Reported Thursday October 24, 2024, 'Tesla Nears ~$740M Major Deal With SK Hynix For AI Server Storage' - Tesla North
Reported Thursday October 24, 2024, 'Tesla Nears ~$740M Major Deal With SK Hynix For AI Server Storage' - Tesla North
SK Hynix's subsidiary, Solidigm, has developed industry-leading 60TB eSSD models to meet this growing demand and is also working on 122TB versions targeted for release in early 2025.South Korean's SK Hynix is negotiating a potential 1 trillion won ($740 million USD) supply deal with Tesla to provide enterprise solid-state drives (eSSD) for AI servers, according to Hankyung (via @Tslachan).
韓國Sk海力士正在與特斯拉洽談一項潛在的1萬億韓元（74000萬美元美元指數）供應協議，爲人工智能服務器提供企業固態硬盤（eSSD），據韓國的韓經社（via @Tslachan）報道。
Tesla, which invests approximately $10 billion annually in AI servers and semiconductors, looks to enhance its Full Self-Driving tech and AI systems through these upgrades.
特斯拉每年在人工智能服務器和半導體上投入約100億美元，旨在通過這些升級提升其全自動駕駛技術和人工智能系統。
Tesla's shift to eSSD aligns with broader trends as tech giants like Microsoft, Google, Amazon, and Meta increasingly adopt eSSD over traditional hard disk drives (HDD) to improve speed, energy efficiency, and data handling in AI applications.
特斯拉轉向eSSD與更廣泛的趨勢一致，微軟、谷歌、亞馬遜和Meta等科技巨頭越來越多地採用eSSD而不是傳統硬盤驅動器（HDD），以提高人工智能應用中的速度、能源效率和數據處理能力。
SK Hynix's subsidiary, Solidigm, has developed industry-leading 60TB eSSD models to meet this growing demand and is also working on 122TB versions targeted for release in early 2025.
Sk海力士的子公司Solidigm已經開發了行業領先的60Tb eSSD型號，以滿足不斷增長的需求，並且還在研發目標爲在2025年初發布的122Tb版本。
During the third quarter of 2024, SK Hynix posted record revenue of 17.57 trillion won ($13 billion USD) and an operating profit of 7.03 trillion won ($5.2 billion USD), significantly surpassing market expectations. The surge was driven by rising demand for eSSD and high-bandwidth memory (HBM), crucial components in AI servers.
2024年第三季度，Sk海力士實現了創紀錄的17.57萬億韓元（130億美元美元指數）營業收入和7.03萬億韓元（52億美元美元指數）的營業利潤，大大超過了市場預期。這一增長是由於eSSD和高帶寬內存（HBM）的需求不斷增長，這是人工智能服務器中的關鍵元件。
eSSD's advantages over HDD include reduced size, faster processing speeds, and lower power consumption, helping companies like Tesla cut power costs by 80% over five years. With the global eSSD market expanding rapidly — from $3.75 billion in Q1 to $6.89 billion in Q3 this year — the market is projected to hit $30 billion by 2027.
eSSD相比HDD的優勢包括尺寸更小、處理速度更快以及功耗更低，幫助像特斯拉這樣的企業在五年內節省能源成本80%。隨着全球eSSD市場快速擴大——從第一季度的37.5億美元增長至今年第三季度的68.9億美元，預計到2027年市場規模將達到300億美元。
譯文內容由第三人軟體翻譯。
