u5df2\u79bb\u5f00\u3002TheNextWeb\u7edf\u8ba1\uff0c4\u6708\u4ee5\u6765\u5df2\u67097\u4f4d\u9ad8\u5c42\u79bb\u4efb\u6216\u6362\u5c97\u3002<\/p>\n

\u5567\u5567\u5567\uff0c\u4e0a\u5e02\u524d\u6570\u6708\u5982\u6b64\u5bc6\u96c6\u7684C\u7ea7\u9ad8\u7ba1\u79bb\u804c\uff0c\u5373\u4f7f\u6309IPO\u524d\u591c\u7684\u6807\u51c6\u4e5f\u5c5e\u7f55\u89c1\u3002<\/p>\n

\u5c0f\u8fa3\u6912\uff0c\u597d\u50cf\u6ca1\u6709\u80fd\u63a5\u624b\u7684\u4eba\u554a\u3002\u3002\u3002<\/p>\n

\u8981\u4e0d\u548c\u8001\u9ec4\u5546\u91cf\u770b\u770b\uff0c\u6d3e\u4e2a\u4eba\u6765\u6551\u706b\uff1f<\/p>\n

\uff08bushi\uff09<\/p>\n

\u53c2\u8003\u94fe\u63a5\uff1a[1]https:\/\/newsletter.semianalysis.com\/p\/openai-jalapeno-better-than-nvidia[2]https:\/\/www.wsj.com\/tech\/ai\/openais-head-of-data-centers-has-left-company-6d24fd83?st=r8H2rW<\/p>\n

\n

\u7248\u6743\u58f0\u660e\uff1a<\/strong><\/p>\n

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\u8f6c\u8f7d\u4ec5\u4e3a\u4e2a\u4eba\u5b66\u4e60\u4e0e\u4ea4\u6d41\u76ee\u7684\uff0c\u4e0d\u5bf9\u6587\u7ae0\u89c2\u70b9\u8d1f\u8d23\uff0c\u4ea6\u4e0d\u7528\u4e8e\u4efb\u4f55\u5546\u4e1a\u7528\u9014\u3002<\/p>\n

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Jay \u53d1\u81ea \u51f9\u975e\u5bfa<\/p>\n

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700W\u7684\u529f\u8017\uff0c\u6700\u9ad81.9\u500d\u7684\u6bcf\u74e6\u541e\u5410\uff0c\u6700\u4f4e\u4f4e\u51fa3.6\u500d\u7684\u63a8\u7406\u65f6\u5ef6\u3002<\/p>\n

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\u4f46SemiAnalysis\u6700\u7ec8\u5f97\u51fa\u7684\u7ed3\u8bba\u662f\u2014<\/p>\n","protected":false},"author":1,"featured_media":7337,"comment_status":"","ping_status":"","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[1],"tags":[5],"class_list":["post-7341","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-xwzx","tag-5"],"_links":{"self":[{"href":"https:\/\/1ow.top\/index.php\/wp-json\/wp\/v2\/posts\/7341","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/1ow.top\/index.php\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/1ow.top\/index.php\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/1ow.top\/index.php\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/1ow.top\/index.php\/wp-json\/wp\/v2\/comments?post=7341"}],"version-history":[{"count":0,"href":"https:\/\/1ow.top\/index.php\/wp-json\/wp\/v2\/posts\/7341\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/1ow.top\/index.php\/wp-json\/wp\/v2\/media\/7337"}],"wp:attachment":[{"href":"https:\/\/1ow.top\/index.php\/wp-json\/wp\/v2\/media?parent=7341"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/1ow.top\/index.php\/wp-json\/wp\/v2\/categories?post=7341"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/1ow.top\/index.php\/wp-json\/wp\/v2\/tags?post=7341"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}