马斯克豪言特斯拉 AI 芯片研发迭代压缩至 9 个月

IT之家10:20

IT之家 1 月 20 日消息，埃隆 · 马斯克（Elon Musk）于 1 月 17 日在社交平台 X 上公布了特斯拉 AI 芯片的激进路线图，宣布将研发周期缩短至 9 个月，这一速度将超越英伟达和 AMD 目前保持的年度更新节奏。目前的 AI 芯片市场主要由英伟达主导，其严格遵循年度发布节奏（Annual Cadence），以此保持对竞争对手的技术压制。AMD 为了不掉队，投入巨资紧跟这一节奏...

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芯片市场主要由英伟达主导，其严格遵循年度发布节奏（Annual Cadence），以此保持对竞争对手的技术压制。AMD 为了不掉队，投入巨资紧跟这一节奏，同样保持每年推出新款 AI 加速器。特斯拉提出的“9 个月周期”意味着其硬件迭代速度将比两大巨头快出 25%。科技媒体 Tom's Hardware 认为这种“超频”式的研发节奏，特斯拉试图通过更快的试错和部署速度，在自动驾驶算力竞赛中通过“堆量”和“速度”实现弯道超车。马斯克明确表示，此举旨在让特斯拉的进步速度超越所有竞争对手，最终在技术和市场份额上追赶并超越英伟达。在透露这一野心的同时，马斯克也公开了具体的研发进度。他证实，特斯拉的 AI5 芯片设计工作已接近尾声，而下一代 AI6 则正处于早期开发阶段。此外，路标图中还规划了 AI7、AI8 和 AI9 等后续产品。马斯克不仅展示了技术蓝图，还发出了人才招募令，邀请工程师加入团队，并预言特斯拉未来的 AI 芯片将成为“全球产量最高”的同类产品。IT之家附上相关截图如下：尽管雄心勃勃，但业界对这一计划的可行性持保留态度。与数据中心使用的 AI 芯片不同，特斯拉的芯片主要应用于高级驾驶辅助系统（ADAS）和自动驾驶汽车，必须符合极其严苛的汽车功能安全要求。ISO 26262 标准是该领域的核心规范之一，芯片从设计到验证通常需要漫长的周期来确保“零失效”。如何在 9 个月的极短周期内，既完成高性能芯片的物理设计，又通过复杂的车规级安全认证，将是马斯克团队必须解决的关键难题。","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 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; 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