Nvidia 正在将其在 AI 基础设施方面的重点从原始计算能力转移到每 token 成本，认为这一指标更能反映业务价值和盈利能力。该公司还在对 AI 所需的物理基础设施进行重大投资，包括与 IREN 建立一项价值数十亿美元的合作关系以部署数据中心，以及对康宁公司进行大量投资以扩大国内光纤生产。这些举措凸显了 Nvidia 控制从芯片到底层物理基础设施的整个 AI 堆栈的战略，以确保高效和可扩展的 AI 部署。 AI
影响 Nvidia 对每 token 成本和基础设施投资的关注可能会降低 AI 部署的运营成本，并加速 AI 工厂的扩展。
排序理由 Nvidia 正在进行数十亿美元的投资和战略合作，以塑造 AI 基础设施市场，这表明行业正在发生重大转变。
AI 生成摘要 · Google Gemini · 来自 29 个来源。 我们如何撰写摘要 →
Reinforcement-learning agents — AI systems that learn by trial and error — can convert computation into new knowledge. That’s the focus of a new engineering-level collaboration between NVIDIA and Ineffable Intelligence, the London-based AI lab founded by AlphaGo architect David S…
随着 AI 推理成为其核心工作负载，它们的主要产出已转变为以 Token 形式制造的智能
5月9日，英伟达在AI热潮中通过大手笔投资上下游企业，打造从芯片到AI模型的完整生态体系。数据显示，今年英伟达股权投资已突破400亿美元。业内人士指出，这种投资模式不仅帮助英伟达锁定下游客户，还在一定程度上确保了公司硬件需求的稳定供应。（财联社）
据5月7日声明，数据中心开发商IREN同意向英伟达授予一项为期五年的认购权，允许其以每股70美元的行权价购买至多3000万股股份。双方还将共同部署价值数十亿美元的算力。作为协议的一部分，英伟达将向IREN投资至多21亿美元。此外，双方宣布签署一项价值34亿美元的AI云服务合同，用于获取并部署英伟达Blackwell处理器，计划未来逐步增加多达5吉瓦的英伟达基础设施。（界面）
<p><img alt="" class="attachment-full size-full wp-post-image" height="768" src="https://the-decoder.com/wp-content/uploads/2025/12/nvidia_logo_wall_cb-1.jpeg" style="height: auto; margin-bottom: 10px;" width="1365" /></p> <p> Nvidia has invested more than $40 billion in AI compa…
The Corning partnership deepens Nvidia's role in the physical infrastructure behind AI, optical networking, and hyperscale deployment.
Nvidia and IREN are targeting up to 5 GW of AI infrastructure deployment, with the Sweetwater, Texas campus positioned as a flagship site for Nvidia’s DSX AI factory architecture.
Nvidia and IREN are targeting up to 5 GW of AI infrastructure deployment, with the Sweetwater, Texas, campus positioned as a flagship site for Nvidia’s DSX AI factory architecture.
As agent workloads stretch across time and systems, infrastructure – not just models – is emerging as the limiting factor.
Nvidia says AI infrastructure should be evaluated on cost per token rather than traditional compute metrics, but analysts say the approach may favor hyperscale environments and remain premature for enterprise IT.
❤️ Check out Lambda here and sign up for their GPU Cloud: https://lambda.ai/papers 📝 The paper is available here: https://arxiv.org/abs/2604.24954 https://developer.nvidia.com/blog/nvidia-nemotron-3-nano-omni-powers-multimodal-agent-reasoning-in-a-single-efficient-open-model/ htt…
Beijing Rongxin Zhiyuan has raised a tens-of-millions-yuan angel round to build its GPU-centric AGC computing architecture. The architecture boosts GPU density from 2:1 to 32:1 versus CPU, and enables hot-swappable GPU fault tolerance with 1-minute recovery.
Nvidia invests $300 million in Corning to help partners that deploy its hardware in the U.S. to get enough of optical fiber, grant Nvidia control over a significant chunk of domestic fiber production.
