在最近于美国加州圣何塞举行的Intel Foundry Direct Connect活动中，英特尔CEO帕特·盖尔辛格和OpenAI CEO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技术的发展对半导体行业的影响。盖尔辛格大胆预测，到2030年，英特尔将凭借其代工业务在满足人工智能芯片需求方面取得显著增长，有望成为全球第二大代工企业，仅次于台积电。这一预测基于对人工智能技术在未来十年内将推动对高性能芯片需求的强烈预期。
盖尔辛格和奥特曼都强调了人工智能技术在未来各个行业中的广泛应用，从无人驾驶汽车到医疗健康，再到金融服务，都将依赖于强大的计算能力。英特尔正在积极调整其业务模式，以适应这一趋势，通过扩大代工服务，为包括OpenAI在内的各类客户提供高性能的芯片。
这一消息对于半导体行业来说是一个积极的信号，表明人工智能技术的快速进步不仅将推动新应用的出现，还将带动芯片制造和相关技术服务的需求增长。英特尔和OpenAI的合作预示着未来十年内，人工智能和芯片技术将迎来前所未有的发展机遇。
英文标题：Intel and OpenAI CEOs Forecast Increased Chip Demand in AI Era
英文关键词：AI, Chip Demand, Intel Foundry Services
英文新闻内容：
During the recent Intel Foundry Direct Connect event in San Jose, California, Intel CEO Pat Gelsinger and OpenAI CEO Sam Altman engaged in a thought-provoking conversation about the impact of artificial intelligence on the semiconductor industry. Gelsinger predicted that by 2030, Intel will significantly grow its foundry business by meeting the increasing demand for AI chips, potentially becoming the world’s second-largest foundry service, trailing behind TSMC. This forecast is based on the expectation that AI technology will drive a strong need for high-performance chips over the next decade.
Both Gelsinger and Altman highlighted the widespread applications of AI technology across various industries, from autonomous vehicles to healthcare and finance, which will all depend on robust computing power. Intel is actively adjusting its business model to adapt to this trend by expanding its foundry services to provide high-performance chips for clients like OpenAI.
This news is a positive sign for the semiconductor industry, indicating that the rapid advancement of AI technology will not only spawn new applications but also boost the demand for chip manufacturing and related technical services. The collaboration between Intel and OpenAI signals unprecedented opportunities for the development of AI and chip technologies in the coming decade.
【来源】https://www.cls.cn/detail/1600838
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