\u4e00\u5219\u9707\u8361\u6ce2\u5728\u76d8\u524d\u88ad\u5411\u82af\u7247\u80a1\uff1aNvidia \u5ba3\u5e03\u5c06\u5411 Intel \u6295\u8d44 50 \u4ebf\u7f8e\u5143\u5e76\u5171\u540c\u5f00\u53d1\u9762\u5411\u4e2a\u4eba\u7535\u8111\u548c\u6570\u636e\u4e2d\u5fc3\u7684\u4ea7\u54c1\uff0c\u4ee5\u6bcf\u80a1 23.28 \u7f8e\u5143\u7684\u4ef7\u683c\u8d2d\u4e70 Intel \u666e\u901a\u80a1\uff0c\u7ea6\u8f83\u6628\u65e5\u6536\u76d8\u4ef7\u6298\u8ba9 7% \u5de6\u53f3\u3002\u6d88\u606f\u516c\u5e03\u540e\uff0cIntel \u80a1\u4ef7\u5927\u7ea6\u4e0a\u6da8\u4e86 30%\uff0c\u81f3\u4f4e 30 \u7f8e\u5143\u533a\u95f4\uff1bNvidia \u4e0a\u6da8\u7ea6 3%\u3002Nvidia CEO Jensen Huang \u5c06\u8be5\u534f\u8bae\u79f0\u4e3a\u5177\u6709\u5386\u53f2\u610f\u4e49\u7684\u5408\u4f5c\uff0c\u8868\u793a\u8fd9\u5c06\u628a Nvidia \u7684 AI \u4e0e\u52a0\u901f\u8ba1\u7b97\u6280\u672f\u6808\u66f4\u7d27\u5bc6\u5730\u7ed1\u5b9a\u5230 Intel \u7684 x86 \u5e73\u53f0\u4e0a\uff0c\u540c\u65f6 Intel \u5c06\u5efa\u8bbe\u6570\u636e\u4e2d\u5fc3\u5e76\u5236\u9020\u642d\u8f7d Nvidia RTX GPU chiplet \u7684\u82af\u7247\u3002\u957f\u671f\u88ab\u89c6\u4e3a AI \u65f6\u4ee3\u843d\u540e\u7684 Intel\uff0c\u521a\u521a\u4ece\u5e02\u573a\u7684 alpha \u4e2d\u83b7\u5f97\u4e86\u4e00\u6839\u6551\u547d\u7d22\u3002<\/p>\n
\u5e02\u573a\u53cd\u5e94\u4e0e\u4ea4\u6613\u6761\u6b3e\uff1a\u6298\u4ef7\u663e\u793a\u51fa\u6025\u8feb\u611f\uff0c\u76d8\u53e3\u663e\u793a\u51fa\u677e\u4e00\u53e3\u6c14\u5f0f\u7684\u53cd\u5f39\u3002Nvidia \u6b63\u5728\u4ee5 23.28 \u7f8e\u5143\u7684\u4ef7\u683c\u4e3a\u666e\u901a\u80a1\u5199\u4e0b\u4e00\u5f20 50 \u4ebf\u7f8e\u5143\u7684\u652f\u7968\uff0c\u8fd9\u5927\u81f4\u610f\u5473\u7740\u7ea6 2 \u4ebf\u80a1\u3001\u5982\u679c\u5b8c\u5168\u53d1\u884c\u5219\u5360\u80a1\u4e3a\u4e2a\u4f4d\u6570\u767e\u5206\u6bd4\uff0c\u57fa\u4e8e Intel \u7684\u6d41\u901a\u80a1\u6570\u4f30\u7b97\u3002\u4ea4\u53c9\u6388\u6743\u4e0e\u5171\u540c\u5f00\u53d1\u7684\u73af\u8282\u4e0e\u73b0\u91d1\u540c\u6837\u91cd\u8981\u3002Intel \u5c06\u5efa\u8bbe\u6570\u636e\u4e2d\u5fc3\uff0cNvidia \u4f1a\u5c06\u8fd9\u4e9b\u6570\u636e\u4e2d\u5fc3\u6574\u5408\u8fdb\u5176 AI \u57fa\u7840\u8bbe\u65bd\u5e73\u53f0\u5e76\u5bf9\u5ba2\u6237\u63d0\u4f9b\uff0c\u540c\u65f6 Intel \u4f1a\u5236\u9020\u5305\u542b Nvidia RTX GPU chiplet \u7684\u82af\u7247\u3002Huang \u79f0\u8fd9\u662f\u4e16\u754c\u7ea7\u5e73\u53f0\u7684\u878d\u5408\uff0c\u4e3a\u4e0b\u4e00\u4ee3\u8ba1\u7b97\u5960\u5b9a\u57fa\u7840\u3002Intel CEO Lip-Bu Tan \u5f3a\u8c03\u5de5\u827a\u6280\u672f\u3001\u5236\u9020\u4e0e\u5148\u8fdb\u5c01\u88c5\u4f5c\u4e3a\u5bf9 Nvidia AI \u9886\u5bfc\u529b\u7684\u4e92\u8865\u3002\u7b80\u8a00\u4e4b\uff1aNvidia \u4e70\u7684\u662f\u8fdb\u5165 x86 \u65e2\u6709\u751f\u6001\u4e0e\u53ef\u80fd\u7684\u5236\u9020\u4ea7\u80fd\uff1bIntel \u4e70\u7684\u662f\u76f8\u5173\u6027\u4e0e\u6210\u957f\u65f6\u95f4\u7a97\u3002<\/p>\n
\u6218\u7565\u4fe1\u53f7\uff1aNvidia \u5728\u5bf9\u51b2\uff0cIntel \u5728\u91cd\u65b0\u6b66\u88c5\u3002Nvidia \u901a\u8fc7\u4e3b\u5bfc AI \u52a0\u901f\u5668\u800c\u6210\u957f\uff0c\u540c\u65f6\u4f9d\u8d56 TSMC \u63d0\u4f9b\u9886\u5148\u5236\u7a0b\u4e0e\u5c01\u88c5\u3002\u8fd9\u6b21\u7ed1\u5b9a\u7ed9\u4e86\u5b83\u53e6\u4e00\u4e2a\u6760\u6746\uff1a\u5728 PC \u4e0e\u670d\u52a1\u5668\u9886\u57df\u7684 x86 \u65e2\u6709\u5730\u4f4d\uff0c\u4ee5\u53ca\u901a\u8fc7 Intel \u7684\u5236\u9020\u4e0e\u5148\u8fdb\u5c01\u88c5\u83b7\u5f97\u7684\u7b2c\u4e8c\u6761\u4ea7\u80fd\u8def\u5f84\u3002chiplet \u7684\u7528\u8bed\u6307\u5411\u6a21\u5757\u5316\u8bbe\u8ba1\uff0cIntel \u53ef\u4ee5\u56f4\u7ed5 Nvidia \u7684 GPU \u6a21\u5757\u7ec4\u88c5\u7cfb\u7edf\uff0c\u53ef\u80fd\u5b9e\u73b0\u6bd4\u73b0\u6210\u52a0\u88c5\u5361\u66f4\u7d27\u5bc6\u7684\u5ef6\u8fdf\u4e0e\u529f\u8017\u6574\u5408\u3002\u5bf9 Intel \u6765\u8bf4\uff0c\u8fd9\u662f\u6765\u81ea\u884c\u4e1a\u9886\u8dd1\u8005\u7684\u80cc\u4e66\uff0c\u4e5f\u662f\u5c06 Intel Foundry Services \u8d27\u5e01\u5316\u7684\u4e00\u6b21\u673a\u4f1a\uff0c\u8be5\u670d\u52a1\u9700\u8981\u951a\u5b9a\u5ba2\u6237\u3002\u5982\u679c Nvidia \u5e2e\u52a9\u5c06 Intel \u62c9\u5165 AI \u670d\u52a1\u5668\u7684\u7269\u6599\u6e05\u5355\u4e2d\u2014\u2014\u60f3\u8c61\u6210\u5c01\u88c5\u597d\u7684 GPU \u6a21\u7ec4\u3001\u5185\u5b58\u4e0e\u4e92\u8054\u2014\u2014Intel \u53ef\u4ee5\u5728\u4e0d\u5fc5\u5148\u901a\u8fc7 CPU \u6027\u80fd\u593a\u56de\u5e02\u573a\u4efd\u989d\u7684\u60c5\u51b5\u4e0b\u53c2\u4e0e AI \u7684\u589e\u957f\u3002<\/p>\n
\u5236\u9020\u4e0e\u5c01\u88c5\uff1a\u6f5c\u53f0\u8bcd\u662f IFS \u4e0e\u5c01\u88c5\u6808\u3002\u591a\u5e74\u6765\uff0cIntel \u4e00\u76f4\u5728\u5ba3\u4f20 Foveros \u4e0e EMIB \u5148\u8fdb\u5c01\u88c5\uff0c\u4f5c\u4e3a\u62fc\u63a5\u5f02\u6784\u8ba1\u7b97\u7684\u65b9\u5f0f\u3002\u63d0\u5230 Nvidia RTX GPU chiplet \u6697\u793a\u8054\u5408\u4ea7\u54c1\u53ef\u80fd\u4f7f\u7528 Intel \u7684\u7ec4\u88c5\u4e0e\u5c01\u88c5\uff0c\u5c06 Nvidia GPU \u6a21\u5757\u4e0e Intel CPU \u6216\u52a0\u901f\u5668\u6a21\u5757\u878d\u5408\u5728\u5355\u4e00\u6a21\u5757\u6216\u5c01\u88c5\u4e2d\u3002\u8fd9\u5bf9\u6563\u70ed\u3001\u5e26\u5bbd\u4e0e\u603b\u6210\u672c\u5f88\u91cd\u8981\u2014\u2014\u8fd9\u4e09\u70b9\u662f\u8d85\u5927\u89c4\u6a21\u4e91\u5382\u5546\u975e\u5e38\u5173\u6ce8\u7684\u3002\u6570\u636e\u4e2d\u5fc3\u5efa\u8bbe\u90e8\u5206\u610f\u5473\u7740 Intel \u5229\u7528\u5176\u5e03\u5c40\u5efa\u7acb\u8bbe\u65bd\uff0cNvidia \u53ef\u4ee5\u5c06\u8fd9\u4e9b\u8bbe\u65bd\u5e76\u5165\u5176 AI \u5e73\u53f0\u5e76\u4ee5\u4ea4\u94a5\u5319\u57fa\u7840\u8bbe\u65bd\u5bf9\u5916\u63d0\u4f9b\u3002\u8fd9\u5bf9 Nvidia \u6765\u8bf4\u662f\u9762\u5411\u670d\u52a1\u7684\u5ef6\u4f38\uff0c\u5bf9 Intel \u6765\u8bf4\u662f\u4ea7\u80fd\u5229\u7528\u7387\u7684\u73a9\u6cd5\uff0c\u5c24\u5176\u662f\u5982\u679c\u8fd9\u4e0e\u7f8e\u56fd\u5883\u5185\u4ea7\u80fd\u4f18\u5148\u7b56\u7565\u4e00\u81f4\u7684\u8bdd\u3002<\/p>\n
\u653f\u6cbb\u987a\u98ce\uff1a\u56fd\u5bb6\u51a0\u519b\u7684\u5149\u73af\u4e0d\u5bb9\u5ffd\u89c6\u3002Intel \u5728\u5236\u9020\u4e0a\u843d\u540e\u4e8e TSMC\uff0c\u5728 x86 \u6027\u80fd\u4e0a\u843d\u540e\u4e8e AMD\u3002\u653f\u5e9c\u4e00\u76f4\u5728\u63a8\u52a8 Intel \u6210\u4e3a\u672c\u571f AI \u80fd\u529b\u7684\u652f\u67f1\uff0c\u4e0a\u4e2a\u6708\u8fd8\u8868\u793a\u5c06\u6301\u6709\u516c\u53f8 10% \u80a1\u4efd\u3002\u8fd9\u7b14\u4ea4\u6613\u4e0e\u8be5\u653f\u7b56\u8d70\u5411\u76f8\u5951\u5408\u3002Nvidia \u63d0\u4f9b\u80a1\u6743\u4e0e\u4ea7\u54c1\u5408\u4f5c\u662f\u5e02\u573a\u5c42\u9762\u7684\u80cc\u4e66\uff0c\u653f\u5e9c\u65e0\u6cd5\u901a\u8fc7\u653f\u7b56\u201c\u5236\u9020\u201d\u51fa\u8fd9\u6837\u7684\u5e02\u573a\u4fe1\u53f7\u3002\u5b83\u4e5f\u6709\u52a9\u4e8e\u5728\u4f9b\u5e94\u94fe\u5b89\u5168\u6210\u4e3a\u653f\u7b56\u4f18\u5148\u4e8b\u9879\u7684\u65f6\u523b\uff0c\u5c3d\u91cf\u628a\u66f4\u591a AI \u4ef7\u503c\u94fe\u7559\u5728\u56fd\u5185\u2014\u2014\u4ece\u5c01\u88c5\u5230\u6570\u636e\u4e2d\u5fc3\u5efa\u8bbe\u3002\u9884\u8ba1\u4f1a\u6709\u4eba\u5173\u6ce8\u6cbb\u7406\u548c\u4efb\u4f55\u9ed8\u5951\u5f0f\u534f\u8c03\uff0c\u4f46\u8fd9\u8fdc\u975e\u5f53\u521d\u963b\u788d Nvidia \u6536\u8d2d Arm \u7684\u90a3\u7c7b\u53cd\u5784\u65ad\u56f0\u5883\uff1b\u5982\u679c\u6709\u7684\u8bdd\uff0c\u8fd9\u53cd\u800c\u4e0e\u4ea7\u4e1a\u653f\u7b56\u8d70\u5411\u4e00\u81f4\u3002<\/p>\n
\u7ade\u4e89\u538b\u529b\uff1aAMD \u4e0e TSMC \u611f\u5230\u538b\u529b\u3002\u5bf9 AMD \u800c\u8a00\uff0c\u5a01\u80c1\u5728\u4e8e\u751f\u6001\u91cd\u529b\u3002\u5982\u679c Nvidia \u7684 AI \u6280\u672f\u6808\u4e0e Intel \u7684\u670d\u52a1\u5668\u4e0e PC CPU \u66f4\u7d27\u5bc6\u8026\u5408\uff0cOEM \u53ef\u80fd\u4f1a\u503e\u5411\u4e8e\u91c7\u7528\u7ecf\u9a8c\u8bc1\u7684\u53c2\u8003\u8bbe\u8ba1\uff0c\u4ece\u800c\u6253\u538b AMD \u7684\u7ed1\u5b9a\u673a\u4f1a\u3002\u5728\u5ba2\u6237\u7aef\u5e02\u573a\uff0cAI \u7b14\u8bb0\u672c\u6210\u4e3a\u65b0\u7684\u6218\u573a\uff1bNvidia-Intel \u7684\u7ec4\u5408\u53ef\u80fd\u6311\u6218 Qualcomm \u7684 Arm \u63a8\u8fdb\u5e76\u6324\u538b AMD \u7684\u4efd\u989d\u589e\u957f\u3002\u5bf9 TSMC \u6765\u8bf4\uff0c\u98ce\u9669\u867d\u7136\u4e0d\u662f\u7acb\u7aff\u89c1\u5f71\uff0c\u4f46\u4e0d\u5bb9\u5ffd\u89c6\u3002Nvidia \u4ecd\u7136\u4f9d\u8d56 TSMC \u751f\u4ea7\u6700\u5148\u8fdb\u7684 GPU\u3002\u7136\u800c\uff0c\u57fa\u4e8e chiplet \u7684\u5171\u540c\u5f00\u53d1\u4e0e Intel \u5c01\u88c5\u53ef\u80fd\u968f\u7740\u65f6\u95f4\u5c06\u90e8\u5206\u51fa\u8d27\u91cf\u4e0e\u7cfb\u7edf\u4ef7\u503c\u4ece\u53f0\u6e7e\u8f6c\u79fb\u3002\u5982\u679c Intel \u5728\u5148\u8fdb\u8282\u70b9\u4e0a\u5c55\u793a\u51fa\u53ef\u4fe1\u7684\u826f\u7387\uff0c\u6216\u8d62\u5f97\u4e0e Nvidia \u8def\u7ebf\u56fe\u76f8\u5173\u7684\u5c01\u88c5\u8ba2\u5355\uff0c\u90a3\u5c06\u4e3a IFS \u591a\u5e74\u6572\u95e8\u7684\u4e00\u6247\u95e8\u6253\u5f00\u7f1d\u9699\u3002<\/p>\n
\u8d44\u4ea7\u8d1f\u503a\u8868\u4e0e\u63a7\u5236\uff1a\u8fd9\u770b\u8d77\u6765\u6bd4\u63e1\u624b\u66f4\u6709\u5206\u91cf\uff0c\u4f46\u53c8\u4e0d\u662f\u6536\u8d2d\u3002\u4ee5\u6298\u4ef7\u8d2d\u80a1\u66f4\u50cf\u662f\u534f\u5546\u5b9a\u5411\u914d\u552e\uff0c\u800c\u975e\u516c\u5f00\u5e02\u573a\u4e70\u5165\uff0c\u4e3a Intel \u6ce8\u5165\u65b0\u8d44\u672c\uff0cIntel \u53ef\u4ee5\u5c06\u5176\u91cd\u65b0\u6295\u5411\u8d44\u672c\u652f\u51fa\u3001\u5c01\u88c5\u6216 AI \u5efa\u8bbe\u7684\u8425\u8fd0\u8d44\u91d1\u3002\u672a\u62ab\u9732\u8463\u4e8b\u4f1a\u5e2d\u4f4d\u6216\u6cbb\u7406\u53d8\u52a8\uff0c\u8fd9\u4e00\u70b9\u5f88\u91cd\u8981\uff1aNvidia \u901a\u8fc7\u8054\u5408\u4ea7\u54c1\u8ba1\u5212\u4e0e\u5ba2\u6237\u62c9\u529b\u83b7\u5f97\u5f71\u54cd\u529b\uff0c\u800c\u4e0d\u662f\u901a\u8fc7\u6b63\u5f0f\u63a7\u5236\u83b7\u5f97\u3002\u4e0d\u8fc7\uff0c\u5e02\u573a\u9886\u5934\u7f8a\u5165\u80a1\u66fe\u7ecf\u7684\u9738\u4e3b\u7684\u753b\u9762\uff0c\u8db3\u4ee5\u91cd\u7f6e\u5e02\u573a\u60c5\u7eea\u3002\u5bf9 Intel \u80a1\u4e1c\u6765\u8bf4\uff0c\u7a00\u91ca\u662f\u83b7\u5f97\u5728 AI \u4e2d\u751f\u5b58\u4e0e\u76f8\u5173\u6027\u7684\u4ee3\u4ef7\u3002\u5bf9 Nvidia \u6301\u80a1\u8005\u6765\u8bf4\uff0c\u95ee\u9898\u5728\u4e8e\u8d44\u672c\u7eaa\u5f8b\uff0c\u4ee5\u53ca\u6218\u7565\u4e0a\u5e26\u6765\u7684\u6f5c\u5728\u6536\u76ca\u662f\u5426\u8d85\u8fc7\u4e86\u8ba9\u7ba1\u7406\u5c42\u6ce8\u610f\u529b\u88ab\u66f4\u5e7f\u6cdb\u4e8b\u52a1\u5206\u6563\u7684\u98ce\u9669\u3002<\/p>\n
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