{"id":602614,"date":"2025-11-07T11:43:54","date_gmt":"2025-11-07T19:43:54","guid":{"rendered":"https:\/\/nai500.com\/?p=602614"},"modified":"2025-11-07T11:43:54","modified_gmt":"2025-11-07T19:43:54","slug":"ai-nvidia-nvda","status":"publish","type":"post","link":"https:\/\/nai500.com\/zh-hant\/blog\/2025\/11\/ai-nvidia-nvda\/","title":{"rendered":"\u6b50\u6d32\u7684 AI \u6676\u7247\u62bc\u6ce8\u8003\u9a57 Nvidia (NVDA) \u7684\u8b77\u57ce\u6cb3"},"content":{"rendered":"

\u5728 Bloomberg \u5831\u5c0e\u6307\u51fa\u4e00\u500b\u5229\u57fa AI \u786c\u9ad4\u516c\u53f8\u53ef\u80fd\u6210\u70ba\u8a72\u5730\u5340\u4e0b\u4e00\u500b\u6b0a\u529b\u904a\u6232\u5f8c\uff0c\u6b50\u6d32\u6676\u7247\u80a1\u8d70\u9ad8\uff0c\u4e26\u6fc0\u8d77\u8cc7\u91d1\u91cd\u65b0\u8f2a\u52d5\u81f3\u4efb\u4f55\u53ef\u80fd\u642d\u4e0a\u4eba\u5de5\u667a\u6167\u6d6a\u6f6e\u7684\u6a19\u7684\u3002\u6b64\u6642\u9ede\u6b63\u9022 Nvidia (NVDA) \u5728\u63a5\u8fd1\u6b77\u53f2\u9ad8\u4f4d\u9644\u8fd1\u8da8\u65bc\u7a69\u5b9a\uff0cASML Holding (ASML) \u6301\u7e8c\u4e0a\u884c\uff0c\u6295\u8cc7\u4eba\u4e5f\u5728\u5c0b\u627e\u80fd\u63d0\u4f9b\u8207\u7f8e\u570b\u8d85\u5927\u898f\u6a21\u96f2\u7aef\u4f9b\u61c9\u93c8\u4e0d\u540c\u7684\u5dee\u7570\u5316\u66dd\u96aa\u3002Nvidia \u57f7\u884c\u9577 Jensen Huang \u7684\u8a9e\u6c23\u4ecd\u4ee5\u6b61\u8fce\u70ba\u4e3b\uff0c\u800c\u975e\u9632\u79a6\uff1a\u300c\u6975\u6709\u53ef\u80fd\u300d\u8a72\u516c\u53f8\u6703\u5728\u6b50\u6d32\u64f4\u5f35\uff0c\u4ed6\u5f37\u8abf\u8a72\u5730\u5340\u4f5c\u70ba\u6295\u8cc7\u57fa\u5730\u7684\u6f5b\u529b\u3002<\/p>\n

