更关键的是，它们通过“资本闭环”深度绑定下游订单：英伟达投资OpenAI并获得长期采购承诺，台积电则凭借先进制程的垄断优势，锁定了所有主流AI芯片客户。
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OpenAI has reached an agreement with the Defense Department to deploy its models in the agency’s network, company chief Sam Altman has revealed on X. In his post, he said two of OpenAI’s most important safety principles are “prohibitions on domestic mass surveillance and human responsibility for the use of force, including for autonomous weapon systems.” Altman claimed the company put those principles in its agreement with the agency, which he called by the government’s preferred name of Department of War (DoW), and that it had agreed to honor them.