刚刚，英伟达被曝投资Ilya新创企：0收入0产品，估值已超2000亿元

智东西2025-04-12

编译 | 程茜编辑 | 心缘智东西4月12日消息，刚刚，据外媒报道，谷歌母公司Alphabet和英伟达将投资OpenAI前首席科学家Ilya Sutskever的创企Safe Superintelligence（SSI）。SSI成立于去年6月，由Sutskever和曾在苹果领导AI项目的Daniel Gross、与Sutskever在OpenAI的同事Daniel Levy联合创办，团队分布在美国...

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Angel等投资，公司估值达到50亿美元（折合人民币约363亿元）。今年3月，SSI被曝完成20亿美元（折合人民币约146亿元）新一轮融资，其估值增长6倍达到超300亿美元（折合人民币约2188亿元）。这三家公司的发言人都拒绝置评。与其他创企类似，SSI对芯片需求巨大。这笔资金表明，大型科技公司和基础设施提供商对开发需要大量计算能力的尖端AI初创公司进行战略投资重新产生了兴趣。Alphabet本周早些时候宣布，其云计算部门达成了一项协议，将出售其内部TPU的访问权限。并且其企业和云部门正在与包括SSI、Anthropic等在内的知名AI创企合作。AI开发人员历来更喜欢使用英伟达的GPU，英伟达GPU也占据了AI芯片市场80%以上的份额。但据知情人士透露，到目前为止，SSI主要使用TPU而不是GPU进行研发。最初，谷歌的TPU仅供其内部使用。负责谷歌与初创公司合作的董事总经理达伦·莫里（Darren Mowry）本周在接受外媒采访时透露，谷歌向SSI销售大量芯片以支持其前沿AI研究的交易体现了该公司扩大对外部客户销售的持续战略。他说：“和这些基础模型构建者合作，我们的吸引力正大幅提升。”目前，谷歌通过其云服务提供英伟达GPU和自己的TPU，TPU擅长特定的AI任务，且比通用GPU更高效。TPU已被用于苹果、Anthropic去构建大模型。此外，谷歌和英伟达还有一个挑战者是亚马逊，亚马逊正在构建自己的训练芯片Trainium和推理芯片Inferentia，并且相关发言人在2023年就提到，Anthropic将在亚马逊的这些芯片上开发其技术。去年12月，亚马逊曾宣布，Anthropic将成为其第一个使用由数十万个自有芯片驱动的大型超级计算机的客户。但有消息人士称，Anthropic正继续使用TPU进行其AI开发，并且没有减少对谷歌芯片的支出。结语：云厂商掀起创企投资风潮当下，主要云提供商对AI初创公司进行大量投资的情况越来越普遍，这些初创公司不仅可以构建基础模型，还可以作为其基础设施的重要客户。例如，亚马逊和谷歌都投资了Anthropic，微软押注OpenAI，英伟达支持OpenAI及xAI。此外，0收入0产品的SSI连续多次获得大额融资，也证明了投资者对专注于基础AI研究的创企的关注度，他们押注Sutskever和他的团队对AI系统的安全研究将取得突破。","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,"need_auth":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":1,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 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