{"id":724495,"date":"2026-02-14T18:10:46","date_gmt":"2026-02-14T10:10:46","guid":{"rendered":"https:\/\/www.alphaseek.cn\/?p=724495"},"modified":"2026-02-14T18:10:46","modified_gmt":"2026-02-14T10:10:46","slug":"%e4%bb%96%e4%bb%8e%e7%9b%91%e7%8b%b1%e5%87%ba%e6%9d%a5%ef%bc%8c%e5%81%9aai-infra%e5%88%9b%e4%b8%9a%ef%bc%8c%e8%9e%8d%e4%ba%86690%e4%ba%bf","status":"publish","type":"post","link":"https:\/\/www.alphaseek.cn\/?p=724495","title":{"rendered":"\u4ed6\u4ece\u76d1\u72f1\u51fa\u6765\uff0c\u505aAI Infra\u521b\u4e1a\uff0c\u878d\u4e86690\u4ebf"},"content":{"rendered":"

\"\u4ed6\u4ece\u76d1\u72f1\u51fa\u6765\uff0c\u505aAI<\/p>\n

\u667a\u4e1c\u897f<\/p>\n

\u4f5c\u8005 | \u738b\u6db5<\/p>\n

\u7f16\u8f91 | \u51b0\u5029<\/strong><\/p>\n

\u4ed6\u8e72\u8fc7\u5927\u7262\uff0c\u505a\u8fc7\u52a0\u5bc6\u8d27\u5e01<\/a>\uff0c\u73b0\u5728\u8f6c\u6295AI\u57fa\u7840\u8bbe\u65bd\uff0c\u4e00\u6b21\u76f4\u63a5\u878d\u8d44<\/a>\u8d85100\u4ebf\u7f8e\u5143\u3002<\/strong><\/p>\n

\u8fd9\u4e00\u53e5\u8bdd\uff0c\u6d53\u7f29\u4e86\u6fb3\u6d32AI\u57fa\u7840\u8bbe\u65bd\u72ec\u89d2\u517dFirmus\u8054\u5408\u521b\u59cb\u4eba\u517c\u9996\u5e2d\u6267\u884c\u5b98Oliver Curtis\u7684\u5341\u5e74\u3002<\/p>\n

\u667a\u4e1c\u897f2\u670814\u65e5\u62a5\u9053\uff0c2\u67089\u65e5\uff0cFirmus\u5ba3\u5e03\u83b7\u5f97\u4e86\u7ea61<\/strong>00\u4ebf\u7f8e\u5143\uff08\u7ea6\u5408\u4eba\u6c11\u5e01<\/a>690\u4ebf\u5143\uff09<\/strong>\u7684\u503a\u52a1\u878d\u8d44\uff0c\u878d\u8d44\u7531\u9ed1\u77f3\u96c6\u56e2\u4e0eCoatue Management\u9886\u6295\u3002\u8fd9\u7b14\u8d44\u91d1\u4e3b\u8981\u7528\u4e8e\u63a8\u8fdb\u5176\u65d7\u8230\u57fa\u7840\u8bbe\u65bd\u8ba1\u5212Project Southgate\uff0c\u76ee\u6807\u662f\u5efa\u8bbe\u904d\u5e03\u6fb3\u5927\u5229\u4e9a\u7684AI\u8bad\u7ec3\u4e0e\u63a8\u7406\u8bbe\u65bd\u3002<\/p>\n

2025\u5e7411\u6708\uff0cFirmus\u521a\u521a\u5b8c\u6210\u4e86\u4e00\u7b14\u7ea63.25\u4ebf\u7f8e\u5143\uff08\u7ea6\u5408\u4eba\u6c11\u5e0122.4\u4ebf\u5143\uff09<\/strong>\u80a1\u6743\u878d\u8d44\uff0c\u5f7c\u65f6\u516c\u53f8\u4f30\u503c\u5df2\u8d8540\u4ebf\u7f8e\u5143\uff08\u7ea6\u5408\u4eba\u6c11\u5e01276\u4ebf\u5143\uff09<\/strong>\u3002\u65f6\u9694\u77ed\u77ed\u4e09\u4e2a\u6708\uff0c\u8fd9\u5bb6\u516c\u53f8\u7684\u878d\u8d44\u91d1\u989d\u5c31\u7ffb\u4e86\u8fd130\u500d<\/strong>\u3002<\/p>\n

