近日，NVIDIA正式宣佈與Meta建立一項爲期多年、跨世代的戰略合作伙伴關係。根據雙方達成的協議內容，Meta計劃在其超大規模的AI數據中心內部署數百萬顆NVIDIA的Blackwell GPU，以及專爲智能體AI推理量身打造的下一代Rubin架構GPU，以強化其AI算力基礎。
Positron發佈AI推理芯片Asimov，宣稱其能效比和性價比預計達英偉達下一代產品的5倍，引發行業關注。該芯片針對大模型推理優化，通過簡化GPU架構提升效率。
英偉達向雲服務商CoreWeave追加20億美元投資，以每股87.20美元購買其A類股票。雙方將合作建設“AI工廠”，目標到2030年新增超5吉瓦AI算力。新數據中心將全面集成英偉達最新技術棧，包括採用下一代Rubin架構芯片替代現有Blackwell架構。
英偉達承諾優先向韓國供應下一代Vera Rubin GPU，並提前提供Blackwell GB300，以支持韓國科技發展。
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