機構：定製AI芯片或將佔據更多AI加速器市場份額

智通財經

08/04

【機構：定製AI芯片或將佔據更多AI加速器市場份額】Bernstein分析師在一份研究報告中表示，隨着該行業的重點正迅速從訓練轉向推理，定製AI芯片可能會在AI加速器市場中獲得更多份額。Bernstein預計，2027年AI加速器的總潛在市場規模將達到500億美元。他們指出，雖然GPU仍佔據最大份額，但定製AI芯片的市場份額可能會從2025年的10%增加一倍，至2027年的20%。博通已與谷歌達成一項長期協議以開發定製AI芯片，而Marvell指出，所有四大雲服務提供商的定製加速器都在增加。他們補充說：「所有這些發展都表明，ASIC不再僅僅是GPU的戰術補充，而是AI基礎設施規劃中日益結構化的一層。」

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