扎克伯格与黄仁勋签署超大规模协议，Meta将部署数百万颗英伟达芯片

界面02-18 20:16

图片来源：视觉中国界面新闻记者 | 宋佳楠界面新闻获悉，当地时间2月17日，英伟达与Meta宣布达成多年跨代际战略合作伙伴关系，双方合作涵盖本地部署、云端和AI基础设施。具体来看，Meta将建设面向AI训练与推理的超大规模数据中心，支撑该公司长期人工智能基础设施发展路线图。此次合作将实现英伟达CPU、数百万颗Blackwell与Rubin架构GPU的规模化部署，同时将英伟达Spectrum-X™...

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CPU是英伟达首款面向数据中心、AI与高性能计算（HPC）的Arm架构旗舰CPU项目，以计算机先驱Grace Hopper命名，2021年4月首次发布，核心是用高能效Arm架构解决AI时代数据中心的算力与功耗矛盾。双方还将合作部署英伟达Vera CPU，该产品有望在2027年实现规模化应用，进一步拓展Meta高能效AI算力布局。另据两家公司披露，Meta还将部署基于英伟达GB300的系统，构建覆盖本地数据中心与英伟达云合作伙伴部署环境的统一架构，简化运维的同时最大化算力性能与可扩展性。Meta将在全基础设施范围内采用英伟达Spectrum-X以太网网络平台，提供AI级网络能力。上述合作并非简单的芯片采购，而属于全链条绑定，外界因此关注Meta是否会放弃芯片自研。去年3月，有消息称Meta开始测试其首款自主人工智能训练芯片，正与台积电合作生产。Meta方面尚未就自研芯片的最新进展做过多介绍。但就其与英伟达的合作内容来看，其很可能将自研芯片定位为特定场景补充，主力算力全面转向英伟达成熟方案，以此缩短部署周期、降低技术风险、快速支撑个人超级智能与大模型迭代需求，既保留长期技术储备，又保障AI业务高速推进。目前科技巨头在AI芯片上普遍采用“自研+采购”模式，例如谷歌在自研TPU芯片之时，也大量采购英伟达GPU，而亚马逊也是自研定制芯片Trainium+采购英伟达和AMD的芯片。截至2月17日美股收盘，英伟达报收184.97美元，涨1.18%，总市值达4.49万亿美元，目前仍是美股市值最高的公司。Meta则报收639.29美元，微跌0.08%，市值为1.62万亿美元，在美股市值榜中排在第九位。","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"2","news_tag":"corporation","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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