也要甩开英伟达？报道：微软与博通商谈定制芯片

华尔街见闻12-06 19:21

微软正与博通商讨设计未来定制芯片，这一举动可能意味着微软将把相关业务从现有供应商Marvell转移至博通。此举凸显出科技巨头在人工智能热潮下加速摆脱对英伟达依赖的战略布局。 12月5日，据科技媒体The Information报道，一位参与讨论的知情人士透露，微软与博通双方正在就定制芯片设计展开谈判。若合作达成，博通将取代Marvell成为微软在定制芯片领域的新合作伙伴。报道称，这笔潜在交易正值...

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Report: Microsoft talks to Broadcom about custom chips","themeId":"7cd56f6421f4c3e56e25121a381bc120","isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"NVDD":0.6,"NVIW.SI":0.6,"3NVD.UK":0.6,"AVGO":1.92,"NVD2.UK":0.6,"NVDX":0.6,"NVD":0.6,"NVDY":0.6,"NVDS":0.6,"SNVD.UK":0.6,"2NVD.UK":0.6,"MSFT":1.94,"NVDU":0.6,"NVD3.UK":0.6,"NVDS.UK":0.6},"content_text":"微软正与博通商讨设计未来定制芯片，这一举动可能意味着微软将把相关业务从现有供应商Marvell转移至博通。此举凸显出科技巨头在人工智能热潮下加速摆脱对英伟达依赖的战略布局。\n12月5日，据科技媒体The Information报道，一位参与讨论的知情人士透露，微软与博通双方正在就定制芯片设计展开谈判。若合作达成，博通将取代Marvell成为微软在定制芯片领域的新合作伙伴。\n报道称，这笔潜在交易正值各大科技巨头竞相获取更多半导体以扩充AI产品线之际。\n博通被视为最有能力挑战英伟达半导体市场主导地位的竞争对手。该公司在定制芯片领域的布局与CEO陈福阳偏好大型交易及果断管理风格密不可分。\n这一合作洽谈反映出定制芯片市场竞争正在升温，各芯片制造商正积极争夺科技巨头订单。\n定制芯片需求激增\n报道称，随着微软等公司加速推进AI产品开发，定制芯片需求急剧攀升。目前英伟达在半导体市场占据主导地位，但科技公司正寻求多元化芯片供应链，以降低对单一供应商的依赖。\n定制芯片能够针对特定AI工作负载进行优化，为科技公司提供性能和成本优势。这促使微软、Meta等巨头纷纷加大在定制芯片领域的投入。据三位参与开发的知情人士称，Meta计划于2027年推出这款芯片。\n报道同时也指出，这一合作也反映出定制芯片市场的竞争正在加剧。据两位参与谈判的知情人士透露，Marvell近期为争取Meta更多业务，已采取免除部分前期工程设计费用的策略。\n博通凭借技术实力和规模优势，正在这场竞争中争取更大市场份额。该公司被市场视为能够与英伟达抗衡的主要竞争者。","kind":"highlight","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 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":false,"deviceId":"web-server-community-laohu8-v3","version":"4.35.10","shortVersion":"4.35.10","platform":"web","vendor":"web","appName":"laohu8","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2589823744","isCrawlerRequest":true}