The companies will build optical fiber manufacturing plants to meet growing industry demand.
Akhil Docca, head of robotics product marketing at Nvidia, on how the vendor is looking to accelerate physical AI adoption.
# Nvidia has invested over $40 billion in # AI companies this year, expanding its portfolio to include public equities. The company’s investments, including a $30 billion stake in # OpenAI , aim to support the entire # AIsupplychain and ensure demand for Nvidia hardware. https://…
Nvidia has committed over 40 billion USD to equity AI deals in 2026, including a 30B USD investment in OpenAI. The chipmaker has also invested in Corning and IREN. # Tech # Startup # News # AI https:// techcrunch.com/2026/05/09/nvid ia-has-already-committed-40b-to-equity-ai-deals…
Nvidia has already committed over 40 billion USD to equity AI deals in 2026, with most of that coming from a single 30 billion USD bet on OpenAI. The chipmaker has also announced seven multi-billion dollar investments in publicly traded companies, including deals worth 3.2 billio…
Nvidia continues to be a big investor in the AI ecosystem.
<div class="medium-feed-item"><p class="medium-feed-image"><a href="https://ankitchauhancloudengineer.medium.com/mlops-cloud-cost-optimization-how-idle-gpus-quietly-increase-ai-infrastructure-costs-6cf8cb22954d?source=rss------mlops-5"><img src="https://cdn-images-1.medium.com/ma…
Nvidia, Corning partner on three new optical factories NC, Texas https://www. byteseu.com/1995517/ # AI # AlphabetClassA # AmazonComInc # AppleInc # ArtificialIntelligence # BreakingNews :Technology # BroadcomInc # BusinessNews # CoherentCorp # CorningInc # Enterprise # IntelCorp…
Nvidia, znany producent układów graficznych, staje się kluczowym graczem w branży sztucznej inteligencji, inwestując miliardy dolarów w rozwój firm budujących przyszłość tej technologii. Przekroczenie progu 40 miliardów dolarów wydatków w 2026 roku stawia pytanie o granice rynkow…
NVIDIA and IREN just announced one of the biggest AI infrastructure partnerships of 2026. NVIDIA gets warrants for 30M IREN shares at $70 each, a potential $2.1B stake. IREN builds 5 gigawatts of DSX-aligned AI data centers across Texas, Europe, and APAC. The Sweetwater campus in…
<p>Your team just hit VRAM OOM during a demo prep run. The A100 40GB you provisioned for a Llama-3-70B deployment looked fine on paper until the KV cache ballooned at 8K context. You could throw two H100s at it and move on, or you could run the 30 seconds of arithmetic you skippe…
🎮 Nvidia's solution to the AI energy problem is mini data centers next to local power substations and, of course, selling even more GPUs AI hardware coming to your neighborhood... 📰 Source: Latest from PC Gamer 🔗 Link: https://www.pcgamer.com/hardware/graphics-cards/nvidias-solut…
📰 I've cruised from St Louis to Chicago in American Truck Simulator's Illinois DLC, out today, and visiting the Windy City doesn't disappoint Alright, first of all, a disclaimer. I can't confirm whether American Truck Simulator's version of Chicago - famously nicknamed the Windy …
🎮 Spider-Man: Brand New Day trailer teases Tom Holland's Dark Knight turn Christopher Nolan changed movies forever with his Batman trilogy. Spider-Man 4 seems to be taking his notes for Marvel. 📰 Source: Polygon.com 🔗 Link: https://www.polygon.com/spider-man-4-promises-to-be-the-…
🤖 Gli investimenti di NVIDIA nell’IA accelerano innovazione e mercati, ma riaccendono dubbi su potere, dipendenze e sostenibilità. Una partita che va oltre i chip. # AI # NVIDIA 🔗 https://www. tomshw.it/hardware/nvidia-40-m iliardi-investimenti-ia-sospetto