\u52d5\u91cf\u8f49\u5411\u6b50\u6d32\u5229\u57fa AI \u6676\u7247<\/h3>\n

\u8868\u9762\u4e0a\u9019\u9805\u4ea4\u6613\u5f88\u7c21\u55ae\uff1a\u6b50\u6d32\u77ed\u671f\u5167\u53ef\u80fd\u4e0d\u6703\u51fa\u73fe\u50cf Nvidia \u90a3\u6a23\u7684\u5de8\u982d\uff0c\u4f46\u53ef\u4ee5\u5b55\u80b2\u51fa\u5728\u5c08\u7528 AI \u77fd\u6676\u7247\u8207\u76f8\u95dc\u5de5\u5177\u65b9\u9762\u7684\u52dd\u51fa\u8005\u3002\u56e0\u6b64\u8cc7\u91d1\u6b63\u5728\u8a66\u63a2\u90a3\u4e9b\u5177\u6709\u660e\u78ba\u5dee\u7570\u5316\u6545\u4e8b\u8207\u53ef\u4fe1\u8cc7\u91d1\u4f86\u6e90\u7684\u5c0f\u578b\u5e73\u53f0\u3002\u6210\u7acb\u65bc 2021 \u5e74\u3001\u7e3d\u90e8\u5728\u8377\u862d\u7684\u5275\u696d\u516c\u53f8 Axelera AI \u5c31\u662f\u9019\u80a1\u8cb7\u76e4\u7684\u4ee3\u8868\u3002\u8a72\u516c\u53f8\u8a2d\u8a08\u91dd\u5c0d\u63a8\u8ad6\u8207\u8a08\u7b97\u6a5f\u8996\u89ba\u7684 AI \u8655\u7406\u5668\uff0c\u61c9\u7528\u5728\u6a5f\u5668\u4eba\u3001\u7121\u4eba\u6a5f\u3001\u6c7d\u8eca\u8207\u91ab\u7642\u88dd\u7f6e\u3002\u4eca\u5e74\u5b83\u7372\u5f97\u4e00\u7b46 6,160 \u842c\u6b50\u5143\u7684 EuroHPC DARE \u88dc\u52a9\uff0c\u7528\u65bc\u6253\u9020 Titania\u2014\u2014\u4e00\u6b3e\u91dd\u5c0d\u751f\u6210\u5f0f AI \u8207\u908a\u7de3\u8996\u89ba\u4efb\u52d9\u7684\u6676\u7247\u3002\u653f\u5e9c\u8cc7\u91d1\u4e26\u4e0d\u4fdd\u8b49\u7522\u54c1\u80fd\u627e\u5230\u5e02\u5834\uff0c\u4f46\u80fd\u7e2e\u77ed\u958b\u767c\u6642\u7a0b\u3001\u964d\u4f4e\u6676\u5713\u6d41\u7247\u5931\u6557\u98a8\u96aa\uff0c\u4e26\u8b93\u516c\u958b\u5e02\u5834\u6295\u8cc7\u4eba\u66f4\u6e05\u695a\u5730\u770b\u5230\u4e00\u500b\u6bd4\u55ae\u4e00\u80a1\u50f9\u98c6\u6f32\u66f4\u5927\u7684\u751f\u614b\u7cfb\u3002<\/p>\n

\u6b50\u6d32\u7684\u512a\u52e2\u5728\u65bc\u300c\u908a\u7de3\u300d<\/h3>\n

\u6b50\u6d32\u4e0d\u6703\u5728\u8cc7\u6599\u4e2d\u5fc3\u8a13\u7df4\u578b\u77fd\u6676\u7247\u4e0a\u53d6\u4ee3 Nvidia\uff0c\u90a3\u4e26\u4e0d\u662f\u8981\u6253\u7684\u4ed7\u3002\u77ed\u671f\u7684\u5207\u5165\u9ede\u662f\u5728\u908a\u7de3\u63a8\u8ad6\uff0c\u9019\u88e1\u96fb\u529b\u3001\u5ef6\u9072\u8207\u6210\u672c\u6bd4\u7d14\u7cb9\u7684\u541e\u5410\u91cf\u66f4\u91cd\u8981\u3002Titania \u7784\u6e96\u7684\u6b63\u662f\u9019\u584a\u9818\u57df\u3002\u5b83\u501a\u8cf4\u9818\u57df\u5c08\u7528\u67b6\u69cb\uff0c\u900f\u904e\u70ba\u53d7\u9650\u74b0\u5883\u6700\u4f73\u5316\u4f86\u907f\u958b Nvidia \u7684 CUDA \u8b77\u57ce\u6cb3\uff1a\u5de5\u5ee0\u751f\u7522\u7dda\u3001\u667a\u6167\u651d\u5f71\u6a5f\u3001\u8eca\u8259\u7cfb\u7d71\u3001\u53ef\u651c\u5f0f\u91ab\u7642\u8a2d\u5099\u3002\u5982\u679c\u88dd\u7f6e\u7aef AI \u6301\u7e8c\u5728 PC\u3001\u667a\u6167\u578b\u624b\u6a5f\u8207\u8eca\u8f1b\u4e2d\u666e\u53ca\uff0c\u5c08\u70ba\u6b64\u8a2d\u8a08\u7684\u52a0\u901f\u5668\u53ef\u4ee5\u5728\u4e0d\u5fc5\u53d6\u4ee3\u8d85\u5927\u898f\u6a21\u6a5f\u6ac3\u4e2d H100 \u7684\u60c5\u6cc1\u4e0b\u6436\u5360\u771f\u5be6\u7684\u63d2\u5ea7\u4f4d\u3002\u8edf\u9ad4\u4ecd\u662f\u95dc\u9375\u3002Nvidia \u7684\u9818\u5148\u4e0d\u50c5\u662f\u6676\u7247\u9762\u7a4d\uff0c\u66f4\u591a\u662f\u958b\u767c\u8005\u751f\u614b\u3002\u4efb\u4f55\u6b50\u6d32\u6311\u6230\u8005\u5fc5\u9808\u5efa\u7acb\u6216\u501f\u7528\u5f37\u5927\u7684\u5de5\u5177\u93c8\u3001\u9a45\u52d5\u5c64\u8207\u6a21\u578b\u652f\u63f4\uff0c\u5426\u5247\u6703\u6dea\u70ba\u5be6\u9a57\u6216\u8a66\u9ede\u3002<\/p>\n

