英特尔错失了早期投资OpenAI的机会

币界网Publicado a 2024-08-07Actualizado a 2024-08-07

币界网报道:

大约七年前,英特尔本可以投资OpenAI,并购买这家专注于生成人工智能的年轻公司的相当大的股份。在2017年和2018年,英特尔探索了投资OpenAI的可能性。

路透社的一份报告显示,英特尔考虑了以10亿美元购买15%股份或以成本价向OpenAI提供硬件的捆绑交易等选择。据报道,英特尔前首席执行官斯旺阻止了这项投资,因为他认为人工智能模型在不久的将来不会进入市场。

将英特尔的地位与英伟达的人工智能硬件成功进行比较

考虑到OpenAI在随后几年的成功,尤其是2022年ChatGPT的发布,这一决定颇具讽刺意味。如果英特尔与OpenAI合作,它就不会像现在这样需要Nvidia等竞争对手。英伟达现已成为人工智能硬件领域最知名的公司之一,尤其是在使用其图形处理单元方面。另一方面,英特尔未能在人工智能领域创造出太多的里程碑。

英特尔最近在人工智能和数据中心领域的业绩表明了一些持续存在的问题。根据最新的收益报告,该公司的数据中心和人工智能集团(DCAI)的收入和营业收入都有所下降。

然而,英特尔仍在推进Xeon 6“Sierra Forest”处理器的生产,Xeon 6的“Granite Rapids”CPU将在不久的将来发货。此外,英特尔的高迪3人工智能加速器预计将在今年晚些时候大规模部署,并确定了20多个客户。

该公司过去曾进行过战略收购,例如,2016年收购Nervana Systems以对抗谷歌的张量处理单元,2019年收购Habana Labs以增强其人工智能实力。即使采取了这些措施,英特尔的人工智能部门也难以对英伟达构成严重挑战。

将Swan的运营重点与科再奇的战略收购进行比较

然而,即使面临这样的挑战,英特尔也没有放弃提升其在人工智能市场的地位。该公司首席执行官Pat Gelsinger最近表示,该公司拥有大量的人工智能芯片。英特尔将发布第三代高迪人工智能芯片,并计划于2025年底发布猎鹰海岸人工智能芯片。Gelsinger指出,扩大客户对这些产品的采用率,以及一条旨在增加公司在人工智能市场份额的管道。

Bob Swan在英特尔工作期间更注重运营和财务,他可能是该公司未能采用OpenAI的原因之一。Swan在2018年至2021年期间担任该公司的首席执行官。

Swan的前任Brian Krzanich负责监督旨在增强英特尔人工智能实力的战略收购。收购Nervana Systems本应回应谷歌的人工智能硬件,但英特尔已将注意力转向哈瓦那实验室交易和其他人工智能举措。

Lecturas Relacionadas

Wall Street Morning Report: Philadelphia Semiconductor Index Falls Nearly 3%, Nvidia's 'Circular Financing' Concerns Trigger Tech Stock Correction, Optical Communication and Chip Stocks Plunge

Wall Street Morning Report: The Philadelphia Semiconductor Index fell nearly 3%, and concerns over Nvidia's "revolving financing" sparked a tech stock pullback, with optical communications and chip stocks declining sharply. U.S. stocks retreated from record highs on Monday amid geopolitical tensions and AI financing doubts. The Dow fell 0.11%, the Nasdaq 0.32%, and the S&P 500 was nearly flat. Hopes for reopening the Strait of Hormuz dimmed after Trump demanded war reparations from Iran, pushing Brent crude above $87 and WTI above $82. Spot gold broke above $4400/oz. Treasury yields rose, with the market pricing in a ~54% chance of a September Fed hike. The semiconductor and AI infrastructure sectors were hit hard. The Philly Semiconductor Index dropped nearly 3%, with the semiconductor ETF down 2.28%. Optical communication was the worst-performing AI sub-sector, with Coherent plunging over 14%. The sell-off centered on Nvidia, which fell 2.86% on reports it is collaborating with major financial institutions to mobilize over $500 billion in third-party capital for AI infrastructure. Market concerns focused on whether this creates a circular financing loop and if future AI facilities can generate sufficient cash flow. Other notable moves: Intel dropped over 4% on a new share offering. Microsoft rose 1.21% on plans for its next-gen Maia 300 chip. The software sector outperformed, with Palantir up 1.85%. Energy stocks rallied nearly 4.7% on geopolitical risks. Key upcoming events include the RBA rate decision on Aug 11 and earnings from Lumentum, CoreWeave, and Super Micro Computer after the close on Aug 12, which will test the real demand for AI infrastructure.

