国产算力大反攻！天数智芯(09903)抛出四代架构“超车”路线图彤央边端性能超越英伟达 300+标杆客户落地万亿赛道格局生变

智通财经01-26

智通财经APP获悉，AI算力国产替代迎来标志性突破！1月26日，刚刚在港股上市不到一个月的天数智芯(09903)高调披露四代架构技术路线图，明确三年间将逐步超越英伟达 Hopper、Blackwell、Rubin三大核心架构，同时发布的“彤央”系列边端产品实测性能超越行业标杆英伟达AGX Orin，更首次曝光覆盖互联网、金融、医疗、交通等领域的300+标杆客户清单与超1000次部署成果，用商业化...

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Tianshu Zhixin (09903) launches a fourth-generation architecture \"overtaking\" roadmap, Tongyang's edge-end performance surpasses Nvidia's 300 + benchmark customers, and the trillion-dollar track pattern changes","themeId":"44ace9b8c8da4a68603fa3579158e01a","isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"NVDX":0.6,"NVIW.SI":0.6,"NVD3.UK":0.6,"NVDW":0.6,"NVDG":0.6,"NVDY":0.6,"NVDA":1.86,"DIPS":0.6,"NVD":0.6,"NVDS.UK":0.6,"NVDS":0.6,"NVD2.UK":0.6,"SNVD.UK":0.6,"3NVD.UK":0.6,"2NVD.UK":0.6,"NVII":0.6,"NVDQ":0.6,"NVDU":0.6,"NVDD":0.6,"09903":1.98},"content_text":"智通财经APP获悉，AI算力国产替代迎来标志性突破！1月26日，刚刚在港股上市不到一个月的天数智芯(09903)高调披露四代架构技术路线图，明确三年间将逐步超越英伟达 Hopper、Blackwell、Rubin三大核心架构，同时发布的“彤央”系列边端产品实测性能超越行业标杆英伟达AGX Orin，更首次曝光覆盖互联网、金融、医疗、交通等领域的300+标杆客户清单与超1000次部署成果，用商业化落地数据宣告国产通用GPU正式进入“性能反超、规模放量”的新阶段，千亿级算力赛道国产替代进程全面提速。作为新质生产力的核心引擎，通用GPU被视为AI产业的“皇冠明珠”，长期由海外巨头垄断。天数智芯此次技术与商业的双重突破，不仅打破了高端算力领域的“卡脖子”困境，更为科技产业投资提供了极具价值的核心标的，其背后的技术壁垒、商业化逻辑与行业影响值得深度拆解。四代架构剑指英伟达：2027年完成全面超越，“高质量算力”重构行业标准在芯片行业，架构路线图直接决定企业长期竞争力。天数智芯AI与加速计算技术负责人单天逸现场抛出的四代架构路线图，堪称国产算力的“超车宣言”：2025年已经推出天数天枢架构，性能超越英伟达当前主力Hopper；2026年连发天数天璇、天数天玑双架构，前者对标，后者全面超越英伟达最新Blackwell；2027年天数天权架构登场，实现对英伟达Rubin架构的超越，此后天数智芯将转向突破性架构设计，彻底摆脱跟随式研发。未来3年，公司将基于该路线图密集推出多款产品，持续拉升算力性能天花板。针对当前行业算力能效比低、部署成本高、算法适配难等痛点，天数智芯提出“高质量算力”三大核心标准，直击客户核心诉求：高效率聚焦最优 TCO(总体拥有成本)，通过硬件优化与软件协同，让客户在复杂场景下实现算力成本与性能的最优平衡;可预期通过精准仿真模拟技术，实现部署前性能“所见即所得”，解决传统算力产品“纸面参数好看、实际使用拉胯”的行业顽疾;可持续则强调全算法兼容能力，无缝适配从传统模型到未来未知算法的演进，保障客户长期投资价值。为支撑这一目标，天数智芯打造 AI++ 算力系统新范式，构建“硬件底座+软件栈+应用生态”全链条协同体系。该模式以底层计算库为基础，中间层打通模型与计算调度，通过软件优化最大化释放硬件潜能，彻底改变传统算力系统 “重硬件、轻软件” 的低效模式。从技术细节来看，四代架构的创新点极具颠覆性：天数天枢架构实现高精度科学计算与AI计算双覆盖，注意力机制算力有效利用率超90%，通过TPC BroadCast(计算组广播机制)、Instruction Co-Exec(多指令并行处理系统)、Dynamic Warp Scheduling(动态线程组调度系统)三大核心技术，使计算效率较行业平均水平提升60%，在DeepSeek V3大模型场景下性能较英伟达Hopper架构高出20%。天数天璇架构新增ixFP4精度支持，进一步提升低精度计算效率；天数天玑架构实现全场景AI与加速计算覆盖，打破云端、边缘、终端算力壁垒；天数天权架构则融入更多创新设计，为突破性计算奠定基础。彤央系列 “硬刚” 英伟达：300TOPs 算力 + 实测碾压，边端市场国产登顶如果说架构路线图是长期竞争力的保障，那么产品矩阵的市场表现就是当下破局的关键。天数智芯副总裁郭为在会上正式发布“彤央”系列边端算力产品，完成“云 + 边 + 端”全场景算力布局，其核心性能直接对标英伟达 AGX Orin，实测数据实现全面反超，成为国产边端算力的“性能标杆”。