智通财经网·2025-10-21 02:48Core Insights - Google Cloud has officially launched its Google Cloud G4 VMs, powered by NVIDIA's RTX PRO 6000 Blackwell GPUs, aimed at enhancing AI applications in industrial and enterprise settings [1][2][3] - The G4 VMs offer up to 9 times the throughput compared to the previous G2 platform, significantly improving performance for various AI workloads [2][5] - NVIDIA's Omniverse and Isaac Sim platforms are now available on Google Cloud Marketplace, providing essential tools for industries like manufacturing and logistics [2][6] Product Features - The G4 VMs utilize NVIDIA's RTX PRO 6000 Blackwell GPUs, which feature advanced Tensor Cores and RT Cores for enhanced AI performance and real-time ray tracing capabilities [3][5] - The integration of Google Kubernetes Engine and Vertex AI simplifies the deployment of AI workloads, making it easier for users to manage machine learning operations [3][5] - The G4 VMs are designed to cater to a wide range of enterprise AI workloads, including low-latency inference and digital twin applications [5][6] Market Impact - The introduction of G4 VMs is expected to lower the entry barrier for enterprises looking to adopt AI technologies, thus expanding the market for AI inference workloads [5][6] - NVIDIA is positioned as a key beneficiary of the ongoing AI spending wave, with analysts projecting significant stock price increases and market capitalization growth [7][10] - The global AI infrastructure investment is anticipated to reach between $2 trillion and $3 trillion, driven by unprecedented demand for AI computing power [10]