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IBM携Together AI签2.4亿美元大单 采用辉达Blackwell系统

2026-11-13 06:18:38 网络 阅读(118)

IBM(IBM-US)与人工智慧新创公司 Together AI 周二 (11 日) 宣布,双方已签署一项价值 2.4 亿美元的多年期协议,将在 IBM Cloud 上建置由辉达 (NVDA-US) 系统驱动的大型人工智慧运算丛集,主要为开源人工智慧模型提供推论服务。

IBM携Together AI签2.4亿美元大单 采用辉达Blackwell系统

所谓人工智慧推论,是指已完成训练的模型接收使用者指令后,执行运算并产生文字、图像或其他回应的过程。随着生成式人工智慧应用普及,推论已成为运算资源需求成长的最大动力之一,也促使云端服务商及晶片制造商投入数十亿美元扩充人工智慧基础设施。

企业为降低人工智慧部署成本,正日益转向开源模型。同时,Anthropic、OpenAI 及 Meta 等业者模型相关的资安事件与风险,也促使企业重新评估封闭式人工智慧系统。IBM 与 Together AI 此次合作,正是瞄准企业对价格较低、部署方式更有弹性的开源模型需求。

这座建置于 IBM Cloud 的运算丛集,将采用辉达 HGX B300 系统。该系统整合辉达新一代 Blackwell 处理器,并搭配 Spectrum-X 乙太网路设备,以提升大量人工智慧工作负载所需的运算及资料传输效率。辉达曾表示,Blackwell 晶片特别针对人工智慧推论进行最佳化。

Together AI 总部位于旧金山,其平台允许企业使用 DeepSeek、MiniMax 及 Kimi 等开源模型,训练及执行人工智慧工作负载,成本通常低于封闭式系统。随着企业寻求降低人工智慧支出,Together AI 也快速获得市场关注,公司今年 7 月估值达 83 亿美元。

这项合作除了扩大 IBM 在企业人工智慧云端市场的布局,也让辉达 Blackwell 平台取得更多推论应用订单,显示人工智慧产业的投资重心,正由模型训练逐步延伸至规模更大的实际推论需求。

