亚马逊将从英伟达购买200万颗GPU

环球市场播报
Aug 27

专题:大超预期!英伟达Q2营收962亿美元同比增106%,数据中心营收890亿美元同比增长117%

  亚马逊英伟达宣布,Amazon Web Services将购买200万颗英伟达GPU,并将采用英伟达名为Vera的新型CPU。

  英伟达表示,AWS的部分Vera CPU将“与Rubin集成”——Rubin是英伟达即将推出的AI芯片,部分则将作为独立产品使用。

  这笔交易表明,尽管投资者担心超大规模客户可能正在缩减支出,但它们仍在持续加大投入。英伟达CFO科莱特·克雷斯表示,预计“前五大超大规模客户”的资本支出将从2026年的8,000亿美元增至明年的1.3万亿美元

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