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都想学英伟达“芯片换融资”，谷歌和AMD都要扶持“AI云”
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12:30","market":"other","language":"zh","title":"都想学英伟达“芯片换融资”，谷歌和AMD都要扶持“AI云”","url":"https://stock-news.laohu8.com/highlight/detail?id=2613421191","media":"华尔街见闻","summary":"谷歌正试图复制英伟达的成功路径，利用金融实力构建芯片生态系统。公司正洽谈向“新型云”公司Fluidstack注资约1亿美元，并为Hut 8等转型矿企提供项目融资支持，以换取TPU芯片的采用。AMD则更为激进，为初创公司Crusoe的3亿美元购芯贷款提供担保，并承诺在其无客户时“兜底”租用芯片。","content":"<html><head></head><body><blockquote><p>谷歌正试图复制英伟达的成功路径，利用金融实力构建芯片生态系统。公司正洽谈向“新型云”公司Fluidstack注资约1亿美元，并为Hut 8等转型矿企提供项目融资支持，以换取TPU芯片的采用。AMD则更为激进，为初创公司Crusoe的3亿美元购芯贷款提供担保，并承诺在其无客户时“兜底”租用芯片。</p></blockquote><p style=\"text-align: left;\">英伟达通过扶持CoreWeave构建的“算力-金融”闭环实在太诱人，逼得谷歌和AMD不得不“摸着石头过河”，试图用真金白银砸出一个属于自己的AI芯片生态圈。</p><p style=\"text-align: left;\">2月20日，据《华尔街日报》援引知情人士消息，谷歌正在探索利用其雄厚的财力来构建更广泛的AI生态系统，<strong>核心策略就是向数据中心合作伙伴提供资金支持，条件是对方必须使用谷歌的TPU芯片。</strong>与此同时，华尔街见闻写道，AMD也在通过为客户贷款提供担保的方式，激进地推广其AI芯片。</p><p style=\"text-align: left;\">这一策略被市场视为对英伟达“CoreWeave模式”的直接复刻——即通过扶持“新兴云（Neocloud）”厂商，绕开已经被英伟达占领或自研芯片的传统云巨头，建立自己的“嫡系部队”。</p><h2 id=\"id_1060002455\" style=\"text-align: left;\">效仿英伟达路线：注资“新型云”与矿企</h2><p style=\"text-align: left;\">知情人士透露，谷歌正在洽谈向云计算初创公司Fluidstack投资约1亿美元。这笔交易对Fluidstack的估值约为75亿美元。</p><p style=\"text-align: left;\">这不仅是一笔财务投资，更是一次战略绑定。Fluidstack这类“新兴云”公司是当前AI算力市场的重要变量，它们专门为AI公司提供算力服务。此前，英伟达正是通过扶持CoreWeave，让后者大量囤积GPU，从而在市场中撕开一道口子。</p><p style=\"text-align: left;\">现在的谷歌也想“依样画葫芦”。知情人士称，<strong>谷歌希望通过注资“帮助放大Fluidstack的增长潜力，并鼓励更多计算提供商使用其AI芯片”。</strong></p><p style=\"text-align: left;\">除了直接注资，谷歌还将触手伸向了正在转型的前加密货币矿企。</p><p style=\"text-align: left;\">报道指出，<strong>谷歌已经为Hut 8、Cipher Mining和TeraWulf等公司涉及的项目提供了融资支持（backstopped financing）。这些公司拥有现成的数据中心基础设施，正急于转型为AI算力工厂，而谷歌提供的资金支持将换来它们对TPU的接纳。</strong></p><h2 id=\"id_1284129910\" style=\"text-align: left;\">AMD的激进“赌注”：卖不出去我来租</h2><p style=\"text-align: left;\">相比谷歌的直接注资，AMD的手法显得更加激进，也更具风险偏好。</p><p style=\"text-align: left;\">据报道，AMD将为数据中心初创公司Crusoe的一笔3亿美元贷款提供实质性担保。这笔来自高盛的资金将用于购买AMD的AI芯片。</p><p style=\"text-align: left;\">最引人注目的是其中的“兜底条款”。知情人士透露，如果Crusoe找不到客户使用这些芯片，<strong>AMD同意从Crusoe租用这些芯片</strong>。这意味着AMD成为了“最后的承租人”，为客户消除了需求端的后顾之忧。</p><p style=\"text-align: left;\">这种做法虽然能短期推高销量，但也让芯片厂商在AI需求放缓时面临巨大的风险敞口。