英特爾:Gaudi 3三季度推出,擁有聯想等強大生態系統支持
8月2日,英特爾首席執行官Patrick Gelsinger在2024年第二季度財報會議上回答了關於AI PC和服務器的若干問題,他表示,基於Lunar Lake的AI PC將於本季度出貨,此外新一代AI芯片Gaudi 3也將於第三季度推出。
Patrick Gelsinger表示:AI PC的市場份額將從目前的不到10%增長到2026年的50%以上。英特爾酷睿Ultra的出貨量在第二季度環比增長了一倍以上,並且已經為300多個應用程序和500個AI模型提供了AI功能。這不斷證明了英特爾通過40年的持續投資培育的強大生態系統。自12月推出以來,英特爾已經出貨了1500多萬台 Windows AI PC,比所有競爭對手的總和還要多。英特爾仍有望在年底前出貨4000多萬台AI PC,到2025年底累計出貨量超過1億台。
下一代AI PC Lunar Lake已於7月提前投產,將成為下一個全行業設備更新的催化劑。與上一代產品相比,Lunar Lake性能卓越,功耗降低一半,圖形性能提高50%,能效提高40%。Lunar Lake憑藉增強的MTU實現了3倍的TOPS 提升。微軟已認證Lunar Lake為聯想等20多家OEM的80多台新型Copilot+ PC運行,這些產品將於本季度開始出貨。
關於全球火熱的AI服務器等算力基礎設置,Patrick Gelsinger稱我們擁有堅實的基礎,包括目前為全球數據中心提供支持的1.3億多台Xeon處理器。我們的路線圖旨在在此快速安裝基礎上提供更高的性能和效率,實現開放、靈活和可擴展的 AI 解決方案,並降低客户的總擁有成本。本季度我們邁出了一些重要步伐,首先是推出Xeon 6,採用e-core處理器。它可提高性能、降低功耗並大幅整合機架。與競爭解決方案相比,每瓦性能提高了25%。隨後將推出代號為Granite Rapids的P核Xeon 6,它可為最苛刻的工作負載提供更高的性能,並將於本季度開始發貨。
英特爾專注於開放模型、開放開發人員框架以及通過 OPEA(即企業 AI 開放平台)將Xeon與加速器相結合的參考設計,這些設計正在獲得相當大的市場吸引力。Gaudi 3將於第三季度推出,它將把英特爾的加速器性能提升到一個新的水平,將競爭產品的成本降低三分之二。從更具體的角度來看,英特爾預計Gaudi 3在推理和訓練方面的每美元性能將比H100提高大約2倍。
Patrick Gelsinger進一步表示,Gaudi 3擁有強大的生態系統支持,包括聯想、超微、富士康、技嘉、Inventek等。
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