在近日于美国加州圣何塞举办的 Intel Foundry Direct Connect 活动上，英特尔公司 CEO 帕特·盖尔辛格与 OpenAI 的 CEO 萨姆·奥特曼共同探讨了人工智能对未来半导体行业的影响。双方一致认为，随着AI技术的快速发展，对高性能芯片的需求将呈现爆炸性增长。
盖尔辛格在对话中指出，人工智能应用的广泛普及将极大地推动半导体行业的需求，特别是针对专为AI优化的芯片。他大胆预测，到2030年，英特尔的代工业务有望凭借满足这一巨大需求，跃升为全球第二大的芯片制造商，仅排在目前的代工巨头台积电之后。
这一预测凸显了英特尔对未来市场的雄心壮志，同时也揭示了AI时代下全球半导体行业的竞争格局。随着数据处理和计算能力的要求不断提升，芯片制造商需要不断创新，以提供更高效、更节能的解决方案。英特尔和OpenAI的合作，预示着业界对于AI芯片研发的重视，以及对技术革新的追求。
此次活动中，双方并未透露具体的业务合作细节，但盖尔辛格和奥特曼的对话无疑为业界传递了一个强烈的信号：在AI驱动的新一轮科技浪潮中，芯片制造商的角色将更加关键，而英特尔正积极布局，以期在未来的市场中占据领先地位。
英语如下：
News Title: “Intel and OpenAI CEO Discuss: AI Boom Fuels Chip Demand, Shaping the Semiconductor Landscape 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 and OpenAI CEO Sam Altman jointly discussed the impact of artificial intelligence on the future semiconductor industry. Both agreed that the rapid advancement of AI technology will lead to an exponential increase in the demand for high-performance chips.
During the conversation, Gelsinger pointed out that the widespread adoption of AI applications will significantly drive the semiconductor industry’s demand, particularly for chips optimized for AI. He boldly predicted that by 2030, Intel’s foundry business could rise to become the world’s second-largest chip manufacturer, trailing only the current foundry giant, TSMC.
This forecast underscores Intel’s ambitious vision for the future market and reveals the competitive landscape of the global semiconductor industry in the AI era. With escalating requirements for data processing and computational capabilities, chip manufacturers must continually innovate to offer more efficient and energy-saving solutions. The collaboration between Intel and OpenAI signals the industry’s emphasis on AI chip development and the pursuit of technological innovation.
While specific business collaboration details were not disclosed during the event, Gelsinger and Altman’s dialogue undoubtedly sent a strong message to the industry: In the AI-driven new wave of technology, the role of chip manufacturers will be even more critical, and Intel is proactively positioning itself to lead in the future market.
【来源】https://www.cls.cn/detail/1600838
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