微软近期披露的内部文件显示，该公司计划在人工智能（AI）芯片领域大幅扩张，以提升其生成式AI的性能和效率。据新浪财经消息，微软设定的目标是在2024年底之前积累高达180万枚AI芯片，这一数量是当前规模的三倍。这一战略的核心是增加GPU的持有量，微软计划在同年内将其GPU库存提升两倍。
为了实现这一目标，微软预计将进行大规模投资。据知情人士透露，从当前财年到2027财年，微软预计将在GPU硬件采购和数据中心建设上投入约1000亿美元。这一巨额投资凸显了微软对于AI技术的重视，以及在人工智能领域保持领先地位的决心。
目前，微软的AI芯片主要依赖于供应商英伟达，这意味着英伟达在AI芯片市场的地位将进一步巩固。通过增加GPU的数量，微软旨在提高其AI系统的处理能力，以支持更复杂、更快速的计算任务，同时降低运行成本，为用户提供更优质、更经济的服务。
这一战略调整不仅影响微软内部的AI研发，也可能重塑全球云计算和AI市场的格局。随着技术竞赛的加剧，其他科技巨头可能会跟进，加大在AI基础设施上的投入，预示着一场新的科技竞赛即将展开。
英语如下：
News Title: “Microsoft Accelerates AI Chip Expansion: Targeting 1.8 Million Chips, GPU Inventory to Quadruple by Year’s End”
Keywords: Microsoft, AI chips, GPU growth
News Content: Internal documents recently disclosed by Microsoft reveal the company’s plans for substantial expansion in the AI chip sector to enhance the performance and efficiency of its generative AI. According to Sina Finance, Microsoft aims to accumulate as many as 1.8 million AI chips by the end of 2024, a threefold increase from its current capacity. A key aspect of this strategy is the doubling of its GPU holdings within the same year.
To attain this goal, Microsoft is expected to make significant investments. Sources familiar with the matter indicate that the company forecasts spending approximately $100 billion between the current fiscal year and 2027 on GPU hardware procurement and data center construction. This substantial investment underscores Microsoft’s commitment to AI technology and its determination to maintain a leading position in the AI arena.
Currently, Microsoft’s AI chips largely rely on supplier NVIDIA, a move that is set to further solidify NVIDIA’s position in the AI chip market. By increasing GPU numbers, Microsoft aims to boost the processing capabilities of its AI systems to support more complex and faster computational tasks while reducing operational costs, thereby offering improved and more cost-effective services to users.
This strategic shift not only impacts Microsoft’s internal AI research and development but is also poised to reshape the global cloud computing and AI market landscape. As the technology race intensifies, other tech giants might follow suit, boosting their investments in AI infrastructure, signaling the onset of a new tech competition.
【来源】https://finance.sina.com.cn/stock/usstock/c/2024-04-18/doc-inasfexc1053371.shtml
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