全球科技经济瞭望2025，Vol.40Issue(11)：53-64,12.DOI:10.3772/j.issn.1009-8623.2025.11-12.007
从OpenAI结盟看AI软硬件生态竞争新态势
New Landscape of AI Software-Hardware Ecosystem Competition:Insights from OpenAI's Strategic Alliances
摘要
Abstract
As artificial intelligence technology accelerates its evolution,the competitive paradigm of the global AI industry is undergoing a profound transformation,shifting from past focuses on single-point breakthroughs in algorithms to ecosystem-level confrontations centered on computing power and deep software-hardware synergy.This paper takes the strategic alliances by OpenAI as a starting point to deeply analyze its strategic maneuvers with chip manufacturers,cloud service providers,and hardware design firms.Based on AI value chain theory and platform ecosystem theory,this research constructs a multi-layered analytical framework to systematically elaborate on the new characteristics of the current AI software-hardware ecosystem competition.This paper finds that leading AI companies,represented by OpenAI,are addressing the challenge of computing power scarcity and consolidating their market leadership by deeply engaging in chip customization,implementing multi-cloud deployment strategies,and emulating Apple's model to build a full-stack,closed ecosystem from underlying hardware to upper-level applications.This new trend of vertical integration and ecosystem lock-in not only reshapes the competitive landscape of the global AI industry but also has far-reaching implications for technological roadmaps,business models,and supply chain security.The conclusions of this paper aim to provide theoretical insights for understanding the core competitive logic of the current AI industry and to offer decision-making references for Chinese AI enterprises in formulating development strategies and building an autonomous and controllable industrial ecosystem under the new global competitive situation.关键词
人工智能/生态系统竞争/战略联盟/垂直整合/价值链/OpenAIKey words
artificial intelligence/ecosystem competition/strategic alliance/vertical integration/value chain/OpenAI分类
管理科学引用本文复制引用
叶南均..从OpenAI结盟看AI软硬件生态竞争新态势[J].全球科技经济瞭望,2025,40(11):53-64,12.基金项目
广西高校中青年教师科研基础能力提升项目"基于图谱信息穿透的多维警务数据分析技术研究"(2023KY0912) （2023KY0912）
广西高等教育本科教学改革工程项目"基于多模态知识图谱的《大数据存储与管理》课程教学改革与实践研究"(2024JGA398). （2024JGA398）
