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鴻博股份(002229.SZ):目前與北京京能的二期及海外算力合作已經啟動洽談
格隆匯 11-02 10:27

格隆匯11月2日丨鴻博股份(002229.SZ)投資者關係活動記錄表顯示,英博數科與北京京能雙方以共建萬卡智算集羣(指對標英偉達A800,不低於或等同A800單卡算力所組成,同一物理空間內單一通訊集羣智算單元),助力頭部AGI企業發展為目標,自今年年初開始深度溝通談判,目前一期稠密算力1024P等於常説的2048P算力,計劃在12月31日前交付80%用於研發與算力租用,剩餘部分計劃在2024年一季度完成驗收,目前與北京京能的二期及海外算力合作已經啟動洽談。

在與北京京能的合作中,藉助北京京能的資金優勢、能源認知、基建佈局,同時發揮英博數科的在手算力、運維經驗和已簽約客户資源儲備,以北京京能作為主要出資主體,後續計劃雙方共同運營並按雙方約定進行分成分潤。這也是英博數科對外合作共建智算中心的標準模式,此次京能項目一期的落地為後續與各地方政府、國央企的合作提供了很好的樣板示範作用,同時,雙方的萬卡智算中心也將填補當下國內算力市場單一物理空間、同一通訊集羣內超大智算集羣短缺的空白。

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