英伟达布局GPU云，接近收购LambdaLabs

全天候科技2023-07-19

英伟达的角色正从芯片设计公司转向云服务提供商。当地时间7月18日，美国科技媒体The Information援引知情人士报道，英伟达正在接近达成一项入股云提供商Lambda Labs的交易。稍早前，英伟达已经收购了Lambda竞争对手CoreWeave。这笔交易的新资本总额可能达到3亿美元，包括新资本在内，Lambda Labs的估值可能超过10亿美元。报道称，英伟达发言人没有发表评论。...

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中概股的诱惑
2023-07-19
中概股的诱惑
昨天英文的旧新闻，今天简体中文翻译之后拿出来卖，哈哈哈，meta都开源了，国内那些大公司还训练个啥劲儿，又被美国佬骗了一堆钱，笑死

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href=https://wallstreetcn.com/articles/3693571><strong>全天候科技</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>英伟达的角色正从芯片设计公司转向云服务提供商。当地时间7月18日，美国科技媒体The Information援引知情人士报道，英伟达正在接近达成一项入股云提供商Lambda Labs的交易。稍早前，英伟达已经收购了Lambda竞争对手CoreWeave。这笔交易的新资本总额可能达到3亿美元，包括新资本在内，Lambda Labs的估值可能超过10亿美元。报道称，英伟达发言人没有发表评论。...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3693571\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"LU0689472784.USD","symbol_name":"安联收益及增长基金Cl AM AT Acc","start_time":0,"source_url":"https://wallstreetcn.com/articles/3693571","article_id":"2352770914","we_media_id":null,"thumbnails":["https://static.tigerbbs.com/3f1c866c487eb9e101f73a62d4495ce9"],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2352770914","pubTimestamp":1689737941,"sourceInfo":{"source_id":"qthkj","name":"全天候科技"},"weMediaInfo":null,"summary":"当地时间7月18日，美国科技媒体The Information援引知情人士报道，英伟达正在接近达成一项入股云提供商Lambda 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11:39","market":"us","language":"zh","title":"英伟达布局GPU云，接近收购LambdaLabs","url":"https://stock-news.laohu8.com/highlight/detail?id=2352770914","media":"全天候科技","summary":"当地时间7月18日，美国科技媒体The Information援引知情人士报道，英伟达正在接近达成一项入股云提供商Lambda Labs的交易。稍早前，英伟达已经收购了Lambda竞争对手CoreWeave。这笔交易的新资本总额可能达到3亿美元，包括新资本在内，Lambda Labs的估值可能超过10亿美元。Lambda首席执行官Stephen Balaban拒绝讨论公司与英伟达的关系。业务转型后，预计Lambda每年的营收将达到数亿美元。据PitchBook称，Lambda此前从谷歌旗下Gradient Ventures、Bloomberg Beta和Mercato Partners等风投机构那里筹集了7250万美元。","content":"<html><head></head><body><p><a href=\"https://laohu8.com/S/NVDA\">英伟达</a>的角色正从芯片设计公司转向云服务提供商。</p><p>当地时间7月18日，美国科技媒体The Information援引知情人士报道，<strong>英伟达正在接近达成一项入股云提供商Lambda Labs的交易。</strong>稍早前，英伟达已经收购了Lambda竞争对手CoreWeave。</p><p>这笔交易的新资本总额可能达到3亿美元，包括新资本在内，<strong>Lambda Labs的估值可能超过10亿美元。</strong></p><p>报道称，英伟达发言人没有发表评论。Lambda首席执行官Stephen Balaban拒绝讨论公司与英伟达的关系。</p><p>如果交易达成，<strong>这将是英伟达自3月以来的第八笔私人初创公司投资</strong>。分析认为，<strong>英伟达可能会将GPU出售给这些云初创公司，从而将GPU目标客户群从<a href=\"https://laohu8.com/S/AMZN\">亚马逊</a>、<a href=\"https://laohu8.com/S/MSFT\">微软</a>和<a href=\"https://laohu8.com/S/GOOG\">谷歌</a>等巨头转移。</strong></p><p>ChatGPT出圈后，全球上演了AI模型开发竞赛，进一步导致GPU需求激增。</p><p>报道称，业界对英伟达最受欢迎的芯片GPU A100的需求之高，导致亚马逊、微软、谷歌和<a href=\"https://laohu8.com/S/ORCL\">甲骨文</a>限制其云客户租用。</p><p>这几家巨头是采用英伟达芯片的AI服务器的主要客户，但也开发自己的AI服务器芯片，并希望将其进行出售。</p><p><strong>这意味着它们可能会成为英伟达的强劲竞争对手。</strong></p><p>相比之下，<strong>Lambda和CoreWeave对英伟达构成的威胁较小</strong>，它们不设计自己的芯片，因此，英伟达有充分的理由帮助它们走向成功。</p><p>目前，云提供商尚未向客户大规模提供英伟达最新芯片H100，但英伟达在今年早些时候首次推出时，选择了CoreWeave和Lambda作为首批使用的公司之一。