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"title": "辉达急寻中国AI基地台供应商 明后年启动端侧算力组网",
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"description": "美国晶片大厂辉达(Nvidia)正在中国急寻 AI 基地台供应商,开发 6G AI-RAN 基地台(既负责通讯连接,又能承担 AI 运算的基地台)。",
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"content": "<p>美国晶片大厂辉达(Nvidia)(<a data-symbol-template=\"USS:NVDA:STOCK:COMMON\" href=\"#\">NVDA-US</a>) 正在中国急寻 AI 基地台供应商,开发 6G AI-RAN 基地台(既负责通讯连接,又能承担 AI 运算的基地台)。</p>\n<p style=\"text-align:center;\"><img src=\"https://cimg.cnyes.cool/prod/news/6561836/l/fa35a4c2ede047d19cd1fe9c51d06c55.jpg\" alt=\"辉达急寻中国AI基地台供应商 明后年启动端侧算力组网\" style=\"width:50%;height:auto;border-radius:6px;margin:15px auto;display:block;\"></p>\n\n\n<p>通讯产业链核心人士透露,辉达正在加速进入电信市场,并在中国寻找基地台厂商合作方,开发符合海外市场要求的 6G 基地台。</p>\n\n<p>据《界面新闻》6 日(周四)报导,该人士形容,辉达在找端侧算力的「下一个中际旭创」,因为辉达认为,算力接下来要从资料中心传输到海量的 AI 终端和用户,最终需要依赖基地台的无线传输。</p>\n\n<p>上述人士称,辉达推动这一项目的节奏「比较紧迫」,希望在 2027 或 2028 年进入试验网。</p>\n\n<p>据《界面新闻》报导,深圳佳贤通信是辉达正在建立的基地台合作方之一,其内部人士证实,辉达从 2025 年就与公司接触,双方正基于辉达 CUDA 生态合作开发 6G AI-RAN 基地台,双方合作已持续半年多。</p>\n\n<p>「佳贤通信和辉达已经组建了专门工作组。辉达方面有十余人参与其中,成员分布在新加坡、香港及中国内地。目前工作组正围绕辉达 CUDA 系统的开源生态进行研究。」佳贤通信相关人士说。</p>\n\n<p>佳贤通信成立于 2011 年,总部位于深圳,是一家 AI-RAN 无线通讯产品及解决方案提供商。</p>\n\n<p>据《界面新闻》报导,佳贤通信与辉达的合作进入技术研发阶段,不排除成立商业主体,联合进行海外拓展。</p>\n\n<p>「首先在技术层面,我们已经开始合作。」佳贤通信相关人士表示,目前在双方的合作中,辉达并不直接生产和销售完整基地台,而是以晶片和技术生态的方式参与,即基地台公司采购辉达 GPU,并基于辉达 CUDA 生态开发 6G AI-RAN 基地台,完成产品后,再向海外市场销售。</p>\n\n<p>「预计今年年底跟辉达开发的 AI 基地台样机就会出来,在验证通过后,一两年内就会推向市场。」上述人士说。</p>\n\n<p>对辉达来说,AI 基地台是一门不亚于算力资料中心的好生意。</p>\n\n<p>AI 1.0 阶段,算力主要集中在资料中心,辉达销售大量 GPU;AI 应用落地 2.0 阶段,端侧算力应用空间更为广阔,辉达希望边缘和端侧算力也采用其晶片,因此布局 AI 基地台,是辉达为即将到来的端侧算力做准备。<br>\n </p>\n<div class=\"related-articles seo-links\">\n <h4>相关阅读</h4>\n <ul>\n <li><a href=\"/new/AI/article-91.html\" title=\"半导体权重突破15%警讯!大盘集中度创历史罕见纪录 美股深陷「AI成瘾症」\">半导体权重突破15%警讯!大盘集中度创历史罕见纪录 美股深陷「AI成瘾症」</a></li>\n <li><a href=\"/new/AI/article-1529.html\" title=\"〈COMPUTAX〉AI原生PC新时代来了!专家:辉达N1/N1X Arm平台挟端侧算力重塑产业格局\">〈COMPUTAX〉AI原生PC新时代来了!专家:辉达N1/N1X Arm平台挟端侧算力重塑产业格局</a></li>\n <li><a href=\"/new/AI/article-16107.html\" title=\"中国「存算一体」晶片技术最新突破!中国科学院联合港大研制出新型「铁电隧穿结」\">中国「存算一体」晶片技术最新突破!中国科学院联合港大研制出新型「铁电隧穿结」</a></li>\n <li><a href=\"/new/AI/article-7451.html\" title=\"韩股又崩!杠杆踩踏与半导体退潮引爆「死亡螺旋」KOSPI创3个月低 6500点支撑岌岌可危\">韩股又崩!杠杆踩踏与半导体退潮引爆「死亡螺旋」KOSPI创3个月低 6500点支撑岌岌可危</a></li>\n <li><a href=\"/new/AI/article-497.html\" title=\"数千漏洞无处可藏!欧洲央行急召各家银行开会 要求加速防堵Mythos威胁\">数千漏洞无处可藏!欧洲央行急召各家银行开会 要求加速防堵Mythos威胁</a></li>\n <li><a href=\"/new/AI/article-16637.html\" title=\"川普宣布组建AI特别工作组 任命「AI沙皇」统筹事务\">川普宣布组建AI特别工作组 任命「AI沙皇」统筹事务</a></li>\n </ul>\n</div>",
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