内容来源：https://aibusiness.com/robotics/alibaba-nvidia-unite-ai-development-cloud-growth

内容总结：

阿里云与英伟达达成战略合作 共拓实体AI应用新蓝海

在生成式AI浪潮席卷全球之际，中国科技巨头阿里巴巴集团旗下阿里云与美国芯片制造商英伟达宣布达成一项战略性合作。双方将重点聚焦实体人工智能领域，把英伟达的AI开发生态系统集成至阿里云平台，共同推动人形机器人、自动驾驶、智能工厂及仓储等实体应用场景的AI技术创新。

此次合作被视为双方在复杂国际经贸环境下的双赢之举。对英伟达而言，尽管面临GPU对华出口限制，此次以技术合作为切入点，不仅巩固了其作为全球AI产业关键参与者的地位，更通过与大型云服务商的深度绑定增强了市场粘性。分析师指出，这彰显了英伟达正利用其技术优势与资金实力，在全球AI市场进行多元化布局。

对阿里云来说，合作有望显著缩短其AI解决方案的上市时间，是优于完全自研路径的高效投资。在宣布合作的同时，阿里云公布了积极的全球扩张计划，将于巴西、法国、荷兰新建数据中心，并在墨西哥、日本等多地扩容，标志着其从亚洲市场主导者向西方市场进军的重要一步。此外，阿里云还启动了旨在扶持AI初创企业成长的“AI催化剂计划”。

业内观察家认为，此次合作凸显了商业实体在跨国技术合作中的务实考量。尽管存在地缘政治摩擦，但双方仍基于共同利益选择深化联盟。阿里云此番拥抱英伟达软件生态的战略，与国内其他AI企业（如深度求索）选择自研软件的道路形成鲜明对比，其长期成效仍有待市场检验。

中文翻译：

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尽管GPU采购存在紧张局势，此次合作仍巩固了英伟达作为全球AI领域关键参与者的地位，同时阿里巴巴也得以拓展服务范围而无需重复投入。

阿里巴巴与英伟达已达成协议，将英伟达的实体AI开发工具整合至阿里云平台。这家中国云服务商周三透露，该合作将推动实体应用AI技术的开发，涵盖人形机器人、自动驾驶汽车以及工厂仓库等互联智能空间。

除与美国AI芯片制造商的合作外，阿里巴巴还宣布将在巴西、法国和荷兰新建数据中心，并于明年在墨西哥、日本、韩国、马来西亚和迪拜增设更多数据中心。这一区域扩张计划标志着长期主导亚洲云市场的中国科技巨头正式进军西方市场。

阿里巴巴同时启动AI催化剂计划，旨在助力AI初创企业成长与规模化发展。

此次合作恰逢中国网信办要求包括阿里在内的AI供应商暂停采购英伟达GPU一个月后。但Futurum集团分析师戴维·尼科尔森指出，由于合作更侧重实体AI而非GPU销售，英伟达仍能从中获益。

"这是另一种层面的胜利，"尼科尔森表示，"尽管存在地缘政治摩擦，这种合作能带来英伟达亟需的客户黏性。"该联盟也是阿里巴巴稳固与英伟达关系的战略举措，不受近期中美政府摩擦的影响。

HyperFrame Research首席执行官史蒂文·迪肯斯分析称："英伟达的获益在于能吸引更多云服务商采用其技术栈。"他补充说，这有助于英伟达在AI竞赛中保持创新领导者地位。

尼科尔森还指出，阿里巴巴此举表明其与全球企业秉持相同的商业逻辑。"阿里似乎经过测算认为，采用完整软件栈方案虽需支付合作成本，但相比自主研发能显著缩短上市时间，投资回报率更高。"

值得注意的是，英伟达与阿里的合作路线与AI初创企业深势科技年初的选择形成鲜明对比。深势科技使用英伟达芯片但未采用其软件，而阿里则反其道而行之——在无法获取芯片的情况下仍选择合作软件方案。阿里巴巴这一决策能否为这家中国云厂商带来长期效益尚待观察，同时也印证了英伟达在AI市场多元化布局的策略。

"英伟达正在全面发力，"尼科尔森评论道，"他们以近乎无限的现金流为后盾，正通过资本优势深度扎根各个细分领域。"

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Despite tensions surrounding GPU procurement, the partnership strengthens Nvidia’s position as an essential player in global AI, while Alibaba expands its offerings without duplicating effort.
Alibaba and Nvidia have agreed to integrate Nvidia's physical AI development tools into Alibaba Cloud.
The Chinese cloud vendor revealed on Wednesday that the partnership enables the development of AI for practical physical applications, such as humanoid robots, self-driving cars and connected smart spaces incl factories and warehouses.
Along with the partnership with the U.S.-based AI chipmaker, Alibaba said it will launch data centers in Brazil, France and the Netherlands and add more data centers in Mexico, Japan, South Korea, Malaysia and Dubai in the coming year.
Alibaba’s regional expansion plans mark a significant move into Western markets for the Chinese tech giant, which has long dominated the Asian cloud market.
Alibaba is also launching an AI Catalyst Program aimed at helping AI startups grow and scale.
Alibaba's partnership with Nvidia comes a month after China's Cyberspace Administration asked AI vendors, including Alibaba, not to buy Nvidia GPUs.
However, since this partnership is more about physical AI than GPU sales, this is still a win for Nvidia, said David Nicholson, an analyst at Futurum Group.
"It's a different kind of win," Nicholson said. "It provides a level of stickiness that Nvidia would surely love to have despite all of the quarreling between nation-states."
The alliance is also a way for Alibaba to lock in its relationship with Nvidia, regardless of the recent struggles between the Chinese and U.S. governments.
"The benefit for Nvidia is having more cloud providers and service providers on its stack," said Steven Dickens, CEO and analyst at HyperFrame Research. He added that it helps Nvidia maintain its position in the AI race as one of the most innovative players.
"It almost begs the question of why wouldn't you want to partner with Nvidia in this race," Dickens said.
Moreover, Alibaba is showing that it's just like any business in the world, Nicholson said.
"It appears as though Alibaba is calculating that the cost associated with aligning themselves in a complete software stack will reduce their time to market and represent a better investment than if they were to try to reinvent these things themselves," he said.
Nicholson added that the partnership between Nvidia and Alibaba is in stark contrast to the route AI startup DeepSeek took at the beginning of the year. While DeepSeek used Nvidia's chips and decided against using Nvidia software, Alibaba is taking the opposite approach and using Nvidia's software even though it can't get its chips.
"It's yet to be seen if Alibaba's decision to align with Nvidia will be the best decision for the Chinese cloud provider long-term. It is also a testament to the ways Nvidia continues to diversify across the AI market.
"They are moving," Nicholson said. "They've got their armies assembled in the form of nearly unlimited cash, leveraging it to entrench themselves in these places."
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