黄仁勋的野心远不止于GPU之王，愿把英伟打造成最大的存储处理器公司

DOIT传媒01-13

新闻导读2026年国际消费电子展（CES）期间，英伟达正式预览BlueField-4数据处理单元（DPU）及推理上下文内存存储（ICMS）平台，其搭载的全新AI推理键值缓存（KV缓存）技术引发行业广泛关注。该平台作为Vera Rubin超级计算平台的核心组成部分，预计2026年下半年正式发货，不仅将重塑大规模AI推理存储架构，更可能对全球企业存储买家产生深远影响，即便对于未部署AI基础设施的企业...

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DPUs及英伟达Spectrum-X以太网连接NVMe SSD，实现了整个Rubin GPU集群的KV缓存池化与扩展，精准匹配大规模AI推理场景下的特殊数据需求。这与传统的存储架构存在本质差异——大规模AI推理场景下的性能和延迟假设完全不同，数据需求呈现出超大内存存储、高频重新计算、内存级性能要求等鲜明特征。该技术主要面向构建大型推理系统的云提供商和前沿模型公司，而非传统企业存储买家，但整个Vera Rubin平台仍可能对企业IT组织产生间接影响。主流存储厂商跟进支持，NetApp缺席引猜测值得关注的是，目前AIC、Cloudian、DDN、戴尔科技、HPE等多家主流存储厂商已宣布支持ICMS，其中Vast更是实现软件与BlueField-4 DPUs的直接集成，Weka的增强内存网格等产品也与ICMS功能形成呼应。但观察发现，英伟达核心合作伙伴NetApp的缺席尤为显眼。对于NetApp的缺席，NetApp此前推出的AI Data Engine（AIDE）与ICMS功能高度重叠，其OnTap数据管理操作系统构建的文件、对象平台及上层数据服务层，本质上与英伟达ICMS的核心能力一致，仅在跨平台部署上存在差异。OnTap文件系统的架构特性导致缓存分离难度较大，且组建独立缓存节点不符合NetApp的产品策略，“英伟达的这一举措可能打乱了NetApp的原有产品规划”。针对相关质疑，NetApp发言人通过电子邮件回应称，未被英伟达新闻稿提及是出于产品计划保密的预防措施，公司完全打算根据客户需求和时间表支持这些新架构。Ellis对此表示怀疑，认为NetApp或许过于谨慎，但推测其最终将推动该技术融入AIPod和SuperPod认证系统。CES后的豪言：英伟达欲登顶全球最大存储处理器公司在CES 2026之后的分析师会议上，英伟达创始人兼CEO黄仁勋阐述了公司最新技术布局与供应链战略，并做出了一个惊人的表态：英伟达希望未来成为全球最大的存储处理器公司，从而在AI时代掌握更大的数据话语权。黄仁勋指出，随着AI工厂的兴起，计算范式正在发生根本性变革。传统的存储架构基于结构化数据，而AI所需的键值缓存（KV Cache）、上下文（Context）内存等规模极其庞大、性能要求极高，已无法通过传统南北向网络有效承载。这催生了一个全新的、庞大的市场——承载全球AI工作内存的存储系统。英伟达正是瞄准了这一历史性拐点，凭借其BlueField系列智能网卡（特别是即将推出的BlueField-4）及DOCA软件栈，决心在该领域建立绝对领导地位。为实现这一目标，英伟达正在构建全方位技术优势。黄仁勋提到，公司通过整合如收购Grok获得的SRAM技术，以及内部的CPX（晶粒扩展）等技术，正积极探索优化存储与内存层级。例如，CPX技术能提升“每美元预填充性能”，而SRAM方案则在特定场景下拥有远超HBM的速度。这些创新旨在为不同形态的AI工作负载（如MOE、扩散模型）提供更灵活、高效的解决方案，降低对昂贵HBM的过度依赖，从而优化整体系统成本与能效。在供应链层面，黄仁勋强调英伟达的独特优势与巨大投入。他透露，公司为应对其惊人的增长规模（每季度增量堪比一家大型上市公司），已提前数千亿美元帮助供应链伙伴扩张产能，并专注于组件标准化以提升效率。尤为关键的是，英伟达是全球唯一直接采购DRAM的芯片公司，这种深度整合能力为其构建CoWoS先进封装和超级计算机系统提供了巨大竞争优势，确保了在严峻市场环境下的供应稳定。写在最后黄仁勋的此番行动清晰地表明，英伟达的野心远不止于GPU之王。通过将触角延伸至网络、存储处理器乃至高端CPU领域，其正致力于为AI时代构建从计算、连接到存储的完整基础设施生态，旨在掌握核心数据流的核心控制权。","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","news_rank":0,"isVideo":false,"video":null,"symbols":[],"gpt_button":0,"need_auth":false,"need_login_tip":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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