如今的 "算力主权" 时代，GPU 已成为 AI 训练、科研仿真等核心场景的刚需品，而生成式 AI 的爆发更 让市场需求持续扩容。 最近，GPU赛道很热闹，寒武纪在股市一枝独秀的场面也许要被改变。因为，它的竞争对手们在快速 IPO。这不，上海杀出一个GPU独角兽：沐曦，计划在科创板上市。 尽管全球市场仍由英伟达等巨头主导，但国产玩家仍努力追逐，差距在缩小。尽管头部公司已经出现， 但新机会也还是有的——这个前提是：你得有钱，有算法，有生态资源。 沐曦的创始人叫陈维良，1999年毕业于电子科技大学，之后于2002 年获得清华大学微电子学研究所硕 士学位。 - 01 - 他在芯片行业是20年老炮，曾主导AMD 15款GPU量产，见证过海外巨头对高端算力的垄断。此次创 业，他的愿景之一就是：给中国的AI产业装上自主的算力心脏。 2020年秋，在上海张江，陈维良、彭莉、杨建三位AMD前核心骨干决心创业：造算力心脏。发起者陈 维良1995年考入电子科技大学微电子专业，2002年获清华大学微电子学研究所工学硕士学位。 现在的经济形势下，很多行业都喊"没钱"，GPU赛道是真有钱。2022-2024年，沐曦营收复合增长率达 4 ...

" 欧米伽未来研究所 " 关注科技未来发展趋势，研究人类向欧米伽点演化过程中面临的重大机遇与挑战。将不定期推荐和发布世界范围重要科技研究进展和未 来趋势研究。 （ 点击这里查看广义智能体理论 ） 人工智能的全球竞赛不仅关乎算法和数据，更日益聚焦于其物理基础：算力。随着前沿AI模型所需计算资源大约每六个月翻一番，对专业计算基础设施 的控制权已成为政府和行业讨论的核心。一场围绕"算力主权"（Compute Sovereignty）的无声战争已经打响。 牛津大学2025年发布的一份题为《AI算力主权：跨越领土、云服务商和加速器的基础设施控制权》的深度研究报告，为这场复杂的全球博弈提供了一个 亟需的分析框架。该报告由佐伊·杰伊·霍金斯（Zoe Jay Hawkins）、维利·莱东维尔塔（Vili Lehdonvirta）和吴博西（Boxi Wu）共同撰写，他们指出，"算 力主权"并非一个非黑即白的单一概念，而是必须在三个不同层面进行解构的复杂议题： （1）AI计算资源是否位于本国领土内； （2）拥有这些AI数据中心的公司归属哪国国籍； （3）为这些数据中心提供动力的AI加速器（芯片）来自哪个国家供应商。 作为替代方案 ...

Group 1: AI Sovereignty and Infrastructure - European countries, particularly France and the UK, face a significant shortfall in AI computing power, with Europe accounting for 20% of global AI demand but only 3%-5% of supply capacity, leading to heavy reliance on US and Chinese technology [1][3][4] - The French President emphasized the need for Europe to establish its own computing and chip manufacturing capabilities to reduce external dependencies and achieve "computing sovereignty" [3][4] - France and the UK announced plans to significantly expand their computing infrastructure, with the UK aiming for a 20-fold increase in public computing capacity by 2030 [1][4] Group 2: Talent Retention and Ecosystem Development - There is a pressing issue of talent retention in Europe, with many AI professionals being attracted to other regions; creating an environment conducive to research and innovation is crucial [1][8][9] - France is implementing measures to retain AI talent, including allowing researchers to engage in entrepreneurial activities while remaining in academia and modifying intellectual property laws to facilitate technology transfer [9][34] - The importance of a supportive ecosystem that includes collaboration between public and private sectors, as well as startups, is highlighted as essential for fostering innovation [9][34] Group 3: Technological Leadership and Open Source Strategy - DeepMind's CEO warned that to have a voice in global AI governance, countries must maintain technological leadership, emphasizing that those who can train models and deploy systems hold the real power [5][6][7] - Mistral AI's open-source strategy aims to democratize access to AI models, allowing more researchers to participate in innovation and reducing the dominance of a few large companies [10][11] - The open-source approach is seen as a way for Europe to establish its influence in the global AI ecosystem and create a counterbalance to the US and China [11] Group 4: Global Collaboration and Future Outlook - The discussion emphasized the need for a global approach to AI innovation, with collaboration across borders being essential to address challenges in various sectors, including energy and life sciences [42][43] - The importance of maintaining a competitive edge in computing power and reducing reliance on external sources, particularly in chip manufacturing, is underscored [44][45] - The upcoming AI summits are viewed as critical opportunities for fostering international dialogue and collaboration in the AI space [48][54]