今天，我们宣布在亚特兰大启用全新的 Fairwater 数据中心，它将与我们位于威斯康星州的首个 Fairwater 站点，以及更广泛的 Azure 基础设施相连接，共同构建 全球第一座 AI 超级工厂（AI Superfactory）。 Fairwater 体现了我们对 可替代（fungible）算力机队 的愿景：即能够在任何地点、针对任何工作负载，使用最合适的加速器和网络路径，以最大化性能与效率的基础设施。 AI 的计算负载已经远远超越了“预训练”阶段。 如今，它们包括： * 微调 * 强化学习（RL） * 合成数据生成 * 评估流水线 …以及更多任务 Fairwater 正是为支持这一整套生命周期而构建。 ⚙️ 极致密度（Max density）： Fairwater 的两层结构与液冷系统使我们能够在三维空间内布置机架，并将 GPU 尽可能高密度地堆叠，从而最小化布线距离、降低延迟、并提升有效带宽。 🛰️ 机队（Fleet）： 每个 Fairwater 数据中心都可以将 数十万张最新的 NVIDIA GPU 整合为一个单一、协同一致的超级集群。 这提供了极具弹性的基础设施，可满足全谱系的 AI 工作负载，并确保 没有 GPU 被无谓闲置。 此外，本季度仅用于推理的 超过 100,000 张 GB300 GPU 就将在我们的其他数据中心上线。 对我们而言，核心目标是： 把每一千瓦的能量都转化为最多、最有用的 token。 并不是每一千瓦（GW）都具备同样的价值！ 🌍 行星级（Planet-scale）： 每一个 Fairwater 数据中心都将通过覆盖整个大陆的 AI 专用广域网（AI WAN） 连接到前几代 AI 超级计算机， 共同组成一个真正 可替代的算力池（fungible pool of compute）。 这让开发者能够突破单一站点的容量限制， 并能动态地将任务部署到最合适的基础设施上。 🧠 统一弹性系统（Unified Elastic System）： 这些创新使我们能够将不同数据中心和不同地域的多代芯片与 AI 系统整合为一个 弹性统一的系统， 跨训练与推理任务实现无缝扩展。 并且，这一弹性 AI 能力可以与云中的所有其他服务并行使用，包括： * 计算 * 存储 * 数据库 * 应用服务 这些都是 AI 代理（AI agents）与工作负载所需要的。 🚀 这就是我们所说的“可替代算力机队（fungible fleet）”： 一个单一、统一的平台， 在 每瓦性能 与 每美元性能 上不断突破上限。 Today we announced our new Fairwater datacenter in Atlanta, connected with our first Fairwater site in Wisconsin and our broader Azure footprint to create the world’s first AI superfactory. Fairwater exemplifies our vision for a fungible fleet: infra that can serve any workload, anywhere, on fit-for-purpose accelerators and network paths, with maximum performance and efficiency. AI workloads have evolved beyond large-scale pre-training. Today, they encompass fine-tuning, reinforcement learning (RL), synthetic data generation, evaluation pipelines, and more. Fairwater is built to support this full lifecycle: Max density: Fairwater’s two-story design and liquid cooling system lets us place racks in three dimensions and pack them with GPUs as densely as possible, minimizing cable runs and improving latency and effective bandwidth. Fleet: Each Fairwater DC can integrate hundreds of thousands of the latest NVIDIA GPUs into a single coherent cluster. This provides flexible infra that can support the full spectrum of workloads, and ensure no GPU is left unnecessarily idle. And that’s on top of the more than 100,000 GB300s coming online this quarter alone for inference across the rest of our fleet. For us, it’s all about turning every gigawatt into the maximum number of useful tokens. Not every GW is created equal! Planet-scale: Every Fairwater DC will connect through our continent-spanning AI WAN to prior generations of AI supercomputers, forming a truly fungible pool of compute. This enables developers to scale beyond the capacity of a single site and dynamically land workloads on the right infra for their needs. Together, these innovations let us bring together different generations of silicon and AI systems across DCs and geos into a single elastic system that scales seamlessly across training and inference workloads And this elastic AI capacity is all available alongside all the other cloud services (compute, storage, databases, app services) that AI agents and workloads need. This is what we mean when we talk about building a fungible fleet – a single, unified platform that pushes the limits of performance per watt and per dollar.
