旧金山，10月19日：英伟达已与另一家此前完全依赖英特尔和AMD芯片的快速增长型AI初创企业拿下中央处理器芯片业务，这表明其进军长期由这两家竞争对手主导的市场正在取得进展。
SAN FRANCISCO, Oct 19 : Nvidia has won central processor chip business with another fast-growing AI startup that until now relied entirely on chips from Intel and AMD, an early sign that its push into a market long controlled by those two rivals has traction.
云计算初创企业Modal为AI开发者提供算力租赁服务，表示计划首次使用英伟达的新款Vera中央处理器来托管AI代理——即能够为人类用户执行长时间任务的AI系统。此前，Modal仅在英特尔和AMD芯片上运行此类工作。
Modal, a cloud-computing startup that rents out computing power to AI developers, said it plans to start using Nvidia's new Vera central processor for the first time for hosting agents, the AI systems that can carry out long-running tasks for human users. Modal until now has run such work only on Intel and AMD chips.
上周，Modal在由Accel领投的融资轮中筹集7.5亿美元，估值达157.5亿美元，并表示有望在未来一年实现10亿美元的销售额。Modal称其服务使用量已增长三倍，年同比收入增长超过15倍。
Modal last week raised $750 million in a funding round led by Accel at a $15.75 billion valuation, saying it is on track to record $1 billion in sales over the next year. Modal said usage of its services has tripled and revenue has grown more than 15 times year-over-year.
Modal周一表示，早期测试显示，英伟达的新款芯片使AI代理能完成的工作量翻倍，促使公司首次支持英伟达的芯片设计，这将要求Modal方面进行一些深层次的软件修改。
Modal said Monday that early tests showed the new Nvidia chip doubled the amount of work that AI agents can get done, prompting the company to support Nvidia's chip design for the first time, which will require some deep software changes on Modal's side.
但首席执行官埃里克·伯恩哈德森谨慎强调，公司并未放弃现有供应商。Modal表示，将把英伟达芯片与当前的英特尔和AMD产品混合部署，根据哪种硬件运行效率最高来分配任务。
But Chief Executive Erik Bernhardsson was careful to stress it is not abandoning its existing suppliers. The company said it will run the Nvidia chips alongside its current Intel and AMD offerings in a mixed fleet, putting each job on whatever hardware runs it best.
伯恩哈德森称，测试是基于目前市场上的英特尔和AMD芯片进行的。这两家英伟达的竞争对手正在开发更新型号，以缩小与英伟达之间的差距。
Bernhardsson said the tests were run against the Intel and AMD chips already on the market. Both Nvidia rivals are developing newer models that could narrow the gap with Nvidia.
他说道：“我们会在它们可用时进行测试。”他补充说，采用混合配置意味着公司“可以随时部署性能最佳的硬件”。英伟达已向投资者表示，预计本财年通过维拉芯片销售将至少创造20亿美元收入，这是其对一个估值约为2000亿美元的市场的开局报价。英伟达此前曾表示，OpenAI、Anthropic和甲骨文也计划使用这些芯片，此外还有Perplexity等人工智能初创公司。
"We'll test them when they're available," he said, adding that running a mixed setup means the company "can always deploy whatever hardware performs best." Nvidia has told investors it expects to generate at least $20 billion from Vera chip sales this fiscal year, its opening bid for a market it values at roughly $200 billion. Nvidia has previously said OpenAI, Anthropic and Oracle also plan to use the chips, along with AI startups such as Perplexity.