OpenAI成为台积电新款1.6nm芯片主要客户，计划于2026年投产
OpenAI已选定台积电的1.6nm芯片工艺作为其主要供应商，这标志着其在人工智能硬件领域的重大战略升级，预计2026年开始大规模生产，将显著提升其技术性能。通过与博通和Marvell的合作，OpenAI计划在2024或2025年开发专用于AI应用的ASICs，基于台积电的3nm工艺系列。此外，苹果计划在新iPhone中集成OpenAI的AI解决方案，并可能对OpenAI进行大额投资，目标估值高达1000亿美元。这将影响苹果与谷歌之间的搜索服务协议，目前谷歌每年需支付苹果费用以保持在iOS设备上的默认搜索引擎地位。OpenAI还推出了一项名为SearchGPT的新AI搜索功能，旨在结合AI模型与网络信息，提供快速准确的信息搜索服务。
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