〈辉达GTC〉Vera Rubin全面进入量产黄仁勋大赞台湾150家供应商

辉达 (NVDA-US) 执行长黄仁勋今 (1) 日宣布，Vera Rubin 平台已全面进入量产阶段，目前所有供应链伙伴都在加速生产，尤其特别感谢台湾的 150 家供应商的贡献，可望满足全球对代理式 AI 的需求。

Vera Rubin 是辉达迄今为止规模最大的 POD 级平台，由五个专用机柜组成一个庞大的 AI 超级电脑，以支援代理型 AI 工作负载。该平台将 NVIDIA Vera Rubin NVL72 系统、NVIDIA Vera CPU、NVIDIA Groq 3 LPX、NVIDIA Vera BlueField-4 STX 储存和 NVIDIA Spectrum-6 SPX 乙太网路机架整合到一个完全整合的系统中。相较于前一代 NVIDIA Grace Blackwell 平台，Vera Rubin 在大规模部署下可提供高达 10 倍的代理资料输送量。

黄仁勋表示，代理式 AI 是一种全新的工作负载。一个提示即可启动包含推理、资讯检索、工具调用，以及回应生成等长达数千步骤的运算流程。Vera Rubin 正是为此而生，它是一个 AI 工厂引擎，能够大规模地提供智慧，并具备推动下一轮产业革命所需的效能、效率和安全性。

Vera Rubin 是 NVIDIA MGX 机架级系统的第三代产品。透过经验证且开源的 MGX 架构设计，NVIDIA 供应链生态系中的数百家合作伙伴正加速推动 Vera Rubin 的量产，涵盖全球 30 个国家、350 多座工厂，其中仅台湾就有超过 150 家合作伙伴参与。

相关系统制造商、基础设施软体与储存解决方案合作伙伴包括戴尔 (DELL-US)、慧与科技 (HPE-US)、联想集团和美超微 (SMCI-US)，以及营邦 (3693-TW)、Aivres、永擎 (7711-TW)、华硕 (2357-TW)、Cloudian、仁宝 (2324-TW)、DDN、Everpure、鸿海 (2317-TW)、技嘉 (2376-TW)、Hitachi Vantara、Hyve Solutions、IBM、英业达 (2356-TW)、MinIO、神达 (3706-TW) 旗下神云、微星 (2377-TW)、NetApp、Nutanix、和硕 (4938-TW)、云达科技、VAST Data、WEKA、纬创 (3231-TW) 和纬颖 (6669-TW)。

为了支援 AI 工厂的横向扩展和跨域部署，Vera Rubin 平台导入 NVIDIA Spectrum-X™乙太网路光子技术，这是全球首个采用共同封装光学技术、并搭载 200Gb/s SerDes 的交换器，目前已进入量产阶段。

Spectrum-X 乙太网路光子技术是基于 CPO 的新一代交换技术，与使用传统收发器的网路相比，其能源效率提升 5 倍，AI 正常运作时间延长 5 倍，部署速度提升 1.3 倍。

透过简化设计并释放更多运算能力，辉达共同封装光学网路为百万 GPU AI 工厂提供基础架构，其中 CoreWeave、Lambda 和 Oracle Cloud Infrastructure 是首批生态系合作伙伴和采用者。

NVIDIA Vera Rubin 平台还整合了 NVIDIA BlueField-4 DPU，支援高达 800Gb/s 的软体定义网路和内建的多租户隔离。透过 NVIDIA BlueField-4 进阶安全可信任资源架构，客户可以简化网路运作，增强租户隔离，并更好地控制百万 GPU AI 丛集。

辉达指出，AI 工厂正日益在代理型工作流程中处理专有资料、受监管内容及任务关键模型。这需要针对共享或云端环境中自主代理客制化进阶基础设施安全方案，因为在这些环境中，基础设施无法完全信任。

Vera Rubin 平台采用全端 NVIDIA 机密运算技术，可在机架级规模提供可信任执行环境。Vera Rubin NVL72 将 Vera CPU、Rubin GPU、NVIDIA NVLink™ 网路和安全功能整合到一个统一的平台中，并透过高速互连加密资料。这提供了硬体级的验证机制，确保系统具备防窜改能力。

