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"title": "辉达投资的Cohere执行长：为抢算力天天奋战 驳斥AI资料中心过度建设疑虑",
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"description": "Cohere执行长戈麦斯称每天都在奋战取得算力，认为AI算力、能源、厂房与晶片供给仍严重不足。 他驳斥AI资料中心建设过剩疑虑，指市场或过度放大恐惧，供给压力终将随建置推进而缓解。 Cohere上月募资最高50亿美元、估值逾200亿美元，并与辉达合作；戈麦斯称若黄仁勋被迫卸任将重创辉达。",
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"content": "<p>辉达 (NVDA-US)投资的加拿大人工智慧新创Cohere执行长艾丹・戈麦斯表示，公司每天都得为取得营运所需算力奋战。他驳斥AI资料中心建设过剩的疑虑，认为目前算力供应仍远远不足。</p>\n<p style=\"text-align:center;\"><img src=\"https://cimg.cnyes.cool/prod/news/6659869/l/3325148d4f430dfc04be74e90b294eb8.jpg\" alt=\"辉达投资的Cohere执行长：为抢算力天天奋战 驳斥AI资料中心过度建设疑虑\" style=\"width:50%;height:auto;border-radius:6px;margin:15px auto;display:block;\"></p>\n\n\n<p>戈麦斯11月11日(周三)在东京接受《彭博》专访时说：「我们真的必须奋战才能取得算力，供给严重不足。我们需要更多算力，也需要支撑这一切的能源、厂房设施与晶片。」</p>\n\n<p>总部位于多伦多的Cohere开发企业用AI模型，本身没有资料中心，算力仰赖微软(MSFT-US)Azure等大型云端服务商，以及CoreWeave(CRWV-US)等被称为「新云」(neocloud)的供应商。</p>\n\n<p>近月市场对全球AI资料中心支出规模的疑虑升高，原因包括成本攀升、专案遭遇意料之外的挑战，以及各地社区对资料中心进驻的反对声浪增加。</p>\n\n<p>软银集团(9984-JP)周二宣布，将与旗下美国资料中心专案相关的37亿美元成本列为减记。这家以投资业务闻名的集团，正转型投入硬体与基础设施开发。</p>\n\n<p>对于市场疑虑，戈麦斯表示：「此刻我们可能过度放大了恐惧，但希望建置持续推进，供给压力终将缓解。」</p>\n\n<p>CoreWeave周二(10日)公布截至9月的季度营收为36.6亿美元，优于市场预期。彭博报导指出，公司营收成长部分来自与Cohere等客户扩大合作。</p>\n\n<p>戈麦斯本周访问日本，目标是拓展Cohere在当地企业与政府机构的业务。公司也瞄准各国发展「主权AI」的需求提供服务。</p>\n\n<p>Cohere上月完成规模最高达50亿美元的募资，估值超过200亿美元；公司并与辉达合作，开发针对辉达平台最佳化的客制化AI模型。</p>\n\n<p>访谈中，戈麦斯也谈及辉达执行长黄仁勋近期遭媒体报导的婚外情风波。他称此事「非常令人遗憾」，并表示若黄仁勋被迫卸任，将对公司造成重大冲击。</p>\n\n<p>戈麦斯说：「任何领导层变动，尤其涉及像黄仁勋这样高效、且拥有如此强大愿景的人，都会带来相当大的干扰。黄仁勋领导这家公司30年，正是他的愿景把公司带到今天的位置。」</p>\n\n<p>据提供的报导内容，该风波目前由美国联邦调查局(FBI)及辉达委任的独立调查人员调查。调查起因是相关指控称，黄仁勋的婚外情对象可能是中国间谍；此说法仍属调查中的指控。</p><div class=\"related-articles seo-links\">\n <h4>相关阅读</h4>\n <ul>\n <li><a href=\"/new/mg/article-21165.html\" title=\"想跟上苹果又嫌贵？这套选择权策略能降成本 但风险不能省略\">想跟上苹果又嫌贵？这套选择权策略能降成本 但风险不能省略</a></li>\n <li><a href=\"/new/mg/article-23627.html\" title=\"选后反弹一日梦！科技股领跌 这波抛售还没完？\">选后反弹一日梦！科技股领跌 这波抛售还没完？</a></li>\n <li><a href=\"/new/mg/article-16110.html\" title=\"英特尔陈立武警告：记忆体短缺将恶化 电力与散热是下一战场\">英特尔陈立武警告：记忆体短缺将恶化 电力与散热是下一战场</a></li>\n <li><a href=\"/new/mg/article-9938.html\" title=\"摩根大通：亚洲科技股回档 不代表AI投资周期终结\">摩根大通：亚洲科技股回档 不代表AI投资周期终结</a></li>\n <li><a href=\"/new/mg/article-18939.html\" title=\"〈美股早盘〉AI热潮与油价降温联手助攻！主要指数开高 标普500刷新盘中纪录\">〈美股早盘〉AI热潮与油价降温联手助攻！主要指数开高 标普500刷新盘中纪录</a></li>\n <li><a href=\"/new/mg/article-12627.html\" title=\"这位分析师认为市场大错特错：现在是重押辉达的时候\">这位分析师认为市场大错特错：现在是重押辉达的时候</a></li>\n </ul>\n</div>",
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