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 CEO 萨姆·奥特曼共同探讨了人工智能对未来半导体产业的影响。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增长。
盖尔辛格在对话中指出，人工智能的广泛应用正推动着芯片行业的新一轮革命。他预测，到2030年，英特尔将凭借在人工智能芯片领域的领先地位，使其代工业务实现显著扩张，有望成为全球第二大代工制造商，紧跟当前的行业领导者台积电之后。
这一预测基于对AI计算需求的强劲增长预期，随着机器学习、深度学习等应用的普及，高性能、低功耗的定制化芯片将成为市场的迫切需求。英特尔和OpenAI作为业界的重要参与者，他们的观点为半导体行业的未来描绘了一幅清晰的图景，预示着一个由AI驱动的芯片需求新时代的到来。
此次活动进一步彰显了英特尔在先进制程技术和代工服务上的战略重心，以及其对满足未来AI计算需求的坚定承诺。随着全球科技巨头纷纷布局AI芯片市场，这一领域的竞争将日趋激烈，也将推动整个半导体行业的技术创新和进步。
英语如下：
**News Title:** “Intel and OpenAI CEO Discuss: AI Era Sparking Explosive Demand for Chips”
**Keywords:** Intel, AI chips, foundry market
**News Content:** At the recent Intel Foundry Direct Connect event in San Jose, California, Intel CEO Pat Gelsinger and OpenAI CEO Sam Altman engaged in a conversation about the impact of artificial intelligence on the future semiconductor industry. Both agreed that the rapid advancement of AI technology is driving a sustained increase in the demand for high-performance chips.
During the discussion, Gelsinger highlighted that the widespread application of AI is fueling a new revolution in the chip industry. He predicted that by 2030, Intel, leveraging its leadership in AI chip technology, would see substantial expansion in its foundry business, positioning it as the world’s second-largest contract manufacturer, trailing only the current industry leader, TSMC.
This forecast is based on the strong anticipation of growing AI computing requirements. As machine learning, deep learning, and other applications become more prevalent, there will be an urgent market demand for customized, high-performance, and low-power chips. As key players in the industry, Intel and OpenAI’s perspectives paint a clear picture of the semiconductor landscape’s future, signaling the dawn of a new era driven by AI-induced chip demand.
The event underscores Intel’s strategic focus on advanced process technology and foundry services, as well as its commitment to addressing future AI computing needs. With global tech giants vying for a share in the AI chip market, competition is set to intensify, driving innovation and progress across the entire semiconductor sector.
【来源】https://www.cls.cn/detail/1600838
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