OpenAI承诺2030年前大规模部署英伟达AI基础设施，将在PORTS-Pike建设世界级AI工厂，采用英伟达全栈DSX AI工厂平台，涵盖GPU、CPU、网络及基础设施软件，凸显算力基建新一轮爆发。
上海印发软件信息服务业“十五五”规划，强调技术创新与产业融合。目标到2030年，将其打造为经济增长动力源、AI应用主阵地和全球竞争桥头堡，产业规模力争达4万亿元。
三星与博通达成长期深度合作，覆盖内存芯片、代工及先进封装全链条，预计到2030年合作规模突破2000亿美元，标志AI芯片进入“设计+制造”深度耦合阶段。技术核心是博通ASIC定制设计能力结合三星制造，双方将在2纳米以下制程与HBM高带宽内存领域联合攻坚。
7月22日，OpenAI宣布计划2030年前投入7500亿美元用于AI基础设施，较此前预估大幅增加25%。在旗舰“星门”项目停滞背景下，此举以更激进资本开支重新锁定长期算力优势。首个落地项目：耗资200亿美元在佐治亚州萨凡纳西北建设1400英亩“山茶花计”。
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1k
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128
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200
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4
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