分析机构普遍把这次CEO变更解读为:用创始人重新亲自掌舵AI方向,向市场传递公司会更坚定押注AI,同时希望缓解投资者对战略节奏、成本控制的担忧。
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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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