\u4e00\u5834\u9707\u76ea\u5728\u76e4\u524d\u885d\u64ca\u534a\u5c0e\u9ad4\u80a1\u5e02\uff0c\u56e0\u70ba Nvidia \u8868\u793a\u5c07\u5c0d Intel \u6295\u8cc7 50 \u5104\u7f8e\u5143\u4e26\u5171\u540c\u958b\u767c\u7528\u65bc\u500b\u4eba\u96fb\u8166\u8207\u8cc7\u6599\u4e2d\u5fc3\u7684\u7522\u54c1\uff0c\u4ee5\u6bcf\u80a1 23.28 \u7f8e\u5143\u8cfc\u8cb7 Intel \u666e\u901a\u80a1\uff0c\u7d04\u8f03\u6628\u65e5\u6536\u76e4\u50f9\u6298\u8b93 7% \u5de6\u53f3\u3002Intel \u80a1\u50f9\u5927\u6f32\u7d04 30%\uff0c\u6765\u5230\u4f4e 30 \u7f8e\u5143\u5340\u9593\u3002Nvidia \u4e0a\u6f32\u7d04 3%\u3002Nvidia \u57f7\u884c\u9577 Jensen Huang \u7a31\u6b64\u5354\u8b70\u70ba\u5177\u6709\u6b77\u53f2\u610f\u7fa9\u7684\u5408\u4f5c\uff0c\u8a72\u6848\u5c07\u4f7f Nvidia \u7684 AI \u8207\u52a0\u901f\u904b\u7b97\u5806\u758a\u8207 Intel \u7684 x86 \u5e73\u53f0\u7d81\u5b9a\u5f97\u66f4\u7dca\u5bc6\uff0c\u540c\u6642 Intel \u5c07\u5efa\u8a2d\u8cc7\u6599\u4e2d\u5fc3\u4e26\u88fd\u9020\u878d\u5165 Nvidia RTX GPU chiplet \u7684\u6676\u7247\u3002\u5c0d\u65bc\u9577\u671f\u88ab\u8996\u70ba AI \u6642\u4ee3\u843d\u5f8c\u8005\u7684\u516c\u53f8\u800c\u8a00\uff0cIntel \u525b\u5f9e\u5e02\u5834\u90a3\u88cf\u7372\u5f97\u4e86\u4e00\u689d\u6551\u547d\u7d22\u3002<\/p>\n
\u5e02\u5834\u53cd\u61c9\u8207\u4ea4\u6613\u689d\u6b3e\uff1a\u6298\u50f9\u986f\u793a\u6025\u8feb\u6027\uff0c\u8d70\u52e2\u986f\u793a\u7d13\u58d3\u6027\u53cd\u5f48\u3002Nvidia \u6b63\u7c3d\u767c\u4e00\u5f35 50 \u5104\u7f8e\u5143\u7684\u652f\u7968\u4ee5\u6bcf\u80a1 23.28 \u7f8e\u5143\u8cb7\u5165\u666e\u901a\u80a1\uff0c\u96b1\u542b\u7d04\u5169\u5104\u80a1\uff0c\u5982\u679c\u5b8c\u5168\u767c\u884c\uff0c\u6309 Intel \u7684\u80a1\u672c\u8a08\u7b97\uff0c\u61c9\u5c6c\u500b\u4f4d\u6578\u767e\u5206\u6bd4\u6301\u80a1\u3002\u4ea4\u53c9\u6388\u6b0a\u8207\u5171\u540c\u958b\u767c\u9762\u5411\u8207\u73fe\u91d1\u540c\u7b49\u91cd\u8981\u3002Intel \u5c07\u5efa\u8a2d\u8cc7\u6599\u4e2d\u5fc3\uff0c\u9019\u4e9b\u8cc7\u6599\u4e2d\u5fc3\u53ef\u88ab Nvidia \u6574\u5408\u9032\u5176 AI \u57fa\u790e\u8a2d\u65bd\u5e73\u53f0\u4e26\u63d0\u4f9b\u7d66\u5ba2\u6236\uff0cIntel \u4e5f\u5c07\u88fd\u9020\u5305\u542b Nvidia RTX GPU chiplet \u7684\u6676\u7247\u3002Huang \u7a31\u4e4b\u70ba\u4e16\u754c\u7d1a\u5e73\u53f0\u7684\u878d\u5408\uff0c\u70ba\u4e0b\u4e00\u500b\u904b\u7b97\u6642\u4ee3\u5960\u5b9a\u57fa\u790e\u3002Intel \u57f7\u884c\u9577 Lip-Bu Tan \u5f37\u8abf\u88fd\u7a0b\u6280\u8853\u3001\u88fd\u9020\u8207\u5148\u9032\u5c01\u88dd\u53ef\u4f5c\u70ba\u5c0d Nvidia AI \u9818\u5c0e\u5730\u4f4d\u7684\u88dc\u5145\u3002\u7c21\u800c\u8a00\u4e4b\uff1aNvidia \u8cb7\u5230 x86 \u73fe\u6709\u9ad4\u7cfb\u7684\u5165\u53e3\u8207\u6f5b\u5728\u88fd\u9020\u7522\u80fd\uff1bIntel \u8cb7\u5230\u76f8\u95dc\u6027\u8207\u6642\u9593\u7a97\u53e3\u3002<\/p>\n
\u7b56\u7565\u8a0a\u865f\uff1aNvidia \u5c0d\u6c96\uff0cIntel \u91cd\u65b0\u6b66\u88dd\u3002Nvidia \u900f\u904e\u4e3b\u5c0e AI \u52a0\u901f\u5668\u6210\u9577\uff0c\u540c\u6642\u4f9d\u8cf4 TSMC \u7684\u5148\u9032\u88fd\u7a0b\u8207\u5c01\u88dd\u3002\u6b64\u5408\u4f5c\u7d66\u4e88\u5b83\u53e6\u4e00\u500b\u69d3\u687f\uff1a\u5728 PC \u8207\u4f3a\u670d\u5668\u7684 x86 \u73fe\u6709\u9ad4\u7cfb\uff0c\u4ee5\u53ca\u900f\u904e Intel \u88fd\u9020\u8207\u5148\u9032\u5c01\u88dd\u53d6\u5f97\u7b2c\u4e8c\u689d\u7522\u80fd\u8def\u5f91\u3002chiplet \u8a9e\u8a00\u6307\u5411\u6a21\u7d44\u5316\u8a2d\u8a08\uff0cIntel \u53ef\u570d\u7e5e Nvidia GPU tiles \u7d44\u88dd\u7cfb\u7d71\uff0c\u53ef\u80fd\u6bd4\u73fe\u6210\u7684\u64f4\u5145\u5361\u5728\u5ef6\u9072\u8207\u529f\u8017\u6574\u5408\u4e0a\u66f4\u4f73\u3002\u5c0d Intel \u800c\u8a00\uff0c\u9019\u662f\u4f86\u81ea\u7522\u696d\u9818\u982d\u7f8a\u7684\u9a57\u8b49\uff0c\u4e5f\u662f\u8b8a\u73fe Intel Foundry Services \u7684\u6a5f\u6703\uff0cIFS \u9700\u8981\u9328\u5b9a\u5ba2\u6236\u3002\u5982\u679c Nvidia \u5e6b\u52a9\u628a Intel \u62c9\u5165 AI \u4f3a\u670d\u5668\u7684\u7269\u6599\u6e05\u55ae\u8d85\u51fa CPU\u2014\u60f3\u50cf\u6253\u5305\u7684 GPU tiles\u3001\u8a18\u61b6\u9ad4\u8207\u4e92\u9023\u2014Intel \u80fd\u5728\u4e0d\u5148\u9760\u55ae\u7d14\u5728 CPU \u6027\u80fd\u4e0a\u6253\u56de\u5e02\u5834\u4efd\u984d\u7684\u60c5\u6cc1\u4e0b\uff0c\u53c3\u8207 AI \u7684\u6210\u9577\u3002<\/p>\n
