微软Azure ND GB300v6虚拟机在Llama270B模型上创下每秒110万token推理速度新纪录。该成就基于与英伟达的深度合作，采用配备72个Blackwell Ultra GPU和36个Grace CPU的NVIDIA GB300NVL72系统，突显微软在规模化AI运算领域的专业实力。
云计算公司Lambda与微软达成数十亿美元AI基础设施协议，将部署数万块英伟达GPU，包括GB300NVL72系统，深化八年合作，共同构建大规模AI超级计算机。微软已于10月启用首台GB300设备。
英伟达与三星电子达成战略合作，共建AI工厂，部署超5万块GPU，支持三星半导体智能制造、良率预测和设备维护优化，推动制造业迈入AI工厂时代。
英伟达市值突破5万亿美元，成为全球最有价值公司，凸显其在AI行业的主导地位。其GPU驱动了过去三年AI技术的快速增长，创始人强调AI发展与英伟达紧密相连。公司正持续扩大数据中心和AI工厂，巩固市场领先优势。
%20--%3e%3cdefs%3e%3cstyle%3e%20.st0%20{%20fill:%20%23061b40;%20}%20.st1%20{%20fill:%20%23306af1;%20}%20.st2%20{%20fill:%20%235ce5cf;%20}%20%3c/style%3e%3c/defs%3e%3cg%3e%3cpath%20class='st0'%20d='M55,10.5h9v3h-9v9h12V7.5h-12v3ZM64,19.5h-6v-3h6v3Z'/%3e%3cpolygon%20class='st0'%20points='69%2016.5%2078%2016.5%2078%2019.5%2069%2019.5%2069%2022.5%2081%2022.5%2081%2013.5%2072%2013.5%2072%2010.5%2081%2010.5%2081%207.5%2069%207.5%2069%2016.5'/%3e%3cpolygon%20class='st0'%20points='95%2010.5%2095%207.5%2083%207.5%2083%2022.5%2095%2022.5%2095%2019.5%2086%2019.5%2086%2016.5%2095%2016.5%2095%2013.5%2086%2013.5%2086%2010.5%2095%2010.5'/%3e%3cpath%20class='st0'%20d='M40,1.5v21h11.6l1.4-1.4v-7.6h0c0,0-1.4-1.5-1.4-1.5l1.4-1.4V2.9l-1.4-1.4h-11.6ZM50,19.5h-7v-6h7v6ZM50,10.5h-7v-6h7v6Z'/%3e%3c/g%3e%3cpath%20class='st1'%20d='M23.1,24L14.7,4.8l-4.9,11.2h3.8l-1.8,4H3.3L12.1,0H2C.9,0,0,.9,0,2v20c0,1.1.9,2,2,2h21.1Z'/%3e%3cpath%20class='st2'%20d='M34,0h-16.8l10.6,24h6.2c1.1,0,2-.9,2-2V2C36,.9,35.1,0,34,0ZM32.5,20h-4V4h4v16Z'/%3e%3c/svg%3e)
