{"id":602613,"date":"2025-11-07T11:38:54","date_gmt":"2025-11-07T19:38:54","guid":{"rendered":"https:\/\/nai500.com\/?p=602613"},"modified":"2025-11-07T11:38:54","modified_gmt":"2025-11-07T19:38:54","slug":"ai-nvidia-nvda","status":"publish","type":"post","link":"https:\/\/nai500.com\/zh-hans\/blog\/2025\/11\/ai-nvidia-nvda\/","title":{"rendered":"\u6b27\u6d32\u5bf9AI\u82af\u7247\u7684\u62bc\u6ce8\u68c0\u9a8c\u4e86Nvidia NVDA \u7684\u62a4\u57ce\u6cb3"},"content":{"rendered":"

\u5728\u5f6d\u535a\u793e\u7684\u4e00\u7bc7\u62a5\u9053\u79f0\u4e00\u4e2a\u5229\u57faAI\u786c\u4ef6\u516c\u53f8\u53ef\u80fd\u6210\u4e3a\u8be5\u5730\u533a\u4e0b\u4e00\u5f20\u738b\u724c\u540e\uff0c\u6b27\u6d32\u82af\u7247\u80a1\u8d70\u9ad8\uff0c\u523a\u6fc0\u4e86\u5bf9\u4efb\u4f55\u6709\u671b\u642d\u4e0a\u4eba\u5de5\u667a\u80fd\u6d6a\u6f6e\u7684\u8d44\u4ea7\u7684\u65b0\u4e00\u8f6e\u8f6e\u52a8\u3002\u8fd9\u4e00\u8d70\u52bf\u6b63\u503cNvidia (NVDA) \u7a33\u5c45\u63a5\u8fd1\u7eaa\u5f55\u9ad8\u4f4d\u3001ASML Holding (ASML) \u7a33\u6b65\u4e0a\u884c\u4e4b\u65f6\uff0c\u6295\u8d44\u8005\u6b63\u5728\u5bfb\u627e\u8d85\u8d8a\u7f8e\u56fd\u8d85\u5927\u89c4\u6a21\u4e91\u4f9b\u5e94\u94fe\u7684\u5dee\u5f02\u5316\u655e\u53e3\u3002Nvidia \u7684\u9ec4\u4ec1\u52cb\u53e3\u543b\u4f9d\u65e7\u6b22\u8fce\u800c\u975e\u9632\u5fa1\u6027\uff1a\u201c\u6781\u6709\u53ef\u80fd\u201d\u516c\u53f8\u4f1a\u5728\u6b27\u6d32\u6269\u5c55\uff0c\u4ed6\u5f3a\u8c03\u8be5\u5730\u533a\u4f5c\u4e3a\u6295\u8d44\u57fa\u5730\u7684\u6f5c\u529b\u3002<\/p>\n