一旦市场遇冷，AMD的资产负债表将直接承受冲击。</p><h2 id=\"id_1503644439\" style=\"text-align: left;\">为何都要绕路走？</h2><p style=\"text-align: left;\">谷歌和AMD之所以选择这条“弯路”，是因为主干道已经被堵死了。</p><p style=\"text-align: left;\">对于谷歌而言，虽然Anthropic等明星初创公司正在扩大TPU的使用量，但传统的云竞争对手（如亚马逊AWS、微软Azure）对TPU兴趣寥寥。</p><p style=\"text-align: left;\">业内人士指出：<strong>“主要云服务提供商的兴趣似乎不温不火，部分原因是它们将谷歌视为竞争对手。”</strong> 此外，亚马逊AWS本身也在大力研发自家的AI芯片。</p><p style=\"text-align: left;\">因此，扶持中立的第三方“新兴云”，成了谷歌和AMD打破封锁的最佳选择。</p><h2 id=\"id_1577574237\" style=\"text-align: left;\">内部博弈与产能瓶颈</h2><p style=\"text-align: left;\">为了加速TPU的商业化，谷歌内部甚至动了架构调整的念头。</p><p style=\"text-align: left;\">据知情人士透露，谷歌云部门的一些管理层近期重提了一个长期存在的内部辩论：<strong>“是否将TPU团队重组为一个独立部门”</strong>。这种分拆计划可能允许谷歌引入外部资本，以此来扩大投资机会。</p><p style=\"text-align: left;\">然而，这一提法遭到了谷歌官方的否认。谷歌代表明确表示“没有重组TPU部门的计划”，并强调“保持芯片团队与公司其他部门（如Gemini模型开发团队）的紧密整合具有优势”。</p><p style=\"text-align: left;\">除了架构问题，更现实的拦路虎是产能。</p><p style=\"text-align: left;\">虽然Alphabet目前已与博通（Broadcom）合作设计TPU，并由台积电代工，但在全球AI需求激增的当下，台积电的先进产能捉襟见肘。</p><p style=\"text-align: left;\">知情人士称，<strong>“台积电可能会优先考虑其最大客户英伟达，而不是谷歌”</strong>。此外，AI芯片必不可少的HBM内存芯片全球性短缺，也是谷歌扩大TPU出货量必须面对的硬伤。</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>都想学英伟达“芯片换融资”，谷歌和AMD都要扶持“AI云”</title>\n<style 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href=\"https://wallstreetcn.com/articles/3765927\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/03e38a3a3c63bd5a9d8d8ca2d384d1c5","relate_stocks":{"BK4576":"AR","LU2381873111.SGD":"BGF SYSTEMATIC GLOBAL EQUITY HIGH INCOME \"A6\" (SGDHDG) INC","LU0130517989.USD":"HARRIS ASSOCIATES US VALUE EQUITY \"R\" INC","LU0130102774.USD":"Natixis Harris Associates US Equity RA USD","BK4575":"芯片概念","3NVD.UK":"LS 3X NVIDIA","LU2097344431.USD":"SCHRODER ISF SUSTAINABLE MULTI-ASSET INCOME \"A\" (USDHDG) INC","LU0345769128.USD":"NINETY ONE GSF GLOBAL EQUITY \"A\" (USD) ACC","LU2097344357.USD":"SCHRODER ISF SUSTAINABLE MULTI-ASSET INCOME \"A\" (USDHDG) ACC","LU0477156797.USD":"HARRIS ASSOCIATES GLOBAL EQUITY \"RE\" (USD) ACC","LU0130518102.USD":"HARRIS ASSOCIATES GLOBAL EQUITY \"R\" INC","LU0128525929.USD":"TEMPLETON GLOBAL \"A\" (USD) ACC","BK4612":"AI芯片","LU1861558580.USD":"日兴方舟颠覆性创新基金B","LU0345769631.USD":"NINETY ONE GSF GLOBAL 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