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辉达急寻中国AI基地台供应商 明后年启动端侧算力组网

2026-11-08 20:22:42 网络 阅读(124)

美国晶片大厂辉达(Nvidia)(NVDA-US) 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)。

辉达急寻中国AI基地台供应商 明后年启动端侧算力组网

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。

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。

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。

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。

「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。

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。

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。

「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。

「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。

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。

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。

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      "shortTitle": "CISA发布紧急指令限期修补!PHP爆发高危漏洞 引发全球网",
      "img": "https://cimg.cnyes.cool/prod/news/6639376/l/fcc04487566f093de1ce85d333554a70.jpg",
      "createdAt": "2026-10-28T06:10:03.000Z",
      "description": "PHP爆出CVE-2026-109618、109619两漏洞,风险9.2分,CISA列入已知被利用漏洞。
漏洞潜伏逾十年,AI仅两天找到触发入口,全球攻击尝试暴增至数百万次。
多国政府与企业预防性下线网站,PHP基金会已发Patch,专家警告长尾攻击威胁。",
      "pv": 513,
      "pinyin": "AI",
      "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": 344,
      "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": 325,
      "pinyin": "AI",
      "name": "科技",
      "path": "/new/AI"
    },
    {
      "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": 262,
      "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": 259,
      "pinyin": "AI",
      "name": "科技",
      "path": "/new/AI"
    },
    {
      "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。",
      "pv": 194,
      "pinyin": "AI",
      "name": "科技",
      "path": "/new/AI"
    },
    {
      "id": 11741,
      "title": "AI晶片封装大突破 日厂新光电气做出「22层玻璃基板」",
      "shortTitle": "AI晶片封装大突破 日厂新光电气做出「22层玻璃基板」",
      "img": "https://cimg.cnyes.cool/prod/news/6580025/l/a3632f2431e4fdfaaa43b1ecd1692a9b.jpg",
      "createdAt": "2026-08-18T04:00:30.000Z",
      "description": "日本半导体封装基板制造商新光电气工业(Shinko Electric Industries)在玻璃基板技术取得重大突破,成功建构22层铜布线结构,在玻璃基板两面各堆叠11层铜布线层,显示玻璃基板朝高层数、高密度封装再跨出关键一步。 玻璃基板长期被视为先进半导体封装的重要发展方向,但实际应用一直受到「SeWaRe」问题限制,也就是玻璃内部可能出现裂缝或分层。 玻璃虽具有优异平整度与低热膨胀系数,但材质本身较脆,在加工及热循环过程中容易产生微裂纹,进而影响产品良率与可靠性。 新光电气此次透过材料创新",
      "pv": 190,
      "pinyin": "AI",
      "name": "科技",
      "path": "/new/AI"
    },
    {
      "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",
      "img": "https://cimg.cnyes.cool/prod/news/6632066/l/24c0d49fb9571cadf0f1f049d11eb7a8.jpg",
      "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",
      "pv": 185,
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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",
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      "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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    },
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      "id": 22214,
      "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",
      "shortTitle": "长鑫存储积极寻找记忆体国产替代方案!HBM3E良率仅20%至",
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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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      "pinyin": "AI",
      "name": "科技",
      "path": "/new/AI"
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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)。",
    "img": "https://cimg.cnyes.cool/prod/news/6561836/l/fa35a4c2ede047d19cd1fe9c51d06c55.jpg",
    "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-1639.html\" title=\"高盛:当前美股IPO市场质量远胜网路泡沫时期 企业融资规模仍属温和\">高盛:当前美股IPO市场质量远胜网路泡沫时期 企业融资规模仍属温和</a></li>\n    <li><a href=\"/new/AI/article-685.html\" title=\"药明巨诺CEO:中国生技产业未受北京科技审查冲击\">药明巨诺CEO:中国生技产业未受北京科技审查冲击</a></li>\n    <li><a href=\"/new/AI/article-1635.html\" title=\"〈COMPUTEX〉SK集团:辉达执行长黄仁勋与SK会长崔泰源周一会面 探讨AI记忆体合作事宜\">〈COMPUTEX〉SK集团:辉达执行长黄仁勋与SK会长崔泰源周一会面 探讨AI记忆体合作事宜</a></li>\n    <li><a href=\"/new/AI/article-13800.html\" title=\"AI军备竞赛升级!PwC报告:全球2050累计AIDC支出上看50兆美元 靠「它」靠决胜负\">AI军备竞赛升级!PwC报告:全球2050累计AIDC支出上看50兆美元 靠「它」靠决胜负</a></li>\n    <li><a href=\"/new/AI/article-21697.html\" title=\"DeepSeek募资千亿人民币!宁德时代、腾讯领投 逾15家机构入局\">DeepSeek募资千亿人民币!宁德时代、腾讯领投 逾15家机构入局</a></li>\n    <li><a href=\"/new/AI/article-13723.html\" title=\"首破800兆韩元!借半导体红利重押AI 李在明开启史无前例财政扩张\">首破800兆韩元!借半导体红利重押AI 李在明开启史无前例财政扩张</a></li>\n  </ul>\n</div>",
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