Cohere 與 Aleph Alpha 合併，瞄準企業 AI 市場

（更正第 9 段，將「今年」改為「去年」）(Corrects from "this year" to "last year" in para 9)

作者：Leo MarchandonBy Leo Marchandon

路透 9 月 16 日電——加拿大 Cohere 與德國 Aleph Alpha 週三簽署最終合併協議，這兩家 AI 公司表示。Sept 16 (Reuters) - Canada's Cohere and Germany's Aleph Alpha signed a definitive merger agreement on Wednesday, the AI companies said.

合併後的企業將以 Cohere 名義營運，並在多倫多與柏林設雙總部；Aleph Alpha 的海德堡辦公室則將專注於研究。Aleph Alpha 聯席主管伊爾汗・席爾（Ilhan Scheer）將出任 Cohere 營運長。The combined business will operate as Cohere, with dual headquarters in Toronto and Berlin, while Aleph Alpha's Heidelberg office will focus on research. Aleph Alpha co-chief Ilhan Scheer will become chief operating officer of Cohere.

這項合併使一家加拿大 AI 模型開發商，與一家愈來愈聚焦協助政府和企業部署人工智慧的德國公司結合。兩家公司表示，市場對能在客戶自有基礎設施內運作、並符合當地監管要求的 AI 系統需求正在成長。The merger brings together a Canadian AI model developer and a German company that has increasingly focused on helping governments and businesses deploy artificial intelligence. The companies said demand was growing for AI systems that can operate within a customer's own infrastructure and comply with local regulatory requirements.

Cohere 執行長艾丹・戈梅茲（Aidan Gomez）表示，這項合併旨在滿足市場對於「強大到足以競爭，同時安全且可治理到足以令人信任」的 AI 需求。Cohere CEO Aidan Gomez said the tie-up aimed to meet demand for AI "powerful enough to compete, but secure and governable enough to trust."

這項計畫最早於 4 月披露，當時合併估值約為 200 億美元（173.4 億歐元）。Lidl 母公司施瓦茨集團（Schwarz Group）將向新實體投資 5 億歐元。兩家公司未揭露更新後的財務條款，並表示交易仍須取得監管批准。The plan was first disclosed in April, a combination valued at around $20 billion (€17.34 billion) at the time. Lidl-owner Schwarz Group is investing €500 million in the new entity. The companies did not disclose updated financial terms and said the transaction remained subject to regulatory approvals.

這筆交易之際，歐洲 AI 公司正吸引新一輪投資。歐洲主要模型開發商 Mistral 上週在逾 210 億歐元估值下募得 30 億歐元。The deal comes as European AI companies attract fresh investment. Mistral, Europe's lead model maker, last week raised €3 billion at a valuation of more than €21 billion.

Cohere 開發 Command；這是一系列開源 AI 模型，設計上可在客戶自有運算環境中運行，使該公司定位於服務企業、政府與公共行政機關，而非消費者。Cohere develops Command, a family of open source AI models designed to run inside a customer's own computing environment, positioning the company to serve businesses, governments and public administrations rather than consumers.

Aleph Alpha 曾被譽為德國的 AI 冠軍企業，後來不再開發尖端 AI 模型，轉而專注於 AI 整合軟體。共同創辦人約納斯・安德魯利斯（Jonas Andrulis）在 2025 年卸下執行長職務後，已於今年稍早離開公司。Aleph Alpha, once touted as Germany's AI champion, stepped back from developing frontier AI models and refocused on AI integration software. Co-founder Jonas Andrulis left the company earlier this year after relinquishing the chief executive role in 2025.

根據 Cohere 最新公開財報，該公司去年年度經常性收入為 2.4 億美元；Aleph Alpha 則通報 2023 年營收低於 100 萬歐元。Cohere reported $240 million in annual recurring revenue last year, while Aleph Alpha reported revenue of less than 1 million euros in 2023, according to its latest public accounts.

兩家公司表示，施瓦茨集團將透過旗下雲端部門 StackIT 提供運算能力。這家零售商正投資 110 億至 130 億歐元，興建一座德國資料中心園區，預計最多可容納 10 萬顆 AI 晶片。The companies said Schwarz Group would provide computing capacity through its cloud arm StackIT. The retailer is investing between €11 billion and €13 billion in a German data-centre campus expected to house up to 100,000 AI chips.

（1 歐元 = 1.1535 美元）(1 euro = $1.1535)

（Leo Marchandon 格但斯克報導；Matt Scuffham 編輯）(Reporting by Leo Marchandon in Gdansk; Editing by Matt Scuffham)