观点原文
今天，我们宣布在亚特兰大启用全新的 Fairwater 数据中心，它将与我们位于威斯康星州的首个 Fairwater 站点，以及更广泛的 Azure 基础设施相连接，共同构建 全球第一座 AI 超级工厂（AI Superfactory）。
Fairwater 体现了我们对 可替代（fungible）算力机队 的愿景：即能够在任何地点、针对任何工作负载，使用最合适的加速器和网络路径，以最大化性能与效率的基础设施。
AI 的计算负载已经远远超越了“预训练”阶段。
如今，它们包括：
- 微调
- 强化学习（RL）
- 合成数据生成
- 评估流水线
…以及更多任务
Fairwater 正是为支持这一整套生命周期而构建。
⚙️ 极致密度（Max density）：
Fairwater 的两层结构与液冷系统使我们能够在三维空间内布置机架，并将 GPU 尽可能高密度地堆叠，从而最小化布线距离、降低延迟、并提升有效带宽。
🛰️ 机队（Fleet）：
每个 Fairwater 数据中心都可以将 数十万张最新的 NVIDIA GPU 整合为一个单一、协同一致的超级集群。
这提供了极具弹性的基础设施，可满足全谱系的 AI 工作负载，并确保 没有 GPU 被无谓闲置。
此外，本季度仅用于推理的 超过 100,000 张 GB300 GPU 就将在我们的其他数据中心上线。
对我们而言，核心目标是：
把每一千瓦的能量都转化为最多、最有用的 token。
并不是每一千瓦（GW）都具备同样的价值！
🌍 行星级（Planet-scale）：
每一个 Fairwater 数据中心都将通过覆盖整个大陆的 AI 专用广域网（AI WAN） 连接到前几代 AI 超级计算机，
共同组成一个真正 可替代的算力池（fungible pool of compute）。
这让开发者能够突破单一站点的容量限制，
并能动态地将任务部署到最合适的基础设施上。
🧠 统一弹性系统（Unified Elastic System）：
这些创新使我们能够将不同数据中心和不同地域的多代芯片与 AI 系统整合为一个 弹性统一的系统，
跨训练与推理任务实现无缝扩展。
并且，这一弹性 AI 能力可以与云中的所有其他服务并行使用，包括：
- 计算
- 存储
- 数据库
- 应用服务
这些都是 AI 代理（AI agents）与工作负载所需要的。
🚀 这就是我们所说的“可替代算力机队（fungible fleet）”：
一个单一、统一的平台，
在 每瓦性能 与 每美元性能 上不断突破上限。
Today we announced our new Fairwater datacenter in Atlanta, connected with our first Fairwater site in Wisconsin and our broader Azure footprint to create the world’s first AI superfactory.
Fairwater exemplifies our vision for a fungible fleet: infra that can serve any workload, anywhere, on fit-for-purpose accelerators and network paths, with maximum performance and efficiency.
AI workloads have evolved beyond large-scale pre-training. Today, they encompass fine-tuning, reinforcement learning (RL), synthetic data generation, evaluation pipelines, and more. Fairwater is built to support this full lifecycle:
Max density: Fairwater’s two-story design and liquid cooling system lets us place racks in three dimensions and pack them with GPUs as densely as possible, minimizing cable runs and improving latency and effective bandwidth.
Fleet: Each Fairwater DC can integrate hundreds of thousands of the latest NVIDIA GPUs into a single coherent cluster. This provides flexible infra that can support the full spectrum of workloads, and ensure no GPU is left unnecessarily idle.
And that’s on top of the more than 100,000 GB300s coming online this quarter alone for inference across the rest of our fleet. For us, it’s all about turning every gigawatt into the maximum number of useful tokens. Not every GW is created equal!
Planet-scale: Every Fairwater DC will connect through our continent-spanning AI WAN to prior generations of AI supercomputers, forming a truly fungible pool of compute. This enables developers to scale beyond the capacity of a single site and dynamically land workloads on the right infra for their needs.
Together, these innovations let us bring together different generations of silicon and AI systems across DCs and geos into a single elastic system that scales seamlessly across training and inference workloads
And this elastic AI capacity is all available alongside all the other cloud services (compute, storage, databases, app services) that AI agents and workloads need.
This is what we mean when we talk about building a fungible fleet – a single, unified platform that pushes the limits of performance per watt and per dollar.
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