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      "name": "科技",
      "path": "/new/AI"
    },
    {
      "id": 18223,
      "title": "一年涨2次!记忆体晶片荒持续  三星将大部分Galaxy S26系列手机价格上调100美元",
      "shortTitle": "一年涨2次!记忆体晶片荒持续  三星将大部分Galaxy S",
      "img": "https://cimg.cnyes.cool/prod/news/6620052/l/10c51c466c6c8aaa3f6ed04860abb539.jpg",
      "createdAt": "2026-10-01T23:30:03.000Z",
      "description": "三星Galaxy S26系列多数机型涨100美元,S26、S26+、Ultra售价升至1000、1200、1400美元
Ultra 1TB版涨200美元至2000美元;S26 FE与Z Fold 8、Z Flip 8冻涨
记忆体荒推升成本,三星转嫁消费者;若缺货续存,其他Android旗舰恐跟进提价",
      "pv": 353,
      "pinyin": "AI",
      "name": "科技",
      "path": "/new/AI"
    },
    {
      "id": 20618,
      "title": "英特尔传拿下苹果、辉达、微软等6大科技厂代工案 14A制程成关键",
      "shortTitle": "英特尔传拿下苹果、辉达、微软等6大科技厂代工案 14A制程成",
      "img": "https://cimg.cnyes.cool/prod/news/6631821/l/d966851a941240526f4fab36226ba687.jpg",
      "createdAt": "2026-10-16T01:50:02.000Z",
      "description": "英特尔传获6大科技厂代工案,主攻14A制程。
苹果案估60万片晶圆、营收150亿至200亿美元;Anthropic潜在商机最高800亿美元。
14A预计2027年试产、2028年量产;18A良率传达85%,EMIB-T封装良率98%。",
      "pv": 353,
      "pinyin": "AI",
      "name": "科技",
      "path": "/new/AI"
    },
    {
      "id": 22222,
      "title": "记忆体涨价潮恐延续至2028年!TrendForce估HBM明年营收破2000亿美元",
      "shortTitle": "记忆体涨价潮恐延续至2028年!TrendForce估HBM",
      "img": "https://cimg.cnyes.cool/prod/news/6639462/l/feffb48f16ae4e9ac55d4939b1961bc8.jpg",
      "createdAt": "2026-10-28T14:10:05.000Z",
      "description": "TrendForce估DRAM涨价可延续至2028年上半年,2027年LTA恐涵盖60%至70%交易量
预估2027年HBM ASP年增122%至每Gb 3.7美元,营收年增逾230%突破2,000亿美元
洁净室不足与设备交期长限制扩产,2028年前DRAM有效供给难显著增加",
      "pv": 322,
      "pinyin": "AI",
      "name": "科技",
      "path": "/new/AI"
    },
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      "id": 18224,
      "title": "Muse引爆「主动式电商」AI代理人恐重塑Airbnb、Amazon商业模式",
      "shortTitle": "Muse引爆「主动式电商」AI代理人恐重塑Airbnb、Am",
      "img": "https://cimg.cnyes.cool/prod/news/6619983/l/439411e49d315a8a9164ed7664273aa9.jpg",
      "createdAt": "2026-10-01T23:30:03.000Z",
      "description": "MBI测试Muse后,清空Airbnb并加码Meta,认为AI自回答问题走向替使用者完成任务。
他称Muse可跨站比价、直接预订,恐削弱Airbnb、Booking等OTA流量、信任与中介优势,并压缩估值。
Muse也恐冲击亚马逊广告、Uber与DoorDash,但程度取决于忠诚度、供给与履约能力。",
      "pv": 268,
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      "name": "科技",
      "path": "/new/AI"
    },
    {
      "id": 23309,
      "title": "记忆体缺货也难上市!长江存储传暂缓IPO 扩产添变数",
      "shortTitle": "记忆体缺货也难上市!长江存储传暂缓IPO 扩产添变数",
      "img": "https://cimg.cnyes.cool/prod/news/6646810/l/5f9293050c97ca9592022a8b76f6f0fc.jpg",
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      "description": "长江存储暂缓上海IPO,原拟募资人民币330亿元,上市时程可能延后数月至2027年上半年
暂缓主因是股市疲弱与监管收紧新股审查;长存控股IPO目前仍在上海科创板「问询阶段」
上市受阻恐干扰长江存储扩产规划,也反映中国科技股卖压正影响晶片业筹资步调",
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      "name": "科技",
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      "id": 21727,
      "title": "OpenAI奥特曼示警AI恐加剧贫富差距!吁限制自我进化速度",
      "shortTitle": "OpenAI奥特曼示警AI恐加剧贫富差距!吁限制自我进化速度",
      "img": "https://cimg.cnyes.cool/prod/news/6637075/l/2e7f7af527e928e1d4d1856d9e809a45.jpg",
      "createdAt": "2026-10-24T11:10:06.000Z",
      "description": "奥特曼警告AI自我改进若失控恐放大不平等,主张对RSI发展速度设限制。
他称AI目前无意识,但反对把模型塑造成具人格权利,强调重大决策应由人类掌握。
奥特曼看好AI助科学突破与个人助手,惟算力需求无上限,OpenAI正布局自研晶片与新硬体。",
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      "id": 17539,
      "title": "美国两党推法案限制中国光模组!新易盛、中际旭创列管  AI资料中心恐受冲击",
      "shortTitle": "美国两党推法案限制中国光模组!新易盛、中际旭创列管  AI资",
      "img": "https://cimg.cnyes.cool/prod/news/6616715/l/05105ff296e9291204ab5335c78f9505.jpg",
      "createdAt": "2026-09-27T07:10:03.000Z",
      "description": "美国两党议员9月25日提案,拟禁联邦政府在涉敏感资讯系统使用中国制光模组。
法案锁定成都新易盛、300308-CN中际旭创等供应商;美国国防部已将中际旭创列入1260H清单。
支持者称可降低AI资料中心与政府系统风险;业界忧供应受限恐拖慢美国AI基建。",
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      "id": 20697,
      "title": "集邦: Meta、中系品牌齐发力 估2026年AR眼镜出货翻倍至131万台",
      "shortTitle": "集邦: Meta、中系品牌齐发力 估2026年AR眼镜出货翻",
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      "createdAt": "2026-10-16T09:00:28.000Z",
      "description": "研调中心TrendForce指出,AR眼镜逐步由概念验证走向消费市场,Meta Ray-Ban Display Glasses展现超乎市场预期的成长动能,带动品牌与供应链加快产品布局。受惠于Meta(META-US)产品带动的外溢效应,其余AR眼镜品牌亦积极拓展产品线与销售市场,趁着其他科技巨头尚未全面入局,全球AR眼镜出货量将由2025年的62万台跃升至2026年131万台,年增率达111.1%。 品牌竞争部分,TrendForce提到,2026年Meta将以约20%的出货占比持续领先,其余四",
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      "title": "长鑫存储积极寻找记忆体国产替代方案!HBM3E良率仅20%至30%仍拚量产、落后SK海力士一个世代",
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      "description": "长鑫科技计划未来两个月内启动HBM3E有限量产,并已向多家中国本土AI晶片设计商送交样品。
其HBM3E良率仅约20%至30%,低于SK海力士约70%;技术也仍落后,效能更接近HBM3。
美国2024年12月收紧HBM出口管制,中国AI晶片业者急寻国产替代,华为等晶片价格已调涨20%至50%。",
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}