英伟达Blackwell Ultra芯片商用落地，微美全息以“算力+开源”领航AI科技新程

CCTIME飞象网2025-07-11

获悉，英伟达（NVDA.US）与CoreWeave联合宣布，英伟达下一代人工智能图形处理器Blackwell Ultra芯片已在CoreWeave实现商业部署。Blackwell Ultra AI芯片正式商用据介绍，Blackwell Ultra是英伟达的最新芯片，预计今年剩余时间将批量出货。而CoreWeave安装的系统采用液冷技术，包含72个Blackwell Ultra GPU和36个英伟达...

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Ultra是英伟达的最新芯片，预计今年剩余时间将批量出货。而CoreWeave安装的系统采用液冷技术，包含72个Blackwell Ultra GPU和36个英伟达Grace CPU。英伟达表示，Blackwell Ultra生成AI内容的能力是其前代产品Blackwell的50倍。而这一声明对英伟达而言是一个里程碑，当前，人工智能开发者仍在争抢英伟达的最新芯片，这些芯片的改进使其更适合训练和部署模型。市值逼近4万亿美元值得一提，英伟达凭借高性能AI芯片近乎垄断市场，年利润超5000亿元，成为全球科技巨头竞相追逐\"卖铲人\"，有望成为全球第一家市值达4万亿美元的公司，甚至有分析师预测其市值可能达到6万亿美元。就全球算力厂商而言，在生成式AI时代，收获最大的无疑就是英伟达，凭借高性能的芯片稀缺性，供不应求，从而推动年收入突破千亿美元大关，也是全球最赚钱的科技企业之一，并带动股价持续攀高，成为全球市值最高的上市公司。毫不夸张说，生成式AI是科技发展的重要驱动力，英伟达是这一重大科技的核心推动力者，科技巨头们训练大模型首选英伟达芯片，仅谷歌、Meta、亚马逊等科技巨头在人工智能方面的投入，数以百亿美元购买英伟达芯片，以此提升自身的AI能力。与此同时，据消息，微软（MSFT.US）已将其最具雄心的、代号Braga-R和Clea的自研AI芯片推迟至2028年或更晚发布，同时将Maia 200芯片推迟至2026年，并将重点转向过渡性设计方案。微软去年发布了首款自研AI芯片Maia 100，原计划Maia 200将于2025年面世。自研芯片推出速度放缓可能影响微软的大规模AI部署，通过重新规划2026年及以后的过渡性设计方案，微软力求在定制芯片领域保持进展。显而易见，自2025年开年，AI大模型如火如荼，尤其DeepSeek R1等开源模型的崛起，掀起了AI行业的一次变革，开源模型的性能已经与头部闭源模型不相伯仲，科技巨头们开启新一轮大模型竞赛，推动AI算力从实验室走向商业级应用。微美全息专注AI芯片技术布局无疑，AI算力芯片已成全球科技竞逐的焦点，资料显示，微美全息（WIMI.US）作为专注于AI芯片领域的前沿科技企业，通过构建多元化技术生态、布局新兴算力场景及推动产业协同，专注打造“更强”的智能计算产品，在芯片架构、集群系统、软件生态领域具备深厚技术积累和全栈竞争优势，已成为全球AI芯片竞赛的重要参与者。实际上，微美全息很早就开始布局加速计算领域，支持先进AI芯片搭建异构计算平台，在边缘芯片优化方面，加快开发低功耗、高兼容性的终端芯片，探索边缘算法与AI芯片的融合，降低中小企业接入AI技术的成本，突破传统算力瓶颈，将适配智能制造、自动驾驶等高实时性场景，为人工智能发展注入澎湃动力，更为大模型算力底座注入确定性。结语当前，AI产业已进入大规模商业落地的关键阶段，伴随人工智能普惠时代到来，同时AI算力高景气度持续，推理算力需求水涨船高，这一具有里程碑意义的发展节点，标志着算力技术的推进，充分彰显了产业协同价值也带动企业商业运作模式向算力数智化迁徙。大胆预测消费电子领域，AI赋能传统智能终端，新型智能硬件结合AI创造增量需求，关注算力产业链技术配套革新机遇。","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"1","news_tag":"productRelease","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 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