\u52bf\u5934\u8f6c\u5411\u6b27\u6d32\u5229\u57faAI\u82af\u7247<\/h3>\n

\u8868\u9762\u4e0a\u8fd9\u7b14\u4ea4\u6613\u5f88\u7b80\u5355\uff1a\u6b27\u6d32\u77ed\u671f\u5185\u53ef\u80fd\u4e0d\u4f1a\u51fa\u73b0\u50cfNvidia\u90a3\u6837\u7684\u5de8\u5934\uff0c\u4f46\u5b83\u80fd\u5728\u4e13\u7528AI\u7845\u7247\u548c\u5236\u9020\u8fd9\u4e9b\u82af\u7247\u7684\u5de5\u5177\u4e0a\u5b55\u80b2\u51fa\u8d62\u5bb6\u3002\u8fd9\u5c31\u662f\u8d44\u91d1\u5728\u63a2\u5bfb\u90a3\u4e9b\u5177\u6709\u660e\u786e\u7ade\u4e89\u4f18\u52bf\u6545\u4e8b\u548c\u53ef\u4fe1\u878d\u8d44\u7684\u5c0f\u578b\u5e73\u53f0\u7684\u539f\u56e0\u3002Axelera AI \u662f\u8fd9\u4e00\u62bc\u6ce8\u7684\u5178\u578b\u4ee3\u8868\uff0c\u8fd9\u5bb6\u6210\u7acb\u4e8e2021\u5e74\u7684\u8377\u5170\u521d\u521b\u516c\u53f8\u8bbe\u8ba1\u9762\u5411\u63a8\u7406\u548c\u8ba1\u7b97\u673a\u89c6\u89c9\u7684AI\u5904\u7406\u5355\u5143\uff0c\u5e94\u7528\u4e8e\u673a\u5668\u4eba\u3001\u65e0\u4eba\u673a\u3001\u6c7d\u8f66\u548c\u533b\u7597\u8bbe\u5907\u3002\u4eca\u5e74\u5b83\u83b7\u5f97\u4e866160\u4e07\u6b27\u5143\u7684EuroHPC DARE \u8d44\u52a9\uff0c\u7528\u4e8e\u6253\u9020Titania\uff0c\u4e00\u6b3e\u9488\u5bf9\u751f\u6210\u5f0fAI\u548c\u8fb9\u7f18\u89c6\u89c9\u4efb\u52a1\u7684\u82af\u7247\u3002\u653f\u5e9c\u8d44\u91d1\u5e76\u4e0d\u4fdd\u8bc1\u4ea7\u54c1\u4e0e\u5e02\u573a\u5339\u914d\uff0c\u4f46\u5b83\u7f29\u77ed\u4e86\u7814\u53d1\u5468\u671f\u3001\u964d\u4f4e\u4e86\u6d41\u7247\u98ce\u9669\uff0c\u5e76\u4e3a\u516c\u5f00\u5e02\u573a\u6295\u8d44\u8005\u63d0\u4f9b\u4e86\u6bd4\u5934\u6761\u5f0f\u80a1\u4ef7\u98d9\u5347\u66f4\u6e05\u6670\u7684\u751f\u6001\u7cfb\u7edf\u53ef\u89c1\u6027\u3002<\/p>\n

\u6b27\u6d32\u7684\u4f18\u52bf\u5728\u4e8e\u201cedge\u201d\uff08\u8fb9\u7f18\uff09<\/h3>\n

\u6b27\u6d32\u4e0d\u4f1a\u5728\u6570\u636e\u4e2d\u5fc3\u8bad\u7ec3\u578b\u7845\u7247\u4e0a\u53d6\u4ee3Nvidia\u3002\u90a3\u4e0d\u662f\u8981\u4e89\u7684\u4e3b\u6218\u573a\u3002\u8fd1\u671f\u7684\u673a\u4f1a\u5728\u4e8e\u8fb9\u7f18\u63a8\u7406\uff0c\u5728\u90a3\u91cc\u529f\u8017\u3001\u5ef6\u8fdf\u548c\u6210\u672c\u6bd4\u5355\u7eaf\u7684\u541e\u5410\u91cf\u66f4\u91cd\u8981\u3002Titania \u9488\u5bf9\u7684\u6b63\u662f\u8fd9\u4e00\u9886\u57df\u3002\u5b83\u4f9d\u8d56\u4e8e\u9886\u57df\u4e13\u7528\u67b6\u6784\uff0c\u901a\u8fc7\u4e3a\u53d7\u9650\u73af\u5883\uff08\u5982\u5de5\u5382\u751f\u4ea7\u7ebf\u3001\u667a\u80fd\u6444\u50cf\u5934\u3001\u8f66\u5185\u7cfb\u7edf\u3001\u4fbf\u643a\u533b\u7597\u8bbe\u5907\uff09\u4f18\u5316\u6765\u7ed5\u5f00Nvidia \u7684CUDA \u62a4\u57ce\u6cb3\u3002\u5982\u679c\u8bbe\u5907\u7aefAI\u7ee7\u7eed\u5728PC\u3001\u667a\u80fd\u624b\u673a\u548c\u8f66\u8f86\u4e2d\u6269\u6563\uff0c\u4e13\u7528\u52a0\u901f\u5668\u53ef\u4ee5\u5728\u4e0d\u5fc5\u53d6\u4ee3\u8d85\u5927\u89c4\u6a21\u673a\u67b6\u4e2d\u7684H100 \u7684\u60c5\u51b5\u4e0b\uff0c\u5360\u636e\u771f\u5b9e\u7684\u63d2\u69fd\u3002\u8f6f\u4ef6\u95ee\u9898\u4ecd\u7136\u5173\u952e\u3002Nvidia \u7684\u9886\u5148\u65e2\u5173\u4e4e\u82af\u7247\u9762\u79ef\uff0c\u4e5f\u5173\u4e4e\u5f00\u53d1\u8005\u751f\u6001\u3002\u4efb\u4f55\u6b27\u6d32\u6311\u6218\u8005\u5fc5\u987b\u6784\u5efa\u6216\u501f\u7528\u5b8c\u5584\u7684\u5de5\u5177\u94fe\u3001\u9a71\u52a8\u6808\u548c\u6a21\u578b\u652f\u6301\uff0c\u5426\u5219\u6ce8\u5b9a\u88ab\u964d\u683c\u4e3a\u8bd5\u70b9\u9879\u76ee\u3002<\/p>\n