云端供应商 CoreWeave、Firmus、GMI Cloud、IBM Cloud、IREN、Lambda、Microsoft Azure、Nebius、Nscale、SpaceXAI 和 Vultr 正在采用 NVIDIA 机密运算。

在 POD 规模上实现这种程度的安全防护，还需要可程式化的软体层，能够在整个系统中强制执行、协调和调整安全策略。NVIDIA DOCA 软体平台可在 AI 工厂的每个 Vera Rubin 平台机柜和每一层提供进阶安全防护，透过直接在 BlueField-4 晶片中强制执行的功能，保护资料、代理、情境记忆和 AI 推论。

DOCA 支援多租用户网路隔离、零信任策略强制执行、执行时间威胁侦测和端对端加密，速度高达 800Gb/s，所有这些都不会占用主机 CPU 资源，因此企业可以充满信心地扩展 AI 工厂。

辉达为加速 AI 工厂的建置，也特别推出 NVIDIA DSX 平台，其主要为 Vera Rubin AI 工厂提供完整的设计与营运基础，整合参考设计、模拟、基础设施软体、机房设施及生态系技术，协助建置和营运具能源效率的 AI 工厂，并最佳化以达到最低词元成本。

NVIDIA DSX 专为 Vera Rubin POD 架构打造，其整合从晶片和系统到生命周期管理和多租户运作的每一层，显著加快了部署速度，并为大规模营运的可靠性和弹性树立了新的标竿。

此外，戴尔科技集团、慧与科技、联想集团和美超微，以及华硕、鸿海科技集团、技嘉科技、和硕联合科技、云达科技、纬创和纬颖正采用 NVIDIA DSX，透过 Vera Rubin 加速 AI 工厂的量产进程。

