英伟达AI芯片最大买家曝光，一年囤了近50万颗GPU

观察者网12-19 20:18

12月18日，据英国《金融时报》报道，OpenAI的最大投资者微软，购买了其主要竞争对手Meta两倍数量的英伟达GPU芯片，达48.5万颗。市场调研机构Omdia最新数据表明，微软今年购入了48.5万颗英伟达的“Hopper”芯片，这使得微软的芯片储备在打造下一代人工智能（AI）的竞赛中占据了优势。英伟达在美国的第二大客户Meta仅仅购买了22.4万颗“Hopper”芯片，而微软也同样领先于其在...

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href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20241219201944984cd5f2&s=b><strong>观察者网</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>12月18日，据英国《金融时报》报道，OpenAI的最大投资者微软，购买了其主要竞争对手Meta两倍数量的英伟达GPU芯片，达48.5万颗。市场调研机构Omdia最新数据表明，微软今年购入了48.5万颗英伟达的“Hopper”芯片，这使得微软的芯片储备在打造下一代人工智能（AI）的竞赛中占据了优势。英伟达在美国的第二大客户Meta仅仅购买了22.4万颗“Hopper”芯片，而微软也同样领先于其在...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20241219201944984cd5f2&s=b\">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":"LU1934455863.HKD","symbol_name":"AB SICAV I LOW VOLATILITY TOTAL RETURN EQUITY PORT \"A\" (HKD) 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Galabov表示“英伟达GPU占据了相当高的市场份额。”2024年，服务器的支出中约有43%流向了英伟达。自人工智能投资热潮以来，英伟达最先进的GPU一直供不应求，这些芯片已成为硅谷最热门的商品。今年，大型科技公司争相组装越来越多的英伟达GPU集群。目前，英伟达的新一代Backwell架构GPU已经也开始交付。尽管因为环境因素，势头已经有所减缓，英伟达的市值还是飙升至逾3万亿美元。科技巨头AI中心服务器开支巨增Omdia不过，分析师称，Meta、亚马逊和谷歌正在加大对自有定制AI芯片的投入来替代英伟达的芯片。谷歌已经花了十年时间开发TPU，而Meta去年推出了第一代Meta Training和Inference Accelerator芯片。两家公司各自部署了约150万片自家芯片。亚马逊今年在为云计算客户投资开发Trainium和Inferentia芯片，并部署了约130万片。本月，该公司表示计划使用数十万片其最新款Trainium芯片，为OpenAI竞争对手Anthropic建立一个新的集群，以训练下一代人工智能模型。相比之下，虽然微软（Microsoft）在打造与英伟达（Nvidia）竞争的人工智能加速器方面要早得多，但在今年仅安装了约20万颗微软定制的Maia芯片。微软Azure全球基础设施高级总监Alistair Speirs称，使用英伟达的芯片仍然需要微软在自己的技术上进行大量投资，以向客户提供“独特”的服务。2024年，微软对英伟达芯片订单数量是其在2023年的三倍多，尽管当时英伟达已经为了应对ChatGPT的爆红在加紧生产“Hopper”芯片。“良好的数据中心基础设施是非常复杂的、资本密集型的项目，”Speirs称，“它们需要数年的规划。因此，对我们的增长进行适度的预测并预留一定的缓冲区是很重要的。”虽然英伟达仍主导着AI芯片市场，但其位于硅谷的竞争对手AMD已经取得了进展。Omdia称，今年Meta购买了17.3万颗AMD的MI300芯片，而微软购买了9.6万颗。","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":"","news_rank":0,"symbols":[],"gpt_button":0},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"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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