微软领先科技巨头，成为英伟达Hopper芯片最大买家

TechWeb12-19 09:06

【TechWeb】根据市场研究咨询机构Omdia的最新数据，微软在采购英伟达旗舰产品Hopper芯片方面拔得头筹，其购买数量大幅超越其他科技巨头。Omdia的分析师们估计，微软在今年的采购量高达48.5万枚Hopper芯片，而排名第二的Meta Platforms的采购量仅为22.4万枚，不到微软的一半。Omdia表示，其分析结果基于公司公开的资本支出、服务器出货量以及供应链情报等多方面数据。据悉...

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Platforms的采购量仅为22.4万枚，不到微软的一半。Omdia表示，其分析结果基于公司公开的资本支出、服务器出货量以及供应链情报等多方面数据。据悉，字节跳动和腾讯今年的芯片订购量分别约为23万枚，均高于Meta的采购量。尽管亚马逊和谷歌正在尝试推广自家定制的芯片产品，但两家公司今年的Hopper芯片采购量仍然分别达到了19.6万枚和16.9万枚。数据显示，特斯拉和xAI的芯片采购总量略高于亚马逊。英伟达CEO黄仁勋在最近的财报电话会议上指出，尽管下一代Blackwell芯片即将在本季度出货，但Hopper芯片的需求依然旺盛，这得益于基础模型开发商在预训练、后训练及推理环节的应用。自ChatGPT两年前首次亮相以来，大型科技公司纷纷投入巨额资金发展AI基础设施，这股投资热潮使得英伟达的AI芯片成为硅谷最抢手的商品之一。黄仁勋多次强调，对英伟达产品的需求异常强劲，各大公司都在争取尽早获得最多数量的芯片。在上月公布的第三财季报告中，英伟达的营收同比增长了94%，净收入增长了109%。在建设基础设施方面，微软无疑是最积极的公司之一，不仅需要数据中心支持自家的AI服务（如Copilot），还要通过Azure部门向云服务客户提供算力。Omdia预测，微软在2024年的英伟达芯片采购量将是2023年的三倍。微软Azure的高管Alistair Speirs表示，构建高效的数据中心基础设施是一项复杂的资本密集型项目，需要多年的规划和预测。Omdia预计，到2024年，全球科技公司在服务器上的支出将达到2290亿美元，其中微软预计将支出310亿美元，亚马逊为260亿美元。Omdia的云计算和数据中心研究主管Vlad Galabov指出，2024年服务器支出中约有43%将流向英伟达，但这一份额可能已经接近峰值。与此同时，英伟达的主要竞争对手AMD也在取得进展。Omdia的数据显示，Meta今年购买了17.3万枚AMD的MI300芯片，微软也购买了9.6万枚。此外，大型科技公司也在加大自家芯片的使用力度，如谷歌的TPU和Meta的MTIA芯片，各自部署了约150万枚。亚马逊也在推广其Trainium和Inferentia处理器，今年部署了约130万枚。而微软对其首款自研芯片“Maia”的部署相对保守，今年的部署量大约为20万枚。(Suky）","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"1","news_tag":"corporation","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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