他们疯抢GPU

Group 1 - The South Korean government plans to invest 15 trillion KRW (approximately 10.8 billion USD) in AI semiconductor GPU safety projects, with companies like Naver, Kakao, and NHN participating [3] - The Ministry of Science and ICT (MSIT) has selected Naver Cloud, NHN Cloud, and Kakao to utilize the government’s budget to purchase a total of 13,000 GPUs, which will be distributed to various research institutions across South Korea [3][4] - The initiative aims to enhance the domestic AI ecosystem and provide affordable GPU resources to industry, academia, and research institutions, while also establishing a comprehensive GPU support platform [4] Group 2 - The European Union is launching a 30 billion USD plan to build a high-capacity data center network capable of hosting millions of AI GPUs, aiming to catch up with the US and China in the AI market [4][5] - So far, the EU has allocated 10 billion EUR (approximately 11.8 billion USD) for 13 AI data centers and an additional 20 billion EUR for the initial funding of the gigawatt-level AI facility network [5] - The project has received 76 letters of intent from 16 member states, with the first AI factory expected to be operational soon [6] Group 3 - UBS estimates that each gigawatt data center will require 3 to 5 billion EUR, with the capacity to support over 100,000 advanced AI GPUs [6] - If successful, the EU's initiative could become one of the largest publicly funded AI projects globally, surpassing investments from other major economies [6] - Despite strong public interest, concerns remain regarding the project's scale, sustainability, and the need for a robust business model to attract private sector interest [7]