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·奥特曼进行了一场引人注目的对话，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技术的飞速发展，对高性能芯片的需求将持续攀升。
盖尔辛格在对话中大胆预测，到2030年，英特尔的代工业务将因满足不断增长的AI芯片需求而显著扩张，有望跃升至全球第二大规模的位置。这一预测凸显了英特尔对AI市场的雄心壮志，以及对自身技术进步和市场定位的自信。目前，全球代工领域的领头羊是台湾的台积电。
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，高性能芯片已成为支撑这些应用的关键基础设施。英特尔和OpenAI的领导者们强调，未来的芯片不仅需要处理复杂的计算任务，还需要在能效和定制化方面有所突破，以适应AI算法的多样性和独特需求。
此次活动展示了英特尔在AI芯片市场的战略规划，旨在通过其Intel Foundry Direct Connect平台，强化与全球客户的合作，以满足这一新兴领域不断增长的需求。这一举措不仅预示着半导体行业的竞争将进一步加剧，也表明AI时代的到来正在重塑全球芯片制造业的格局。
英语如下：
News Title: “Intel and OpenAI CEO Discuss: AI Era Fuels Chip Demand, Intel’s Foundry Business Could Rise to World’s Second Largest by 2030”
Keywords: AI chips, Intel, foundry market
News Content: At the recent Intel Foundry Direct Connect event in San Jose, California, Intel CEO Pat Gelsinger engaged in a thought-provoking conversation with OpenAI CEO Sam Altman, jointly exploring the impact of artificial intelligence (AI) on the future semiconductor industry. Both agreed that the rapid advancement of AI technology will sustain the rising demand for high-performance chips.
Gelsinger boldly forecasted that by 2030, Intel’s foundry business, driven by the escalating need for AI chips, could expand significantly, positioning the company as the second-largest in the world. This projection underscores Intel’s ambitious plans in the AI market and its confidence in technological advancements and market positioning. Currently, Taiwan’s TSMC leads the global foundry landscape.
As AI finds extensive applications across industries, from autonomous vehicles to medical diagnostics, high-performance chips have become critical infrastructure. The leaders of Intel and OpenAI emphasized that future chips must not only handle complex computational tasks but also excel in energy efficiency and customization to accommodate the diversity and unique requirements of AI algorithms.
The event showcased Intel’s strategic planning in the AI chip market, aiming to strengthen collaborations with global clients through its Intel Foundry Direct Connect platform to cater to the growing demands of this emerging sector. This move signals intensified competition within the semiconductor industry and indicates how the advent of the AI era is reshaping the global chip manufacturing landscape.
【来源】https://www.cls.cn/detail/1600838
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