英伟达近日宣布，其印度合作伙伴Yotta数据中心运营商将追加购买价值5亿美元的AI芯片，使双方订单总额提升至10亿美元。这一消息由Yotta首席执行官Sunil Gupta于近日对路透社透露。
据悉，Yotta去年已宣布将订购约16,000颗英伟达H100芯片，预计今年7月交付。此次追加订单将在2025年3月之前完成，包含近16,000颗H100和GH200系列AI芯片。Gupta表示，这一举动将助力Yotta进一步强化其人工智能云服务能力。
对于英伟达而言，印度市场的重要性不言而喻。去年9月，英伟达与印度巨头信实工业公司和塔塔集团达成合作，共同开发云基础设施、语言模型以及生成式人工智能应用。而Yotta则是英伟达在印度的合作伙伴，运营有三个数据中心园区，分别位于孟买、古吉拉特邦和新德里附近。
近年来，微软、谷歌和亚马逊等科技巨头纷纷加大对印度云计算和数据中心领域的投资，以满足当地不断增长的存储和处理需求。印度本土财团也加入了这场竞赛，穆克什・安巴尼和高塔姆・阿达尼等亿万富翁积极布局相关领域。
英伟达在全球AI计算系统领域几乎占据垄断地位，旗下产品被广泛用于支持ChatGPT等生成式AI应用。Yotta预计，到2030年，印度AI市场规模将达到140亿美元。
英语如下：
Title: NVIDIA Secures Another $1 Billion AI Chip Order from Indian Giant
Keywords: NVIDIA, AI chip, Indian market
Content: NVIDIA recently announced that its Indian partner, Yotta Data Centers, will increase its purchase of AI chips to a total value of $500 million, bringing the total order amount to $1 billion. This news was revealed by Yotta’s CEO Sunil Gupta in a recent interview with Reuters.
It is reported that Yotta had already announced last year that it would order around 16,000 NVIDIA H100 chips, with delivery expected in July this year. The additional order will be completed by March 2025 and includes nearly 16,000 H100 and GH200 series AI chips. Gupta stated that this move will help Yotta further strengthen its capabilities in artificial intelligence cloud services.
For NVIDIA, the importance of the Indian market is self-evident. Last September, NVIDIA entered into cooperation with Indian giants Reliance Industries and Tata Group to jointly develop cloud infrastructure, language models, and generative AI applications. Yotta is NVIDIA’s partner in India, operating three data center parks in Mumbai, Gujarat, and near New Delhi.
In recent years, tech giants such as Microsoft, Google, and Amazon have increased their investment in India’s cloud computing and data center sectors to meet the growing demand for storage and processing. Local Indian conglomerates have also joined this race, with billionaires like Mukesh Ambani and Gautam Adani actively expanding their presence in related fields.
NVIDIA holds a near-monopoly position in the global AI computing system market, with its products widely used to support generative AI applications such as ChatGPT. Yotta estimates that the Indian AI market will reach $14 billion by 2030.
【来源】https://www.ithome.com/0/745/198.htm
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