➀ NVIDIA将为Stargate AI超级计算机提供64,000个新的GB200 AI GPU，以支持OpenAI和Oracle；
➁ 这些GPU预计将在2026年交付，总价值22.4亿美元；
➂ Stargate AI超级计算机位于德克萨斯州阿比林，将与Elon Musk的xAI超级计算机竞争。
Recent #OpenAI news in the semiconductor industry
➀ OpenAI CEO Sam Altman宣布GPT-4.5已准备好；
➁ GPT-4.5是OpenAI迄今为止最大的聊天模型，具有更高的复杂性和改进；
➂ GPT-4.5在无监督学习、模式识别、建立联系和生成创意见解方面表现出色；
➃ GPT-4.5模型庞大且运行成本高，目前无法对所有用户开放。
➀ Meta plans to launch a standalone AI app this year to establish itself as a leader in AI, prompting a reaction from OpenAI.
➁ The app is part of CEO Mark Zuckerberg's strategy to position Meta at the forefront of the AI industry.
➂ OpenAI, the creator of ChatGPT, has noticed Meta's plans and CEO Sam Altman hinted at a possible new social app from OpenAI.
➀ Sam Altman 宣布 OpenAI 取消了 o3 模型的全面发布，理由是模型和产品复杂性的增加，并希望简化产品线。
➁ OpenAI 将所有精力集中在 GPT-5 的发布上，该模型将融合 o3 的元素。
➂ Altman 上个月警告 AI 粉丝，不要对 OpenAI 向超级智能发展的进展抱有过高期望。
➀ DeepSeek is rising to a leading position in global AI chatbot rankings, as customers shift away from OpenAI's ChatGPT.
➁ The AI market is experiencing significant changes due to the introduction of DeepSeek, causing fluctuations in stock values and probes into potential trade violations.
➂ Data shows that ChatGPT's user base in the US has decreased while DeepSeek's has surged, indicating a shift in user preference.
➀ OpenAI has released a new AI-powered tool called Deep Research on February 2nd, which can generate comprehensive reports within 30 minutes.
➁ Deep Research is available to ChatGPT Pro users and is designed for complex inquiries in fields such as finance, science, policy, and engineering.
➂ The tool emphasizes precision and reliability, and aims to limit the hallucinations common in conventional language models.
➀ OpenAI has launched the o3-mini, its most cost-efficient and powerful model in the reasoning series.
➁ The new model responds 24% faster than o1-mini and provides more accurate answers.
➂ o3-mini supports function calling, structured outputs, and developer messages, making it production-ready.
➀ Microsoft provides unlimited free access to OpenAI's o1 model, which was released in December and costs up to $200 per month.
➁ The o1 model is designed to be more thoughtful and implement a step-by-step chain-of-thought process, making it excel in specific tasks and categories of questioning.
➂ Microsoft's Copilot users can now access this new functionality by selecting the 'Think Deeper' toggle option.
➀ OpenAI CEO Sam Altman commented on the market hype around the new DeepSeek AI model.
➁ The DeepSeek R1 model, created for $6 million using old NVIDIA GPUs, has raised questions about the billions of dollars invested in AI development.
➂ OpenAI CEO Sam Altman acknowledged the impressive nature of the DeepSeek R1 model and expressed excitement about continuing their research roadmap.
➀ OpenAI is considering developing a web browser to compete with Google's Chrome; ➁ The browser will integrate AI chatbot and search features; ➂ OpenAI is in talks with developers and exploring partnerships, including with Samsung.
➀ OpenAI is collaborating with Broadcom and TSMC to develop its first in-house AI chip; ➁ The company is scaling back its foundry ambitions due to cost and time constraints; ➂ OpenAI is adopting a strategy of using industry partnerships and a mix of internal and external approaches to manage chip supply and costs.
➀ A senior staffer from OpenAI's AGI readiness team has left the company; ➁ The former employee, Miles Brundage, warns about the lack of readiness for AGI at OpenAI and globally; ➂ Brundage's departure led to the dissolution of the AGI readiness team.
➀ OpenAI receives one of the first engineering builds of NVIDIA's new Blackwell DGX B200 AI system; ➁ The system features 8 x B200 AI GPUs with up to 1.4TB of HBM3 memory and 72 petaFLOPS of training performance; ➂ OpenAI expresses excitement about the new system and its potential to accelerate AI compute.
➀ NVIDIA is considering joining a funding round for OpenAI, valuing the startup at over $100 billion. ➁ Apple and Microsoft are also reportedly in talks to participate in the funding round. ➂ Thrive Capital is leading the funding round, investing around $1 billion.
➀ Intel passed on investing in OpenAI in 2017, missing the opportunity to be part of generative AI's early stages. ➁ The potential investment was reportedly worth $1 billion for a 15% stake. ➂ Intel's CEO at the time, Bob Swan, did not see generative AI as a significant market opportunity.
1. OpenAI announces new AI search feature called SearchGPT; 2. SearchGPT allows users to search for information using natural language and provides quick answers with relevant sources; 3. The feature is currently in prototype phase and requires users to sign up for a waiting list to try it out.
OpenAI's release of GPT-4.5 has been delayed due to a shortage of GPUs. CEO Sam Altman mentioned on X that the rollout will be staggered and will involve adding tens of thousands of GPUs next week. This shortage is prompting OpenAI to develop its own AI silicon in partnership with Broadcom.
The high cost of GPT-4.5, at $75 per million input tokens and $150 per million output tokens, is a concern, but Altman emphasizes its unique intelligence.
NVIDIA's GPUs are in high demand, with Blackwell GPUs sold out until October. The expansion of AI infrastructure, including massive AI supercomputers and data centers, is driving this demand.
➀ The National Supercomputing Internet Platform announced the 'AI Ecosystem Partner Acceleration Program', offering free 3-month use of DeepSeek API and a 10 million card-hour computing power pool.
➁ OpenAI CEO Sam Altman emphasized that the company does not sell and expressed willingness to acquire Twitter if Musk is willing to talk.
➂ Altman also expressed willingness to cooperate with China in the field of artificial intelligence and said it is very important.
➀ OpenAI plans to tape-out its first chip on TSMC's 3nm process later this year;
➁ The chip is designed for both training and inference and is being developed by an in-house team;
➂ The objective is to reduce dependency on Nvidia's processors, which are expensive and in high demand.
➀ OpenAI's o3-mini and DeepSeek R1 are leading AI inference models, differing in design, performance, cost, and methods.
➁ o3-mini offers advanced reasoning, quick response times, and is integrated into ChatGPT, with a cost of about $1.10 per million input tokens and $4.40 per million output tokens.
➂ DeepSeek R1 is open-source, cost-effective, and shows its reasoning process, with a cost of about $0.14 per million input tokens for cache hits and $2.19 per million output tokens.
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