為避免斷供，亞馬遜和谷歌等自研AI芯片進展先通知黃仁勳

芯智訊

2025/09/30

9月29日消息，外媒《The Information》在一份最新的報告中稱，在亞馬遜或谷歌在發布有關其最新自研的人工智能（AI）芯片的任何信息之前，他們首先通知了英偉達首席執行官黃仁勳。此舉反映了AI芯片市場的殘酷現實：英偉達仍然是AI訓練芯片市場的主要供應商。同時，英偉達的AIGPU在公有云市場的推理任務份額也越來越大。消息人士稱，亞馬遜和谷歌之所以事先通知英偉達，原因是英偉達的AI芯片仍然深深...

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的首席執行官和關鍵工程師，同時授權其芯片技術。近日，英偉達還宣佈將向英特爾投資 50 億美元，並聯合開發PC及服務器芯片。此外，英偉達還與 OpenAI 簽署意向書，以提供1000億美元資金，以支持OpenAI 的10吉瓦GPU數據中心建設。這些投資的規模和時機表明英偉達正積極地試圖壓制非GPU加速器的崛起。目前亞馬遜、谷歌、OpenAI、微軟等公司都在追求自研AI芯片，旨在減少對英偉達AI芯片的的依賴，並大規模提高性能或降低成本。但即使經過多年的努力和數百億美元的投資，他們的平台仍然嚴重依賴英偉達的 CUDA 生態系統、軟件工具和製造供應鏈。The Information報道稱，英偉達的主導地位創造了一種動力，它充當了整個人工智能供應鏈的財務後盾。該公司現在可以為供應商提供資金、出租產能並承保長期採購，以支持對其硬件的持續需求。這使得任何個人客户都更難離開，即使他們正在構建競爭產品。目前，雲計算領域的廠商仍在向黃仁勳介紹他們的下一代芯片。這種動態可能不會永遠持續下去，但它充分説明了今天的英偉達仍然處於什麼位置。編輯：芯智訊-浪客劍往期精彩文章突破極限！全球首款999克16英寸超輕本量產背後的深圳力量！黃仁勳最新訪談：沒人需要原子彈，但人人都需要人工智能！摩爾線程科創板IPO成功過會！雷軍覆盤小米「造芯」：只有做最高端才有一線生機！高通發布全球最快移動SoC，還有5GHz的PC處理器！中國台灣宣佈制裁南非：對47項半導體產品實施出口管制！深圳穩頂聚芯：首台高精度步進式光刻機順利出廠！300億晶體管！天璣9500正式發布：首發Arm最強內核，性能超蘋果A19 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