英伟达入局、博通守擂,AI定制芯片酣战

21世纪经济报道
Jun 12, 2025

市值再创新高的博通正迎来新对手——英伟达。  近日英伟达推出NVLink Fusion,直指博通的高成长型市场:AI定制芯片。这也意味着ASIC芯片市场有新的加入者。  在全球云服务厂商竞相选择自研芯片用于AI推理、英伟达GPU芯片用于AI训练的组合拳下,ASIC芯片之争正加速转向生态之争。一方面,UALink和UEC两大连接协议联盟在加速聚合,以对抗英伟达的NVLink协议;另一方面,英伟达在...

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