速度超NVIDIA、AMD！马斯克宣布全球产量最高AI处理器：每9个月推出一款

快科技01-19

快科技1月19日消息，马斯克不仅要建2nm晶圆厂，还要发布全球产量最高的AI芯片。近日，全球首富埃隆·马斯克公布了特斯拉人工智能处理器的发布路线图，计划每9个月推出一款新处理器，不仅打破NVIDIA和AMD每年一次的发布节奏，还计划打造全球产量最高的芯片。众所周知，NVIDIA每年发布一款人工智能GPU，这也使得该公司始终领先于所有竞争对手。而对手AMD投入巨资以保持竞争力，同样每年发布新款...

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Musk announces the world's most produced AI processor: one every nine months","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"3NVD.UK":0.6,"TSLY":0.6,"TSLS":0.6,"TSLP":0.6,"NVD":0.6,"TSLZ":0.6,"NVDU":0.6,"NVIW.SI":0.6,"TSLR":0.6,"AMD":0.9,"NVDX":0.6,"DIPS":0.6,"UFO":0.6,"TSLG":0.6,"NVDQ":0.6,"TSLQ":0.6,"NVDG":0.6,"TSLT":0.6,"NVDS.UK":0.6,"NVDW":0.6,"TSLL":0.6,"NVD2.UK":0.6,"TSDD":0.6,"NVD3.UK":0.6,"2NVD.UK":0.6,"TSYY":0.6,"TESL":0.6,"SNVD.UK":0.6,"CRSH":0.6,"NVII":0.6,"NVDD":0.6,"NVDY":0.6,"NVDS":0.6,"NVDA":0.9,"TSLA":1.95,"TSL":0.6,"TSLI":0.6,"TSLW":0.6},"content_text":"快科技1月19日消息，马斯克不仅要建2nm晶圆厂，还要发布全球产量最高的AI芯片。近日，全球首富埃隆·马斯克公布了特斯拉人工智能处理器的发布路线图，计划每9个月推出一款新处理器，不仅打破NVIDIA和AMD每年一次的发布节奏，还计划打造全球产量最高的芯片。众所周知，NVIDIA每年发布一款人工智能GPU，这也使得该公司始终领先于所有竞争对手。而对手AMD投入巨资以保持竞争力，同样每年发布新款人工智能芯片，以期跟上前者的节奏。显然，马斯克希望特斯拉发展得更快，他希望每9个月就发布一款新的人工智能处理器，不仅要赶上AMD，还要超越NVIDIA。当然，理想很丰满，但现实并不容易做到。当下，马斯克的计划似乎存在一些掣肘，但他似乎正在寻求解决方案。“我们的AI5芯片设计已接近完成，AI6也处于早期阶段，但未来还会有AI7、AI8、AI9，”埃隆·马斯克在X上发帖称。“目标是9个月的设计周期。加入我们，共同打造我预测迄今为止全球产量最高的AI芯片！”需要注意的是，特斯拉的处理器主要面向汽车，而汽车对冗余性和安全性认证有着极高的要求。虽然冗余设计对于尺寸往往达到极限的大型高性能AI处理器来说很常见，但汽车所需的安全性却完全是另一个级别。另外，汽车芯片（尤其是用于高级驾驶辅助系统ADAS)和自动驾驶系统的芯片）的自动化安全性必须符合严格的功能安全要求。比如，ISO 26262标准就是相关规范之一，但绝非唯一标准。对于高级驾驶辅助系统（ADAS）和自动驾驶而言，监管机构越来越要求进行基于场景的测试（包括极端情况和故障模式）、道路测试许可（针对更高自动化程度）、预期功能的安全性以及网络安全合规性和软件更新。那么特斯拉能否缩短研发周期呢？理论是可行的，但必须满足非常严格的限制条件。只有当AI6、AI7、AI8和AI9是基于平台的增量迭代，而非全新设计时，9个月的设计周期才是现实的。这意味着要复用相同的核心架构、编程模型、内存层次结构、安全框架和大部分IP，改动仅限于扩展计算能力、调整SRAM、对数据流进行适度调整，或计划中的节点重新定向。任何引入超出计算范围的内容，例如新的内存类型、编译器模型、一致性方案或安全架构，都会立即延长开发周期。从汽车制造商的角度来看，汽车行业的各种特性使得这种节奏更容易：较长的生命周期、确定性以及ISO 26262安全标准迫使设计朝着非常保守的方向发展，并采用锁定式接口。鉴于特斯拉同时进行多代产品的研发、垂直整合以及单一的内部客户，它完全可以维持这种节奏。与此同时，“最高产量的AI 芯片”也清楚地表明了马斯克的立场——这些芯片将用于汽车，这比数据中心AI加速器的单位产量要高得多。或许，马斯克“吹的牛”真的能实现。","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"2","news_tag":"productRelease","news_rank":0,"isVideo":false,"video":null,"symbols":[],"gpt_button":0,"need_auth":false,"need_login_tip":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,"tenantId":"TBCN","deviceId":"web-server-community-laohu8-v3","version":"4.42.0","shortVersion":"4.42.0","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/2604274906","isCrawlerRequest":true}