\u88fd\u9020\u74f6\u9838\u662f\u771f\u5be6\u5b58\u5728\u7684<\/h3>\n

\u6295\u8cc7\u4eba\u9700\u8981\u628a\u8a2d\u8a08\u7aef\u52dd\u5229\u8207\u88fd\u9020\u73fe\u5be6\u5206\u958b\u770b\u3002\u6b50\u6d32\u64c1\u6709 ASML \u7684 EUV \u5149\u523b\u9019\u9846\u7687\u51a0\u4e0a\u7684\u5bf6\u77f3\uff0c\u4f46\u4e26\u4e0d\u64c1\u6709\u80fd\u5c07\u9019\u4e9b\u8a2d\u5099\u8f49\u5316\u70ba\u672c\u571f\u3001\u53ef\u898f\u6a21\u5316\u751f\u7522\u7684\u5148\u9032\u908f\u8f2f 3 \u5948\u7c73 AI GPU \u7684\u5b8c\u6574\u751f\u614b\u3002\u5c0d AI \u800c\u8a00\u91cd\u8981\u7684\u6676\u5713\u4ee3\u5de5\u7522\u80fd\u4ecd\u96c6\u4e2d\u5728\u53f0\u7063\uff0c\u6b21\u4e4b\u662f\u5357\u97d3\u8207\u7f8e\u570b\u3002\u672a\u4f86\u4e09\u5e74\u7684\u6b50\u6d32\u5287\u672c\u662f\u6df7\u5408\u7684\uff1aTSMC \u8a08\u756b\u5728\u5fb7\u7d2f\u65af\u9813\u7684\u5ee0\u5340\u4e3b\u8981\u70ba\u6210\u719f\u88fd\u7a0b\uff0c\u8f03\u9069\u5408\u6c7d\u8eca\u8207\u7269\u806f\u7db2\uff0c\u800c\u975e\u6700\u5c16\u7aef\u7684 AI \u52a0\u901f\u5668\uff1bIntel \u5728\u99ac\u683c\u5fb7\u5821\u7684\u5c08\u6848\u8ddd\u96e2\u91cf\u7522\u9084\u6709\u6578\u5e74\uff1bGlobalFoundries \u5728\u5fb7\u7d2f\u65af\u9813\u7684\u5ee0\u5340\u5be6\u529b\u4e0d\u932f\uff0c\u4f46\u4e0d\u5728 cutting edge\u3002\u9019\u4e26\u975e\u5fb9\u5e95\u5426\u5b9a\u3002\u908a\u7de3\u63a8\u8ad6\u6676\u7247\u8207 AI \u76f8\u95dc\u63a7\u5236\u5668\u5f80\u5f80\u5728\u6210\u719f\u88fd\u7a0b\u4e0a\u8868\u73fe\u826f\u597d\uff0c\u56e0\u6210\u672c\u53ef\u9810\u6e2c\u4e14\u826f\u7387\u9ad8\u3002\u4f46\u9019\u4e5f\u51f8\u986f\u70ba\u4f55\u8a2d\u5099\u3001\u5c01\u88dd\u8207\u96fb\u6e90\u5143\u4ef6\u770b\u8d77\u4f86\u50cf\u662f\u66f4\u4e7e\u6de8\u4e14\u66f4\u8fd1\u7aef\u7684\u6b50\u6d32\u4ea4\u6613\u9078\u64c7\uff0c\u800c\u4e0d\u662f\u4e00\u5834\u722d\u596a\u8cc7\u6599\u4e2d\u5fc3\u4e3b\u5c0e\u5730\u4f4d\u7684\u767b\u6708\u8a08\u756b\u3002<\/p>\n