\u5236\u9020\u8fd9\u4e2a\u74f6\u9888\u662f\u771f\u5b9e\u5b58\u5728\u7684<\/h3>\n

\u6295\u8d44\u8005\u9700\u8981\u628a\u8bbe\u8ba1\u5c42\u9762\u7684\u80dc\u5229\u548c\u5236\u9020\u73b0\u5b9e\u533a\u5206\u5f00\u6765\u3002\u6b27\u6d32\u5728ASML \u7684EUV \u5149\u523b\u65b9\u9762\u62e5\u6709\u4e00\u9897\u7687\u51a0\u4e0a\u7684\u660e\u73e0\u3002\u4f46\u5b83\u5e76\u4e0d\u62e5\u6709\u4e00\u4e2a\u672c\u571f\u7684\u3001\u9886\u5148\u7684\u903b\u8f91\u5de5\u827a\u751f\u6001\u7cfb\u7edf\uff0c\u80fd\u591f\u628a\u8fd9\u4e9b\u8bbe\u5907\u8f6c\u5316\u4e3a\u5927\u89c4\u6a21\u672c\u571f\u751f\u4ea7\u76843\u7eb3\u7c73AI GPU\u3002\u5bf9AI\u771f\u6b63\u5173\u952e\u7684\u6676\u5706\u4ee3\u5de5\u4ea7\u80fd\u4ecd\u96c6\u4e2d\u5728\u53f0\u6e7e\uff0c\u884c\u5185\u800c\u8a00\u5176\u6b21\u662f\u97e9\u56fd\u548c\u7f8e\u56fd\u3002\u672a\u6765\u4e09\u5e74\u7684\u6b27\u6d32\u8def\u7ebf\u56fe\u662f\u6df7\u5408\u7684\uff1aTSMC \u5728\u5fb7\u7d2f\u65af\u987f\u7684\u8ba1\u5212\u4e3b\u8981\u662f\u6210\u719f\u5de5\u827a\uff0c\u66f4\u9002\u5408\u6c7d\u8f66\u548c\u7269\u8054\u7f51\u4ea7\u54c1\uff0c\u800c\u975e\u6700\u524d\u6cbf\u7684AI\u52a0\u901f\u5668\u3002Intel \u5728\u9a6c\u683c\u5fb7\u5821\u7684\u9879\u76ee\u8ddd\u91cf\u4ea7\u8fd8\u6709\u6570\u5e74\u65f6\u7a0b\u3002GlobalFoundries \u5728\u5fb7\u7d2f\u65af\u987f\u7684\u4ea7\u80fd\u4e0d\u9519\uff0c\u4f46\u5e76\u4e0d\u5904\u4e8e\u5236\u7a0b cutting edge\uff08\u6700\u524d\u6cbf\uff09\u3002\u8fd9\u5e76\u975e\u5168\u7136\u5426\u5b9a\u3002\u8fb9\u7f18\u63a8\u7406\u82af\u7247\u548c\u4e0eAI\u76f8\u5173\u7684\u63a7\u5236\u5668\u5f80\u5f80\u5728\u6210\u719f\u5de5\u827a\u4e0a\u8868\u73b0\u826f\u597d\uff0c\u90a3\u91cc\u7684\u6210\u672c\u53ef\u9884\u6d4b\u4e14\u826f\u7387\u9ad8\u3002\u4f46\u8fd9\u4e5f\u51f8\u663e\u4e86\u4e3a\u4ec0\u4e48\u8bbe\u5907\u3001\u5c01\u88c5\u548c\u7535\u6e90\u7ec4\u4ef6\u76f8\u6bd4\u4e8e\u6570\u636e\u4e2d\u5fc3\u4e3b\u5bfc\u5730\u4f4d\u7684\u201c\u767b\u6708\u8ba1\u5212\u201d\uff0c\u66f4\u50cf\u662f\u6b27\u6d32\u66f4\u6e05\u6670\u3001\u66f4\u8fd1\u671f\u53ef\u4ea4\u6613\u7684\u65b9\u5411\u3002<\/p>\n

