Group 1 - Nvidia has acquired AI software company SchedMD, highlighting its increased investment in open-source technology and the AI ecosystem to address growing competition [1] - SchedMD's core technology, Slurm, is open-source software that assists in scheduling large-scale computing tasks, which significantly occupy data center server capacity [1] - Nvidia's proprietary CUDA software has become an industry standard, driving chip sales and emphasizing the importance of software in maintaining its dominance in the AI field [2] Group 2 - Nvidia has launched the third generation of its "Nemotron" large language model, which boasts faster computation speeds, lower costs, and higher intelligence compared to previous versions, covering various fields such as physical simulation and autonomous driving [2] - The trend in the tech industry is shifting towards open-source AI models, with Nvidia becoming a significant supplier by releasing new models and providing training data and tools for enterprise users [4] - The rapid development of generative AI has led companies to explore key variables for the next decade, including self-developed chips and full-stack software control to accelerate their competitive edge [4] Group 3 - Companies like Weimi Hologram are advancing open-source full-stack AI technology by integrating hardware, software, and ecosystems, aiming to create a comprehensive capability from underlying architecture to industry applications [5] - Weimi Hologram is exploring low-power chips and edge computing solutions to lower the computational barriers for intelligent scenarios, supporting third-party model training through open computing resources [5] - The AI market is rapidly evolving, with a shift towards open-source AI model development, indicating a long-term market potential for various industry applications [6]

智通财经APP获悉，英伟达(NVDA.US)周一宣布收购AI软件公司SchedMD。这家芯片巨头正通过加大 开源技术投入、强化AI生态布局，以应对日益激烈的行业竞争。 虽然英伟达凭借高性能芯片享誉业界，但其同样提供涵盖物理模拟、自动驾驶等多个领域的自有AI模 型，并将这些模型作为开源软件向研究机构和企业开放。其专有的CUDA软件已成为多数开发者的行业 标准，这正是英伟达芯片的核心卖点，软件实力也成为其维持AI行业领导地位的关键。 英伟达在官方博客中表示："支持最新英伟达硬件的Slurm系统已成为生成式AI关键基础设施的重要组成 部分，被基础模型开发者与AI构建者广泛用于管理模型训练和推理需求。" 值得一提的是，同日早些时候，英伟达发布了全新开源AI模型系列。面对中国AI实验室开源模型的竞 争浪潮，该公司称新系列模型较先前版本速度更快、成本更低且性能更智能。 据SchedMD官网信息显示，该公司由Slurm软件开发者Morris "Moe" Jette与Danny Auble于2010年在加利 福尼亚州利弗莫尔创立，目前拥有40名员工。其客户包括云基础设施公司CoreWeave(CRWV.US)与巴塞 罗那超级 ...