此次发布的四款产品精准覆盖不同应用场景，形成差异化竞争优势：彤央 TY1000 算力模组采用 699pin 接口，以 “口袋大小” 集成行业级算力与开放生态，部署灵活性行业领先；彤央 TY1100 算力模组集成 ARM v9 12 核 CPU 与自研 GPU 模组，算力充沛且兼容性强，满足多元场景需求；彤央 TY1100_NX 算力终端凭借超大显存设计，成为高性价比之选，堪称边端算力 “小钢炮”；旗舰产品彤央 TY1200 算力终端，以 300TOPs 的极致实测稠密算力，搭配小巧机身设计，为 AIPC、具身智能等前沿场景提供核心算力支撑。值得注意的是，彤央系列所有产品标称算力均为实测稠密算力，不存在 “纸面算力” 水分，覆盖 100T-300T 算力区间。在计算机视觉、自然语言处理、DeepSeek 32B 大语言模型等核心应用场景的实测中，彤央 TY1000 性能全面优于英伟达 AGX Orin，在推理延迟、能效比等关键指标上形成显著优势。“我们的目标是做到边端大算力国内第一。\" 郭为明确表示，彤央系列将成为物理 AI 连接物理世界的最优载体，推动生成 AI 从 “能说会道” 向 “会做事” 的物理 AI 转型，打开边端算力应用的全新空间。行业分析师指出，边端算力市场规模正以年复合增长率超 40% 的速度扩张，英伟达 AGX Orin 长期占据高端市场主导地位。天数智芯彤央系列的性能反超与规模化落地，不仅打破了海外巨头的垄断，更将边端算力的国产化率提升至新高度，其高性价比优势将加速 AI 技术在工业控制、智能交通、消费电子等终端场景的渗透，催生千亿级边端智能市场新机遇。300 +客户 1000+部署：商业化闭环落地，国产算力进入增长兑现期硬科技的价值最终要靠商业化验证。此次大会上，天数智芯首次系统性披露规模化落地成果，用实打实的客户与交付数据，证明国产通用 GPU 已从 “实验室走向生产线”，进入商业化放量增长期。天数智芯副总裁邹翾透露，公司核心产品天垓通用 GPU 凭借 “高算力、高效能、高兼容” 三大优势，在多行业落地成效显著：兼容 400 余种主流模型、数千个通用算子及 100 余种定制算子，国内新发布大模型实现 “当天跑通”，兼容性达到行业顶尖水平。在具体行业应用中，互联网 AI 领域实现单机性能翻倍、Token 成本减半，大模型适配算子复用率达 95%；科学探索领域，千卡集群稳定运行 1000 余天，已进驻国内多家顶级学府的科研实验室；金融领域，研报生成效率提升 70%，量化分析响应速度加快 30%，成为头部券商、金融科技公司的核心算力支撑；医疗领域，结构化病历生成时间压缩至 30 秒 / 份，大幅提升临床诊疗效率。刚刚发布的彤央系列边端产品，同样实现“发布即落地”：具身智能领域，为格蓝若机器人提供低延迟、高可靠的算力核心；工业智能领域，落地多个智能园区与制造产线，推动生产流程自动化升级；商业智能领域，瑞幸咖啡数千家门店全面部署彤央方案，通过视频流分析与消费数据挖掘优化运营效率；交通智能领域，与全国20个“车路云一体化”头部试点城市达成合作，验证车路协同场景下的边端算力解决方案。截至目前，天数智芯已服务超300家付费客户，完成超1000次商业化部署，客户覆盖互联网、金融、医疗、科研、工业、交通等20余个核心行业。从财务视角看，公司已形成“技术研发-产品落地-规模化盈利”的商业闭环，随着产能释放与客户结构优化，业绩有望进入高速增长通道，成为国产算力板块的业绩标杆。生态协同+政策加持：国产算力崛起，千亿赛道投资机会凸显天数智芯的突破性进展，离不开技术积累、市场需求与政策支持的多重共振。作为国产AI计算领域的领军企业，公司自成立以来始终坚守通用GPU自主研发路线，放弃短期见效快但长期受限的ASIC专用芯片路线，选择技术门槛更高但灵活性更强的GPGPU通用路线，这一战略选择在AI算法快速迭代的今天，彰显出极强的前瞻性。天数智芯多年来持续保持高强度研发投入，累计研发支出超20亿元，为架构创新与产品迭代提供了坚实保障。生态建设上，天数智芯此次与多家硬件厂商、解决方案提供商签署战略合作协议，进一步完善\"芯片-硬件-软件-应用\"的国产算力生态闭环，形成协同发展的产业合力。政策层面，算力作为数字经济核心生产力，已被纳入国家战略布局，各地相继出台算力基础设施建设、国产芯片替代相关支持政策，为国产通用GPU企业提供了良好的发展环境。对于投资者而言，在国产替代与AI算力需求爆发的双重风口下，天数智芯凭借全自研技术壁垒、全场景产品布局、规模化商业落地三大核心优势，已成为把握算力赛道投资机会的核心标的。展望行业发展，随着生成式AI、具身智能、车路协同等新兴场景的快速发展，在弗若斯特沙利文的公开数据中，AI算力硬件(以GPU为主)的市场价值在2029年将达36,119.74亿元，国产替代空间广阔。天数智芯此次抛出的四代架构路线图与规模化落地成果，不仅标志着公司自身进入发展快车道，更将带动国产算力产业链上下游协同发展，推动中国在全球算力竞争中占据更有利地位。从技术突破到商业兑现，国产算力的崛起故事正在上演。","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":"corporation,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; 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国产算力大反攻！天数智芯(09903)抛出四代架构“超车”路线图 彤央边端性能超越英伟达 300+标杆客户落地 万亿赛道格局生变

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国产算力大反攻！天数智芯(09903)抛出四代架构“超车”路线图彤央边端性能超越英伟达 300+标杆客户落地万亿赛道格局生变