\u4ece\u4e89\u8bae\u4eba\u751f\u5230\u62bc\u6ce8\u65f6\u4ee3\u98ce\u53e3\uff0cOliver Curtis\u4e0eFirmus\u7684\u5d1b\u8d77\uff0c\u662f\u4e00\u4e2a\u5178\u578b\u7684\u8de8\u754c\u8f6c\u578b\u6545\u4e8b\u3002\u8fd9\u5bb6\u4ece\u52a0\u5bc6\u8d5b\u9053\u8f6c\u8eab\u7684AI\u7b97\u529b\u65b0\u8d35\uff0c\u53ea\u7528\u77ed\u77ed\u6570\u5e74\uff0c\u5c31\u5b8c\u6210\u4e86\u4ece\u5c0f\u4f17\u521b\u4e1a<\/a>\u516c\u53f8\u5230\u5168\u7403\u9876\u7ea7\u8d44\u672c\u8ffd\u6367\u7684\u8d85\u7ea7\u72ec\u89d2\u517d\u7684\u8715\u53d8\uff0c\u7a76\u7adf\u662f\u600e\u4e48\u505a\u5230\u7684\uff1f<\/p>\n

\u4e00\u3001\u653e\u5f03\u52a0\u5bc6\u8d27\u5e01<\/a>\uff0c\u8f6c\u578b\u751f\u4ea7AI\u7b97\u529b<\/p>\n

2019\u5e74\uff0c\u62e5\u6709\u91d1\u878d\u4e0e\u5de5\u7a0b\u80cc\u666f\u7684\u6fb3\u5927\u5229\u4e9a\u4f01\u4e1a\u5bb6Oliver Curtis\u3001Tim Rosenfield\u3001Jonathan Levee\u8054\u5408\u521b\u7acbFirmus Technologies\u3002\u8be5\u516c\u53f8\u6700\u521d\u4f9d\u6258\u6fb3\u5927\u5229\u4e9a\u5854\u65af\u9a6c\u5c3c\u4e9a\u5730\u533a\u4f4e\u6210\u672c\u6e05\u6d01\u80fd\u6e90<\/a>\u4e0e\u6c34\u7535\u8d44\u6e90<\/a>\uff0c\u5e03\u5c40\u9ad8\u6027\u80fd\u8ba1\u7b97\uff08HPC\uff09\u4e0e\u52a0\u5bc6\u57fa\u7840\u8bbe\u65bd<\/strong>\uff0c\u4e13\u6ce8\u8bbe\u8ba1\u8282\u80fd\u578b\u8ba1\u7b97\u8bbe\u65bd\uff0c\u670d\u52a1\u52a0\u5bc6\u8d27\u5e01\u6316\u77ff\u4e0e\u79d1\u7814\u8ba1\u7b97\u9700\u6c42<\/strong>\u3002<\/p>\n

2022\u5e74\uff0c\u968f\u7740\u5927\u8bed\u8a00\u6a21\u578b\u4e0e\u751f\u6210\u5f0fAI\u7206\u53d1\uff0c\u5168\u7403\u7b97\u529b\u9700\u6c42\u6025\u5267\u589e\u957f\u3002Firmus\u56e2\u961f\u5224\u65ad\uff0c\u4f20\u7edf\u9762\u5411\u4e91\u5b58\u50a8\u3001\u901a\u7528IT\u8d1f\u8f7d\u7684\u6570\u636e\u4e2d\u5fc3\u67b6\u6784\uff0c\u5df2\u65e0\u6cd5\u9002\u914dAI\u8bad\u7ec3\u6240\u9700\u7684\u9ad8\u5bc6\u5ea6\u3001\u6301\u7eed\u6027GPU\u7b97\u529b\u9700\u6c42\u3002<\/p>\n