</p><p>Lambda成立于2012年，2020年该公司营收超过2000万美元，当时公司的业务重点是销售GPU驱动的计算机，而非GPU云服务器租赁。<strong>业务转型后，预计Lambda每年的营收将达到数亿美元。</strong></p><p>据PitchBook称，Lambda此前从谷歌旗下Gradient Ventures、Bloomberg Beta和Mercato Partners等风投机构那里筹集了7250万美元。</p><p>英伟达股价今年上涨超过230%，市值超过1万亿美元，数据中心芯片业务推动了其销售和盈利增长。</p><p>投资者押注，随着英伟达将运行传统CPU的老化服务器替换为将GPU和CPU结合在单个芯片上的服务器，这种增长将持续下去。</p></body></html>","source":"qthkj","collect":0,"html":"<!DOCTYPE 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}\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n英伟达布局GPU云，接近收购LambdaLabs\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-07-19 11:39 北京时间&nbsp;&nbsp;&nbsp;<a href=https://wallstreetcn.com/articles/3693571><strong>全天候科技</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>英伟达的角色正从芯片设计公司转向云服务提供商。当地时间7月18日，美国科技媒体The Information援引知情人士报道，英伟达正在接近达成一项入股云提供商Lambda Labs的交易。稍早前，英伟达已经收购了Lambda竞争对手CoreWeave。这笔交易的新资本总额可能达到3亿美元，包括新资本在内，Lambda Labs的估值可能超过10亿美元。报道称，英伟达发言人没有发表评论。...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3693571\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/3f1c866c487eb9e101f73a62d4495ce9","relate_stocks":{"LU0979878070.USD":"FULLERTON LUX FUNDS - ASIA ABSOLUTE ALPHA \"A\" (USD) ACC","LU1267930730.SGD":"富兰克林美国机遇基金AS Acc SGD (CPF)","LU0109391861.USD":"富兰克林美国机遇基金A Acc","IE0004445239.USD":"JANUS HENDERSON US FORTY \"A2\" (USD) ACC","IE00B19Z9505.USD":"美盛-美国大盘成长股A Acc","IE00BJJMRX11.SGD":"Janus Henderson Balanced A Acc SGD","LU0642271901.SGD":"Janus Henderson Horizon Global Technology Leaders A2 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A Acc SGD-H","LU0234570918.USD":"高盛全球核心股票组合Acc Close"},"source_url":"https://wallstreetcn.com/articles/3693571","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2352770914","content_text":"英伟达的角色正从芯片设计公司转向云服务提供商。当地时间7月18日，美国科技媒体The Information援引知情人士报道，英伟达正在接近达成一项入股云提供商Lambda Labs的交易。稍早前，英伟达已经收购了Lambda竞争对手CoreWeave。这笔交易的新资本总额可能达到3亿美元，包括新资本在内，Lambda Labs的估值可能超过10亿美元。报道称，英伟达发言人没有发表评论。Lambda首席执行官Stephen Balaban拒绝讨论公司与英伟达的关系。如果交易达成，这将是英伟达自3月以来的第八笔私人初创公司投资。分析认为，英伟达可能会将GPU出售给这些云初创公司，从而将GPU目标客户群从亚马逊、微软和谷歌等巨头转移。ChatGPT出圈后，全球上演了AI模型开发竞赛，进一步导致GPU需求激增。报道称，业界对英伟达最受欢迎的芯片GPU A100的需求之高，导致亚马逊、微软、谷歌和甲骨文限制其云客户租用。这几家巨头是采用英伟达芯片的AI服务器的主要客户，但也开发自己的AI服务器芯片，并希望将其进行出售。这意味着它们可能会成为英伟达的强劲竞争对手。相比之下，Lambda和CoreWeave对英伟达构成的威胁较小，它们不设计自己的芯片，因此，英伟达有充分的理由帮助它们走向成功。目前，云提供商尚未向客户大规模提供英伟达最新芯片H100，但英伟达在今年早些时候首次推出时，选择了CoreWeave和Lambda作为首批使用的公司之一。Lambda成立于2012年，2020年该公司营收超过2000万美元，当时公司的业务重点是销售GPU驱动的计算机，而非GPU云服务器租赁。业务转型后，预计Lambda每年的营收将达到数亿美元。据PitchBook称，Lambda此前从谷歌旗下Gradient Ventures、Bloomberg Beta和Mercato Partners等风投机构那里筹集了7250万美元。英伟达股价今年上涨超过230%，市值超过1万亿美元，数据中心芯片业务推动了其销售和盈利增长。投资者押注，随着英伟达将运行传统CPU的老化服务器替换为将GPU和CPU结合在单个芯片上的服务器，这种增长将持续下去。","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"}],"isCommentEnd":false,"newsSizeData":{"likeSize":1,"commentSize":1,"repostSize":1,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; 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