[{"data":1,"prerenderedAt":-1},["ShallowReactive",2],{"content-doc-dcio9cfed0a9":3},{"user":4,"document":8,"mainDocument":27,"columnUrl":29,"subscription":30,"footer":42,"text":80},{"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},"dcio9cfed0a9","Cerebras(CBRS)拟掷数十亿美元欧洲建算力重镇，英伟达挑战者加速全球圈地","\u002Fdoc\u002Fdcio9cfed0a9","col18178739ee","美股资讯","\u002Fcol\u002Fcol18178739ee","\u003Cp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">美股投资网获悉，人工智能基础设施公司Cerebras Systems(CBRS)正大幅拓展欧洲业务，计划于2026年底前在该地区启用首个区域数据中心。据外媒援引公司声明报道，Cerebras拟在欧洲投资数十亿美元，作为此次扩张计划的一部分。\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">公司表示，将迅速在法国及北欧地区建设基础设施，目标到2027年底实现总装机容量达200兆瓦。其中部分容量预计将用于支持合作伙伴OpenAI的算力需求。\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">受此消息提振，Cerebras股价盘前上涨6%。\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">Cerebras联合创始人兼首席执行官Andrew Feldman表示“我们正在为2027年锁定大量容量，随着我们在欧洲各地的积极建设，挪威和芬兰的数据中心已列入规划。这些部署将使我们能够果断回应客户的需求——即在欧洲本土提供快速、高性能的AI计算。”\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">Cerebras Systems成立于2015年，总部位于美国加州森尼韦尔，是一家AI基础设施开发商，核心产品为全球首创且唯一商业化的晶圆级处理器——Wafer-Scale Engine(WSE)。公司创始人兼CEO Andrew Feldman曾创立微服务器制造商SeaMicro，后于2012年以约3.34亿美元出售给AMD。\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">与英伟达将晶圆切割成数百颗小芯片(GPU)的传统路径不同，Cerebras选择将整片300毫米晶圆直接作为一颗芯片，面积堪比餐盘。其第三代产品WSE-3采用台积电5nm工艺，拥有4万亿晶体管、90万个AI核心，提供125 Petaflops峰值算力，芯片面积达46,225平方毫米，是英伟达B200 GPU的56倍。片上SRAM达44GB，内存带宽高达21PB\u002F秒，是传统HBM带宽的数千倍。\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">Cerebras于今年5月在纳斯达克惊艳上市，IPO定价为每股185美元，开盘即飙升至350美元，创下史上最高IPO定价之一。这家总部位于加州森尼韦尔的公司专注于AI芯片及AI基础设施系统研发，此次发行共出售3000万股。\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">公司声称其旗舰产品Wafer-Scale Engine 3(WSE-3)是全球最快的商用AI处理器，芯片面积是主流GPU的58倍，AI推理速度较英伟达(NVDA)GPU系统快至多15倍，而单位算力功耗仅为其一小部分。\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">目前，Cerebras的客户涵盖全球多家顶级AI公司，包括OpenAI、亚马逊云科技(AMZN)、Meta Platforms(META)及IBM(IBM)。\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">其中最核心的是与OpenAI的战略合作。2025年12月，OpenAI同意在三年内向Cerebras支付超200亿美元，使用其芯片驱动的服务器，并获得Cerebras少数股权认股权证。协议总规模最高可达300亿美元，OpenAI持股比例或达10%。今年2月，OpenAI已发布首个运行于Cerebras芯片的模型。OpenAI联合创始人Greg Brockman直言“独家使用Cerebras硬件将使OpenAI在硬件方面比谷歌拥有压倒性的优势。”\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">此外，Cerebras与亚马逊AWS达成协议，由AWS提供基于Cerebras芯片的云服务;Meta、IBM等也已采用其芯片用于AI推理工作负载。\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 \u003Ca href=\"https:\u002F\u002Fstockwe.com\" target=\"_blank\" rel=\"noopener\">StockWe.com\u003C\u002Fa> 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，每天处理海量股票数据：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，美股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":81,"search":82,"searchPlaceholder":82,"hotContent":83,"draft":84,"noData":85,"searchNoData":86,"edit":87,"editVideo":88,"courseContent":89,"more":90,"buyNow":91,"subscribeNow":92,"encoding":93,"paidContent":94},"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"]