Michael Burry 指控英伟达花 1.5 亿美元阻止 AMD 接手甲骨文 AI 数据中心合同

Gate News 消息,3 月 11 日,因预测 2008 年次贷危机而闻名的投资人 Michael Burry 发帖指控英伟达在甲骨文与 OpenAI 的 AI 数据中心项目中采取反竞争行为。Burry 称,OpenAI 退出与甲骨文的合作,原因是 OpenAI 想要英伟达下一代 Ruben 芯片,而非甲骨文已大量借贷采购的 Blackwell 芯片,OpenAI 认为「建筑还没建好,芯片就会过时」。随后英伟达介入,花费约 1.5 亿美元阻止 AMD 接手该合同。Burry 称这种做法「像黑手党」,应成为反垄断案件。Burry 还透露,美国司法部已对英伟达进行了近两年的调查,但他认为在特朗普政府下不会提起诉讼。他提到甲骨文与 OpenAI 仍保持合作关系,Meta 接手了 OpenAI 放弃的建设项目,并称尽管「AI 行业利益共同体都说没什么大不了」,但这「绝对是件大事」。英伟达和美国司法部均未对上述指控公开回应。美国司法部确实自 2024 年起对英伟达展开反垄断调查,2025 年 9 月已向英伟达及第三方公司发出传票。

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