在近日于美国加州圣何塞举办的 Intel Foundry Direct Connect 活动上，英特尔 CEO 帕特·盖尔辛格与 OpenAI 的 CEO 萨姆·奥特曼共同探讨了人工智能（AI）对未来半导体产业的影响。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显著增长。
盖尔辛格在对话中表示，人工智能应用的不断扩张将推动芯片行业进入一个全新的时代，预计到2030年，英特尔的代工业务将主要受益于AI芯片市场的繁荣，有望跃升至全球第二的位置。目前，全球代工领域的领导者是台积电。这一预测凸显了英特尔对AI驱动的芯片市场的乐观态度，以及该公司在这一领域追赶和竞争的决心。
奥特曼也强调，OpenAI等AI创新公司对于高性能、低功耗的芯片有着强烈的需求，以支撑日益复杂的AI模型训练和推理任务。他指出，这种需求的增长不仅将重塑半导体行业格局，还将推动技术的边界不断向前。
英特尔和OpenAI的高层对话揭示了AI技术对全球半导体行业发展的关键作用，预示着未来十年芯片制造领域的竞争将更加激烈，同时也为相关产业链的发展提供了新的机遇和挑战。随着AI技术的不断进步，芯片制造商们必须不断创新，以满足市场对更高性能、更高效能芯片的需求。
英语如下：
**News Title:** “Intel and OpenAI CEO Discuss: AI Wave Set to Ignite New Highs in Chip Demand”
**Keywords:** AI chips, Intel, foundry market
**News Content:** At the recent Intel Foundry Direct Connect event in San Jose, California, Intel CEO Pat Gelsinger joined forces with OpenAI CEO Sam Altman to discuss the impact of artificial intelligence (AI) on the semiconductor industry. Both agreed that the rapid advancement of AI technology will lead to a significant surge in demand for high-performance chips.
Gelsinger, during the conversation, stated that the expanding application of AI is propelling the chip industry into a new era. He predicted that by 2030, Intel’s foundry business is poised to benefit significantly from the boom in the AI chip market, potentially rising to second place globally. Currently, TSMC leads the global foundry landscape. This forecast underscores Intel’s optimism about the AI-driven chip market and the company’s determination to compete and catch up in this space.
Altman also emphasized that AI innovators like OpenAI have a strong need for high-performance, low-power chips to support increasingly complex AI model training and inference tasks. He noted that this growing demand will not only reshape the semiconductor landscape but also propel the boundaries of technology forward.
The high-level dialogue between Intel and OpenAI highlights the pivotal role of AI technology in the global semiconductor industry’s development, forecasting a more intense competition in chip manufacturing over the next decade. It also presents new opportunities and challenges for the associated supply chain. As AI technology advances, chip manufacturers will need to continually innovate to meet the market’s demand for higher performance and more energy-efficient chips.
【来源】https://www.cls.cn/detail/1600838
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