FCC chair calls Paramount/WBD merger "a lot cleaner" than defunct Netflix deal

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对于 2027 年的展望,六大客户的合计算力需求接近 10GW,带来超 1000 亿美元的 AI 收入。其中 Anthropic 的算力需求超 3GW,OpenAI 将量产首款 XPU(算力超 1GW)。

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Qualcomm CEO

OpenAI has also committed to consuming 2 gigawatts of Amazon's Trainium capacity, which is the company's custom-designed AI training accelerator. In other words, Amazon is spending a lot of money on OpenAI and then OpenAI will turn around and spend a lot of money with Amazon. The AI funding ouroboros continues.

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