反英伟达CUDA联盟集结：谷歌英特尔高通牵头，微软亚马逊加入

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市值2.3万亿美元、在AI加速市场大杀四方的英伟达，全行业都忍不了了。谷歌英特尔高通等联合成立“反CUDA联盟”——UXL基金会，欲从和英伟达芯片相辅相成的软件入手，打破其垄断地位。要知道，目前全球超400万开发者都依赖于英伟达的CUDA软件平台来构建AI和其他应用程序。CUDA生态积累的近20年的计算机代码，几乎与英伟达硬件同等重要。据最新消息，高通人工智能和机器学习负责人Vinesh ...

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Technologies、英特尔公司、高通公司和三星。路透社最新爆料，从英特尔开发oneAPI开始，UXL就计划构建一个开源项目，打造一套能够驱动多种AI加速器芯片的软件和工具，使计算机代码能够在任何机器上运行，无论使用何种芯片和硬件。有高管透露，UXL技术指导委员会正准备在今年上半年确定技术规范，工程师们计划在年底前将技术细节完善到“成熟”状态。除谷歌英特尔高通等最初参与的公司之外，UXL还将吸引云计算公司，如亚马逊和微软Azure，以及更多的芯片制造商。UXL还接受来自热衷于开源技术的外部人士等第三方技术贡献。最终他们的目标是支持英伟达的硬件和代码。值得一提的是，UXL只是反CUDA大军中的一员。路透社消息称，PitchBook汇编数据显示，风险投资人和企业资金已在93个不同的相关项目中投入了40亿美元。打着削弱英伟达领导地位名号的初创公司在2023年获得的投资额超20亿美元，而前一年仅为5.8亿美元。二、英伟达围绕CUDA的长期布局但这种“围剿”真的有用吗？D2D Advisory的首席执行官Jay Goldberg认为CUDA的功能还不是真正重要的：重要的是人们已经围绕着CUDA构建代码15年了。2006年CUDA首次被引入后，英伟达就围绕CUDA进行了长期布局，用CUDA软件生态助力GPU硬件，打造软硬件生态系统，形成行业壁垒。初期，英伟达采用免费推广策略，不求短期回报。比如给初创公司免费赠送硬件，这其中就包括OpenAI。上个月，曾参与创办OpenAI的老马，还晒出了2016年黄仁勋给OpenAI赠送的世界第一台DGX-1超级计算机的照片。英伟达科学家Jim Fan也开麦表示自己亲眼见证了那一刻：此外，英伟达还开启了“初创加速计划”，为初创公司提供软硬件优惠等各项支持，等这些公司成长起来，为GPU编程的CUDA代码就成了行业通用标准。随着CUDA逐渐扩展，创业公司逐渐成长壮大，CUDA已深深扎入许多AI和高性能计算项目当中。如今英伟达的GPU脚踩新时代，握住了OpenAI、谷歌等一众AIGC开发者的命脉。CUDA这一软件生态护城河也更加稳固了，与此同时政策也在收紧。前段时间有工程师发现在安装CUDA 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