重大利好！英伟达锁定千亿订单

芯报告08:18

英伟达宣布与人工智能公司Thinking Machines Labs达成合作，将提供超过1吉瓦算力（大约500亿美元）的下一代Vera Rubin芯片。这些处理器明年部署。协议还要求双方 “基于英伟达架构设计训练与推理服务系统，并为企业、研究机构和科学界提供更广泛的前沿AI及开源模型访问权限”。Thinking Machines首席执行穆拉蒂2024年从OpenAI离职后，2025年创立了该公司。...

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Nvidia locks in 100 billion orders","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"NVII":0.6,"NVIW.SI":0.6,"3NVD.UK":0.6,"NVDS.UK":0.6,"NVDX":0.6,"NVD2.UK":0.6,"NVDG":0.6,"NVDU":0.6,"NVDW":0.6,"SNVD.UK":0.6,"NVDQ":0.6,"NVDD":0.6,"NVDS":0.6,"NVD":0.6,"2NVD.UK":0.6,"NVDB":0.6,"NVDA":1.95,"DIPS":0.6,"ANV":0.6,"NVDY":0.6,"NVD3.UK":0.6},"content_text":"英伟达宣布与人工智能公司Thinking Machines Labs达成合作，将提供超过1吉瓦算力（大约500亿美元）的下一代Vera Rubin芯片。这些处理器明年部署。协议还要求双方 “基于英伟达架构设计训练与推理服务系统，并为企业、研究机构和科学界提供更广泛的前沿AI及开源模型访问权限”。Thinking Machines首席执行穆拉蒂2024年从OpenAI离职后，2025年创立了该公司。2023年OpenAI董事会罢免奥尔特曼期间，她曾短暂担任首席执行官。奥尔特曼最终复职，董事会也经历了重大改组。Thinking Machines表示：“英伟达的技术是整个领域发展的基石。合作将加快我们打造用户可自主塑造、个性化定制AI的能力，而这类AI也将反过来拓展人类的潜能。”根据协议条款，英伟达还将对Thinking Machines进行 “重大投资”，支持公司长期发展。双方未披露具体投资金额。与Thinking Machines的交易，可能会引发外界对AI行业 “循环投资” 的担忧：即英伟达、AMD等公司向AI初创企业注资，而这些初创企业再用这笔资金购买芯片。这种模式可能会人为推高AI芯片与基础设施的需求，但英伟达予以反驳。","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":"shareholding","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":1,"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,"tenantId":"TBCN","deviceId":"web-server-community-laohu8-v3","version":"4.36.2","shortVersion":"4.36.2","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/2618993200","isCrawlerRequest":true}