钛媒体:引领未来商业与生活新知 10月07日 15:59
日企加码AI布局,与美科技巨头强强联合
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日本科技巨头日立和富士通正分别与美国领先的AI公司OpenAI和英伟达深化合作,以加速其在人工智能领域的布局。日立与OpenAI签署了谅解备忘录,旨在合作开发可持续的能源解决方案以支持AI增长,并可能促进其能源和存储业务。富士通则扩展了与英伟达的战略合作,共同打造集成AI代理的全栈AI基础设施,专注于特定行业的AI解决方案,并计划结合双方的CPU和GPU技术,以推动AI工业革命,提升企业和政府部门的竞争力。

💡 日立与OpenAI的合作聚焦于为AI增长提供可持续且充足的能源,并探索在能源、电力网、冷却设备、存储以及数字解决方案方面的协同效应。此次合作被视为推动生成式AI未来发展的重要一步,有望提振日立的能源业务和存储设备部门。

🚀 富士通与英伟达的合作旨在创建集成AI代理的全栈AI基础设施,以增强企业的AI应用能力并保留其自主性。该计划将共同开发面向医疗、制造、机器人等行业的AI代理平台,并整合富士通的Monaka CPU系列和英伟达的GPU技术,以提供比通用架构更专业的系统。

⚡️ 双方合作的核心目标是通过AI代理平台和计算基础设施的结合,加速AI工业革命,实现AI代理的持续学习和改进。这有望克服通用计算系统的局限性,推动跨行业、自进化的全栈AI基础设施发展,并促进全球AI的广泛应用。

📈 此次合作对两家公司及其在资本市场的表现产生了积极影响。合作消息公布后,日立股价大幅上涨10.3%,富士通股价也上涨了3.7%,成为当日日本股市的重要推动力量,显示出市场对日企在AI领域加大投入和战略合作的高度认可。

TMTPOST -- Two Japanese tech heavies separately doubled down their artificial intelligence (AI) bets through partnership with major U.S. players in the industry.

Credit:Hitachi

Hitachi Ltd. on Thursday said it signed a “landmark” Memorandum of Understanding (MOU) with OpenAI to collaborate on sustainable and plentiful energy to power the AI growth. Touting the MOU as a significant development and a big step toward the future of generative AI, Hitachi said the partnership was reached as its CEO Toshiaki Tokunaga met with OpenAI CEO Sam Altman in Tokyo.

The strategic partnership will involve collaboration on Hitachi’s energy and power grid operations, cooling equipment, storage and its digital solutions hub Lumada, Bloomberg cited a Hitachi representative. The tie-up could boost orders for Hitachi’s energy segment, which accounted for a significant chunk of the company’s earnings last fiscal year, according to Bloomberg Intelligence analysts Takeshi Kitaura and Ian Ma. They said in a note that Hitachi’s struggling storage unit could also benefit from the potential for data storage equipment supply.

Fujitsu on Friday announced it expanded its strategic collaboration with Nvidia Corporation to create full-stack AI infrastructure that integrates AI agents. The initiative aims to bolster enterprises' competitive edge through AI, while preserving their autonomy in AI utilization.

The collaboration will focus on co-developing and delivering an AI agent platform tailored for industry-specific AI agents in sectors such as healthcare, manufacturing, and robotics, along with an AI computing infrastructure that integrates Fujitsu’s Monaka central processing unit (CPU) series and Nvidia’s graphics processing units (GPUs) via Nvidia NVLink Fusion,  enabling more specialized systems than general-purpose architectures can provide.

The combined AI agent platform and computing infrastructure will accelerate the AI industrial revolution with AI agents that continuously learn and improve. This will enable cross-industry, self-evolving, full-stack AI infrastructure, overcoming the limitations of general purpose computing systems. Through this initiative, Fujitsu aims to transform industries starting in Japan, fostering widespread AI adoption that expands globally, thereby enhancing competitiveness across all sectors and contributing to a sustainable society. 

“Fujitsu’s strategic collaboration with Nvidia will accelerate AI-driven business transformation in enterprise and government sectors. By combining the cutting-edge technologies of both companies, we will develop and provide full-stack AI infrastructure, starting with sectors such as manufacturing where Japan is a global leader. To further support the expanding needs of AI infrastructure, Fujitsu and Nvidia will expand this partnership in the areas of high-performance computing and quantum," said Fujitsu CEO Takahito Tokita.

 “The AI industrial revolution has begun, and we must build the infrastructure to power it — in Japan and across the globe. Fujitsu is a true pioneer in computing and Japan’s trusted leader in supercomputing, quantum research, and enterprise systems. Together, Nvidia and Fujitsu are connecting and extending our ecosystems to forge a powerful partnership for the era of AI,” commented Nvidia CEO Jensen Huang. 

Hitachi shares on Friday popped 10.3% and Fujistu rose rose 3.7%, among the biggest contributors to gains on Japan’s broader Topix index, which edged up more than 1.3% the same day.

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日立 富士通 OpenAI 英伟达 人工智能 AI基础设施 Hitachi Fujitsu AI AI Infrastructure
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