据两名知情人士周二向路透社透露，英伟达正在准备推出一款面向中国市场的Groq人工智能芯 片。 英伟达去年底以 170 亿美元收购了人工智能芯片初创公司 Groq，并在本周于加州圣何塞举行的年 度开发者大会上展示了一系列基于其芯片的新产品。 英伟达首席执行官黄仁勋表示，在获得美国总统唐纳德·特朗普政府的出口许可证和中国客户的采 购订单后，该公司已重启其 H200 芯片（目前旗舰芯片的前身）的生产。与此同时，英伟达也开始 着手为中国市场开发芯片版本。 英伟达计划利用Groq的芯片进行推理，即人工智能系统回答问题、编写代码或为用户执行任务。 在本周英伟达展示的产品中，该公司计划将即将推出的Vera Rubin芯片（该芯片无法在中国销售） 与Groq芯片结合使用。 尽管英伟达在人工智能系统训练市场占据主导地位，但在推理市场却面临着更为激烈的竞争。包括 百度在内的多家中国人工智能巨头，已经生产出自己的推理芯片。 一位消息人士告诉路透社，准备销往中国的芯片并非降级版本，也不是专门为中国市场制造的。该 消息人士称，新版本可以适配其他系统，并补充说，Groq芯片预计将于5月上市。 英伟达终于承认为何斥资 200 亿美元收购 ...

Core Insights - Microsoft has canceled and postponed data center leases totaling over 2GW in the US and Europe, indicating a surplus in data center supply [1][7][18] - The cancellation of leases has led to a decline in semiconductor stocks, with the Philadelphia Semiconductor Index dropping approximately 3.3% and Nvidia falling over 5.7% [2] - Despite Microsoft's actions, overall demand for data centers remains strong, with Google and Meta filling the void left by Microsoft [4][19] Group 1: Microsoft’s Data Center Strategy - Microsoft has decided to halt new capacity leases primarily due to the decision not to support additional OpenAI training workloads, reflecting a strategic shift in its data center operations [7][18] - The company aims to retain core market capacity for its cloud and inference workloads while canceling leases that exceed its updated mid-term capacity needs [7][18] - Microsoft plans to invest approximately $80 billion in AI data centers in the fiscal year ending in June, although growth is expected to slow thereafter [15] Group 2: Market Impact and Opportunities - The cancellation of Microsoft’s leases has created opportunities for other major data center operators, with Google and Meta experiencing significant growth in demand [8][19] - OpenAI is increasingly seeking to build its own data center capacity, with plans for multiple "Stargate" projects that could total over 6GW in long-term capacity needs [9][19] - The overall demand for data centers is still growing year-on-year, despite the supply adjustments made by Microsoft [4][18] Group 3: Equipment Orders and Supply Chain Dynamics - Data center equipment orders are experiencing a slowdown due to large-scale operators redesigning their facilities for higher rack density, which began in January [10][20] - The postponement of equipment orders is expected to negatively impact Vertiv's order volume in the first half of 2025 [10][20] - The redesign efforts are causing delays in procurement decisions, as operators await final designs before placing orders [10][20] Group 4: Future of Data Center Infrastructure - Microsoft is planning to retrofit existing data centers to support liquid cooling, which is seen as a cost-effective way to enhance cooling efficiency without overhauling entire facilities [12][21] - The push for liquid cooling is driven by the need to quickly unlock power capacity for inference workloads, indicating a shift in operational priorities among major data center operators [21]