传苹果将于2027年推出“Baltra”AI芯片，不过可能是纯推理设计

超能网12-18

早在一年前，就有业内人士透露，苹果正在开发名为“Baltra”的人工智能（AI）芯片。传闻该芯片的设计得到了博通的帮助，将基于台积电（TSMC）3nm制程节点制造，有可能是N3E或N3P工艺，计划2026年进入大规模生产阶段。据TECHPOWERUP报道，最近泄露的新信息显示，苹果调整了“Baltra”的开发周期，量产时间似乎往后推移了一年，暂时还不清楚延迟的原因。此前苹果表示，其面向Apple ...

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Dividend A MIncA USD","LU2237443549.SGD":"Aberdeen Standard SICAV I - Global Dynamic Dividend A MIncA SGD-H"},"translate_title":"Apple is rumored to launch the \"Baltra\" AI chip in 2027, but it may be a pure reasoning design","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"MACW.SI":0.6,"AAPL":1.95},"content_text":"早在一年前，就有业内人士透露，苹果正在开发名为“Baltra”的人工智能（AI）芯片。传闻该芯片的设计得到了博通的帮助，将基于台积电（TSMC）3nm制程节点制造，有可能是N3E或N3P工艺，计划2026年进入大规模生产阶段。据TECHPOWERUP报道，最近泄露的新信息显示，苹果调整了“Baltra”的开发周期，量产时间似乎往后推移了一年，暂时还不清楚延迟的原因。此前苹果表示，其面向Apple  Intelligence与私有云计算的数据中心正全面升级为美国制造的先进服务器设备，搭载了M2  Ultra。有业内人士透露，M4系列版本正处于准备交付阶段。传闻“Baltra”将以推理为导向，分析称，苹果可能会以该芯片为基础打造一个大规模的集群，类似于英伟达的GB300，包含有64个芯片，上面都配备了LPDDR内存。这样的设计比大多数现有芯片便宜很多，而且能满足需求。苹果并不打算亲自训练超大规模AI模型，而是选择以每年10亿美元租用谷歌拥有3万亿参数的定制版Gemini模型，以此来驱动云端Apple  Intelligence服务。因此苹果不需要为了应对模型训练所需的庞大算力消耗，而是将全部性能集中在执行环节。考虑到“推理优先”的战略，“Baltra”的架构设计自然与传统的AI芯片有所不同。超能网公众号扫码关注我们，浏览热门硬件评测随时查看最新天梯榜","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":"productRelease","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; 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