【英伟达加快芯片更新步伐，Blackwell之后新架构Rubin将引领AI市场】
财联社消息，全球领先的图形处理芯片制造商英伟达（NVIDIA）日前宣布，将调整其芯片发布节奏，由以往每两年推出一款新芯片改为每年发布一款。这一变化意味着英伟达将加快其技术迭代速度，以应对日益激烈的市场竞争和技术进步的挑战。
英伟达首席执行官黄仁勋在财报电话会议上透露，继2022年推出的H100芯片之后，公司正在准备下一代的Blackwell芯片。而在此之前，英伟达的芯片设计频率稳定在两年一次，从2020年的Ampere到2022年的H100，再到2024年的Blackwell。然而，黄仁勋表示，英伟达认为两年时间对于技术的发展来说已经显得有些滞后。
知名分析师郭明錤本月早些时候透露，英伟达的新一代AI芯片架构Rubin将于2025年问世，而其对应的R100 AI GPU最早有望在明年面市。这一消息无疑为AI市场带来了新的期待。
英伟达的这一策略转变，反映出公司对市场和技术发展的深刻理解。随着人工智能和机器学习技术的发展，对高性能计算的需求不断增长，英伟达通过加快芯片更新步伐，旨在保持其在AI领域的领先地位，并为客户提供更先进的技术支持。
业内人士分析，英伟达这一策略调整将对整个半导体行业产生深远影响，其他芯片制造商也可能被迫加快技术迭代速度，以保持竞争力。同时，这也将推动整个AI生态系统的快速发展，为各行各业带来更多创新应用。
英语如下：
Title: “NVIDIA Accelerates Chip Iteration: New Products Annually, AI Market to See New Flurry”
Keywords: NVIDIA, Chip Upgrade, AI Development
Content:
[NVIDIA Speeds Up Chip Release Schedule, New Architecture Rubin to Lead AI Market]
Caijing.com.cn reports that the global leading graphics processing chip manufacturer NVIDIA has announced a change in its chip release rhythm, shifting from releasing a new chip every two years to releasing one annually. This adjustment means NVIDIA will accelerate its technological iteration to meet the growing competitive market and the challenge of technological progress.
NVIDIA CEO Jensen Huang revealed during the earnings call that after the H100 chip launched in 2022, the company is preparing for the next-generation Hopper chip. Previously, NVIDIA’s chip design frequency was stable at once every two years, from the 2020 Ampere to the 2022 H100, and then to the Hopper in 2024. However, Huang stated that NVIDIA believes two years are too slow for technological development.
Prominent analyst Ming-Chi Kuo revealed earlier this month that NVIDIA’s new AI chip architecture, Riven, will be introduced in 2025, with its corresponding R100 AI GPU potentially available as early as next year. This news has undoubtedly brought new expectations to the AI market.
NVIDIA’s strategic shift reflects the company’s deep understanding of both the market and technological development. As artificial intelligence and machine learning technologies continue to advance, the demand for high-performance computing grows. NVIDIA aims to maintain its leading position in the AI field by accelerating its chip iteration, providing advanced technology support for its clients.
Industry insiders believe that NVIDIA’s strategic adjustment will have a profound impact on the entire semiconductor industry, compelling other chip manufacturers to speed up their technological iteration to maintain competitiveness. This will also accelerate the development of the entire AI ecosystem, bringing more innovative applications to various industries.
【来源】https://www.cls.cn/detail/1683998
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