英伟达护城河又宽了！低调收购开源算力调度王牌工具，全球过半顶级超算在用，Thinking Machines也离不开它

量子位12-17

闻乐发自凹非寺量子位 | 公众号 QbitAI英伟达低调出手收购SchedMD，被业界评价为：悄悄把自家的护城河拓宽了。SchedMD是全球HPC（高性能计算）与AI领域的“资源调度王牌管家”——Slurm系统的核心开发商。为啥说又挖宽了护城河？因为这个Slurm系统，不仅全球超半数TOP500超级计算机在用、科技巨头Meta在用、Mistral和Thinking Machines等创企在用—...

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Low-key acquisition of open source computing power scheduling ace tool, more than half of the world's top supercomputers are in use, and Thinking Machines is also inseparable from it","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"NVD2.UK":0.6,"NVDY":0.6,"NVDS":0.6,"SNVD.UK":0.6,"NVDX":0.6,"2NVD.UK":0.6,"3NVD.UK":0.6,"NVD3.UK":0.6,"NVDD":0.6,"NVIW.SI":0.6,"NVDU":0.6,"NVD":0.6,"NVDA":1.97,"NVDS.UK":0.6},"content_text":"闻乐 发自 凹非寺量子位 | 公众号 QbitAI英伟达低调出手收购SchedMD，被业界评价为：悄悄把自家的护城河拓宽了。SchedMD是全球HPC（高性能计算）与AI领域的“资源调度王牌管家”——Slurm系统的核心开发商。为啥说又挖宽了护城河？因为这个Slurm系统，不仅全球超半数TOP500超级计算机在用、科技巨头Meta在用、Mistral和Thinking Machines等创企在用——就连用AMD、Intel芯片的AI公司，只要需要算力调度，也都绕不开它……SchedMD是干啥的？SchedMD于2010年成立，是一家专注于大规模计算任务调度技术的公司。公司的核心资产就是开源的工作负载管理系统Slurm，这款工具能够高效分配成千上百台设备的算力资源。无论是大模型训练、数据预处理这类AI核心任务，还是天气预报、基因测序等超算级科研工作，都需要靠它实现资源的最优分配，进而保障任务的有序进行。而且SchedMD的商业逻辑也很清晰：Slurm免费向全球开发者和企业开放，公司则靠提供专业工程支持、系统维护、定制化开发等增值服务盈利。这样的商业模式加之Slurm的技术壁垒，让SchedMD的客户版图覆盖极广。全球超半数的TOP500超级计算机、Meta等科技巨头、Mistral和Thinking Machines这类AI独角兽创企都在它的服务范围内。这也让SchedMD有了不可替代的行业地位。所以，这块饼就被英伟达盯上了。为啥要收购它一是整合成本低。其实双方早就有十年的合作基础，所以收购之后的技术衔接、团队整合的成本都比较低，英伟达也能快速把ScheMD的能力融入自己的生态。二是战略价值高。此前英伟达的CUDA生态主要绑定自家硬件，而通过收购SchedMD，它就能把影响力从硬件层延伸到调度层——哪怕客户用的是AMD、Intel芯片，只要依赖Slurm调度算力资源，就绕不开英伟达生态的辐射。从而进一步锁定了超算中心、云厂商、AI企业等核心客户群体。官宣此次收购的同时，英伟达也承诺，会继续让Slurm保持开源、供应商中立的属性，确保全球用户正常使用。但外界的担忧却没有消散，有人注意到，支撑不少新云厂商提供Slurm-on-Kubernetes服务的Slinky项目，涉及到slurm-operator、slurm-bridge等关键仓库，英伟达并未明确表态会持续投入开发。如果后续开发断档，则很可能影响相关业务的稳定性，这也让不少人在观望：英伟达的开源承诺能否落到实处？OMT英伟达还推出了最新的Nemotron 3系列开源模型，模型采用MoE架构，支持百万token上下文窗口。包括Nano、Super和Ultra三种规模。Nano有30B总参数，单次任务激活3B；Super总参数达100B，每处理一个token仅激活10B参数；Ultra的总参数规模达到500B，每token激活参数为50B。这种设计通过精准控制实际参与计算的活跃参数量，既能保留大参数模型的核心能力，又能大幅减少不必要的算力消耗。Nano现已推出，Super和Ultra预计2026年上半年推出。Nemotron 3 Nano相比Nemotron 2 Nano，吞吐量提高4倍，推理成本更低。被Artificial Analysis评为同类型中最开放、最高效的模型。参考链接：[1]https://blogs.nvidia.com/blog/nvidia-acquires-schedmd/[2]https://nvidianews.nvidia.com/news/nvidia-debuts-nemotron-3-family-of-open-models[3]https://www.reuters.com/business/nvidia-buys-ai-software-provider-schedmd-expand-open-source-ai-push-2025-12-15/一键三连“点赞”“转发”“小心心”欢迎在评论区留下你的想法！—完—点亮星标科技前沿进展每日见","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":"corporation,merge","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 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":false,"deviceId":"web-server-community-laohu8-v3","version":"4.35.12","shortVersion":"4.35.12","platform":"web","vendor":"web","appName":"laohu8","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2592996332","isCrawlerRequest":true}