Nvidia \u7684\u6269\u5f20\u5bf9\u6b27\u6d32\u662f\u4e00\u4e2a\u673a\u4f1a\uff0c\u800c\u975e\u95ee\u9898<\/h3>\n

\u9ec4\u4ec1\u52cb\u5173\u4e8e\u5728\u6b27\u6d32\u6269\u5c55\u7684\u6700\u65b0\u8868\u6001\u5f88\u91cd\u8981\u3002\u5982\u679cNvidia \u5728\u6b27\u6d32\u589e\u52a0\u7814\u53d1\u3001\u5efa\u7acb\u5408\u4f5c\uff0c\u751a\u81f3\u5c06\u5148\u8fdb\u5c01\u88c5\u4e0e\u6b27\u6d32\u9879\u76ee\u6302\u94a9\uff0c\u8d44\u672c\u548c\u4eba\u624d\u5c06\u56f4\u7ed5\u5176\u4f9b\u5e94\u94fe\u96c6\u805a\u3002\u8fd9\u53ef\u4ee5\u63d0\u5347\u672c\u5730\u51a0\u519b\u800c\u4e0d\u662f\u5c06\u5176\u78be\u788e\u3002\u8fd9\u79cd\u52a8\u6001\u5728\u6c7d\u8f66\u9886\u57df\u5c24\u4e3a\u660e\u663e\uff1aNvidia \u6b63\u5c06\u5176\u5e73\u53f0\u5d4c\u5165\u4e0b\u4e00\u4ee3\u8f66\u8f86\u67b6\u6784\uff0c\u800c\u4e00\u7ea7\u4f9b\u5e94\u5546\u548c\u50cf STMicroelectronics (STM)\u3001Infineon (IFX) \u53ca NXP (NXPI) \u7b49\u82af\u7247\u5382\u5546\u5219\u5728\u4f20\u611f\u5668\u3001\u5fae\u63a7\u5236\u5668\u3001\u7535\u6e90\u7ba1\u7406\u548c\u9886\u57df\u4e13\u7528\u52a0\u901f\u5668\u65b9\u9762\u53e0\u52a0\u3002\u86cb\u7cd5\u5728\u53d8\u5927\uff0c\u4e00\u4e2a\u5728\u6c7d\u8f66\u548c\u5de5\u4e1a\u9886\u57df\u6839\u57fa\u6df1\u539a\u7684\u5730\u533a\u62e5\u6709\u6760\u6746\u3002Nvidia \u7684\u5b58\u5728\u4e5f\u53ef\u80fd\u52a0\u901f\u6b27\u6d32\u4f01\u4e1a\u5bf9AI\u8f6f\u4ef6\u7684\u91c7\u7528\uff0c\u63a8\u52a8\u5bf9\u8fb9\u7f18\u52a0\u901f\u5668\u7684\u9700\u6c42\uff0c\u5c24\u5176\u5728\u6570\u636e\u4e3b\u6743\u548c\u5ef6\u8fdf\u4f7f\u5f97\u672c\u5730\u90e8\u7f72\u66f4\u6709\u5438\u5f15\u529b\u7684\u573a\u666f\u3002<\/p>\n

\u62e5\u62b1\u8d4b\u80fd\u8005\uff1aASML\u3001\u6a21\u62df\u3001\u5c01\u88c5\u4e0e\u7535\u6e90<\/h3>\n

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