苹果代工厂，买下大量B300芯片！

半导体芯闻

2025/11/21

如果您希望可以时常见面，欢迎标星收藏哦~来源：内容编译自reuters。富士康周五宣布，其与英伟达联合投资 14 亿美元建设的超算中心将于 2026 年上半年完工。该中心建成后将成为中国台湾规模最大的先进 GPU 集群，同时也是亚洲首个采用英伟达新一代 Blackwell GB300 芯片的 AI 数据中心。富士康新成立的 AI 超算与云业务子公司 Visonbay.ai 首席执行官Neo ...

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芯片的 AI 数据中心。富士康新成立的 AI 超算与云业务子公司 Visonbay.ai 首席执行官Neo Yao透露，这座数据中心的供电容量达 27 兆瓦。在富士康举办的技术日上，英伟达副总裁亚历克西斯・比约林（Alexis Bjorlin）表示：“随着 GPU 技术加速迭代，企业单独建设算力设施的经济性已大幅下降。” 此次活动吸引了英伟达、OpenAI、优步（Uber）等合作伙伴及客户参与。她补充道：“租用算力资源可能带来更高的投资回报，既提升企业运营灵活性，又能让企业根据产品周期和业务需求灵活调整算力规模。”作为苹果iPhone 的主要代工厂商，富士康正加速拓展电子制造以外的业务，AI 数据中心与电动汽车成为核心发力方向。目前，富士康已成为英伟达 AI 机架的主要制造商 —— 这类机架是专为 AI 工作负载设计的服务器机柜，集成了芯片、线缆及其他配套设备。得益于云计算企业为扩充 AI 基础设施和研发能力投入的数十亿美元资金，富士康成为数据中心热潮的主要受益者，并于上周发布乐观预期，称 AI 相关需求将成为 2026 年增长的核心驱动力。富士康董事长刘扬伟在活动前接受路透社采访时表示，公司每年将向 AI 领域投资 20 亿至 30 亿美元。他透露，富士康目前每周可生产 1000 个 AI 机架，预计明年这一产能将进一步提升。技术日活动上，富士康创始人郭台铭、英伟达创始人黄仁勋之子 —— 英伟达领先机器人产品线经理斯宾塞・黄（Spencer Huang）均出席亮相。斯宾塞・黄表示，英伟达正与富士康合作，推动 AI 技术在工厂及生产线的落地应用。刘扬伟还提到，当前富士康的电动汽车产量已达到临界点，车企将有更多动力把生产外包给富士康。富士康首席战略官关川郁彦（Jun Seki）在活动现场展示了公司首款电动汽车 “Model A”。刘扬伟介绍，该车型由日本工程师设计，富士康计划未来在日本成立专门公司服务当地客户，并最终实现 Model A 在日本的本土化生产。参考链接https://www.reuters.com/world/asia-pacific/foxconn-can-make-1000-ai-racks-week-increase-next-year-chairman-says-2025-11-21/点这里 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