英伟达收购SchedMD：借Slurm系统延伸生态，开源承诺引观望

ITBEAR科技资讯2025-12-17

英伟达近日完成对高性能计算领域关键企业SchedMD的收购，此举被视为其强化AI与超算生态布局的重要战略动作。作为全球顶尖的工作负载管理系统Slurm的核心开发者，SchedMD的技术已渗透至全球超半数TOP500超级计算机及meta、Mistral等科技巨头的算力调度体系，其开源模式与广泛的行业适配性使其成为连接异构计算资源的关键枢纽。Slurm系统的核心价值在于其跨平台资源调度能力。无论是AI...

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wait-and-see","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"NVDD":0.6,"NVIW.SI":0.6,"SNVD.UK":0.6,"NVD2.UK":0.6,"NVDU":0.6,"NVDX":0.6,"NVDS.UK":0.6,"NVDA":1.96,"2NVD.UK":0.6,"NVD":0.6,"NVD3.UK":0.6,"NVDY":0.6,"3NVD.UK":0.6,"NVDS":0.6},"content_text":"英伟达近日完成对高性能计算领域关键企业SchedMD的收购，此举被视为其强化AI与超算生态布局的重要战略动作。作为全球顶尖的工作负载管理系统Slurm的核心开发者，SchedMD的技术已渗透至全球超半数TOP500超级计算机及meta、Mistral等科技巨头的算力调度体系，其开源模式与广泛的行业适配性使其成为连接异构计算资源的关键枢纽。Slurm系统的核心价值在于其跨平台资源调度能力。无论是AI大模型训练、超算级科研任务，还是企业级数据预处理，该系统均可通过动态分配数千台设备的算力资源，实现任务优先级管理与负载均衡。其技术优势不仅体现在开源生态的开放性，更在于对AMD、Intel等非英伟达芯片的兼容性——这种“中立属性”使其成为全球算力基础设施的“隐形标准”，覆盖从学术机构到商业云厂商的广泛用户群体。英伟达的收购逻辑包含双重考量：一方面，双方长达十年的技术合作基础确保了收购后的无缝整合，英伟达可快速将Slurm纳入其CUDA生态，形成从硬件加速到资源调度的完整闭环；另一方面，通过掌控这一关键调度层，英伟达得以突破硬件绑定限制，将影响力延伸至使用竞争对手芯片的客户场景。例如，依赖Slurm进行算力管理的AMD芯片用户，未来可能间接依赖英伟达提供的调度优化服务，从而强化英伟达在超算中心、云服务提供商等核心市场的锁定效应。尽管英伟达在收购公告中承诺维持Slurm的开源属性与供应商中立性，但行业仍存隐忧。支撑Slurm-on-Kubernetes服务的Slinky项目涉及多个关键代码仓库，而英伟达尚未明确表态将持续投入这些衍生技术的开发。若相关组件更新停滞，可能影响依赖该架构的云厂商服务稳定性，进而引发用户对开源承诺实际执行力的质疑。在同步推进的AI模型领域，英伟达发布Nemotron 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