Nvidia \u7684\u64f4\u5f35\u5c0d\u6b50\u6d32\u662f\u6a5f\u6703\uff0c\u4e0d\u662f\u5a01\u8105<\/h3>\n

Huang \u95dc\u65bc\u5728\u6b50\u6d32\u64f4\u5f35\u7684\u6700\u65b0\u8a00\u8ad6\u5177\u6709\u610f\u7fa9\u3002\u5982\u679c Nvidia \u5728\u6b50\u6d32\u589e\u8a2d\u7814\u767c\u3001\u5efa\u7acb\u5925\u4f34\u95dc\u4fc2\uff0c\u751a\u81f3\u6295\u5165\u8207\u6b50\u6d32\u5c08\u6848\u76f8\u95dc\u7684\u5148\u9032\u5c01\u88dd\uff0c\u8cc7\u672c\u8207\u4eba\u624d\u5c07\u6703\u570d\u7e5e\u5176\u4f9b\u61c9\u93c8\u805a\u96c6\u3002\u9019\u53ef\u80fd\u63d0\u5347\u5728\u5730\u7684\u9818\u982d\u516c\u53f8\uff0c\u800c\u975e\u5c07\u5b83\u5011\u78be\u58d3\u3002\u9019\u4e00\u52d5\u614b\u5728\u6c7d\u8eca\u9818\u57df\u5df2\u898b\u7aef\u502a\uff1aNvidia \u6b63\u628a\u5176\u5e73\u53f0\u5d4c\u5165\u4e0b\u4e00\u4ee3\u8eca\u8f09\u67b6\u69cb\uff0c\u540c\u6642 Tier 1 \u5ee0\u5546\u8207\u50cf STMicroelectronics (STM)\u3001Infineon (IFX)\u3001NXP (NXPI) \u9019\u985e\u6676\u7247\u5546\u5247\u52a0\u5165\u611f\u6e2c\u5668\u3001\u5fae\u63a7\u5236\u5668\u3001\u96fb\u6e90\u7ba1\u7406\u8207\u9818\u57df\u5c08\u7528\u52a0\u901f\u5668\u3002\u6574\u500b\u9905\u8b8a\u5927\uff0c\u6b50\u6d32\u5728\u6c7d\u8eca\u8207\u5de5\u696d\u4e0a\u7684\u6df1\u539a\u6839\u57fa\u5177\u5099\u69d3\u687f\u4f5c\u7528\u3002Nvidia \u7684\u5728\u5730\u5b58\u5728\u4e5f\u53ef\u80fd\u52a0\u901f\u6b50\u6d32\u4f01\u696d\u63a1\u7528 AI \u8edf\u9ad4\uff0c\u9032\u800c\u62c9\u52d5\u908a\u7de3\u52a0\u901f\u5668\u7684\u9700\u6c42\uff0c\u5c24\u5176\u5728\u8cc7\u6599\u4e3b\u6b0a\u8207\u5ef6\u9072\u4f7f\u5f97\u672c\u5730\u90e8\u7f72\u5177\u5438\u5f15\u529b\u7684\u60c5\u6cc1\u4e0b\u3002<\/p>\n

