据市场调查机构Factorial Funds最新报告显示，人工智能研究实验室OpenAI在开发其文本转视频模型Sora的过程中，可能面临巨大的硬件需求。报告估计，在模型的峰值运行阶段，OpenAI可能需要高达72万张英伟达的顶级H100 AI加速卡，这在当前市场价值约216亿美元。
Factorial Funds分析指出，为了训练Sora模型，OpenAI在一个月内的消耗量可能介于4200到10500片H100加速卡之间。这一数字凸显了Sora项目在计算资源上的惊人消耗。值得注意的是，即使使用单片H100加速卡，生成短短1分钟的视频也需要大约12分钟的渲染时间，这进一步强调了该技术背后的复杂性和计算密集度。
英伟达的H100加速卡是专为高负载的AI任务设计的，其在处理大规模机器学习任务时展现出的强大性能，使其成为OpenAI等前沿研究机构的首选硬件。然而，如此庞大的硬件需求不仅对OpenAI的财务状况构成挑战，也可能对全球AI硬件市场产生深远影响，可能导致相关资源的供应紧张。
OpenAI的Sora模型一旦成功部署，有望开启文本驱动的视频生成新时代，但其背后巨大的技术成本和资源投入也引发了业界对于可持续性和经济效益的讨论。随着AI技术的飞速发展，如何平衡创新与资源消耗的问题，成为了业界必须面对的现实课题。
英语如下：
**News Title:** “OpenAI’s Sora Model Transforms Text into Video: Estimated to Cost $216 Billion, Requiring 720,000 Nvidia H100 GPUs”
**Keywords:** OpenAI, Sora model, Nvidia H100
**News Content:** According to the latest report from market research firm Factorial Funds, artificial intelligence (AI) research laboratory OpenAI could be faced with substantial hardware demands in the development of its text-to-video model, Sora. The report estimates that during peak operation, OpenAI might require as many as 720,000 top-of-the-line Nvidia H100 AI accelerator cards, currently valued at around $216 billion in the market.
Factorial Funds’ analysis suggests that OpenAI could consume between 4,200 and 10,500 H100 cards per month for the Sora model’s training. This figure underscores the staggering consumption of computational resources for the Sora project. Notably, even with a single H100 accelerator, generating a one-minute video takes approximately 12 minutes of rendering time, highlighting the complexity and computational intensity of the technology.
Nvidia’s H100 accelerator is specifically designed for high-load AI tasks and its impressive performance in handling large-scale machine learning tasks has made it the preferred hardware for前沿 research institutions like OpenAI. However, such massive hardware requirements pose a financial challenge for OpenAI and could have far-reaching impacts on the global AI hardware market, potentially leading to a strain on resource supply.
If successfully deployed, OpenAI’s Sora model is poised to usher in a new era of text-driven video generation. However, the substantial technological costs and resource investments have sparked industry discussions about sustainability and cost-effectiveness. As AI technology rapidly advances, striking a balance between innovation and resource consumption has emerged as a pressing reality for the sector.
【来源】https://www.ithome.com/0/758/413.htm
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