博通为满足AI基础设施庞大资金需求，正与阿波罗全球管理、黑石集团等洽谈，计划筹集超500亿美元私人债务，以支持OpenAI定制AI芯片项目。双方此前达成合作，将在2026下半年至2029年底部署10吉瓦定制AI芯片系统。融资预计今年年底前完成，主要用于保障OpenAI相关芯片产能顺利推进。
外媒称，博通正为与OpenAI联手定制的AI芯片项目安排超500亿美元融资，阿波罗全球管理、黑石集团等正洽谈参与这笔巨额借款。同时，甲骨文也在与阿波罗、高盛商谈，为购买芯片筹措资金。该融资链连接博通、OpenAI、甲骨文及多家金融机构，凸显AI芯片竞赛背后的巨额资金需求。
博通总裁陈福阳预测，随着大模型厂商算力争夺白热化，Anthropic与OpenAI将超越谷歌，成为博通AI ASIC业务前两大核心客户。其中Anthropic预计2027至2028年成长为最大XPU定制芯片客户，OpenAI紧随其后列第二。
三星电子系统LSI部门将Anthropic的Claude Code引入半导体设计与验证流程，部分芯片测试周期从一个月以上缩短至两天，开发效率提升约15倍。该工具今年5月先向软件开发者开放，现扩展至硬件领域。在一项含64条复杂数据通路的定制SoC项目中，Claude Code仅用两天便完成虚拟测试环境搭建与验证。
Tencent
$3
Input tokens/M
$9
Output tokens/M
16
Context Length
Baidu
-
32
Alibaba
$2
128
$0.1
$0.4
Chatglm
$100
Baichuan
4
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