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英伟达支持的GMI Cloud融资6.68亿美元,合同收入突破6亿美元Nvidia-backed GMI Cloud raises $668m as contracted revenue tops $600m

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总部位于加利福尼亚州山景城、主营英伟达GPU服务器出租业务的GMI Cloud公司于周三表示,该公司已在新一轮融资中筹集了6.68亿美元。其中包括2.23亿美元的B轮股权融资和4.45亿美元的信贷额度。台湾中国信托商业银行(CTBC)牵头提供了这笔信贷额度。

GMI Cloud, a Mountain View company that rents out Nvidia GPU servers, has raised $668m in new financing, the company said on Wednesday. That is $223m of Series B equity and a $445m credit facility. The Taiwanese bank CTBC led the credit facility.

根据新闻稿,总部位于旧金山、专注投资人工智能和机器人领域的新兴机构ARCHIV领投了本轮股权融资。英伟达参与了投资,其他投资者还包括来自亚太地区的DSC Investment、趋势科技(Trend Micro)、KB Investment、教保生命保险(Kyobo Life)和韩国电信(KT Corporation)。

ARCHIV, a new San Francisco firm that invests in AI and robotics, led the equity round, according to the press release. Nvidia took part, alongside investors from Asia-Pacific including DSC Investment, Trend Micro, KB Investment, Kyobo Life and KT Corporation.

GMI Cloud创始人兼首席执行官叶瑜(Alex Yeh)表示:“人工智能正在推动一场全新的复兴,而可靠的算力正是其基石。”

“AI is driving a new renaissance, and reliable compute is its foundation,” said Alex Yeh, GMI Cloud’s founder and chief executive.

签约收入超过6.0亿美元 GMI Cloud表示,其签约的年度经常性收入已超过6.0亿美元。这相当于2025年底时的九倍多。同期,已投入实际生产的业务收入也增长了4.5倍以上。

Contracted revenue above $600m GMI Cloud’s contracted annual recurring revenue tops $600m, the company said. That is more than nine times its level at the end of 2025. The revenue already live in production has grown more than 4.5 times over the same period.

其推理平台每周处理约4万亿个词元(token)。客户包括Fireworks、Higgsfield、Nous Research、OpenRouter、Reflection、Cartesia、趋势科技和Utopai Studios。

Its inference platform processes about 4 trillion tokens a week. Customers include Fireworks, Higgsfield, Nous Research, OpenRouter, Reflection, Cartesia, Trend Micro and Utopai Studios.

这笔资金将用于在美国、台湾以及亚太其他地区增加GPU算力。GMI Cloud于2025年在台湾开设了其在亚洲的第一家设施。今年早些时候,该公司在日本宣布了一项主权AI项目。全球绝大多数的AI服务器都在台湾制造,该公司表示,其在当地的紧密联系有助于确保按时交付。叶瑜表示:“在AI基础设施领域,交付日期就是一份承诺。”

The money will add GPU capacity in the US, Taiwan and the rest of Asia-Pacific. GMI Cloud opened its first Asian facility, in Taiwan, in 2025. It announced a sovereign AI project in Japan earlier this year. Most of the world’s AI servers are made in Taiwan, and the company says its ties there help it deliver on time. “In AI infrastructure, a delivery date is a promise,” Yeh said.

英伟达的七家合作伙伴之一 据Phoebe Liu为《The Information》报道,GMI Cloud完全根据英伟达的建议来建设其设施。根据该报道,仅有七家云服务商这样做。《The Information》称,本轮融资表明英伟达仍在继续扶持较小的云服务商。

One of Nvidia’s seven GMI Cloud builds its facilities entirely on Nvidia’s recommendations, Phoebe Liu reported for The Information. Only seven cloud providers do so, according to the report. The Information said the round shows Nvidia is still helping smaller cloud providers.

本月早些时候,英伟达持有价值 990 亿美元的公司股票(这些公司都是英伟达芯片的采购商)。周二,《金融时报》报道称,英伟达已与保险公司讨论过以英伟达芯片作为抵押的贷款事宜。今年 8 月,英伟达暂停了其于 7 月份推出的收入分享计划中的部分内容。

Earlier this month, Nvidia held $99bn in shares of companies that buy its chips. On Tuesday, the Financial Times reported that it had talked to insurers about loans backed by chips. In August, Nvidia paused parts of a revenue-sharing programme it launched in July.