传谷歌携手AMD打造下一代AI芯片,Wedbush直呼“行业或将巨变”

智通财经
Aug 18

智通财经APP获悉,最近有消息称,谷歌AMD合作开发其下一代张量处理单元(TPU)。Wedbush Securities认为,若此项合作属实,或将在半导体行业引发巨变。

Wedbush Securities分析师Matt Bryson在报告中写道:“如果谷歌选择与AMD合作,而非博通迈威尔科技英特尔(后者近来在此类转型项目中呼声颇高),我们认为这将是一个值得关注的动向。我们也要指出,仅这一传闻本身就凸显了以下两点的重要性:1)ASIC设计能力;2)IP模块。这表明,在硬件资源日益受限的新时代,芯片制造领域的竞争并非零和博弈。”

半导体研究机构SemiAnalysis认为,谷歌将借助AMD设计第十代TPU,充分利用AMD的CPU经验及其在封装和网络领域的技术积累。谷歌于今年4月发布了两款第八代TPU——TPU v8t用于AI模型训练,TPU v8i用于推理运算。

值得留意的是,尽管传统大语言模型(LLM)训练仍以加速器为主导,但随着推理任务和代理式AI的强化学习需求日益增长,市场对通用计算资源的依赖正在加深。因此有分析猜测,谷歌或有意打造一款专门面向强化学习与代理工作负载优化的第十代TPU,并由AMD提供部分构建模块。

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.

Most Discussed

  1. 1
     
     
     
     
  2. 2
     
     
     
     
  3. 3
     
     
     
     
  4. 4
     
     
     
     
  5. 5
     
     
     
     
  6. 6
     
     
     
     
  7. 7
     
     
     
     
  8. 8
     
     
     
     
  9. 9
     
     
     
     
  10. 10