苹果自研M2 Ultra芯片难担大任,高级AI运算仍需依赖英伟达

美股速递
Jul 15

据披露,苹果公司内部研发的M2 Ultra芯片在处理复杂的人工智能工作负载时,其性能表现未能达到预期。这一技术瓶颈迫使苹果在开发先进AI功能时,仍需依赖外部供应商英伟达的硬件支持。

这一情况揭示了苹果在实现其芯片完全自主化战略道路上遇到的挑战。尽管苹果长期以来致力于将其产品线过渡到自研的Apple Silicon芯片,以摆脱对英特尔等传统供应商的依赖,但在对算力要求极高的尖端人工智能领域,其最新的顶级芯片似乎仍力有不逮。

目前,为了训练和运行最先进的AI模型,苹果的工程师团队不得不转而使用基于英伟达GPU的系统。这一依赖凸显了在生成式AI和大型语言模型竞赛白热化的当下,对强大计算能力的迫切需求。行业观察人士指出,这可能会影响苹果未来在AI驱动产品和服务上的开发进度与独立性。

苹果的芯片设计团队一直以其创新和性能表现著称,M系列芯片在个人电脑市场也取得了显著成功。然而,面对AI时代对并行处理和海量数据吞吐的极端要求,即便是其最强的自研芯片,目前看来也尚未做好充分准备。这一局面为英伟达在AI计算硬件领域的主导地位提供了又一佐证。

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