根据《财富》杂志的分析,国防部(DoD)在过去两年中共签署了约6.7亿美元的合同,涉及近323家公司,专注于多种 AI 相关项目。这一数字比2021和2022年增长了20%,无论是在合作公司数量还是合同总额上都显著增加。
最近,NVIDIA 的 最新 一代 Blackwell GPU 引发了前所未有的需求,CEO 黄仁勋在一次投资者会议上透露,未来12个月的供应量已经完全售罄。这一现象与几个月前 Hopper GPU 的火爆情况相似,说明了市场对高性能计算的强烈渴望。
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