OpenAI launches GPT-5.4 with Pro and Thinking versions

· · 来源:tutorial资讯

Still, a few other dynamics might also explain the pullback, including the circular nature of these arrangements themselves. When Nvidia first announced it would invest up to $100 billion in OpenAI last September, MIT Sloan professor Michael Cusumano described it to the Financial Times as “kind of a wash,” observing that “Nvidia is investing $100 billion in OpenAI stock, and OpenAI is saying they are going to buy $100 billion or more of Nvidia chips.”

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更值得关注的是技术迭代风险。机器人更新换代速度较快,新款产品一旦性能更好、价格更低,旧设备的租赁吸引力会迅速下降。设备折旧不仅来自物理损耗,更来自技术代差。