美银:OpenAI到2030年6650亿美元目标算力支出将提振AI股票

BlockBeats 消息,2 月 24 日,美国银行指出,OpenAI 调整后的目标——到 2030 年实现 2830 亿美元收入和 6650 亿美元算力支出——显示 AI 在广告、云计算和生产力领域的巨大需求。

这一举措可能带来 450–750 亿美元的广告收入,对 Google、Meta 和 Amazon 等巨头形成挑战。同时,OpenAI 以合作伙伴为主导的算力策略,也为大型云计算供应商提供了 AI 基础设施的机会。

美银认为,尽管算力成本上升可能对短期利润率造成压力,但这些趋势将强化互联网和云平台的长期增长。

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