金吾财讯 | 据媒体援引知情人士报道，字节跳动正研发一款人工智能(AI)芯片，并与三星电子洽谈有关代工事宜。知情人士透露，字节跳动计划在3月底前收到芯片样本，并计划今年生产至少10万块专为AI推理任务设计的芯片，其后将逐步提高产量至35万块。与三星的谈判还包括获得在全球AI基础设施建设热潮中异常短缺的存储芯片的供应，这使得这笔交易特别有吸引力。消息人士又称，字节跳动计划今年在AI相关方面投入超过1600亿元人民币，半数以上将用于购买英伟达H200芯片及推动其自研芯片计划。报道又指，字节跳动还未有自研芯片，但已启动名叫“SeedChip”计划，为公司将资源引导到AI开发的更广泛努力的一部分，看好该技术将改变其涵盖短视频、电子商务和企业云服务的业务组合。字节跳动发言人回应称，关于自研芯片计划的报道不正确，但未有详细说明，而三星电子则拒绝评论。
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