英伟达正在通过收购进军人工智能领域-动脉网

Nvidia Is Acquiring Its Way Into AI

benzinga 等信源发布 2025-06-27 14:43

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Nvidia Corp

英伟达公司

NVDA

英伟达

has acquired a

已经获得了

Canadian AI startup

加拿大人工智能初创公司

CentML

, for undisclosed financial terms. The news was

，财务条款尚未披露。该消息

reported

已报告

by Logic on Friday, citing unnamed sources familiar with the matter.

逻辑公司周五援引熟悉此事的未具名消息来源。

CentML specializes in optimizing AI, offering innovative solutions that significantly enhance efficiency and performance.

CentML 专注于优化人工智能，提供创新解决方案，显著提升效率和性能。

The U.S. chip giant tapped CentML CEO Gennady Pekhimenko as a senior director for AI software at Nvidia.

美国芯片巨头聘请了CentML的首席执行官根纳季·佩希缅科担任Nvidia的AI软件高级总监。

Also Read:

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CentML Background

CentML背景

According to the

根据

company’s post

公司的帖子

on X (formerly Twitter), CentML will cease operations, and its AI-optimization services will no longer be available as of July 17

在X（原推特）上，CentML将停止运营，其AI优化服务将于7月17日起不再可用。

Pekhimenko, a computer science associate professor at the University of Toronto, co-founded CentML in March 2022 with his doctoral students Wang and Anand Jayarajan.

多伦多大学计算机科学副教授佩赫缅科于 2022 年 3 月与其博士生王和 Anand Jayarajan 共同创立了 CentML。

CentML CTO Sam Wang and COO Akbar Nurlybayev also joined Nvidia. According to the report, in June, Nvidia also tapped at least 15 other engineers and two interns from CentML.

CentML的首席技术官Sam Wang和首席运营官Akbar Nurlybayev也加入了英伟达。据报道，今年6月，英伟达还从CentML挖走了至少15名工程师和两名实习生。

The startup had raised $30.9 million in total venture capital from backers. Nvidia had participated in the startup’s $27-million seed round in October 2023.

这家初创公司已从投资者那里总共筹集了3090万美元的风险资本。英伟达曾参与了该初创公司于2023年10月进行的2700万美元种子轮融资。

According to an October 2023 TechCrunch

根据2023年10月TechCrunch报道

report

报告

, CentML plans to optimize both model training and inference by running models after they’ve been trained.

，CentML 计划通过在模型训练完成后运行这些模型来优化模型训练和推理。

As per the report, graphics processing units (GPUs) are also heavily used in inference today, and Pekhimenko noted them as a potential avenue of growth for the company.

根据报告，图形处理单元（GPU）如今也在推理中得到了广泛应用，佩赫缅科指出它们是公司潜在的增长途径。

Other AI Related Acquisitions

其他与人工智能相关的收购

In March, Nvidia acquired

今年3月，英伟达收购了

Gretel

格雷特尔

, a

，一个

synthetic data startup

合成数据初创公司

, for undisclosed terms. Founded in 2020, Gretel is the generative AI platform for creating synthetic text, tabular, and time series data.

，交易条款未披露。Gretel 成立于 2020 年，是一个用于创建合成文本、表格和时间序列数据的生成式 AI 平台。

Last December, Nvidia completed acquiring Israeli startup

去年12月，英伟达完成了对以色列初创公司的收购

Run:ai, marking its

运行：人工智能，标志着它的

most significant in

最有意义的在

Israel since its $6.9 billion Mellanox Technologies deal in 2020.

自2020年以69亿美元收购Mellanox Technologies以来。

According to a

根据一个

report by Tracxn

Tracxn报告

, NVIDIA has completed 26 acquisitions in over seven countries, most of them in Israel and the United States.

，英伟达已完成在七个国家的 26 次收购，其中大部分位于以色列和美国。

Almost nine companies acquired by the semiconductor giant are in the AI infrastructure and enterprise storage space.

几乎九家被这家半导体巨头收购的公司都在人工智能基础设施和企业存储领域。

Analyst Opinions

分析师意见

Barclays expects Nvidia, backed by its Blackwell AI platform, to hit a

巴克莱预计，凭借其Blackwell AI平台的支持，英伟达将实现

market cap of

市值

$5 trillion. The chip company is currently worth $3.8 billion.

5万亿美元。这家芯片公司目前价值38亿美元。

Bank of America analyst

美国银行分析师

Vivek Arya

维韦克·阿亚

estimated that Nvidia

估计英伟达

holds 80-85%

持有80-85%

of the total market for AI data center chips. Nvidia’s Blackwell platform prompted Arya to raise his earnings forecast for the calendar year 2027 to $7.23 per share, which is up 12%.

AI 数据中心芯片总市场中。Nvidia 的 Blackwell 平台促使 Arya 将其对 2027 年日历年每股收益的预测上调至 7.23 美元，增长了 12%。

He had projected long-term earnings power of $10 per share, driven by the company’s AI hardware moat.

他预测公司的人工智能硬件优势将推动每股长期盈利达到10美元。

Nvidia held $53.7 billion in cash and equivalents as of

英伟达持有537亿美元的现金及等价物，截至

April 27, 2025

2025年4月27日

。

Price Action:

价格行为:

NVDA stock is up 0.84% at $156.32 at last check Friday.

NVDA股票在上周五最后一次检查时上涨了0.84%，达到156.32美元。