
NVIDIAの型落ちGPUで秒速850トークン。SambaNovaが賭けた「使い倒す」戦略
SambaNovaはGeneral Atlantic主導のシリーズFで評価額110億ドルに到達したと発表した。2025年12月の16億ドル買収破談から7カ月弱での回復であり、旧世代のNVIDIA H200と自社RDUを組み合わせた推論構成が評価を支えている背景を解説する。
成長段階にある企業への投資を専門とする米国のプライベート・エクイティ・ファンド。Anthropicが主導する中堅企業向けAI導入支援の合弁会社に投資家として名を連ねている。

SambaNovaはGeneral Atlantic主導のシリーズFで評価額110億ドルに到達したと発表した。2025年12月の16億ドル買収破談から7カ月弱での回復であり、旧世代のNVIDIA H200と自社RDUを組み合わせた推論構成が評価を支えている背景を解説する。

Anthropicは、AIモデルの企業導入における「最後の1マイル」問題解決のため、Blackstoneなどと15億ドルの合弁会社を設立した。この新会社は、Palantirが確立したFDEモデルを採用し、中堅企業向けにエンジニアを常駐させ、技術統合から変化管理まで一貫した導入支援を提供する。これは、AI産業の競争軸がモデル性能からデリバリー能力へ移行しつつあることを示唆しており、OpenAIも同様の動きを見せている。
RECENT results1,2 from two ice cores drilled in central Greenland have revealed large, abrupt climate changes of at least regional extent during the late stages of the last glaciation, suggesting that climate in the North Atlantic region is able to reorganize itself rapidly, perhaps even within a few decades. Here we present a detailed stable-isotope record for the full length of the Greenland Ice-core Project Summit ice core, extending over the past 250 kyr according to a calculated timescale. We find that climate instability was not confined to the last glaciation, but appears also to have been marked during the last interglacial (as explored more fully in a companion paper3) and during the previous Saale–Holstein glacial cycle. This is in contrast with the extreme stability of the Holocene, suggesting that recent climate stability may be the exception rather than the rule. The last interglacial seems to have lasted longer than is implied by the deep-sea SPECMAP record4, in agreement with other land-based observations5,6. We suggest that climate instability in the early part of the last interglacial may have delayed the melting of the Saalean ice sheets in America and Eurasia, perhaps accounting for this discrepancy.
Using a variable‐resolution option within the National Center for Atmospheric Research/Department of Energy Community Atmosphere Model (CAM) Spectral Element (SE) global model, a refined nest at 0.25° (∼28 km) horizontal resolution located over the North Atlantic is embedded within a global 1° (∼111 km) grid. The grid is designed such that fine grid cells are located where tropical cyclones (TCs) are observed to occur during the Atlantic TC season (June–November). Two simulations are compared, one with refinement and one control case with no refinement (globally uniform 1° grid). Both simulations are integrated for 23 years using Atmospheric Model Intercomparison Protocols. TCs are tracked using an objective detection algorithm. The variable‐resolution simulation produces significantly more TCs than the unrefined simulation. Storms that do form in the refined nest are much more intense, with multiple storms strengthening to Saffir‐Simpson category 3 intensity or higher. Both count and spatial distribution of TC genesis and tracks in the variable‐resolution simulation are well matched to observations and represent significant improvements over the unrefined simulation. Some degree of interannual skill is noted, with the variable‐resolution grid able to reproduce the observed connection between Atlantic TCs and the El Niño‐Southern Oscillation (ENSO). It is shown that Genesis Potential Index (GPI) is well matched between the refined and unrefined simulations, implying that the introduction of variable‐resolution does not affect the synoptic environment. Potential “upscale” effects are noted in the variable‐resolution simulation, suggesting stronger TCs in refined nests may play a role in meridional transport of momentum, heat, and moisture.