[{"data":1,"prerenderedAt":-1},["ShallowReactive",2],{"content-doc-dcio57056bdf":3},{"user":4,"document":8,"mainDocument":27,"columnUrl":29,"subscription":30,"footer":42,"text":77},{"isAuthenticated":5,"isAdmin":5,"displayName":6,"avatarUrl":6,"nid":6,"groupLevel":7},false,"",-10,{"id":9,"fullTitle":10,"subTitle":6,"url":11,"columnId":12,"columnName":13,"columnUrl":14,"summary":6,"contentHtml":15,"mainContentHtml":6,"posterUrl":16,"createDate":17,"displayDate":18,"displayDateSlash":19,"pageviews":20,"tags":21,"hidden":5,"isSubContent":5,"replyDocOrTargetId":6,"contentType":23,"videoId":6,"liveVideoUrl":6,"duration":24,"price":24,"priceText":25,"priceBadgeText":25,"priceBadgeClass":26,"freeForMinGroupLevel":24,"redirectUrl":6,"readyToStream":5},"dcio57056bdf","算力从“稀缺”到“过剩”再添新信号？英伟达(NVDA)祭出“AI工厂”收益分成新模式","\u002Fdoc\u002Fdcio57056bdf","col18178739ee","美股资讯","\u002Fcol\u002Fcol18178739ee","\u003Cp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">美股投资网获悉，英伟达(NVDA)于7月1日(周三)宣布，公司已与多家人工智能(AI)云服务商达成合作，将通过收益分成与信贷支持模式，共同部署“大规模、多租户AI工厂”。\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">在该新合作模式下，AI云厂商可依托英伟达DSX AI工厂对外提供云服务。\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">英伟达在声明中表示“这套合作模式既能加快英伟达平台在客户群体中的普及速度，也能为云厂商提供一条轻量化扩产路径，同时为英伟达创造全新、与使用量挂钩的持续性收入来源。”\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">SharonAI Holdings(SHAZ)和Firmus是首批参与该合作方案的企业。SharonAI计划部署多达4万块英伟达Grace Blackwell GB300 GPU。\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">英伟达首席财务官科莱特·克雷斯表示，依托公司的DSX AI工厂，有志于发展人工智能的初创企业可以比以往更快地、更灵活地获取Firmus Technologies等供应商提供的云计算资源。\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">她在博客文章中写道“对于模型构建者、推理服务提供商、代理平台以及正在扩展人工智能的企业而言，该方案可让其快速获取全栈加速算力，无需耗时完成场地选址、电力采购、园区建设、硬件部署等一系列流程。”\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">据悉，AI工厂(AI Factory)是一种以人工智能技术为核心的新型基础设施，旨在规模化“制造智能”。早在2022年，英伟达CEO黄仁勋就提出“AI工厂”概念。在2026年，他进一步阐述，AI数据中心本质上是“生产Token(词元)的工厂”，这些Token最终能够转化为代码、答案、设计、行动以及各种服务，并直接创造收入。\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">英伟达推出新AI基建合作模式之际，市场正陷入“AI算力过剩”的恐慌之中。\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">此前，有消息称Meta Platform(META)计划出售算力，引发投资者对AI算力过剩的质疑，存储芯片、半导体设备、光通信等AI硬件板块全线崩跌，费城半导体指数(SOX)单日重挫逾6%，美光科技(MU)和闪迪(SNDK)周三大跌10%。\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">连锁反应迅速蔓延至全球。周四，韩国KOSPI指数暴跌并触发熔断机制，三星电子与SK海力士双双重挫。\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">高盛1-Delta交易台主管Rich Privorotsky一语道破天机“市场的核心前提一直是算力稀缺——如果供应增加且租赁价格下降，这一叙事就将被颠覆”。\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">Wedbush分析师表示，近期大型科技股走弱，核心原因是市场对创纪录规模 AI 基建投入的回报兑现周期担忧持续升温，并非行业长期成长逻辑出现恶化。\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">即将披露的超大规模云厂商二季度财报将成为关键考验；若多家企业释放削减资本开支的信号，AI硬件板块或迎来更深幅度回调。\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">最专业的美股资讯,推荐美股大数据 \u003Ca href=\"https:\u002F\u002FStockwe.com\u002F\">https:\u002F\u002FStockwe.com\u002F\u003C\u002Fa>\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">如何识别美股市场异常波动？美国机构主力资金买卖情况，出货和吸筹，使用美股投资网VIP会员，2008年成立于美国硅谷，由前纽约证券交易所分析师Ken创立，联合多位摩根斯坦利分析师，谷歌 Meta工程师利用AI和大数据，配合十多年美股实战经验和业内量化模型，建立了一个股市数据库 \u003Ca href=\"https:\u002F\u002FStockWe.com\u002F\">https:\u002F\u002FStockWe.com\u002F\u003C\u002Fa> 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buy@TradesMax.com 美国电话 626-378-3637","公司介绍","\u003Cp class=\"MsoNormal\">美股大数据 StockWe.com 是一个美国领先的金融和美股信息大数据提供商，紧盯华尔街金融市场和行情，2008年成立于美国硅谷，创始人是前纽约证券交易所资深分析师Ken，联合多位摩根斯坦利分析师，谷歌 Meta工程师利用AI和大数据，配合十多年美股实战经验和业内量化交易模型，每天处理千万级股票数据：挖掘潜力大牛股，捕捉期权异动大单，实时主力资金流向、机构持仓变化、川普突发新闻，精准买卖信号第一时间发到您手机APP。\u003C\u002Fp>","专业美股投资者都在这里",{"loading":78,"search":79,"searchPlaceholder":79,"hotContent":80,"draft":81,"noData":82,"searchNoData":83,"edit":84,"editVideo":85,"courseContent":86,"more":87,"buyNow":88,"subscribeNow":89,"encoding":90,"paidContent":91},"Loading...","搜索","热门内容","草稿","目前没有任何内容公布","当前检索内容没有数据","编辑","编辑视频","课程内容","更多","立即购买后观看","- 立即订阅 -","视频编码中...","付费内容"]