人工智能时代将带来芯片需求激增
在加州圣何塞举行的英特尔代工直连活动上，英特尔首席执行官帕特·盖尔辛格和 OpenAI 首席执行官萨姆·奥特曼共同强调，人工智能的未来发展将对半导体行业产生强劲需求。
盖尔辛格预测，到 2030 年，英特尔将通过满足人工智能芯片需求，将其代工业务发展为全球第二大规模，仅次于目前的代工领导者台积电。
奥特曼表示，人工智能模型的训练和部署需要大量的计算能力，这将推动对高性能芯片的需求。他指出，OpenAI 的大型语言模型 GPT-3 训练就需要数千个英伟达 A100 GPU。
英特尔和 OpenAI 正在合作开发专门用于人工智能训练和推理的芯片。盖尔辛格表示，英特尔正在为 OpenAI 的大型语言模型开发定制芯片，预计将于 2024 年推出。
业内专家认为，人工智能的快速发展将对芯片行业产生深远影响。摩根士丹利分析师约瑟夫·摩尔表示，人工智能芯片市场预计到 2025 年将达到 1000 亿美元，到 2030 年将达到 3000 亿美元。
除了英特尔和 OpenAI，其他科技巨头也在积极投资人工智能芯片领域。谷歌、亚马逊和微软都在开发自己的定制人工智能芯片，以满足其云计算和人工智能服务不断增长的需求。
人工智能时代的到来将对芯片行业带来巨大的机遇和挑战。芯片制造商需要不断创新，开发满足人工智能需求的新一代芯片。同时，人工智能芯片的快速发展也将推动人工智能技术在各行各业的广泛应用，为社会和经济带来变革性的影响。
英语如下：
**Headline: Chip Demand Soars in AI Era, Intel Eyes No.2 Spot Globally**
**Keywords:** AI demand, foundry market, chip manufacturing
**Body:**
The advent of artificial intelligence (AI) is set todrive a surge in demand for chips, according to Intel CEO Pat Gelsinger and OpenAI CEO Sam Altman, who spoke at Intel’s Foundry Direct event in San Jose, California.
Gelsinger predicted that Intel will grow its foundry business to become the world’s second-largest by 2030, behind current foundry leader TSMC, by catering to the demand for AI chips.
Altman said that training and deploying AI models requires massive amounts of compute power, which will fuel the demand for high-performance chips. He noted that OpenAI’s large language model, GPT-3, was trained using thousands of Nvidia A100 GPUs.
Intel and OpenAI are collaborating to develop chips specifically designed for AI training and inference. Gelsinger said that Intel is developing a custom chip for OpenAI’s large language models, which is expected to be released in 2024.
Industry experts believethat the rapid growth of AI will have a profound impact on the chip industry. Joseph Moore, an analyst at Morgan Stanley, said that the AI chip market is expected to reach $100 billion by 2025 and $300 billion by 2030.
In addition to Intel and OpenAI, other tech giants are also investing heavily in AI chips. Google, Amazon, and Microsoft are all developing their own custom AI chips to meet the growing demand for their cloud computing and AI services.
The advent of the AI era presents both tremendous opportunities and challenges for the chip industry. Chipmakers will need to continue to innovate to develop new generations of chips that meet the demands of AI. At the same time, the rapid growth of AI chips will fuel the widespread adoption of AI technologies across industries, leading to transformative impacts on society and the economy.
【来源】https://www.cls.cn/detail/1600838
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