AI芯片需求进入“海啸级”爆发,但真正的考验在量产线上

与非网
Feb 25

英伟达CEO黄仁勋即将在3月15日的GTC大会上揭晓一款“前所未见”的新芯片,他直言新技术已逼近物理极限。与此同时,AMD因与Meta达成600亿美元AI芯片供应协议,股价盘前暴涨15%。黑芝麻智能拿下华山A2000芯片量产定点,将用于国内头部车企L2+至L3级智驾系统。这三条新闻在同一时间出现,指向同一个事实:AI算力需求正在以超预期的速度狂奔。但在这轮狂欢背后,一个容易被忽视的问题正在浮出水面...

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