{"id":160645,"date":"2026-02-03T08:19:18","date_gmt":"2026-02-03T08:19:18","guid":{"rendered":"https:\/\/friss-hirek.hu\/index.php\/szazmilliard-dollaros-uzlet-mehet-fustbe-repedezik-az-openai-es-az-nvidia-szovetsege\/friss-hirek\/"},"modified":"2026-02-03T08:19:18","modified_gmt":"2026-02-03T08:19:18","slug":"szazmilliard-dollaros-uzlet-mehet-fustbe-repedezik-az-openai-es-az-nvidia-szovetsege","status":"publish","type":"post","link":"https:\/\/friss-hirek.hu\/index.php\/szazmilliard-dollaros-uzlet-mehet-fustbe-repedezik-az-openai-es-az-nvidia-szovetsege\/uzlet\/","title":{"rendered":"Sz\u00e1zmilli\u00e1rd doll\u00e1ros \u00fczlet mehet f\u00fcstbe, repedezik az OpenAI \u00e9s az Nvidia sz\u00f6vets\u00e9ge"},"content":{"rendered":"<p><strong>Huang Zsen-hsz\u00fcn Nvidia-vez\u00e9r a h\u00e9tv\u00e9g\u00e9n \u201ebadars\u00e1gnak\u201d nevezte az OpenAI \u00e9s Nvidia k\u00f6z\u00f6tti viszony megroml\u00e1s\u00e1r\u00f3l sz\u00f3l\u00f3 \u00e9rtes\u00fcl\u00e9seket. <\/strong><\/p><div id=\"friss-1125174659\" class=\"friss-etarget friss-entity-placement\"><script type=\"text\/javascript\" id=\"etargetScript7a9b589f63cb072bef80df221f46a22b\">function etargetPostloadFunction7a9b589f63cb072bef80df221f46a22b(){var e=\"etargetPostload7a9b589f63cb072bef80df221f46a22b\",t=\"etargetScript7a9b589f63cb072bef80df221f46a22b\",o=document.getElementById(e);if(o){for(var n=o.offsetTop,d=o.offsetLeft,r=o.offsetWidth,a=o.offsetHeight;o.offsetParent;)o=o.offsetParent,n+=o.offsetTop,d+=o.offsetLeft;var i=(n<=window.pageYOffset+window.innerHeight&&d<window.pageXOffset+window.innerWidth&&n+a>window.pageYOffset&&d+r>window.pageXOffset);if(i&&etargetAllowOtherCheck){allowed=!1;var c=document.createElement(\"script\");return c.src=\"\/\/hu.search.etargetnet.com\/generic\/uni.php?g=ref:58661,area:700x210\",void(document.getElementById(t)&&document.getElementById(e)&&(document.getElementById(t).parentNode.appendChild(c),document.getElementById(t).parentNode.removeChild(document.getElementById(t)),document.getElementById(e).parentNode.removeChild(document.getElementById(e)),document.removeEventListener(\"scroll\",etargetPostloadFunction7a9b589f63cb072bef80df221f46a22b),document.removeEventListener(\"resize\",etargetPostloadFunction7a9b589f63cb072bef80df221f46a22b),document.removeEventListener(\"DOMContentLoaded\",etargetPostloadFunction7a9b589f63cb072bef80df221f46a22b)))}}}var etargetDivID=\"etargetPostload7a9b589f63cb072bef80df221f46a22b\",etargetScriptID=\"etargetScript7a9b589f63cb072bef80df221f46a22b\",etargetPostloadPoint=document.createElement(\"div\");etargetPostloadPoint.id=etargetDivID;var etargetCurScript=document.getElementById(etargetScriptID);etargetCurScript.parentNode.appendChild(etargetPostloadPoint),document.addEventListener(\"scroll\",etargetPostloadFunction7a9b589f63cb072bef80df221f46a22b),document.addEventListener(\"resize\",etargetPostloadFunction7a9b589f63cb072bef80df221f46a22b),document.addEventListener(\"DOMContentLoaded\",etargetPostloadFunction7a9b589f63cb072bef80df221f46a22b);var etargetAllowOtherCheck=!0;if(typeof(\"forceRunPostload\")==\"string\"){etargetPostloadFunction7a9b589f63cb072bef80df221f46a22b()}<\/script><\/div>\n<p><strong>Mi t\u00f6rt\u00e9nt?