\u636e\u6b64\uff0cCurtis\u4e0eRosenfield\u5f00\u59cb\u63a8\u52a8Firmus\u8f6c\u578b\uff1a\u7387\u5148\u63d0\u51fa\u201cAI Factory\uff08\u4eba\u5de5\u667a\u80fd<\/a>\u5de5\u5382\uff09\u201d<\/strong>\u7406\u5ff5\uff0c\u5c06\u6570\u636e\u4e2d\u5fc3\u5b9a\u4f4d\u4e3aAI\u7b97\u529b\u7684\u4e13\u4e1a\u5316\u201c\u751f\u4ea7\u7ebf\u201d\uff0c\u5e76\u81ea\u4e3b\u7814\u53d1\u9762\u5411GPU\u96c6\u7fa4\u4f18\u5316\u7684\u6a21\u5757\u5316\u9ad8\u5bc6\u5ea6\u67b6\u6784HyperCube\uff0c\u5b9e\u73b0\u5feb\u901f\u6269\u5c55\u3002\u8be5\u516c\u53f8\u7684\u8bbe\u8ba1\u7406\u5ff5\u4e5f\u4ece\u5355\u7eaf\u201c\u8282\u80fd\u201d\u5347\u7ea7\u4e3a\u201c\u80fd\u6548\u6700\u4f18\u201d\uff0c\u5728\u51b7\u5374\u3001\u7535\u529b\u5206\u914d\u53ca\u80fd\u6e90\u56de\u6536\u7b49\u73af\u8282\u5b9e\u73b0\u7cfb\u7edf\u6027\u521b\u65b0<\/a>\u3002<\/p>\n

2023\u5e74\uff0cFirmus\u6b63\u5f0f\u516c\u5e03\u65d7\u8230\u9879\u76ee\u201cProject Southgate\u201d\uff0c\u8ba1\u5212\u5728\u6fb3\u5927\u5229\u4e9a\u5854\u65af\u9a6c\u5c3c\u4e9a\u5dde\u6717\u585e\u65af\u987f\u6253\u9020\u5927\u578bAI\u57fa\u7840\u8bbe\u65bd\u56ed\u533a\uff0c\u81f4\u529b\u4e8e\u5efa\u6210\u5168\u7403\u9996\u6279\u4e13\u4e3aAI\u8bad\u7ec3\u4e0e\u63a8\u7406\u8bbe\u8ba1\u7684\u7eff\u8272\u7b97\u529b\u5de5\u5382\u7f51\u7edc\u3002<\/p>\n

\u4e8c\u3001\u9ed1\u77f3Coatue\u72c2\u7838700\u4ebf\uff0c2028\u5e74\u524d\u5b9e\u73b01.6GW\u603b\u7b97\u529b\u5bb9\u91cf<\/p>\n

\u51ed\u501f\u201cAI Factory\u201d\u7684\u72ec\u7279\u5b9a\u4f4d\u4e0e\u6280\u672f\u4f18\u52bf\uff0cFirmus\u5f88\u5feb\u83b7\u5f97\u884c\u4e1a\u5de8\u5934\u4e0e\u8d44\u672c\u5e02\u573a\u7684\u53cc\u91cd\u8ba4\u53ef\u3002<\/p>\n

2024\u5e74\uff0cFirmus\u5f15\u5165\u82f1\u4f1f\u8fbe\u4f5c\u4e3a\u6218\u7565\u6295\u8d44<\/a>\u8005\uff0c\u5e76\u52a0\u5165NVIDIA DGX Cloud Partners \u8ba1\u5212\uff0c\u8fd9\u610f\u5473\u7740\u5168\u7403AI\u5f00\u53d1\u8005\u53ef\u4ee5\u901a\u8fc7NVIDIA Cloud\u8bbf\u95eeFirmus\u7684GPU\u96c6\u7fa4\u8d44\u6e90\u3002<\/p>\n

\u8d44\u672c\u52a0\u6301\u8fdb\u4e00\u6b65\u52a0\u901f\u4e86\u8be5\u516c\u53f8\u6269\u5f20\u6b65\u4f10\u30022025\u5e74\uff0cFirmus\u5b8c\u6210\u4e24\u8f6e\u5927\u578b\u80a1\u6743\u878d\u8d44\uff0c\u603b\u989d\u7ea65.5\u4ebf\u7f8e\u5143\uff08\u7ea6\u5408\u4eba\u6c11\u5e0138\u4ebf\u5143\uff09<\/strong>\uff0c\u6295\u8d44<\/a>\u65b9\u5305\u62ecMaas Group\u3001Coatue Management\u548c\u9ed1\u77f3\u96c6\u56e2\uff0cFirmus\u4f30\u503c\u57282025\u5e74\u5e95\u5df2\u7a81\u783460\u4ebf\u6fb3\u5e01\uff08\u7ea6\u5408\u4eba\u6c11\u5e01292.8\u4ebf\u5143\uff09<\/strong>\u3002<\/p>\n

