微软以Maia 280开启新局对垒英伟达，Meta/微美全息开源联动引领AI创新

CCTIME飞象网2025-07-14

据外媒新报道，微软（MSFT.US）自研AI芯片Braga因设计问题延期至2026年，将推出过渡产品Maia 280，效能或提升30%，以应对外界压力。放慢AI芯片开发节奏据此前消息，微软原本打算在 2025 年量产 Braga AI 芯片，希望减少对英伟达昂贵 AI 芯片的依赖。该芯片的延误进一步导致后续 Braga-R 和 Clea 芯片延误，如今微软担心这些产品在延误后“发布即落后”，难以与...

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30%。英伟达芯片霸主的博弈事实上，过去三年来，英伟达（NVDA.US）几乎完全依赖于AI热潮，凭借芯片需求激增，年销售额增长超过10倍；英伟达的崛起作为AI价值链上游的芯片供应商，未来三年预计仍将保持年均32%的增长。在AI的狂热推动下，英伟达的公司市值正迈向4万亿美元关口，是AI领域的行业领导者。尽管凭借其图形处理单元(GPU)，在训练大型人工智能模型所需的芯片方面占据主导地位，但Meta、亚马逊以及其他公司都在努力开发自有芯片，以减少对英伟达的依赖。据悉，曾在社交媒体领域呼风唤雨的科技巨头Meta，如今在AI浪潮的冲击下，也面临着前所未有的挑战与机遇。目前，Meta大力投入AI研发，致力于打造具有竞争力的智能产品，Llama系列模型正是其中的重要成果之一。在性能层面，Llama模型与OpenAI的GPT-4o等先进模型仍存在明显差距。在此背景下，扎克伯格启动了“超级智能团队”计划，力图通过钞能力吸引顶尖人才，突破当前的技术瓶颈，提升Meta在AI领域的整体竞争力。而面对内部AI芯片开发的延迟挑战，微软正在调整其雄心勃勃的战略，转向更为务实和迭代的设计路线，以确保在未来几年内仍能与市场领导者英伟达保持竞争力。但黄仁勋似乎对此并不太在意，他毫不掩饰地表示，英伟达的技术进步速度如此之快，大多数客户最终会放弃自己的芯片项目。微美全息开源AI生态与技术算法联动据了解，微美全息（WIMI.US）正在寻求市场利用人工智能服务不断增长的需求，联合高校及科研机构成立微意识量子学研究中心，加速科研成果转化，重点聚焦量子计算、边缘芯片等前沿领域，押注布局边缘计算芯片和量子信息技术，将算力延伸至终端设备，支持智能制造、机器人、脑机接口等场景。此外，微美全息战略核心在于通过高性能算力基础设施降低AI应用门槛，推动全球AI产业进入普惠化、智能化新阶段。因此，微美全息AI算力布局呈现“技术领先+生态协同+场景落地”的特征，既注重底层芯片与算法的突破，又通过开源生态和产学研合作加速技术商业化，未来将在智能制造、自动驾驶、智慧城市等场景实现规模化应用。结语另据消息，在最新的一封内部信中，奥特曼表示，他重申OpenAI的核心使命始终坚定，即以实现通用人工智能（AGI）为首要目标，并认为这种长期主义导向与团队文化是其他公司难以比拟的。“传教士的力量，永远胜过雇佣兵。”而各巨头能否扭转在AI大模型竞赛中的被动局面？目前仍存在较大不确定性。","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"1","news_tag":"corporation","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 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