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Rubin 在大规模部署下可提供高达 10 倍的代理资料输送量。 \n\n黄仁勋表示，代理式 AI 是一种全新的工作负载。一个提示即可启动包含推理、资讯检索、工具调用，以及回应生成等长达数千步骤的运算流程。Vera Rubin 正是为此而生，它是一个 AI 工厂引擎，能够大规模地提供智慧，并具备推动下一轮产业革命所需的效能、效率和安全性。 \n\nVera Rubin 是 NVIDIA MGX 机架级系统的第三代产品。透过经验证且开源的 MGX 架构设计，NVIDIA 供应链生态系中的数百家合作伙伴正加速推动 Vera Rubin 的量产，涵盖全球 30 个国家、350 多座工厂，其中仅台湾就有超过 150 家合作伙伴参与。 \n\n<blockquote>\n相关系统制造商、基础设施软体与储存解决方案合作伙伴包括戴尔 (DELL-US)、慧与科技 (HPE-US)、联想集团和美超微 (SMCI-US)，以及营邦 (3693-TW)、Aivres、永擎 (7711-TW)、华硕 (2357-TW)、Cloudian、仁宝 (2324-TW)、DDN、Everpure、鸿海 (2317-TW)、技嘉 (2376-TW)、Hitachi Vantara、Hyve Solutions、IBM、英业达 (2356-TW)、MinIO、神达 (3706-TW) 旗下神云、微星 (2377-TW)、NetApp、Nutanix、和硕 (4938-TW)、云达科技、VAST Data、WEKA、纬创 (3231-TW) 和纬颖 (6669-TW)。 \n</blockquote>\n\n为了支援 AI 工厂的横向扩展和跨域部署，Vera Rubin 平台导入 NVIDIA Spectrum-X™乙太网路光子技术，这是全球首个采用共同封装光学技术、并搭载 200Gb/s SerDes 的交换器，目前已进入量产阶段。 \n\nSpectrum-X 乙太网路光子技术是基于 CPO 的新一代交换技术，与使用传统收发器的网路相比，其能源效率提升 5 倍，AI 正常运作时间延长 5 倍，部署速度提升 1.3 倍。 \n\n透过简化设计并释放更多运算能力，辉达共同封装光学网路为百万 GPU AI 工厂提供基础架构，其中 CoreWeave、Lambda 和 Oracle Cloud Infrastructure 是首批生态系合作伙伴和采用者。\n\nNVIDIA Vera Rubin 平台还整合了 NVIDIA BlueField-4 DPU，支援高达 800Gb/s 的软体定义网路和内建的多租户隔离。透过 NVIDIA BlueField-4 进阶安全可信任资源架构，客户可以简化网路运作，增强租户隔离，并更好地控制百万 GPU AI 丛集。 \n\n辉达指出，AI 工厂正日益在代理型工作流程中处理专有资料、受监管内容及任务关键模型。这需要针对共享或云端环境中自主代理客制化进阶基础设施安全方案，因为在这些环境中，基础设施无法完全信任。 \n\nVera Rubin 平台采用全端 NVIDIA 机密运算技术，可在机架级规模提供可信任执行环境。Vera Rubin NVL72 将 Vera CPU、Rubin GPU、NVIDIA NVLink™ 网路和安全功能整合到一个统一的平台中，并透过高速互连加密资料。这提供了硬体级的验证机制，确保系统具备防窜改能力。 \n\n云端供应商 CoreWeave、Firmus、GMI Cloud、IBM Cloud、IREN、Lambda、Microsoft Azure、Nebius、Nscale、SpaceXAI 和 Vultr 正在采用 NVIDIA 机密运算。 \n\n在 POD 规模上实现这种程度的安全防护，还需要可程式化的软体层，能够在整个系统中强制执行、协调和调整安全策略。NVIDIA DOCA 软体平台可在 AI 工厂的每个 Vera Rubin 平台机柜和每一层提供进阶安全防护，透过直接在 BlueField-4 晶片中强制执行的功能，保护资料、代理、情境记忆和 AI 推论。 \n\nDOCA 支援多租用户网路隔离、零信任策略强制执行、执行时间威胁侦测和端对端加密，速度高达 800Gb/s，所有这些都不会占用主机 CPU 资源，因此企业可以充满信心地扩展 AI 工厂。\n\n辉达为加速 AI 工厂的建置，也特别推出 NVIDIA DSX 平台，其主要为 Vera Rubin AI 工厂提供完整的设计与营运基础，整合参考设计、模拟、基础设施软体、机房设施及生态系技术，协助建置和营运具能源效率的 AI 工厂，并最佳化以达到最低词元成本。 \n\nNVIDIA DSX 专为 Vera Rubin POD 架构打造，其整合从晶片和系统到生命周期管理和多租户运作的每一层，显著加快了部署速度，并为大规模营运的可靠性和弹性树立了新的标竿。 \n\n此外，戴尔科技集团、慧与科技、联想集团和美超微，以及华硕、鸿海科技集团、技嘉科技、和硕联合科技、云达科技、纬创和纬颖正采用 NVIDIA DSX，透过 Vera Rubin 加速 AI 工厂的量产进程。 \n<div class=\"related-articles seo-links\">\n <h4>相关阅读</h4>\n <ul>\n <li><a href=\"/new/mg/article-8379.html\" title=\"美股涨势要来了？摩根大通神秘指标亮出「买进讯号」\">美股涨势要来了？摩根大通神秘指标亮出「买进讯号」</a></li>\n <li><a href=\"/new/mg/article-1435.html\" title=\"特斯拉FSD遭控消费诈欺中国首例集体诉讼开审\">特斯拉FSD遭控消费诈欺中国首例集体诉讼开审</a></li>\n <li><a href=\"/new/mg/article-1801.html\" title=\"财经名嘴：AI融资潮恐致供给过剩成美股牛市下一大威胁\">财经名嘴：AI融资潮恐致供给过剩成美股牛市下一大威胁</a></li>\n <li><a href=\"/new/mg/article-13080.html\" title=\"AI题材重振软体股信心Salesforce、CrowdStrike财报报喜，SAP与Nemetschek走高\">AI题材重振软体股信心Salesforce、CrowdStrike财报报喜，SAP与Nemetschek走高</a></li>\n <li><a href=\"/new/mg/article-12335.html\" title=\"黄金白银结构性行情开启！高盛：美财政部回购翻倍剪断「殖利率煞车」点燃贬值交易\">黄金白银结构性行情开启！高盛：美财政部回购翻倍剪断「殖利率煞车」点燃贬值交易</a></li>\n <li><a href=\"/new/mg/article-12944.html\" 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