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。...

网页链接

免责声明：本文观点仅代表作者个人观点，不构成本平台的投资建议，本平台不对文章信息准确性、完整性和及时性做出任何保证，亦不对因使用或信赖文章信息引发的任何损失承担责任。

精彩评论

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

发表看法

{"i18n":{"language":"zh_CN"},"isChannel":false,"data":{"share":"https://www.laohu8.com/m/news/2352770914?lang=zh_CN&edition=full","thumbnail":"https://static.tigerbbs.com/3f1c866c487eb9e101f73a62d4495ce9","is_english":false,"pubTime":"2023-07-19 11:39","share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","id":"2352770914","market":"us","top_or_hot":-1,"title":"英伟达布局GPU云，接近收购LambdaLabs","media":"全天候科技","content":"<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","source":"qthkj","html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>英伟达布局GPU云，接近收购LambdaLabs</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\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\">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":"LU0943347566.SGD","symbol_name":"安联收益及增长平衡基金AM H2-SGD","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 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。","collect":0,"end_time":0,"defaultTopTitle":"wallstreetcn.com","property":[],"viewcount":null,"language":"zh","relate_stocks":{"LU0943347566.SGD":"安联收益及增长平衡基金AM H2-SGD","IE00BFSS7M15.SGD":"Janus Henderson Balanced A Acc SGD-H","LU0109392836.USD":"富兰克林科技股A","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","LU0234570918.USD":"高盛全球核心股票组合Acc Close","LU0417517546.SGD":"Allianz US Equity Cl AT Acc SGD","LU0053666078.USD":"摩根大通基金-美国股票A（离岸）美元","LU0642271901.SGD":"Janus Henderson Horizon Global Technology Leaders A2 SGD-H","IE0004445015.USD":"JANUS HENDERSON BALANCED \"A2\" (USD) ACC","LU0079474960.USD":"联博美国增长基金A","LU0889565833.HKD":"FRANKLIN TECHNOLOGY \"A\" (HKD) ACC","LU1551013342.USD":"Allianz Income and Growth Cl AMg2 DIS USD","LU0056508442.USD":"贝莱德世界科技基金A2","LU0719512351.SGD":"JPMorgan Funds - US Technology A (acc) SGD","LU0640476718.USD":"THREADNEEDLE (LUX) US CONTRARIAN CORE EQ \"AU\" (USD) ACC","BK4534":"瑞士信贷持仓","BK4585":"ETF&股票定投概念","LU1242518857.USD":"FULLERTON LUX FUNDS - ASIA ABSOLUTE ALPHA \"I\" (USD) ACC","LU0097036916.USD":"贝莱德美国增长A2 USD","IE00BJJMRY28.SGD":"Janus Henderson Balanced A Inc SGD","BK4533":"AQR资本管理(全球第二大对冲基金)","LU1280957306.USD":"THREADNEEDLE (LUX) US CONTRARIAN CORE EQUITIES \"AUP\" (USD) INC","IE00B19Z9505.USD":"美盛-美国大盘成长股A Acc","IE0004445239.USD":"JANUS HENDERSON US FORTY \"A2\" (USD) ACC","BK4587":"ChatGPT概念","LU0820561909.HKD":"ALLIANZ INCOME AND GROWTH \"AM\" (HKD) INC","IE00BJJMRX11.SGD":"Janus Henderson Balanced A Acc SGD","NVDA":"英伟达","LU0353189763.USD":"ALLSPRING  US ALL CAP GROWTH FUND \"I\" (USD) ACC","LU1242518931.SGD":"Fullerton Lux Funds - Asia Absolute Alpha A Acc SGD","BK4527":"明星科技股","BK4579":"人工智能","IE00B7KXQ091.USD":"Janus Henderson Balanced A Inc USD","BK4550":"红杉资本持仓","LU0979878070.USD":"FULLERTON LUX FUNDS - ASIA ABSOLUTE ALPHA \"A\" (USD) ACC","IE0034235188.USD":"PINEBRIDGE GLOBAL FOCUS EQUITY \"A\" (USD) ACC","LU0689472784.USD":"安联收益及增长基金Cl AM AT Acc","BK4503":"景林资产持仓","LU0708995401.HKD":"FRANKLIN U.S. OPPORTUNITIES \"A\" (HKD) ACC","BK4551":"寇图资本持仓","LU1435385759.SGD":"Natixis Loomis Sayles US Growth Equity RA SGD-H","IE00BFSS8Q28.SGD":"Janus Henderson Balanced A Inc SGD-H","LU1064131342.USD":"Fullerton Lux Funds - Global Absolute Alpha A Acc USD","LU1548497426.USD":"安联环球人工智能AT Acc","BK4581":"高盛持仓","LU0256863811.USD":"ALLIANZ US EQUITY \"A\" INC","BK4549":"软银资本持仓","IE0009356076.USD":"JANUS HENDERSON GLOBAL TECHNOLOGY AND INNOVATION \"A2\" (USD) ACC","BK4548":"巴美列捷福持仓"},"translate_title":"NVIDIA lays out GPU cloud and is close to acquiring LambdaLabs","themeId":"","isJumpTheme":false,"ttsUrl":"https://static.tigerbbs.com/a6c5a19764c7c9f00435da5b17e7b46b","symbols_score_info":{"NVDA":1},"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。","kind":null,"is_publish_news":true,"is_publish_highlight":true,"is_publish_live":null,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"symbols":[],"gpt_button":1},"commentList":[{"id":199596693082136,"gmtCreate":1689755637590,"gmtModify":1689756462880,"author":{"id":"3454016442520150","authorId":"3454016442520150","name":"中概股的诱惑","avatar":"https://static.tigerbbs.com/579af92b0fbae0801019dac7cfc5abc5","vip":1,"crmLevel":5,"crmLevelSwitch":0},"htmlText":"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","listText":"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","text":"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","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/199596693082136","repostId":2352770914,"repostType":2,"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; +claudebot@anthropic.com)","isDev":false,"isTTM":false,"deviceId":"web-server-community-laohu8-v3","version":"4.25.1","shortVersion":"4.25.1","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/2352770914"}