微软正在化身AI基建狂魔，加码投入数据中心建设。 美东时间18日周四，微软公布，公司在美国威斯康星州斥资33亿美元建设的"全球最强大AI数据中心"将于2026年初投入使用，计划再投入40亿美元，在同 一州建设第二座同等规模的数据中心，在该州的总投资额超过70亿美元。 上述接近竣工的数据中心名为Fairwater。微软介绍，它将作为一台大型AI超级计算机运行，使用单一扁平网络连接数十万计最新的英伟达GPU，成为强大 的AI训练设施，初期将用于训练OpenAI模型。Fairwater占地315英亩，包含三栋总面积达120万平方英尺的建筑，部署数十万块英伟达GB200 GPU。 微软总裁Brad Smith表示，该数据中心集成了最先进的英伟达GPU、强大的网络连接和系统架构，使其能够训练比以往更先进的AI模型。CEO Satya Nadella称，Fairwater的性能将达到目前全球最快超级计算机的10倍。 本周四微软公布的新投资凸显了云计算巨头在AI基础设施领域的激烈竞争势头。荷兰的科技公司Nebius上周公布，拿下最高194亿美元的大单，为微软提 供AI算力。微软本周二宣布，将在英国追加投入155亿美元用于基 ...

Core Viewpoint - The report from Mizuho Securities provides an analysis of companies including Broadcom, NVIDIA, AMD, Supermicro, and Huawei, highlighting the expected growth and challenges in the AI ASIC and GPU markets. Group 1: Broadcom and NVIDIA - Mizuho expects Broadcom's custom ASIC chips (TPUv7p/MTIA2) to accelerate in deployment by 2026, potentially being used in OpenAI's Strawberry and Apple's Baltra projects in the second half of 2026 [1] - In 2024, Broadcom's custom ASIC chips are projected to account for 70%-80% of usage, establishing it as a leader in AI ASICs, excluding self-manufactured AI ASICs like Google's TPU [1] - The UMAIN project in Saudi Arabia plans to deploy 4,000 GB200 NVL72 servers, corresponding to 280,000 NVIDIA GPUs and 350,000 AMD GPUs over the next five years [1] - The G42 project in the UAE has committed to importing 500,000 NVIDIA GB200 GPUs annually, valued at $15 billion, although the sustainability of this figure is questioned [1] Group 2: Huawei - The report anticipates that Huawei's Ascend 910 orders will exceed 700,000 units by 2025, with the next-generation Ascend 920 expected to launch in 2026 [2] - However, the current yield rate for the Ascend 910 is low at only 30%, a figure corroborated by previous reports [2][3] - Other estimates suggest that the shipment volume for the Ascend 910 series could be over 700,000 units this year [5]