marsbitHace 41 min(s)

Wall Street Morning Report: Philadelphia Semiconductor Index Falls Nearly 3%, Nvidia's 'Circular Financing' Concerns Trigger Tech Stock Correction, Optical Communication and Chip Stocks Plunge

marsbitHace 41 min(s)

Podcast Notes | VanEck Digital Asset Research Head: Current AI Infrastructure Rally Not a Bubble; Crypto Market Quiet Due to Institutional Disappointment in L1s

In this podcast, VanEck's Head of Digital Asset Research Matthew Sigel discusses the current market dynamics. He argues the ongoing AI infrastructure boom is not a bubble, contrasting it with the 19th-century railroad mania. Unlike railroads funded by speculative land grants and government bonds, today's AI data centers are backed by long-term private contracts and significant customer prepayments, making the investment cycle more sustainable. Sigel notes a recent market shift: companies with high capital expenditures (capex) were rewarded in early 2024 but are now being punished. Cryptocurrencies, categorized as software assets, have suffered alongside the broader software sector. His NODE ETF has outperformed Bitcoin by nearly 100 percentage points over 15 months, largely by betting on Bitcoin miners transitioning into AI data centers. He highlights the value of miners' key assets—power and land—and their new ability to fund growth through debt instead of diluting shareholders. Regarding the crypto market's weakness, Sigel points to institutional disappointment with major Layer-1 (L1) blockchains like Ethereum and Solana. Post-election rallies lacked breakout applications, and regulated entities are increasingly building their own private, permissioned chains (e.g., by Circle, Stripe, Wells Fargo), diluting the "winner-takes-all" potential of public L1s. He believes a regulatory catalyst like the CLARITY Act, which would enforce disclosure standards, could trigger a significant relief rally for some tokens, but remains cautious until then. He also views proposals by ETH, Solana, and NEAR to reduce token inflation as a positive, necessary adjustment for the maturing sector.

marsbitHace 45 min(s)

Podcast Notes | VanEck Digital Asset Research Head: Current AI Infrastructure Rally Not a Bubble; Crypto Market Quiet Due to Institutional Disappointment in L1s

marsbitHace 45 min(s)

Shenzhen Competing for 'Tsinghua Faction' Talent

Shenzhen is actively attracting Tsinghua University-affiliated technology ventures, as highlighted during the "X-Day" Xili Lake Roadshow held in Nanshan. The event featured six startup projects from Tsinghua alumni, spanning semiconductors, AI, materials, and healthcare. The showcased companies include: Zhichen Semiconductor, developing edge AI chips; Guangsu Evolution, creating AI-powered home security systems; Qingli Technology, commercializing "self-superlubricating" technology; Shu Yu Technology, offering an AI Agent for analog chip design; Heyi Intelligent Control, providing AI-driven building management systems; and Shengshengyi, applying AI to assisted reproductive medicine. These ventures represent a trend of deep-tech innovation closely linked to academic research. The roadshow series, initiated a year ago, underscores a strategic shift in Shenzhen's investment landscape. Venture capital is moving earlier into the innovation cycle, seeking projects directly from laboratories and research papers. Tsinghua University serves as a key source for such early-stage, technology-intensive startups. Over the past two years, Tsinghua alumni projects have accounted for nearly 30% of the approximately 280 billion RMB in early-stage deep-tech funding in Shenzhen. The "X-Day" platform has facilitated significant growth. To date, its 19 roadshows have connected companies with investors thousands of times, leading to over 3.3 billion RMB in equity financing for 58 firms. Past participants like Kuaiwei Intelligent (recently valued over 10 billion RMB after a Series B round) and Lingcifang (securing four funding rounds in 18 months) exemplify the successful trajectory from this ecosystem. The activity underscores Shenzhen's, particularly Nanshan District's, role in bridging academic research from institutions like Tsinghua with industrial application and venture capital.

marsbitHace 46 min(s)

Shenzhen Competing for 'Tsinghua Faction' Talent

marsbitHace 46 min(s)

Trading

Spot
活动图片