在近日于美国加州圣何塞举办的 Intel Foundry Direct Connect 活动中，英特尔 CEO 帕特·盖尔辛格与 OpenAI CEO 萨姆·奥特曼共同探讨了人工智能（AI）对未来半导体行业的影响。双方一致认为，随着AI技术的快速发展，对高性能芯片的需求将迎来爆发式增长。
盖尔辛格在对话中指出，AI 的广泛应用将对芯片性能提出更高要求，进而推动半导体行业进入一个新的发展阶段。他大胆预测，到2030年，英特尔的代工业务有望凭借满足全球日益增长的人工智能芯片需求，跃升为全球第二大芯片代工厂，可能仅落后于当前的行业领导者——台积电。
这一预测基于英特尔对AI市场的乐观预期和自身技术的不断进步。英特尔近年来已加大在先进制程工艺和AI专用芯片研发上的投入，以期在竞争激烈的市场中抢占先机。而OpenAI作为AI领域的领先企业，其CEO奥特曼的参与也进一步凸显了AI芯片在推动科技进步中的关键作用。
随着AI在自动驾驶、医疗诊断、智能家居等领域的广泛应用，对芯片计算能力和能效比的需求将持续攀升。英特尔和OpenAI的联合发声，预示着半导体行业即将迎来一个以AI为中心的新时代，同时也为全球芯片制造商带来了新的挑战和机遇。
英语如下：
News Title: “Intel and OpenAI CEO Discuss: AI Boom Drives Chip Demand, Intel Aims for Global No. 2 Foundry Spot by 2030”
Keywords: AI chips, Intel, foundry market
News Content: During the recent Intel Foundry Direct Connect event in San Jose, California, Intel CEO Pat Gelsinger and OpenAI CEO Sam Altman jointly discussed the impact of artificial intelligence (AI) on the semiconductor industry’s future. Both agreed that the rapid advancement of AI technology will lead to an explosive growth in the demand for high-performance chips.
Gelsinger highlighted in the conversation that the widespread adoption of AI will impose higher performance requirements on chips, propelling the semiconductor industry into a new phase. He boldly predicted that by 2030, Intel’s foundry business could ascend to become the world’s second-largest chip manufacturer, potentially trailing only the current industry leader, TSMC, in catering to the surging global demand for AI chips.
This projection is based on Intel’s optimistic outlook for the AI market and its continuous technological advancements. In recent years, Intel has increased investments in advanced manufacturing processes and AI-specific chip development to gain a competitive edge in the intense market. Altman’s participation, as the CEO of AI pioneer OpenAI, underscores the pivotal role AI chips play in driving科技进步.
As AI finds wide application in areas like autonomous driving, medical diagnosis, and smart homes, the demand for chip computational power and energy efficiency will keep rising. The joint statement from Intel and OpenAI foreshadows a new AI-centric era for the semiconductor industry, presenting both challenges and opportunities for global chip manufacturers.
【来源】https://www.cls.cn/detail/1600838
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