博通推出Tomahawk Ultra网络芯片在AI领域挑战英伟达

华尔街洞察
Jul 15

博通周二发布新款网络处理器Tomahawk Ultra,旨在加速人工智能数据处理能力。这一举措强化了其在AI硬件市场的竞争地位,直接对抗行业巨头英伟达。该芯片作为数据中心内部芯片间的流量控制器,能将成百上千个邻近芯片高效连接,大幅提升计算效率。

博通高级副总裁Ram Velaga指出,Tomahawk Ultra的目标是与英伟达的NVLink Switch芯片竞争。后者虽功能相似,但Tomahawk Ultra能连接四倍数量的芯片,并采用加速版以太网协议取代专有技术。这种设计使数据中心建设者能将更多芯片紧密互联,实现“scale-up”计算模式,为AI开发者提供强大的算力支持。

台积电已负责Tomahawk Ultra系列处理器的制造,采用五纳米先进工艺。产品现已开始出货。博通工程团队耗时约三年开发此芯片,最初针对高性能计算市场设计;随着生成式AI热潮兴起,公司迅速调整策略,使其适应AI企业的规模化需求。

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