在近日于美国加州圣何塞举办的 Intel Foundry Direct Connect 活动上，英特尔首席执行官帕特·盖尔辛格与 OpenAI 的首席执行官萨姆·奥特曼就人工智能（AI）对未来芯片产业的影响进行了深入对话。双方一致认为，随着AI技术的快速发展，全球对高性能芯片的需求将持续攀升。
盖尔辛格在谈话中预测了一个大胆的前景，他表示，到2030年，英特尔的代工业务有望凭借满足不断增长的人工智能芯片需求，跃居全球第二，仅次于目前的行业领导者台积电。这一预测凸显了英特尔对未来AI市场的信心，以及其在半导体制造领域的战略规划。
随着AI在各行各业的广泛应用，从自动驾驶汽车到医疗诊断，再到数据中心的处理能力提升，对计算能力的需求正以前所未有的速度增长。英特尔和OpenAI的领导者们强调，这种趋势将推动半导体行业进入一个全新的发展阶段，对芯片的性能、能效和定制化提出更高要求。
奥特曼指出，OpenAI等AI创新公司正在推动算法的边界，这需要与之匹配的先进硬件支持。他强调，与英特尔这样的芯片巨头合作，对于确保AI技术的持续创新和广泛应用至关重要。
这一对话揭示了AI时代下，芯片制造商与AI研发机构之间的紧密合作，以及全球半导体行业的竞争格局正在发生的深刻变化。随着英特尔等企业加大在AI芯片领域的投入，可以预见，未来的芯片市场将更加聚焦于满足AI应用的特定需求，推动技术的不断创新和突破。
英语如下：
News Title: “Intel and OpenAI CEO Discuss: AI Era Fuels Chip Demand Surge, Intel Aims for Global No. 2 in Contract Manufacturing by 2030”
Keywords: Intel, AI chips, foundry market
News Content: At the recent Intel Foundry Direct Connect event in San Jose, California, Intel CEO Pat Gelsinger engaged in a deep conversation with OpenAI CEO Sam Altman on the impact of artificial intelligence (AI) on the future semiconductor industry. Both agreed that the rapid advancement of AI technology will sustain the global demand for high-performance chips.
Gelsinger forecasted an ambitious outlook, stating that by 2030, Intel’s foundry business aims to become the world’s second-largest, trailing only current industry leader TSMC, by catering to the escalating demand for AI chips. This projection underscores Intel’s confidence in the future AI market and its strategic planning in semiconductor manufacturing.
As AI finds广泛应用 across sectors, from autonomous vehicles to medical diagnostics and enhanced data center processing capabilities, the demand for computing power is escalating at an unprecedented pace. The leaders of Intel and OpenAI emphasized that this trend will propel the semiconductor industry into a new phase, with increased requirements for chip performance, efficiency, and customization.
Altman pointed out that AI innovators like OpenAI are pushing the boundaries of algorithms, necessitating advanced hardware to support them. He stressed the importance of collaboration with chip giants like Intel to ensure the continuous innovation and widespread adoption of AI technology.
This dialogue underscores the close collaboration between chip manufacturers and AI research institutions in the AI era, as well as the profound shifts occurring in the global semiconductor landscape. With companies like Intel increasing their investment in AI chip technology, it is foreseeable that the future chip market will increasingly cater to specific AI application needs, driving continuous technological innovation and breakthroughs.
【来源】https://www.cls.cn/detail/1600838
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