一片暴涨4倍! 芯片背后的权力游戏 谁会成中国版英伟达?
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辉达在AI热潮下脱颖而出,令中国芯片厂纷纷效法。 图:脸书 NVIDIA
据《芯潮IC》今(27)日报导,ChatGPT 的爆红掀起了一场 AI
革命,也带动了芯片市场的商机,甚至出现“无芯片,不AI”的说法。在这波热潮中,半导体公司辉达(NVIDIA)的人工智能与芯片技术崭露头角,成为最大赢家,市值跻身至
1.12 兆美元。这令中国的芯片厂跃跃欲试,试图凭藉“自研芯片”为国产大模型赋能,成为中国版的“辉达”。
辉达在高性能 GPU 技术上佔有领先定位,旗下的 A100 和 H100 两款 AI 芯片是 ChatGPT
这样大型语言模型的核心动力。《芯潮IC》分析,辉达最早开始佈局,无论是在併发能力、总线速度,或是微内核对矩阵变换的成熟支持,皆已十分高效,且其
GPU
目前的不可替代性,源自大模型的训练机制,其核心步骤是预训练(pre-training)和微调(fine-tuning)。
不过,辉达的高性能 CPU 芯片在供不应求的情形下,价格水涨创高,尤其旗舰级的 H100,4 月中旬在电商平台上的价格被哄抬至 4
万美元。中国半导体公司广鑫世纪创办人张觉表示,1片 A800 和 H800 芯片从原本的 12 万人民币左右,上涨到 25 到 30
万,甚至暴涨 4 倍多,高达 50 万元人民币。
中国半导体公司天数智芯副总裁邹翾表示,国产芯片距离辉达最新产品仍存有一定的差距,不过在推理运算方面,能媲美主流产品的性能,且随著人工智能的应用普及,推理芯片的市场需求将加速增长,随著需求扩大,国产芯片也将拥有更大的市场。
百度公司董事长兼执行长李彦宏于今(2023)年 3
月公开表示,昆仑芯片很适合做大模型的推理,将来会适合做训练。《芯潮IC》指出,目前国产 GPU
公司都朝著大模型领域,去做芯片开发和佈局。
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