上调AI定制芯片市场目标、算力持续增加,英伟达的对手发起挑战

第一财经
20 Jun

上周,GPU(图形处理器)阵营的AMD发布新系列AI芯片MI350,称新芯片性能优于英伟达。ASIC(专用集成电路)阵营的Marvell近日则上调了对AI定制芯片的市场目标。市场分析机构也最新预计,英伟达的客户还在寻找AI芯片替代方案,给英伟达带来压力。目前最主要的ASIC定制芯片厂商包括Marvell与博通,它们为大型云厂商定制各种XPU芯片并提供其他组件,用于AI等计算。博通的客户包括谷歌和...

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