资本博弈：早期投资者的盛宴与行业变局 交易背后，资本的精妙布局同样值得玩味。2023年10月，英伟达联合谷歌旗下Gradient Ventures、德勤 创投等机构向CentML注入2700万美元种子轮融资，投后估值达到3亿美元。此次收购中，早期投资者获 得超4亿美元回报，投资回报率达15倍。而英伟达则以"投资-培育-收购"模式，将潜在竞争对手转化为 技术资产，避免重蹈2019年收购Mellanox而遭监管调查的覆辙。 行业层面，这场收购或将引发连锁反应。AMD此前收购AI芯片公司Untether AI，谷歌、微软等巨头亦 在加速自研AI加速器，全球AI算力军备竞赛已从硬件参数比拼转向生态整合能力较量。英伟达市值突 破4万亿美元的背后，正是资本市场对其"硬件+软件+服务"闭环生态的认可。 2025年7月15日，全球芯片巨头英伟达（NVIDIA）以超4亿美元价格完成对加拿大AI初创公司CentML的 全资收购，这场交易不仅标志着英伟达在AI算力优化领域的战略纵深推进，更揭示了全球科技巨头通 过生态整合巩固技术壁垒的新路径。 技术攻坚：从硬件霸主到软硬协同 CentML成立于2022年，由多伦多大学副教授、卡内基 ...

Core Insights - NVIDIA has completed the acquisition of Canadian AI startup CentML, enhancing its capabilities in AI model optimization and GPU ecosystem [1][3] - CentML's core product, the Hidet tensor compiler, can increase AI model inference speed by up to 8 times and significantly reduce infrastructure costs [3][4] - The acquisition is part of NVIDIA's broader strategy to strengthen its AI ecosystem, following its previous acquisition of Lepton AI [4] Company Overview - CentML was founded in 2022 by Gennady Pekhimenko, a professor at the University of Toronto, and has received a total of $30.9 million in venture capital [3][4] - Following the acquisition, Pekhimenko has taken on the role of Senior Director in NVIDIA's AI software division, while some CentML employees have left due to organizational restructuring [3][4] Technology and Impact - The Hidet compiler dynamically adapts to different AI models and hardware combinations, optimizing GPU resource utilization and automating task allocation [3][4] - In internal tests, Hidet improved the speed of the Llama 2 model by three times while maintaining accuracy, showcasing its potential for enhancing AI performance [3][4] - The acquisition highlights the importance of "soft-hard collaboration" in the AI industry, indicating that future competition among chip manufacturers will focus on ecosystem integration capabilities [4]