【机构:定制AI芯片或将占据更多AI加速器市场份额】Bernstein分析师在一份研究报告中表示,随着该行业的重点正迅速从训练转向推理,定制AI芯片可能会在AI加速器市场中获得更多份额。Bernstein预计,2027年AI加速器的总潜在市场规模将达到500亿美元。他们指出,虽然GPU仍占据最大份额,但定制AI芯片的市场份额可能会从2025年的10%增加一倍,至2027年的20%。博通已与谷歌达成一项长期协议以开发定制AI芯片,而Marvell指出,所有四大云服务提供商的定制加速器都在增加。他们补充说:“所有这些发展都表明,ASIC不再仅仅是GPU的战术补充,而是AI基础设施规划中日益结构化的一层。”
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.