摘要：Nvidia spent more than $900 million to hire Enfabrica CEO Rochan Sankar and other employees at the AI startup and to license the c

Nvidia is paying cash and stock in the transaction, according to two people familiar with the arrangement. The deal closed last week, and Enfabrica CEO Rochan Sankar has joined Nvidia, said the people, who asked not to be named
据两位知情人士透露，英伟达在这笔交易中支付现金和股票该交易于上周完成，Enfabrica 首席执行官 Rochan Sankar 已加入 Nvidia，知情人士表示，他们不愿透露姓名。

Nvidia has served as the backbone of the AI boom that began with the launch of OpenAI’s ChatGPT in late 2022. The company’s graphics processing units (GPUs), which are generally purchased in large clusters, power the training of large language models and allow for big cloud providers to offer AI services to clients.
Nvidia一直是人工智能热潮的中坚力量，这一热潮始于 2022 年底 OpenAI 的 ChatGPT 的推出。该公司的图形处理单元（GPU）通常在大型集群中购买，为大型语言模型的训练提供动力，并允许大型云提供商为客户提供人工智能服务。

Enfabrica, founded in 2019, says its technology can connect more than 100,000 GPUs together. It’s a solution that could help Nvidia offer integrated systems around its chips so clusters can effectively serve as a single computer.
Enfabrica 成立于 2019 年，其技术可以将超过10万个GPU连接在一起 。

这是一个解决方案，可以帮助英伟达提供围绕其芯片的集成系统，

使集群可以高效工作。

While Nvidia’s earlier AI chips like the A100 were single processors slotted into servers, its most recent products come in tall racks with 72 GPUs installed working together. That’s the kind of system inside the $4 billion data center in Wisconsin that Microsoft announced on Thursday.
虽然英伟达早期的 AI 芯片（如 A100）是安装在服务器上的单处理器，但其最新的产品是安装在高机架上的 72 个 GPU 一起工作。这就是微软周四宣布的位于威斯康星州价值 40 亿美元的数据中心内的系统。

Nvidia previously invested in Enfabrica as part of a $125 million Series B round in 2023 that was led by Atreides Management. The company didn’t disclose its valuation at the time, but said that it was a fivefold increase from its Series A funding.
Nvidia 此前投资了 Enfabrica，作为 2023 年由 Atreides Management 领投的 1.25 亿美元 B 轮融资的一部分。该公司当时没有透露其估值，但表示这是其 A 轮融资的五倍。

Late last year, Enfabrica raised another $115 million from investors including Spark Capital, Arm, Samsung and Cisco. According to PitchBook, the post-money valuation was about $600 million.
去年年底，Enfabrica 从 Spark Capital、Arm、三星和思科等投资者那里又筹集了 1.15 亿美元。根据 PitchBook 的数据，上市后的估值约为 6 亿美元。

Tech giants Meta, Google, Microsoft and Amazon have all poured money into hiring top AI talent through deals that resemble acquihires. The transactions allow the companies to bring in top engineers and researchers without worrying about the regulatory hassles that come with acquisitions.
科技巨头 Meta、谷歌（Google）、 微软（Microsoft）和亚马逊（Amazon） 都通过类似于收购的交易，投入大量资金雇佣顶尖的人工智能人才。这些交易使这些公司能够引进顶级工程师和研究人员，而不必担心收购带来的监管麻烦。

The biggest such deal came in June, when Meta spent $14.3 billion on Scale AI founder Alexandr Wang and others and took a 49% stake in the AI startup. A month later, Google announced an agreement to bring in Varun Mohan, co-founder and CEO of artificial Intelligence coding startup Windsurf, and other research and development employees in a $2.4 billion deal that also included licensing fees.
最大的一笔交易发生在 6 月份，当时 Meta 斥资 143 亿美元收购了 Scale AI 创始人 Alexandr Wang 等人，并获得了这家 AI 初创公司 49%的股份。一个月后，谷歌宣布了一项协议，将人工智能编码初创公司 Windsurf 的联合创始人兼首席执行官 Varun Mohan 以及其他研发员工纳入 24 亿美元的交易，其中还包括许可费。

Last year, Google made a similar deal to bring in the founders of Character.AI. Microsoft did the same thing for Inflection, as did Amazon for Adept.
去年，谷歌也做了类似的交易，引入了人工智能的创始人。微软为 Inflection 做了同样的事情，亚马逊也为 Adept 做了同样的事情。

While Nvidia has been a big investor in AI technologies and infrastructure, it hasn’t been a significant acquirer. The company’s only billion-dollar-plus deal was for Israeli chip designer Mellanox, a $6.9 billion purchase announced in 2019. Much of Nvidia’s current Blackwell product lineup is enabled by networking technology that it acquired through that acquisition.
虽然英伟达一直是人工智能技术和基础设施的大投资者，但它并不是一个重要的收购者。该公司唯一一笔超过 10 亿美元的交易是以色列芯片设计师 Mellanox，这是 2019 年宣布的 69 亿美元的收购。Nvidia 目前的 Blackwell 产品阵容大部分都是通过收购获得的网络技术实现的。

Nvidia tried to buy chip design company Arm, but that deal collapsed in 2022 due to regulatory pressure. In the past year, Nvidia closed a $700 million purchase of Run:ai, an Israeli company whose technology helps software makers optimize their infrastructure for AI.
英伟达曾试图收购芯片设计公司 Arm，但由于监管压力，该交易于 2022 年失败 。在过去的一年里，英伟达完成了对 Run：ai 的 7 亿美元收购，Run：ai 是一家以色列公司，其技术帮助软件制造商优化其人工智能基础设施。

On Thursday, Nvidia announced one of its most sizable investments to date. The chipmaker said it’s taken a $5 billion stake in Intel, and announced that the two companies will collaborate on AI processors. Nvidia also said this week that it invested close to $700 million in U.K. data center startup Nscale.
周四，英伟达宣布了迄今为止规模最大的投资之一。这家芯片制造商表示，它已经收购了英特尔 50 亿美元的股份，并宣布两家公司将在人工智能处理器方面进行合作。英伟达本周还表示，它在英国投资了近 7 亿美元。数据中心启动 Nscale。

来源：亲爱的数据一点号