\u88fd\u9020\u8207\u5c01\u88dd\uff1a\u6f5b\u53f0\u8a5e\u662f IFS \u8207\u5c01\u88dd\u5806\u758a\u3002Intel \u591a\u5e74\u4f86\u4e00\u76f4\u5ba3\u50b3 Foveros \u8207 EMIB \u5148\u9032\u5c01\u88dd\uff0c\u4f5c\u70ba\u4e32\u63a5\u7570\u69cb\u904b\u7b97\u7684\u65b9\u6cd5\u3002\u63d0\u5230 Nvidia RTX GPU chiplet \u610f\u5473\u8457\u53ef\u80fd\u51fa\u73fe\u5229\u7528 Intel \u7d44\u88dd\u8207\u5c01\u88dd\uff0c\u5c07 Nvidia GPU tiles \u8207 Intel CPU \u6216\u52a0\u901f\u5668 tiles \u878d\u5408\u5728\u55ae\u4e00\u6a21\u7d44\u6216\u5c01\u88dd\u4e2d\u7684\u5171\u540c\u7522\u54c1\u3002\u9019\u95dc\u4e4e\u71b1\u7ba1\u7406\u3001\u983b\u5bec\u8207\u7e3d\u6210\u672c\u2014\u2014\u4e09\u9805\u8d85\u5927\u898f\u6a21\u96f2\u7aef\u696d\u8005\u8457\u8ff7\u7684\u6307\u6a19\u3002\u8cc7\u6599\u4e2d\u5fc3\u5efa\u8a2d\u90e8\u5206\u6307\u5411 Intel \u5229\u7528\u5176\u5e03\u5c40\u5efa\u7acb\u8a2d\u65bd\uff0cNvidia \u53ef\u5c07\u5176\u7d0d\u5165 AI \u5e73\u53f0\u4e26\u4f5c\u70ba\u4ea4\u9470\u5319\u57fa\u790e\u8a2d\u65bd\u63d0\u4f9b\u3002\u5c0d Nvidia \u4f86\u8aaa\u90a3\u662f\u63a5\u8fd1\u670d\u52d9\u7684\u4f48\u5c40\uff1b\u5c0d Intel \u5247\u662f\u63d0\u9ad8\u5229\u7528\u7387\u7684\u73a9\u6cd5\uff0c\u7279\u5225\u662f\u82e5\u5176\u7b26\u5408\u7f8e\u570b\u5728\u5730\u7522\u80fd\u512a\u5148\u7684\u653f\u7b56\u53d6\u5411\u3002<\/p>\n
\u653f\u6cbb\u9806\u98a8\uff1a\u570b\u5bb6\u51a0\u8ecd\u7684\u5149\u74b0\u96e3\u4ee5\u5ffd\u8996\u3002Intel \u5728\u88fd\u9020\u4e0a\u843d\u5f8c\u65bc TSMC\uff0c\u5728 x86 \u6027\u80fd\u4e0a\u843d\u5f8c\u65bc AMD\u3002\u653f\u5e9c\u4e00\u76f4\u63a8\u52d5 Intel \u6210\u70ba\u570b\u5167 AI \u7522\u80fd\u652f\u67f1\uff0c\u4e0a\u500b\u6708\u66f4\u8868\u793a\u5c07\u53d6\u5f97\u516c\u53f8 10% \u80a1\u6b0a\u3002\u6b64\u4ea4\u6613\u8207\u8a72\u653f\u7b56\u8108\u7d61\u76f8\u547c\u61c9\u3002Nvidia \u63d0\u4f9b\u80a1\u6b0a\u8207\u7522\u54c1\u5408\u4f5c\u662f\u5e02\u5834\u5c64\u9762\u7684\u80cc\u66f8\uff0c\u9019\u662f\u653f\u5e9c\u7121\u6cd5\u81ea\u884c\u300c\u88fd\u9020\u300d\u7684\u3002\u5b83\u4e5f\u6709\u52a9\u65bc\u628a\u66f4\u591a AI \u4f9b\u61c9\u93c8\u7559\u5728\u570b\u5167\u2014\u2014\u5f9e\u5c01\u88dd\u5230\u8cc7\u6599\u4e2d\u5fc3\u5efa\u8a2d\u2014\u2014\u5728\u4f9b\u61c9\u93c8\u5b89\u5168\u6210\u70ba\u653f\u7b56\u512a\u5148\u7684\u6642\u523b\u5c24\u5176\u91cd\u8981\u3002\u9810\u671f\u5728\u516c\u53f8\u6cbb\u7406\u8207\u4efb\u4f55\u9ed8\u5951\u5354\u8abf\u65b9\u9762\u6703\u53d7\u5230\u5be9\u8996\uff0c\u4f46\u9019\u9060\u975e\u7576\u5e74\u963b\u7919 Nvidia \u8cb7\u5165 Arm \u800c\u906d\u9047\u7684\u53cd\u6258\u62c9\u65af\u7cfe\u845b\u3002\u82e5\u8ad6\u65b9\u5411\uff0c\u9019\u53cd\u800c\u548c\u7522\u696d\u653f\u7b56\u4e00\u81f4\u3002<\/p>\n
