Nebius补充道，3.1版本是在Nebius人工智能云"Aether"的基础上发展而来的，它增加了透明的容量管理 功能以及扩展的基础设施，从而能够为客户提供所需的运营可见性和资源规划能力，帮助他们在生产环 境中扩展人工智能应用。此外，Nebius表示，Aether3.1还提供了增强的AI/ML开发工具、扩展的生态系 统集成以及精细的企业级治理控制，从而加快了价值实现速度，同时降低了风险。 Nebius的竞争对手CoreWeave(CRWV.US)也提供英伟达的Blackwell芯片用于人工智能基础设施。今年7 月，CoreWeave表示其成为首个全面推出英伟达RTX PRO6000Blackwell服务器版实例的云平台。除了 RTX PRO6000之外，CoreWeave还提供了市场上最广泛的英伟达Blackwell基础设施产品，包括英伟达 GB200NVL72系统和英伟达HGX B200平台。 Nebius的AI云平台也是全球首家采用800Gbps的Nvidia Quantum-X800InfiniBand互联技术来运行 GB300NVL72系统的公司——此举使得分布式工作负载的吞吐量提升了两倍。 该公司 ...

早在6月初，超微电脑就推出了一系列专为英伟达Blackwell架构打造的企业级人工智能解决方案，旨在 加速在欧洲市场的人工智能工厂部署。 超微电脑(SMCI.US)盘前涨近6%，报46.52美元。消息面上，公司表示已开始批量交付英伟达 (NVDA.US)Blackwell Ultra解决方案。 超微电脑表示，公司目前正在向全球客户交付具备即插即用(PnP)功能的英伟达HGX B300系统以及 GB300 NVL72机架。 ...

Core Insights - Supermicro has launched a series of enterprise-level AI solutions specifically designed for NVIDIA's Blackwell architecture, aimed at accelerating AI factory deployments in the European market [1] Group 1 - Supermicro (SMCI.US) saw an initial increase of nearly 7%, reaching $47, following the announcement of bulk deliveries of NVIDIA's Blackwell Ultra solutions [2] - The company is currently delivering plug-and-play (PnP) NVIDIA HGX B300 systems and GB300 NVL72 racks to global customers [2]

Core Insights - Super Micro Computer (SMCI) has commenced bulk deliveries of NVIDIA's (NVDA) Blackwell Ultra solutions [1] - The company is currently delivering NVIDIA HGX B300 systems and GB300NVL72 racks with plug-and-play (PnP) capabilities to global customers [1] - In early June, Super Micro Computer launched a series of enterprise-level AI solutions specifically designed for NVIDIA's Blackwell architecture, aimed at accelerating AI factory deployments in the European market [1] Market Reaction - As of the report, Super Micro Computer's stock rose by 4.10% in after-hours trading [2]