\u8fdb\u51652026\u5e74\uff0cFirmus\u7684\u89c4\u6a21\u5316\u5efa\u8bbe\u518d\u83b7\u91cd\u78c5\u8d44\u91d1\u652f\u6491\u30022026\u5e742\u67089\u65e5\uff0cFirmus\u5ba3\u5e03\u83b7\u5f97\u7531\u9ed1\u77f3\u96c6\u56e2\u548cCoatue\u9886\u6295\u7684100\u4ebf\u7f8e\u5143\uff08\u7ea6\u5408\u4eba\u6c11\u5e01690\u4ebf\u5143\uff09<\/strong>\u503a\u52a1\u878d\u8d44\u5305\uff0c\u7528\u4e8e\u52a0\u901fProject Southgate\u5728\u6fb3\u5927\u5229\u4e9a\u7684\u5168\u56fd\u6027\u90e8\u7f72\u3002\u8be5\u9879\u76ee\u7684\u76ee\u6807\u662f\u57282028\u5e74\u524d\u5b9e\u73b01.6GW<\/strong>\u603b\u7b97\u529b\u5bb9\u91cf\uff0c\u6210\u4e3a\u4e9a\u592a\u5730\u533a\u6700\u5927\u89c4\u6a21\u7684AI\u57fa\u7840\u8bbe\u65bd\u7f51\u7edc\u4e4b\u4e00\u3002<\/p>\n

\u5728\u7acb\u8db3\u672c\u571f\u7684\u540c\u65f6\uff0cFirmus\u4e5f\u5728\u63a8\u8fdb\u56fd\u9645\u5316\u5e03\u5c40\u4e0e\u751f\u6001\u5408\u4f5c\uff0c\u5148\u540e\u4e0eCDC Data Centres \u548cSTT GDC\u5efa\u7acb\u6218\u7565\u5408\u4f5c\uff0c\u5728\u65b0\u52a0\u5761\u548c\u6fb3\u5927\u5229\u4e9a\u591a\u4e2a\u5730\u70b9\u8054\u5408\u90e8\u7f72\u201cAI Factory\u201d\u8282\u70b9\u3002\u65b0\u52a0\u5761\u7814\u7a76\u673a\u6784AI Singapore\u662f\u5176\u65e9\u671f\u5ba2\u6237\u4e4b\u4e00\uff0c\u4f7f\u7528Firmus\u7b97\u529b\u8bad\u7ec3\u5927\u578b\u8bed\u8a00\u6a21\u578bSEA-LION\u3002<\/p>\n

\u4e09\u3001\u767e\u4ebf\u7b97\u529b\u516c\u53f8\u4e09\u4eba\u5e2e\uff1a\u6709\u6280\u672f\u3001\u6709\u8d44\u672c\u3001\u6709\u524d\u79d1<\/p>\n

Firmus Technologies\u7684\u521b\u59cb\u56e2\u961f\u7531\u4e09\u4f4d\u5177\u6709\u4e92\u8865\u80cc\u666f\u7684\u4eba\u58eb\u7ec4\u6210\uff0c\u4ed6\u4eec\u5728\u516c\u53f8\u53d1\u5c55\u8fc7\u7a0b\u4e2d\u5404\u81ea\u62c5\u5f53\u4e86\u4e0d\u540c\u4f46\u5173\u952e\u7684\u89d2\u8272\u3002<\/p>\n<\/p>\n