<\/strong> Az OpenAI el\u00e9gedetlen az Nvidia leg\u00fajabb MI-chipjeinek egy r\u00e9sz\u00e9vel, \u00e9s tavaly \u00f3ta alternat\u00edv\u00e1k ut\u00e1n kutat, \u00edrja a <a href=\"https:\/\/www.reuters.com\/business\/openai-is-unsatisfied-with-some-nvidia-chips-looking-alternatives-sources-say-2026-02-02\/\">Reuters<\/a> nyolc k\u00fcl\u00f6nb\u00f6z\u0151, \u00fcgyre r\u00e1l\u00e1t\u00f3 forr\u00e1sra hivatkozva. Az OpenAI strat\u00e9giav\u00e1lt\u00e1sa \u00f3ta olyan chipekre helyezi a hangs\u00falyt, amelyek az MI-inferencia egyes elemeit v\u00e9gzik. Az inferencia az a folyamat, amely sor\u00e1n egy MI-modell (p\u00e9ld\u00e1ul a ChatGPT ) a felhaszn\u00e1l\u00f3 k\u00e9rd\u00e9seire v\u00e1laszol. Az Nvidia f\u0151leg a mesters\u00e9ges intelligencia modellek betan\u00edt\u00e1s\u00e1ra szolg\u00e1l\u00f3 chipekn\u00e9l \u00e1ll az \u00e9len, az inferencia ter\u00e9n \u00faj versenyfront alakult ki.<\/p>\n<div class=\"related-post-links\">\n<p>\t\t<span class=\"related-post-links__title minititle\">T\u00f6bb ebb\u0151l<\/span><\/p>\n<div class=\"related-post-links__link-wrapper\">\n\t\t\t\t<a href=\"https:\/\/forbes.hu\/uzlet\/elon-musk-deal-spacex-xai\/\" class=\"related-post-links__link\">Rekord\u00fczlet a vil\u00e1g leggazdagabb ember\u00e9t\u0151l: tal\u00e1ld ki, kinek adta el a botr\u00e1nyos chatbotot fejleszt\u0151 c\u00e9g\u00e9t<\/a>\n\t\t\t<\/div>\n<div class=\"related-post-links__link-wrapper\">\n\t\t\t\t<a href=\"https:\/\/forbes.hu\/penz\/arany-ezust-tozsde-spekulacio-arfolyam\/\" class=\"related-post-links__link\">T\u00f6rt\u00e9nelmi \u00f6sszeoml\u00e1s, Peking \u00e9s Washington k\u00e9z a k\u00e9zben r\u00fagta ki a sz\u00e9ket az arany \u00e9s az ez\u00fcst al\u00f3l<\/a>\n\t\t\t<\/div>\n<\/div>\n<p><strong>Mit kell m\u00e9g tudni?<\/strong> Tavaly szeptemberben az Nvidia k\u00f6z\u00f6lte, hogy ak\u00e1r <a href=\"https:\/\/www.forbes.hu\/penz\/open-ai-nvidia-sam-altman-befektetes\/\">100 milli\u00e1rd doll\u00e1rt<\/a> is befektetne az OpenAI-ba egy olyan meg\u00e1llapod\u00e1s r\u00e9szek\u00e9nt, amely r\u00e9szesed\u00e9st adna a chipgy\u00e1rt\u00f3nak az MI-\u00f3ri\u00e1sban. Az \u00fczlet szinte biztosnak t\u0171nt, az al\u00e1\u00edr\u00e1s v\u00e9g\u00fcl azonban h\u00f3napok ut\u00e1n sem ker\u00fclt r\u00e1 a szerz\u0151d\u00e9sre, sajt\u00f3\u00e9rtes\u00fcl\u00e9sek szerint a c\u00e9gek k\u00f6z\u00f6tt felmer\u00fcl\u0151 fesz\u00fclts\u00e9gek miatt. Ehhez k\u00e9pest Huang Zsen-hsz\u00fcn Nvidia-vez\u00e9r a h\u00e9tv\u00e9g\u00e9n \u201ebadars\u00e1gnak\u201d nevezte az OpenAI \u00e9s Nvidia k\u00f6z\u00f6tti viszony megroml\u00e1s\u00e1r\u00f3l sz\u00f3l\u00f3 h\u00edreket.<\/p>\n<blockquote class=\"wp-block-quote is-layout-flow wp-block-quote-is-layout-flow\">\n<p>Az Nvidia k\u00f6zlem\u00e9nyt is kiadott. Ebben azt \u00edrj\u00e1k: \u00fcgyfeleik tov\u00e1bbra is az \u0151 megold\u00e1saikat v\u00e1lasztj\u00e1k inferenci\u00e1ra, mert m\u00e9g mindig azok ny\u00fajtj\u00e1k a legjobb teljes\u00edtm\u00e9nyt.<\/p>\n<\/blockquote>\n<p><strong>Merre figyel az OpenAI?<\/strong> B\u00e1r a Reuters egyik cikke ut\u00e1n Sam Altman az X-en azt \u00edrta, hogy az Nvidia k\u00e9sz\u00edti \u201ea vil\u00e1g legjobb AI-chipjeit\u201d, \u00e9s az OpenAI hossz\u00fa t\u00e1von is \u201e\u00f3ri\u00e1si \u00fcgyf\u00e9l\u201d k\u00edv\u00e1n maradni, t\u00f6bb forr\u00e1s m\u00e1r alternat\u00edv tervekr\u0151l tud. Az MI-\u00f3ri\u00e1s \u00e1ll\u00edt\u00f3lag k\u00e9t amerikai startuppal, a Cerebrassal \u00e9s a Groq-kal (nem \u00f6sszekeverend\u0151 Elon Musk <a href=\"https:\/\/www.forbes.hu\/uzlet\/gyerekeket-is-sulyosan-veszelyeztethet-grok-musk\/\">Grokj\u00e1val<\/a>) is