\u64c1\u6709\u57fa\u790e\u8a2d\u65bd\u4f9b\u61c9\u5546\uff1aASML\u3001\u985e\u6bd4\u3001\u5c01\u88dd\u8207\u96fb\u6e90<\/h3>\n

\u5982\u679c\u4f60\u8981\u4ea4\u6613\u6b50\u6d32\u771f\u6b63\u6709\u7684\u6771\u897f\uff0c\u540d\u55ae\u5f9e ASML\u3001ASM International\u3001BE Semiconductor Industries \u8207 Aixtron \u958b\u59cb\u3002\u5149\u523b\u3001\u6c88\u7a4d\u8207\u5148\u9032\u5c01\u88dd\u662f\u4efb\u4f55 AI \u8a08\u7b97\u9031\u671f\u7684\u93df\u5b50\u8207\u7926\u5751\u3002AI \u7684\u96fb\u529b\u554f\u984c\u662f\u8cc7\u6599\u4e2d\u5fc3\u660e\u986f\u7684\u74f6\u9838\uff0c\u4e5f\u91cd\u65b0\u8a55\u50f9\u4e86\u6b50\u6d32\u7684\u96fb\u6e90\u534a\u5c0e\u9ad4\u7fa4\u3002Infineon \u8207 STMicro \u5177\u5099\u5411 AI \u8a2d\u65bd\u8207 AI \u555f\u7528\u8eca\u8f1b\u51fa\u8ca8\u78b3\u5316\u77fd\u8207\u9ad8\u58d3\u89e3\u6c7a\u65b9\u6848\u7684\u4f48\u5c40\u3002NXP \u5247\u4f4d\u65bc\u6c7d\u8eca\u8a08\u7b97\u8207\u5b89\u5168\u9023\u63a5\u6027\u7684\u4ea4\u53c9\u9ede\u3002\u9019\u4e9b\u540d\u5b57\u90fd\u4e0d\u662f\u8ced\u6ce8\u5f0f\u7684\u767b\u6708\u80a1\u3002\u5b83\u5011\u6703\u7522\u751f\u73fe\u91d1\u3001\u6839\u57fa\u7a69\u56fa\uff0c\u7121\u8ad6 Nvidia \u662f\u5426\u5728\u5340\u57df\u5167\u64f4\u5f35\u3001\u6b50\u6d32\u65b0\u5275\u80fd\u5426\u653e\u5927\u3001\u6216\u7f8e\u570b\u8207\u4e9e\u6d32\u73a9\u5bb6\u662f\u5426\u70ba\u4e86\u97cc\u6027\u800c\u5728\u5730\u5316\u4f9b\u61c9\u93c8\uff0c\u9019\u4e9b\u516c\u53f8\u90fd\u5c07\u53d7\u60e0\u3002\u50cf Axelera \u9019\u6a23\u7684\u5275\u696d\u516c\u53f8\u53ef\u4ee5\u6210\u70ba\u5b83\u5011\u7684\u5ba2\u6236\u6216\u88ab\u4f75\u8cfc\u6a19\u7684\u3002\u7121\u8ad6\u54ea\u689d\u8def\u5f91\uff0c\u90fd\u80fd\u5728\u6b50\u6d32\u5efa\u8a2d\u4e2d\u8b8a\u73fe\uff0c\u5373\u4fbf\u6700\u7d42\u6c92\u6709\u51fa\u73fe\u6b50\u6d32\u7684 GPU \u51a0\u8ecd\u3002<\/p>\n

\u6295\u8cc7\u4eba\u73fe\u5728\u53ef\u4ea4\u6613\u7684\u50ac\u5316\u5291<\/h3>\n

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