据华尔街日报报道，黑石集团计划与谷歌合作，投资约250亿美元在美国组建一家新的人工智能云算力公司。黑石将先注入50亿美元股权资本，其余通过金融杠杆筹集。新公司将依托谷歌自研TPU芯片和云能力，直接挑战CoreWeave等独立云服务商。此举标志着谷歌TPU正式大规模进入外部市场。
英伟达CEO黄仁勋及其妻子通过家族基金会，从算力商CoreWeave购入价值1.083亿美元的计算资源，免费提供给大学和非营利机构，用于支持前沿科学实验和AI基础研究。此举结合了技术与资金的双重支持，英伟达公司也参与了相关承诺。
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。
11月25日美股早盘，英伟达股价一度跌超7%，较上月历史高位回落逾20%。其合作伙伴超微电脑、甲骨文及CoreWeave股价也随之下滑。分析指出，投资者担忧谷歌母公司Alphabet自研AI芯片TPU可能冲击英伟达市场地位，引发此轮下跌。
专为 AI 设计的 GPU 云平台，提供高性能基础设施和全天候支持。
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