英偉達Blackwell Ultra芯片商用落地，微美全息以「算力+開源」領航AI科技新程

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2025/07/11

獲悉，英偉達（NVDA.US）與CoreWeave聯合宣佈，英偉達下一代人工智能圖形處理器Blackwell Ultra芯片已在CoreWeave實現商業部署。Blackwell Ultra AI芯片正式商用據介紹，Blackwell Ultra是英偉達的最新芯片，預計今年剩餘時間將批量出貨。而CoreWeave安裝的系統採用液冷技術，包含72個Blackwell Ultra GPU和36個英偉達...

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Ultra是英偉達的最新芯片，預計今年剩餘時間將批量出貨。而CoreWeave安裝的系統採用液冷技術，包含72個Blackwell Ultra GPU和36個英偉達Grace CPU。英偉達表示，Blackwell Ultra生成AI內容的能力是其前代產品Blackwell的50倍。而這一聲明對英偉達而言是一個里程碑，當前，人工智能開發者仍在爭搶英偉達的最新芯片，這些芯片的改進使其更適合訓練和部署模型。市值逼近4萬億美元值得一提，英偉達憑藉高性能AI芯片近乎壟斷市場，年利潤超5000億元，成為全球科技巨頭競相追逐\"賣鏟人\"，有望成為全球第一家市值達4萬億美元的公司，甚至有分析師預測其市值可能達到6萬億美元。就全球算力廠商而言，在生成式AI時代，收穫最大的無疑就是英偉達，憑藉高性能的芯片稀缺性，供不應求，從而推動年收入突破千億美元大關，也是全球最賺錢的科技企業之一，並帶動股價持續攀高，成為全球市值最高的上市公司。毫不誇張説，生成式AI是科技發展的重要驅動力，英偉達是這一重大科技的核心推動力者，科技巨頭們訓練大模型首選英偉達芯片，僅谷歌、Meta、亞馬遜等科技巨頭在人工智能方面的投入，數以百億美元購買英偉達芯片，以此提升自身的AI能力。與此同時，據消息，微軟（MSFT.US）已將其最具雄心的、代號Braga-R和Clea的自研AI芯片推遲至2028年或更晚發布，同時將Maia 200芯片推遲至2026年，並將重點轉向過渡性設計方案。微軟去年發布了首款自研AI芯片Maia 100，原計劃Maia 200將於2025年面世。自研芯片推出速度放緩可能影響微軟的大規模AI部署，通過重新規劃2026年及以後的過渡性設計方案，微軟力求在定製芯片領域保持進展。顯而易見，自2025年開年，AI大模型如火如荼，尤其DeepSeek R1等開源模型的崛起，掀起了AI行業的一次變革，開源模型的性能已經與頭部閉源模型不相伯仲，科技巨頭們開啓新一輪大模型競賽，推動AI算力從實驗室走向商業級應用。微美全息專注AI芯片技術佈局無疑，AI算力芯片已成全球科技競逐的焦點，資料顯示，微美全息（WIMI.US）作為專注於AI芯片領域的前沿科技企業，通過構建多元化技術生態、佈局新興算力場景及推動產業協同，專注打造「更強」的智能計算產品，在芯片架構、集羣系統、軟件生態領域具備深厚技術積累和全棧競爭優勢，已成為全球AI芯片競賽的重要參與者。實際上，微美全息很早就開始佈局加速計算領域，支持先進AI芯片搭建異構計算平台，在邊緣芯片優化方面，加快開發低功耗、高兼容性的終端芯片，探索邊緣算法與AI芯片的融合，降低中小企業接入AI技術的成本，突破傳統算力瓶頸，將適配智能製造、自動駕駛等高實時性場景，為人工智能發展注入澎湃動力，更為大模型算力底座注入確定性。結語當前，AI產業已進入大規模商業落地的關鍵階段，伴隨人工智能普惠時代到來，同時AI算力高景氣度持續，推理算力需求水漲船高，這一具有里程碑意義的發展節點，標誌着算力技術的推進，充分彰顯了產業協同價值也帶動企業商業運作模式向算力數智化遷徙。大膽預測消費電子領域，AI賦能傳統智能終端，新型智能硬件結合AI創造增量需求，關注算力產業鏈技術配套革新機遇。","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":"productRelease","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":false,"code":"91000000","status":"200"}}}