云巨头放弃自研芯片

EDA365电子论坛01-04

来源：半导体行业观察公众号甲骨文公司董事长拉里·埃里森周三表示，该公司出售了其在芯片设计公司 Ampere Computing 的股份，“因为我们不再认为继续在我们的云数据中心设计、制造和使用我们自己的芯片具有战略意义。”日本投资巨头软银集团上个月以 65 亿美元的全现金交易收购了 Ampere，以增强其人工智能能力，因为该投资者正在寻求重大的人工智能基础设施项目，例如美国的星际之门项目。...

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Wittich) 在5 月份接受 CRN 采访时表示，公司希望“非常快速地”发展其渠道业务，但也承认当时渠道业务在销售额中所占比例并不大。这位高管当时正在谈论新的安培系统构建者计划，该计划旨在通过汇集多家 IT 基础设施供应商来加快服务器平台的开发，从而为人工智能和云计算基础设施创造更大的灵活性并降低成本。“我们希望下一步能够引起这些渠道合作伙伴的广泛关注和兴趣，并开始将他们纳入该计划，”维蒂奇说。埃里森在甲骨文第二季度财报中解释了出售安培架构股份的理由。他表示，此举的结果是，公司“现在致力于芯片中立政策，与所有CPU和GPU供应商密切合作”。“当然，我们会继续从英伟达采购最新的GPU，但我们需要做好准备，能够部署客户想要购买的任何芯片，”甲骨文首席技术官埃里森在一份声明中表示。“未来几年人工智能技术将会发生很多变化，我们必须保持敏捷，以应对这些变化。”尽管甲骨文一直是英伟达GPU及相关组件的重要买家，但该公司在10月份宣布与AMD达成协议，将推出由AMD Instinct MI450 GPU驱动的“首个面向公众开放的AI超级集群” 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