\u4ece\u5de6\u5230\u53f3\uff1aTim Rosenfield\u4e0eOliver Curtis.<\/p>\n

Firmus\u8054\u5408\u521b\u59cb\u4eba\u517c\u9996\u5e2d\u6267\u884c\u5b98Oliver Curtis\u51fa\u751f\u4e8e\u4e00\u4e2a\u91d1\u878d\u80cc\u666f\u5bb6\u5ead\uff0c\u5176\u7236\u4eb2\u66fe\u662f\u6fb3\u5927\u5229\u4e9a\u91d1\u878d\u4e0e\u91c7\u77ff\u884c\u4e1a\u4e2d\u7684\u4e00\u4f4d\u6709\u5f71\u54cd\u529b\u7684\u524d\u9ad8\u7ba1\uff0c\u8fd9\u4e3aCurtis\u63d0\u4f9b\u4e86\u5546\u4e1a\u89c6\u89d2\u548c\u8d44\u6e90\u7f51\u7edc\u3002<\/p>\n

\u57282016\u5e74\uff0c\u4ed6\u4f5c\u4e3a\u4e00\u540d\u7ecf\u7eaa\u4eba\u56e0\u5185\u5e55\u4ea4\u6613\u88ab\u5224\u5211\u5e76\u670d\u5211\u4e00\u5e74\uff0c\u968f\u540e\u5728\u6570\u5e74\u5185\u8f6c\u5411\u521b\u4e1a\u57282019\u5e74\u4e0e Rosenfield\u548cLevee\u4e00\u8d77\u521b\u7acbFirmus\u3002<\/p>\n

Curtis\u5728Firmus\u53d1\u5c55\u65e9\u671f\u4ee5\u81ea\u6709\u8d44\u672c\u6295\u5165\uff0c\u5e76\u5728\u968f\u540e\u591a\u4e2a\u878d\u8d44\u56de\u5408\u4e2d\u62c5\u4efb\u9886\u8854\u89d2\u8272\uff0c\u6210\u529f\u5438\u5f15\u4e86\u5168\u7403\u673a\u6784\u6295\u8d44\u8005\u5982\u82f1\u4f1f\u8fbe\u3001\u9ed1\u77f3\u96c6\u56e2\u3001Coatue\u548cEllerston Capital\u7b49\u7684\u6ce8\u8d44\uff0c\u8fd9\u4e00\u7cfb\u5217\u8d44\u672c\u4e8b\u4ef6\u4e0d\u4ec5\u63a8\u52a8\u4e86\u516c\u53f8\u4f30\u503c\u5feb\u901f\u6500\u5347\uff0c\u8fd8\u4e3a\u540e\u7eed\u5927\u89c4\u6a21\u5efa\u8bbeAI\u57fa\u7840\u8bbe\u65bd\u6253\u4e0b\u4e86\u8d44\u91d1\u57fa\u7840\u3002<\/p>\n

\u8054\u5408\u521b\u59cb\u4eba\u517c\u8054\u5408CEO Tim Rosenfield\u7684\u804c\u8d23\u66f4\u504f\u5411\u5de5\u7a0b\u65b9\u9762\uff0c\u4eb2\u81ea\u53c2\u4e0eProject Southgate\u7b49\u91cd\u5927\u9879\u76ee\u7684\u89c4\u5212\u4e0e\u73b0\u573a\u8003\u5bdf\u3002<\/p>\n

Curtis\u7684\u7b2c\u4e09\u4f4d\u8054\u5408\u521b\u59cb\u4ebaJonathan Levee\u5219\u66f4\u504f\u5411\u4e8e\u6280\u672f\u7814\u53d1\u4e0e\u5de5\u7a0b\u7cfb\u7edf\u5c42\u9762\u7684\u5de5\u4f5c\u3002\u5728Firmus\u7684\u65e9\u671f\u6587\u4ef6\u4e0e\u5bf9\u5916\u4ecb\u7ecd\u4e2d\uff0cLevee\u88ab\u63cf\u8ff0\u4e3a\u201c\u7814\u53d1\u603b\u76d1\u201d\uff0c\u4e3b\u8981\u8d1f\u8d23\u5efa\u7acb\u652f\u6301\u201cAI Factory\u201d\u7684\u5173\u952e\u6280\u672f\u5806\u6808\u3002<\/p>\n

\u7ed3\u8bba\uff1a\u7b97\u529b\u544a\u6025\uff0c\u8d44\u672c\u91cd\u91d1\u6295\u5411AI\u57fa\u7840\u8bbe\u65bd<\/p>\n

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