为避免断供，亚马逊和谷歌等自研AI芯片进展先通知黄仁勋

芯智讯

09/30

9月29日消息，外媒《The Information》在一份最新的报告中称，在亚马逊或谷歌在发布有关其最新自研的人工智能（AI）芯片的任何信息之前，他们首先通知了英伟达首席执行官黄仁勋。此举反映了AI芯片市场的残酷现实：英伟达仍然是AI训练芯片市场的主要供应商。同时，英伟达的AIGPU在公有云市场的推理任务份额也越来越大。消息人士称，亚马逊和谷歌之所以事先通知英伟达，原因是英伟达的AI芯片仍然深深...

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Information》在一份最新的报告中称，在亚马逊或谷歌在发布有关其最新自研的人工智能（AI）芯片的任何信息之前，他们首先通知了英伟达首席执行官黄仁勋。此举反映了AI芯片市场的残酷现实：英伟达仍然是AI训练芯片市场的主要供应商。同时，英伟达的AIGPU在公有云市场的推理任务份额也越来越大。消息人士称，亚马逊和谷歌之所以事先通知英伟达，原因是英伟达的AI芯片仍然深深...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250930093615a44d6194&s=b\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"SNVD.UK","symbol_name":"LS -1X NVIDIA","start_time":0,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250930093615a44d6194&s=b","article_id":"2571938293","we_media_id":null,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250930093615a44d6194&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, 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亿美元，并联合开发PC及服务器芯片。此外，英伟达还与 OpenAI 签署意向书，以提供1000亿美元资金，以支持OpenAI 的10吉瓦GPU数据中心建设。这些投资的规模和时机表明英伟达正积极地试图压制非GPU加速器的崛起。目前亚马逊、谷歌、OpenAI、微软等公司都在追求自研AI芯片，旨在减少对英伟达AI芯片的的依赖，并大规模提高性能或降低成本。但即使经过多年的努力和数百亿美元的投资，他们的平台仍然严重依赖英伟达的 CUDA 生态系统、软件工具和制造供应链。The Information报道称，英伟达的主导地位创造了一种动力，它充当了整个人工智能供应链的财务后盾。该公司现在可以为供应商提供资金、出租产能并承保长期采购，以支持对其硬件的持续需求。这使得任何个人客户都更难离开，即使他们正在构建竞争产品。目前，云计算领域的厂商仍在向黄仁勋介绍他们的下一代芯片。这种动态可能不会永远持续下去，但它充分说明了今天的英伟达仍然处于什么位置。编辑：芯智讯-浪客剑往期精彩文章突破极限！全球首款999克16英寸超轻本量产背后的深圳力量！黄仁勋最新访谈：没人需要原子弹，但人人都需要人工智能！摩尔线程科创板IPO成功过会！雷军复盘小米“造芯”：只有做最高端才有一线生机！高通发布全球最快移动SoC，还有5GHz的PC处理器！中国台湾宣布制裁南非：对47项半导体产品实施出口管制！深圳稳顶聚芯：首台高精度步进式光刻机顺利出厂！300亿晶体管！天玑9500正式发布：首发Arm最强内核，性能超苹果A19 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