索尼集團首度採購Nvidia Blackwell晶片開發超級電腦

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軟銀成為Nvidia首位Blackwell晶片客戶

根據最新消息,軟銀集團將成為Nvidia的首位Blackwell晶片客戶,這些晶片將用於日本的一台超級計算機。這項合作在Nvidia晶片需求急劇上升的背景下展開,許多公司都在爭相確保供應。

超級計算機的發展計劃

軟銀計劃在2025年初建造這台被稱為日本最強超級計算機的系統。軟銀表示,這台以Blackwell晶片為動力的計算機將用於生成式人工智能的開發,並作為全國研究機構和公司的資源。

Nvidia首席執行官黃仁勳在東京的AI峰會上表示:「我們將共同建設日本最大的AI工廠。」

5G網絡及AI服務的合作

兩家公司還宣布了在5G網絡上提供AI服務的協議,並計劃建立本地計算的AI市場。這一宣布突顯了日本在AI普及緩慢的情況下,努力重振其作為技術和創新中心的地位。隨著日本面臨老齡化社會、勞動力短缺和過勞問題,AI尤其成為一個重要的機遇。Nvidia在聲明中提到,這台超級計算機將有助於加速日本在電信、機器人技術和醫療保健等領域的AI應用。

供應商的競爭壓力

目前,隨著全球對Nvidia晶片的需求激增,各國和公司都在爭相確保供應,以提升其AI能力。作為這一領域的少數主要參與者之一,Nvidia在希望利用AI模型加速業務或經濟的企業中佔據了主導地位。

在八月份,Nvidia曾引發擔憂,表示Blackwell晶片可能會延遲兩至三個月,這將導致運輸時間推遲至2025年第一季度,影響包括Meta、微軟、谷歌及一些較小雲端公司的客戶。在八月份的財報電話會議上,黃仁勳承諾公司將在第四季度發運價值數十億美元的Blackwell GPU。

軟銀與Nvidia的關係

軟銀首次採購Blackwell平台,反映出黃仁勳與這位日本投資者及其億萬富翁創辦人孫正義的密切關係。孫正義早期曾投資於馬雲的阿里巴巴,並於2016年以320億美元收購了歐洲芯片制造商Arm。他在全球範圍內全力投入AI,包括對OpenAI的投資。

在峰會上,黃仁勳與孫正義親切互動,並提到軟銀曾是其最大股東,強調如果沒有日本和首台AI超級計算機,Nvidia今天不會有如此成就。

總之,這次合作不僅顯示了軟銀在AI領域的雄心,也反映出Nvidia在全球技術生態系統中的核心地位。隨著AI技術的快速發展,這種合作將可能改變日本及全球的科技格局。面對日益嚴峻的全球競爭,這樣的戰略聯盟將成為未來創新和發展的關鍵所在。

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