\u7af6\u722d\u58d3\u529b\uff1aAMD \u8207 TSMC \u611f\u53d7\u58d3\u529b\u3002\u5c0d AMD \u800c\u8a00\uff0c\u5a01\u8105\u662f\u751f\u614b\u7cfb\u5438\u5f15\u529b\u3002\u5982\u679c Nvidia \u7684 AI \u5806\u758a\u8207 Intel \u7684 CPU \u5728\u4f3a\u670d\u5668\u8207 PC \u4e0a\u8026\u5408\u5f97\u66f4\u7dca\u5bc6\uff0cOEM \u53ef\u80fd\u6703\u50be\u5411\u63a1\u7528\u7d93\u9a57\u8b49\u7684\u53c3\u8003\u8a2d\u8a08\uff0c\u524a\u5f31 AMD \u7684\u7d81\u5b9a\u6a5f\u6703\u3002\u5728\u5ba2\u6236\u7aef\uff0cAI \u7b46\u96fb\u6210\u70ba\u65b0\u6230\u5834\uff1bNvidia-Intel \u7d44\u5408\u53ef\u80fd\u6311\u6230 Qualcomm \u7684 Arm \u63a8\u9032\u4e26\u58d3\u7e2e AMD \u7684\u5e02\u5360\u6210\u9577\u3002\u5c0d TSMC \u800c\u8a00\uff0c\u5373\u6642\u98a8\u96aa\u8f03\u5c0f\u4f46\u4e0d\u5bb9\u5ffd\u8996\u3002Nvidia \u4ecd\u7136\u4f9d\u8cf4 TSMC \u751f\u7522\u6700\u5148\u9032\u7684 GPU\u3002\u7136\u800c\u57fa\u65bc chiplet \u7684\u5171\u540c\u958b\u767c\u8207 Intel \u7684\u5c01\u88dd\uff0c\u96a8\u6642\u9593\u53ef\u80fd\u6703\u628a\u90e8\u5206\u51fa\u8ca8\u91cf\u8207\u7cfb\u7d71\u50f9\u503c\u5f9e\u53f0\u7063\u8f49\u79fb\u8d70\u3002\u5982\u679c Intel \u5728\u5148\u9032\u7bc0\u9ede\u4e0a\u5c55\u793a\u51fa\u53ef\u9760\u826f\u7387\u6216\u8d0f\u5f97\u8207 Nvidia \u8def\u7dda\u5716\u7d81\u5b9a\u7684\u5c01\u88dd\u8a02\u55ae\uff0c\u9019\u5c07\u70ba IFS \u591a\u5e74\u4f86\u6572\u9580\u7684\u4e00\u6247\u9580\u6253\u958b\u7e2b\u9699\u3002<\/p>\n
\u8cc7\u7522\u8ca0\u50b5\u8868\u8207\u63a7\u5236\uff1a\u770b\u8d77\u4f86\u4e0d\u53ea\u662f\u63e1\u624b\uff0c\u4f46\u4e5f\u4e0d\u5230\u4f75\u8cfc\u3002\u6298\u50f9\u7684\u80a1\u7968\u8cfc\u8cb7\u66f4\u50cf\u662f\u8ac7\u5224\u5f0f\u914d\u552e\uff0c\u800c\u975e\u516c\u958b\u5e02\u5834\u8cb7\u5165\uff0c\u7d66\u4e86 Intel \u65b0\u8cc7\u91d1\uff0c\u53ef\u91cd\u65b0\u90e8\u7f72\u65bc\u8cc7\u672c\u652f\u51fa\u3001\u5c01\u88dd\u6216 AI \u5efa\u8a2d\u7684\u71df\u904b\u8cc7\u91d1\u3002\u672a\u62ab\u9732\u8463\u4e8b\u6703\u5e2d\u4f4d\u6216\u6cbb\u7406\u8b8a\u52d5\uff0c\u9019\u4e00\u7f3a\u5e2d\u5f88\u91cd\u8981\uff1aNvidia \u900f\u904e\u5171\u540c\u7522\u54c1\u8a08\u756b\u8207\u5ba2\u6236\u62c9\u52d5\u7372\u5f97\u5f71\u97ff\u529b\uff0c\u800c\u975e\u6b63\u5f0f\u63a7\u5236\u3002\u5118\u7ba1\u5982\u6b64\uff0c\u5e02\u5834\u9818\u5c0e\u8005\u8cb7\u5165\u66fe\u7d93\u4e3b\u5c0e\u7684\u7af6\u722d\u5c0d\u624b\uff0c\u5c0d\u5e02\u5834\u60c5\u7dd2\u6709\u91cd\u7f6e\u6548\u679c\u3002\u5c0d Intel \u80a1\u6771\u4f86\u8aaa\uff0c\u7a00\u91cb\u662f\u6c42\u751f\u8207\u5728 AI \u4e2d\u4fdd\u6301\u76f8\u95dc\u6027\u7684\u4ee3\u50f9\u3002\u5c0d Nvidia \u6301\u6709\u4eba\u4f86\u8aaa\uff0c\u95dc\u9375\u5728\u65bc\u8cc7\u672c\u7d00\u5f8b\uff0c\u4ee5\u53ca\u6230\u7565\u4e0a\u884c\u662f\u5426\u503c\u5f97\u5206\u6563\u7ba1\u7406\u5c64\u6ce8\u610f\u529b\u7684\u98a8\u96aa\u3002<\/p>\n
\u57f7\u884c\u98a8\u96aa\uff1a\u7522\u54c1\u3001\u6642\u7a0b\u8207\u6587\u5316\u885d\u7a81\u3002\u4ea4\u6613\u627f\u8afe\u7684\u6210\u6557\u53d6\u6c7a\u65bc\u80fd\u5426\u51fa\u8ca8\u4e26\u88ab\u5ba2\u6236\u5927\u898f\u6a21\u90e8\u7f72\u3002\u9019\u4ee3\u8868\u8def\u7dda\u5716\uff1a\u9996\u6279\u5171\u540c\u958b\u767c\u96f6\u4ef6\u4f55\u6642\u53d6\u6a23\uff0c\u9996\u5ea7\u7531 Intel \u5efa\u9020\u4e14\u7531 Nvidia \u6574\u5408\u7684\u8cc7\u6599\u4e2d\u5fc3\u4f55\u6642\u555f\u7528\uff0c\u5b9a\u50f9\u5982\u4f55\u76f8\u5c0d\u65bc\u73fe\u6709\u66ff\u4ee3\u65b9\u6848\u3002\u5b83\u4e5f\u8981\u6c42\u5728 chiplet \u4e92\u9023\u3001\u8a18\u61b6\u9ad4\u983b\u5bec\u8207\u8edf\u9ad4\u5806\u758a\u4e0a\u7684\u5de5\u7a0b\u56b4\u8b39\uff0c\u9019\u4e9b\u662f Nvidia \u7684\u5f37\u9805\u3002Intel \u5fc5\u9808\u8b49\u660e\u5176\u80fd\u9054\u5230\u88fd\u7a0b\u91cc\u7a0b\u7891\u4e26\u63d0\u4f9b\u8207 Nvidia \u7bc0\u594f\u5339\u914d\u7684\u5c01\u88dd\u91cf\u80fd\u3002\u95dc\u9375\u91cc\u7a0b\u7891\u6703\u5728\u63a5\u4e0b\u4f86\u7684\u958b\u767c\u8005\u6d3b\u52d5\u8207\u8ca1\u5831\u96fb\u8a71\u6703\u8b70\u4e0a\u88ab\u6aa2\u8996\u3002\u5982\u679c\u6642\u7a0b\u5ef6\u5b95\uff0c\u5e02\u5834\u6703\u5f88\u5feb\u91cd\u65b0\u8a55\u4f30\u4eca\u5929\u7684\u72c2\u6b61\u3002<\/p>\n
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