计算机行业：推理微服务NIM：英伟达的THE NEXT BIG THING

东方证券股份有...07-25

Scaling law 持续有效，大模型的迭代有望持续带来大量算力需求，英伟达业绩再创新高，占全球AI 芯片市场九成。近年来，生成式AI 需求快速增长，推动AI 芯片市场规模迅速扩大。据Gartner 预测,2025 年全球AI 芯片收入总额有望达到919.55亿美元。作为人工智能领域的领导者，英伟达（NVIDIA）在全球人工智能芯片市场的市占率达到了九成。FY25Q1，英伟达业绩继续超预期，营收...

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InferenceMicroservice，即英伟达推理微服务，是Nvidia AI Enterprise 的一部分，可以帮助客户快速部署产品级AI 大模型应用。NIM 实际上是一种容器化的部署工具，包含了行业标准 API、特定领域的代码、优化的推理引擎以及对于自定义模型的支持。相比于直接开发部署，NIM 的部署时间大幅缩短。目前已有数百家生态系统合作伙伴嵌入了NIM。除了基础的AI 模型都和NIM 进行了适配加速外，一些行业巨头企业也已经开始使用NIM 来加强自身的生成式AI 应用，涉及制造业、医疗、金融服务、零售、客户服务等领域。NIM 的推出为英伟达在企业软件服务领域的发展再次加码。英伟达通过将AI 领域的开发和部署软件微服务化，加速企业的生成式AI 应用开发与部署。NIM 是数据驱动的推理核心，NVAIE 则包含了整个AI 开发全链条工具，如RAG、数据清洗、抗压测试等。通过提前针对模型、CUDA 等做好优化，让企业用户无需深入了解技术，也能做出满足企业需求的AI 应用，让用户的注意力更加聚焦于如何用AI 去解决业务场景中的问题，而不是去担心硬件和模型。我们认为，从今年开始AI 在企业端的应用有望加速落地，类似NIM 这样的软件平台推出有望进一步推动AI 应用发展，英伟达相关的合作方有望受益，建议关注亚康股份、神州数码、浪潮信息等。风险提示技术落地不及预期；政策监管风险","kind":null,"is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"1","news_tag":"Product 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