t\u00e1rgyalt gyorsabb inferenci\u00e1t biztos\u00edt\u00f3 chipekr\u0151l. Az \u00faj helyzetet az Nvidia is felismerte, a chipgy\u00e1rt\u00f3 \u00e1ll\u00edt\u00f3lag mindk\u00e9t startuppal felv\u00e1s\u00e1rl\u00e1si t\u00e1rgyal\u00e1sokat kezdem\u00e9nyezett: a Cerebras nemet mondott, \u00e9s ink\u00e1bb <a href=\"https:\/\/openai.com\/hu-HU\/index\/cerebras-partnership\/\">kereskedelmi meg\u00e1llapod\u00e1st<\/a> k\u00f6t\u00f6tt az OpenAI-val. A Groq-ot v\u00e9g\u00fcl az Nvidia <a href=\"https:\/\/groq.com\/newsroom\/groq-and-nvidia-enter-non-exclusive-inference-technology-licensing-agreement-to-accelerate-ai-inference-at-global-scale\">licencelte<\/a> egy nem kiz\u00e1r\u00f3lagos \u00fczletben, mik\u00f6zben a c\u00e9g t\u00f6bb chiptervez\u0151j\u00e9t is elcs\u00e1b\u00edtott\u00e1k.<\/p>\n<p><!-- No email blocks found --><\/p>\n<p>The post <a href=\"https:\/\/forbes.hu\/uzlet\/openai-nvidia-chip-elegedetlenseg\/\">Sz\u00e1zmilli\u00e1rd doll\u00e1ros \u00fczlet mehet f\u00fcstbe, repedezik az OpenAI \u00e9s az Nvidia sz\u00f6vets\u00e9ge<\/a> appeared first on <a href=\"https:\/\/forbes.hu\/\">Forbes.hu<\/a>.<\/p><div id=\"friss-510050995\" class=\"friss-etarget-cikk-vege friss-entity-placement\"><script type=\"text\/javascript\" id=\"etargetScript7a9b589f63cb072bef80df221f46a22b\">function etargetPostloadFunction7a9b589f63cb072bef80df221f46a22b(){var 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id=\"friss-3891474749\" class=\"friss-after-content_3 friss-entity-placement\">https:\/\/www.youtube.com\/watch?v=Pdnw4KiUWp0<\/div>","protected":false},"excerpt":{"rendered":"<p>Huang Zsen-hsz\u00fcn Nvidia-vez\u00e9r a h\u00e9tv\u00e9g\u00e9n \u201ebadars\u00e1gnak\u201d nevezte az OpenAI \u00e9s Nvidia k\u00f6z\u00f6tti viszony megroml\u00e1s\u00e1r\u00f3l sz\u00f3l\u00f3 \u00e9rtes\u00fcl\u00e9seket. Mi t\u00f6rt\u00e9nt? Az OpenAI el\u00e9gedetlen az Nvidia leg\u00fajabb MI-chipjeinek egy r\u00e9sz\u00e9vel, \u00e9s tavaly \u00f3ta alternat\u00edv\u00e1k ut\u00e1n kutat, \u00edrja a Reuters nyolc k\u00fcl\u00f6nb\u00f6z\u0151, \u00fcgyre r\u00e1l\u00e1t\u00f3 forr\u00e1sra hivatkozva. Az OpenAI strat\u00e9giav\u00e1lt\u00e1sa \u00f3ta olyan chipekre helyezi a hangs\u00falyt, amelyek az MI-inferencia egyes [&hellip;]<\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[7],"tags":[],"class_list":["post-160645","post","type-post","status-publish","format-standard","hentry","category-uzlet"],"amp_enabled":true,"_links":{"self":[{"href":"https:\/\/friss-hirek.hu\/index.php\/wp-json\/wp\/v2\/posts\/160645","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/friss-hirek.hu\/index.php\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/friss-hirek.hu\/index.php\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/friss-hirek.hu\/index.php\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/friss-hirek.hu\/index.php\/wp-json\/wp\/v2\/comments?post=160645"}],"version-history":[{"count":0,"href":"https:\/\/friss-hirek.hu\/index.php\/wp-json\/wp\/v2\/posts\/160645\/revisions"}],"wp:attachment":[{"href":"https:\/\/friss-hirek.hu\/index.php\/wp-json\/wp\/v2\/media?parent=160645"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/friss-hirek.hu\/index.php\/wp-json\/wp\/v2\/categories?post=160645"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/friss-hirek.hu\/index.php\/wp-json\/wp\/v2\/tags?post=160645"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}