AI芯片格局

傅里叶的猫
Jan 24

好久没有聊AI芯片的内容了,似乎大家对这块的关注度也低了一些,但行业的暗流涌动一直都在,这篇文章结合产业内的一些资料,聊一下海外几家大厂目前的格局。一、TPU的崛起今年一定要格外关注的就是TPU 的崛起,TPU链的相关公司也是我们重点关注的对象,当然有一些已经由于TPU的概念涨了非常多了。在英伟达GPU长期垄断AI训练与推理市场的背景下,Google TPU正凭借对LLM的原生优化优势,成为...

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