芯片新贵,集体转向

格隆汇
10 May

本文来自格隆汇专栏:半导体行业观察,作者:邵逸琦在AI芯片这个波澜壮阔的竞技场上,一度被奉为“技术圣杯”的大规模训练,如今正悄然让位于更低调、但更现实的推理市场。Nvidia依然在训练芯片市场一骑绝尘,Cerebras则继续孤注一掷地打造超大规模计算平台。但其他曾在训练芯片上争得面红耳赤的玩家——Graphcore、英特尔Gaudi、SambaNova等——正在悄悄转向另一个战场:AI推理。这一...

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