近日，NVIDIA正式宣布与Meta建立一项为期多年、跨世代的战略合作伙伴关系。根据双方达成的协议内容，Meta计划在其超大规模的AI数据中心内部署数百万颗NVIDIA的Blackwell GPU，以及专为智能体AI推理量身打造的下一代Rubin架构GPU，以强化其AI算力基础。
Positron发布AI推理芯片Asimov，宣称其能效比和性价比预计达英伟达下一代产品的5倍，引发行业关注。该芯片针对大模型推理优化，通过简化GPU架构提升效率。
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。
英伟达承诺优先向韩国供应下一代Vera Rubin GPU，并提前提供Blackwell GB300，以支持韩国科技发展。
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