英伟达向云服务商CoreWeave追加20亿美元投资，以每股87.20美元购买其A类股票。双方将合作建设“AI工厂”，目标到2030年新增超5吉瓦AI算力。新数据中心将全面集成英伟达最新技术栈，包括采用下一代Rubin架构芯片替代现有Blackwell架构。
微软获美国商务部批准，将向阿联酋运送超6万块英伟达先进AI芯片（包括GB300Grace Blackwell型号），用于当地数据中心。该协议于9月获批，附带严格安全保障措施。此事与前总统特朗普相关采访形成呼应。
英伟达CEO黄仁勋在华盛顿GTC大会上反驳AI市场泡沫论，预计新一代Blackwell和Rubin芯片将在未来几个季度创造5000亿美元收入，推动公司进入空前增长周期。这是英伟达首次在美首都举办该大会。
Meta与CoreWeave签署142亿美元AI基础设施协议，合作持续至2031年底，可能延至2032年。Meta将获得基于Nvidia Blackwell芯片的GB300机架级AI系统。CoreWeave CEO称Meta为重复客户，此前合作已获认可。
Tencent
$3
Input tokens/M
$9
Output tokens/M
16
Context Length
Baidu
-
32
$0.1
$0.4
128
Chatglm
$100
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