英伟达：公布未来GPU发展路线，并将10亿美元投向诺基亚

全球半导体观察

10/30

10月29日，英伟达在全球技术大会（GTC 2025）上公布了下一代GPU发展路线，计划2026年推出Vera Rubin超级芯片，2028年发布Feynman GPU架构。同时，英伟达宣布了一系列全新的合作伙伴关系，包括10亿美元投资电信设备企业诺基亚。01搭载HBM4，英伟达Vera Rubin超级芯片亮相主题演讲环节，黄仁勋展示了英伟达全景路线图，其中GPU发展路线如下：2025年-2027...

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GPU组成。图片来源：英伟达视频截图黄仁勋介绍，Rubin GPU已经在实验室进行测试，这是由台积电代工生产的首批样品。每颗GPU拥有8个HBM4接口及两颗与光罩大小相同的GPU核心芯片（Reticle-sized dies）。此外，Vera CPU搭载88个客制化Arm架构核心，最高可支持176线程。Rubin GPU有望在2026年第三或第四季度进入量产阶段，时间大致与现有的Blackwell Ultra的GB300 Superchip平台全面量产相当或更早。英伟达的Vera Rubin NVL144平台将采用两颗新芯片组合，其中Rubin GPU由两颗Reticle尺寸的核心组成，具备50 PFLOPS的FP4精度算力，并配备288GB HBM4高带宽内存。配套的Vera CPU提供88个客制化Arm核心、176线程，NVLINK-C2C互联带宽可达1.8TB/s。性能方面，Vera Rubin NVL144平台可达成3.6 Exaflops的FP4推理与1.2 Exaflops的FP8训练算力，相较GB300 NVL72提升约3.3倍。英伟达计划在2027年下半年推出更高阶的Rubin Ultra NVL576平台，将进一步把性能提升至15 Exaflops。02英伟达官宣一系列伙伴关系，向诺基亚投资10亿美元黄仁勋介绍，正与优步、Palantir Technologies Inc.和CrowdStrike Holdings Inc.等公司合作，旨在推动人工智能技术融入各类产品。同时，英伟达宣布将以每股6.01美元的价格向芬兰电信设备龙头诺基亚投资10亿美元，预计认购约1.66亿股新股，投资完成后持有诺基亚约2.9%的股份。诺基亚首席执行官Justin Hotard表示，双方合作将推动通信网络的根本性变革，重点在于将数据处理更加靠近终端用户，显著降低传输延迟，改善网络性能。近年，诺基亚积极布局人工智能及数据中心相关业务。稍早之前，诺基亚完成了对光网络设备商Infinera的收购，以增强AI数据中心网络产品的竞争力。黄仁勋表示，未来无线通信将从基于专用硬件的架构，转向以软件定义的通用计算架构，6G时代将以人工智能为技术核心。英伟达将与诺基亚一同开发新一代软件和芯片，满足无线网络数字化和智能化需求。英伟达还推出了名为“Arc Aerial RAN Computer”的新产品线，专注于支持6G网络。#英伟达 #AI服务器 #GPU芯片 #人工智能会议推荐2025年11月27日，由TrendForce集邦咨询主办的“2026存储产业趋势研讨会（MTS2026）”将在深圳鹏瑞莱佛士酒店隆重举办。▶关于我们TrendForce集邦咨询是一家全球高科技产业研究机构，研究领域涵盖存储器、AI服务器、集成电路与半导体、晶圆代工、显示面板、LED、AR/VR、新能源（含太阳能光伏、储能和电池）、AI机器人及汽车科技等前沿科技领域。凭借多年深耕，集邦致力于为政企客户提供前瞻性的行业研究报告、产业分析、项目规划评估、企业战略咨询及品牌整合营销服务，是高科技领域值得信赖的决策伙伴。上下滑动查看发现“分享”和“赞”了吗，戳我看看吧","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"1","news_tag":"productRelease","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":false,"code":"91000000","status":"200"}}}