OVHcloud執行長稱，歐盟AI超級工廠的公共採購承諾規模太小

Leo Marchandon 報導By Leo Marchandon

9月23日（路透）——OVHcloud執行長奧克塔夫・克拉巴（Octave Klaba）週二估計，歐洲擬建的AI超級工廠營運商，若要讓這些以快速折舊的圖形晶片為核心打造的設施達到損益兩平，每年營收需達3億至4億歐元。Sept 23 (Reuters) - OVHcloud CEO Octave Klaba on Tuesday estimated operators of Europe's proposed AI gigafactories would need annual sales of 300 million euros to 400 million euros just to break even on facilities built around fast-depreciating graphics chips.

克拉巴表示，公部門擬在五年內承諾採購2億歐元AI服務，規模太小，無法支撐所需的民間投資規模。他也說，市場焦點侷限於各國國內，導致OVHcloud無法加入現有的法國聯盟。Klaba said a proposed 200-million-euro public commitment to buy AI services over five years was too small to underpin the scale of private investment required and said focus on national markets prevented OVHcloud from joining existing French consortia.

EuroHPC計畫正尋求產業聯盟興建並營運最多七座AI超級工廠；這類大型運算設施可用於訓練、微調與運行AI模型。The EuroHPC program is seeking industry consortia to build and operate up to seven AI gigafactories: large computing facilities for training, fine-tuning and running AI models.

他說：「任何國家級策略都注定失敗：客戶數量根本不足以讓這種規模的投資獲利。在我們看來，各國國內需求太弱，我們必須以歐洲規模來營運。」"Any national strategy is doomed to failure: there are simply not enough customers to make investments of this size profitable. In our view, national demand is too weak and we must operate on a European scale," he said.

克拉巴表示，公部門每年將採購4,000萬歐元的運算服務，而一家營運商光是晶片支出就至少需要6億歐元。他說：「這些數字對不起來。」Klaba said the public sector would buy 40 million euros of computing services a year, while an operator would spend at least 600 million euros for chips alone. "The numbers don't add up," he said.

他估計，一座AI超級工廠每年需要3億至4億歐元營收才能達到損益兩平，這意味著公共訂單只相當於所需營業額的10%至15%。He estimated a gigafactory would need 300 million euros to 400 million euros in annual revenue to break even, making the public order worth only 10%-15% of required turnover.

（Leo Marchandon於格但斯克報導；Devika Syamnath編輯）(Reporting by Leo Marchandon in Gdansk; Editing by Devika Syamnath)