黄仁勋再评ASIC：他们跟不上英伟达的速度

半导体行业观察11-21

（原标题：黄仁勋再评ASIC：他们跟不上英伟达的速度）公众号记得加星标，第一时间看推送不会错过。来源：内容来自 wccftech 。英伟达首席执行官再次就与谷歌和亚马逊等ASIC制造商的竞争发表评论，声称没有多少团队能做到“绿色团队”所做的事。自从谷歌等公司发布最新解决方案以来，围绕英伟达与ASIC芯片的争论愈演愈烈，其核心观点是，随着世界从训练工作负载转向推理工作负载，英伟达的技术栈是可以...

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TPU的协议，这引发了人们对ASIC芯片能否真正与NVIDIA竞争的新疑问。詹森就分析师的这一推断发表了评论，他指出，当公司开发定制芯片时，真正的竞争并非来自NVIDIA，而是来自各自的工程团队。Jensen表示，市面上很少有团队能像NVIDIA那样投入大量精力，这也是该公司否认与ASIC芯片存在激烈竞争的原因之一。我最近讨论过谷歌的TPU在推理领域也是一个有竞争力的选择，但Jensen声称NVIDIA在所有AI细分领域都是最优秀的，这表明该公司致力于在AI行业的三个主要方面——预训练、后训练和推理——都保持“不可替代”的地位。有趣的是，Jensen指出，对于云服务提供商（CSP）而言，在数据中心部署“随机ASIC”远不如选择NVIDIA的技术栈来得理想，因为NVIDIA的产品应用范围更广。因此，Jensen最终认为，大型科技公司提供的定制芯片在“工程”层面仍无法与NVIDIA匹敌。而且，即便他们能够复制NVIDIA的计算能力，NVIDIA也拥有名为CUDA的强大软件栈，这才是真正吸引业界目光的关键所在。*免责声明：本文由作者原创。文章内容系作者个人观点，半导体行业观察转载仅为了传达一种不同的观点，不代表半导体行业观察对该观点赞同或支持，如果有任何异议，欢迎联系半导体行业观察。今天是《半导体行业观察》为您分享的第4232期内容，欢迎关注。加星标第一时间看推送，小号防走丢求推荐","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":"","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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