bianyi｜bandaotichanyezongheng

weiruangoumaile 485,000 kuaiyingweidaxinpian，jihushijingzhengduishoudeliangbei。

weiruan、meta、openai hegugesihuzhengzaizhankaiyichangjiliede ai jingzheng。omdia deyifenxinbaogaoxiangxishuoming，yuqijingzhengduishouxiangbi，weiruangoumailezuiduodeyingweida aixinpian。congzheigejiaodulaikan，zheijiakejijutougoumaile 485,000 kuaiyingweidahopper xinpian，zhanyingweidaguoquyinianshourude 20%。

meta shiyingweidadedierdamaijia，danyuanyuanluohouyuweiruan，quniangoumaide gpu（224,000 kuaixinpian）haibudaoweiruanshougoudeyiban。tongshi，yamaxunhegugeyujifenbiegoumai19.6wanhe16.9wankehopperxinpian。

yingweidakeyishuoshizuihaode gpu zhizaoshang，zheikenengjieshileweiruanzai ai fangmianduiqizujiandeyilai。congbeijinglaikan，yingweida gpu zai 2024 nianzhanquanqiuzhichude 43%。weiruanzaishujuzhongxinshanghuafeileyue 310 yimeiyuan，weizheiyigongxianzuochulejudagongxian。

jinnian，shengchengshirengongzhinenglingyufazhanxunsu，baokuoweiruan、guge、openai、anthropic dengdingjikejigongsidoushituzaigailingyuzhanjuzhudaodiwei。zuijin，yifenbaogaoxianshi，youyuquefagaozhiliangdexunlianshuju，gaojirengongzhinengmoxingdekaifazaoyulezuai。

openai shouxizhixingguan sam altman heqian google shouxizhixingguan eric schmidt fanbolezheiyishuofa，qiangdiaomeiyouzhengjubiaomingkuozhandinglvyijingkaishizuzhirengongzhinengdefazhan。zhongsuozhouzhi，xianjindexinpianshirengongzhinengfazhandezhongyaozuchengbufen，yinweitamentigonglejisuannengli、xiaolvhekekuozhanxing，keyikuozhanzhigenggaodegaodu。

zheicushiduirengongzhinengxinpiandexuqiudadaolishizuigaoshuiping，jiyingweidadailaijudayali。rengongzhinengrechaotuidongzheijiaxinpianzhizaoshangchengweiquanqiuzuiyoujiazhidegongsi，shizhichaoguo 3 wanyimeiyuan，chaoguoweiruanhepingguo。

jinnianzaoxieshihou，weiruanzhengyu openai hezuo，touzigaoda 1000 yimeiyuanyongyuyigemingweistargatedexinxiangmu。zheigefuzadexiangmukeyibangzhugongsibaituoduiquanqiuzuizhuanqiandebandaotixinpianpinpai ai xinpiandeshufuheguoduyilai。youqudeshi，zheijiakejijutouhaizaikaifamingwei maia dexinpian，muqianyituichubinganzhuangle 20 wantai。

stargatexiangmuhaikeyibangzhuweiruanjiaqiangqiyouxibumenderengongzhinenggongzuo。youlezugoudejisuannengli，weiruankeyiliyongrengongzhinengdexianjinnenglilaigaijintuxingxuanran、chaofenbianlv、yunyouxiheyouxineigongneng。

yingweidadexiayidai gpu yujijiangpeibeishenjingxuanrangongneng，zheikenengzaishishishengchenggenghaodetuxingfangmianfahuiguanjianzuoyong。tongyang，rengongzhinengkeyibangzhutuidongchaofenbianlvdefazhan，congerkeyizaibusunshizhiliangdeqingkuangxiashengjidizhiliangdetuxiangheshipin。

raner，weilejianshaoduiyingweidadeyilai，kejigongsiyezaijiasukaifazijideaixinpian。

谷歌

zaozai2013niangugebiankaifachushijieshangshouzhangyongyu ai jiasuqide tpu（zhangliangchuliqi），keyijinxingkuaisudeshuxueyunsuan，chulituxiang、yuyinyuliao，jidatishengjiqixuexidexiaolv。2024niangugefabulediliudai tpu xinpian trillium，jisuanxingnengjiaoshangdaichanpintisheng4.7bei，neicundaikuantisheng1bei，nenghaoyouhua67%。gugezhuyaojiang tpu yongyuzishendeshujuzhongxin，manzuqineibudaguimode ai yunsuanxuqiu，rugugesousuo、gugedanaodengxiangmuzhongdejiqixuexiheshenduxuexirenwu。

苹果

pingguozhengzaiyubotonghezuokaifaqishoukuanzhuanweirengongzhinengrenwushejidefuwuqixinpian，neibudaihaowei baltra，yujijiangyu2026niantouruliangchan。zheikuanxinpianjiangcaiyongtaijidianxianjinde n3p zhizaogongyi，youpingguoweiyuyiseliedexinpianshejituanduifuzekaifa ，zhizaimanzu apple zengqiangxing ai gongnengdejudajisuanxuqiu，tongshitigaoxingnenghenengxiao，yizengqiangpingguosiyouyunjisuanxitongdenengli，youhuaqizhendui ai yingyongdegongzuofuzai，jinertuidongzhinengzhushou siri degexin。

微软

weiruanyizhizaijiadaziyanxinpiandetouru，qikaifade azure maia xinpian，yongyuzhichizishendeyunfuwuhe ai xiangmu，ru azure yunpingtaishangdejiqixuexiheshenduxuexirenwudeng。

亚马逊

yamaxunjihuatouzigaoda40yimeiyuanyu anthropic，bingshiyongzijiashejidezhuanyongjisuanjixinpianlaigoujian ai。yamaxunciqianyijingyou trainium he inferentia xinpian，bingjihuayumingnianfabu trainium3，haixiang anthropic tigongzheixiexinpianyongyuqixiangmu，rujiansheji anthropic shiyongde rainier chaojijisuanjijiqunxiangmu，yimanzuqiyunjisuankehudui ai xinpiandexuqiu。tongshixieshou marvell hezuodachengyixiangweiqiwuniandexieyi，shuangfangnikuodazai ai heshujuzhongxinlianjiechanpinfangmiandehezuo，yibianyamaxunbushubandaotichanpinzuhehezhuanyongwangluoyingjian。

Meta

meta zai2023nianfabuleshoukuandingzhibandaotixinpian mtia，bingyu2024niantuichulezuixinbanbende mtia xinpian。gaixinpianzhuyaoyongyubangzhu meta weiqixiade facebook he instagram dengpingtaitigongneirongpaiminghetuijiandengrengongzhinengfuwu。

编译自windowscentra