Core Viewpoint - Nvidia has signed a multi-year agreement to sell millions of current and future AI chips to Meta, including central processing units [1] Group 1: Agreement Details - The agreement includes existing Blackwell chips and upcoming Rubin AI chips, as well as standalone Grace and Vera central processors [1] - Nvidia did not disclose the value of the transaction but aims to target emerging fields such as AI agents and processors for everyday tech tasks like database operations [1] Group 2: Market Position - Although Nvidia has not revealed sales figures for Meta, it is widely believed that Meta was one of Nvidia's top four customers in the most recent fiscal quarter, accounting for 61% of its revenue [1]

公众号记得加星标⭐️，第一时间看推送不会错过。 虽然在过去几年经历了从热捧到遇冷，但进入最近半年，英伟达挑战者们正在疯狂融资，今天就有两 个巨头拿到了不少钱。例如，芯片初创公司 Cerebras Systems Inc.在完成11 亿美元的融资轮四个月 后又在今天宣布，已从许多相同的投资者那里筹集了额外的 10 亿美元。 Tiger Global领投了Cerebras的H轮融资。其他投资者包括AMD、Fidelity Management、Atreides Management、Alpha Wave Global、Altimeter、Coatue、1789 Capital等。Cerebras目前的估值为 230亿美元。 此 次 融 资 发 生 在 几 周 前 ， 据 报 道 ， 该 公 司 签 署 了 一 项 价 值 超 过 100 亿 美 元 的 协 议 ， 将 向 OpenAI Group PBC供应人工智能硬件。Cerebras生产的WSE-3人工智能芯片包含4万亿个晶体管，是英伟达 Blackwell B200显卡晶体管数量的19倍。该处理器约一半的表面积用于容纳44GB的SRAM内存。 Cerebr ...