AI算力新势力开打近内计算！

印科技2025-10-28

AI算力大战迎来实力大玩家。10月28日，高通正式发布两款面向AI数据中心的芯片——AI200与AI250，并宣布与沙特阿拉伯的HUMAIN签署芯片供应协议，规模高达200MW。这标志着全球最大的移动芯片制造商，正式跨入AI基础设施竞争的核心战场。市场反应立竿见影：高通股价盘中一度飙升20%，收涨11%，创下近三年来最大单日涨幅。根据花旗最新研报，这笔订单预计将为高通贡献约10亿美元营收，并带来...

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是一种机架级（rack-level）的AI推理专用解决方案，旨在显著降低总体拥有成本；下一代AI250采用近内计算架构，配备高达768GB的低功耗DRAM（LPDDR），具备超过10倍的内存带宽提升，同时功耗更低。新品的核心采用神经处理单元（NPU），这类最初为智能手机开发的芯片专攻AI负载加速与能效优化，该技术通过高通在笔记本芯片领域的实践持续演进，现已升级适配高性能计算场景。虽然与HUMAIN的合同规模不大，但在当前阶段成功拿下一个机架级客户，意义重大。其机架方案均配备直接液冷系统，支持PCIe（纵向扩展）与Ethernet（横向扩展）两种配置，集成“机密计算”功能以保障AI任务安全，单机架功耗约160千瓦。值得注意的是，高通率先实现了计算单元与内存紧密耦合、以减少数据搬运瓶颈的架构商用化。这种设计通过让计算核心紧邻内存，从而最大限度减少数据传输，但目前仅限于推理场景，不支持训练。相比英伟达GPU的训练和推理通杀，高通此次切入点选择了推理市场，显然意在差异化突围。更重要的是，推理芯片设计和互联相比训练芯片简单，且拥有比训练约大十倍的市场，并可避免与英伟达在AI训练芯片领域的绝对主导地位短兵相接。同时高通也给出了时间表，AI200将于2026年实现商用，AI250 预计2027年推出。AI芯片开辟新转型在CEO 克里斯蒂亚诺·阿蒙（Cristiano Amon）领导下，高通正在经历一场深刻的业务重构。贵为智能手机芯片雄主，高通智能手机业务长期占比超过六成，但增长乏力。为此，高通在过去几年启动“双线突围”：向汽车芯片进军：以Snapdragon 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