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努力追趕英偉達、AMD!
uSMART盈立智投 05-23 18:35

英特爾(INTC.US)週一公佈了將於2025年推出的人工智能(AI)芯片“Falcon Shores”的一些新細節。在週一德國漢堡舉行的高性能計算展上,英特爾給出了“Falcon Shores”的一系列參數預告,包括:高帶寬內存(HBM3)規格將達到288GB,支持8bit浮點運算。隨着生成式人工智能模型的開發和應用呈爆炸式增長,企業正在尋找算力更強大的芯片。正在經歷戰略轉型的英特爾尋求借此追趕AI芯片的領軍企業英偉達(NVDA.US)和AMD(AMD.US)。

不過,由於英特爾的戰略轉型,“Falcon Shores”問世的時間不會早於2025年,屆時英偉達很有可能會推出更強的競品,而另一位競爭對手AMD也將在今年末推出MI300芯片以挑戰英偉達。

雖然英特爾早在2021年就展示過代號爲“Ponte Vecchio”的旗艦數據中心GPU,但不斷拖延的交付令該公司錯過了這一輪AI熱潮並基本上未能佔據任何市場份額。英特爾週一表示,該公司已經接近完成向美國阿貢國家實驗室交付基於Ponte Vecchio的Aurora超級計算機。英特爾還表示,這款系統的表現會優於使用英偉達H100芯片的高性能計算(HPC)。

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