云厂商在黄仁勋缺席下评估 Google 与 AMD 的替代芯片
云厂商偷偷透露：以前不敢换芯片就怕得罪黄仁勋，现在终于敢评估 Google TPU 和 AMD 了。做算力采购、跑训练的人可以关注，这直接影响以后租卡的价格和选项。
据 The Information 报道，一家采购 Nvidia 芯片的云服务商高管透露，在黄仁勋缺席的情况下，公司正在评估来自 Google 和 AMD 的替代方案。该厂商此前曾考虑分散采购，但因担心冒犯黄仁勋而作罢。这一表态显示云厂商与 Nvidia 之间的采购博弈正在进入新阶段。对开发者而言，云厂商的芯片选择将影响未来算力租用价格和生态支持。
Google 和 AMD 是目前 Nvidia GPU 之外最主流的两个算力选项：Google TPU 主要通过云服务提供，AMD 则以 MI 系列加速器切入训练与推理市场。此前不少云厂商已经在部分负载上引入这两类芯片，但 Nvidia CUDA 生态的锁定效应使大规模替换进展缓慢。如果这家云厂商确认转向，将成为供应链多元化的一次标志性事件。
Exclusive: With Jensen Huang gone, an executive at a cloud provider that buys Nvidia chips said the firm is weighing alternatives from Google and AMD.
The firm had considered diversifying before but was afraid of offending Huang.
Full story: https://t.co/hVbeflPNja
This report is categorized under AITOP's "Industry" desk, focusing on US frontier AI labs and Silicon Valley technology leaders. Within our cross-regional analytical framework, it directly maps to US-China foundation model benchmarks and commercialization comparison. Key entities and technical topics under continuous tracking include Nvidia, Google TPU, AMD, 云计算.
Source attribution: curated from The Information (@theinformation). Cross-source corroboration: 11 independent sources have covered this development (including Simon Willison’s Weblog, CNBC Indonesia Tech, rohanpaul_ai), confirming industry-wide signal strength.
- Simon Willison’s Weblog11-11 15:11Source
- CNBC Indonesia Tech11-11 00:45Source
- rohanpaul_ai11-11 00:58Source
- VnExpress Số hóa11-11 06:35Source
- Decoder11-11 14:25Source
- The Rundown AI11:30Source
- Detik Inet11-10 22:45Source
- Blognone11-11 00:48Source
- Tech in Asia11-11 01:57Source
- The Straits Times: Business11-11 02:04Source
