芯片初创公司Taalas融资1.69 亿美元，研发AI芯片挑战英伟达

环球市场播报02-20

总部位于多伦多的芯片初创企业Taalas周四宣布，已完成1.69 亿美元融资，并表示已研发出一款芯片，运行人工智能应用的速度快于传统方案，且成本更低。　　就在数周前，英伟达于圣诞前夕以 200 亿美元从芯片初创公司Groq获得知识产权授权，此举重新点燃了市场对一批专注于AI 推理特定环节的初创企业与技术的兴趣。AI 推理是指像 OpenAI 旗下 ChatGPT 这类 AI 模型响应用户查询的...

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ACC","LU0094547139.USD":"abrdn SICAV I - GLOBAL SUSTAINABLE EQUITY FUND \"A\" (USD) ACC"},"translate_title":"Chip startup Taalas raises US $169 million to develop AI chips to challenge Nvidia","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"NVDA":1.91,"NVDX":0.6,"ANV":0.6,"NVDY":0.6,"NVD":0.6,"NVDU":0.6,"NVD2.UK":0.6,"NVD3.UK":0.6,"NVDB":0.6,"NVDS":0.6,"NVDD":0.6,"DIPS":0.6,"NVDG":0.6,"NVDS.UK":0.6,"3NVD.UK":0.6,"2NVD.UK":0.6,"SNVD.UK":0.6,"NVDQ":0.6,"NVIW.SI":0.6,"NVII":0.6,"NVDW":0.6},"content_text":"总部位于多伦多的芯片初创企业Taalas周四宣布，已完成1.69 亿美元融资，并表示已研发出一款芯片，运行人工智能应用的速度快于传统方案，且成本更低。\n　　就在数周前，英伟达于圣诞前夕以 200 亿美元从芯片初创公司Groq获得知识产权授权，此举重新点燃了市场对一批专注于AI 推理特定环节的初创企业与技术的兴趣。AI 推理是指像 OpenAI 旗下 ChatGPT 这类 AI 模型响应用户查询的过程。\n　　Taalas 的芯片设计思路是：将 AI 模型的部分结构直接刻制在硅片上，从而打造出专为特定模型（如 Meta 的轻量版 Llama）优化的定制芯片。这种定制化硅片会搭配大量高速但成本较高的片上 SRAM 内存，与 Groq 的设计思路类似。\n　　但 Taalas 芯片的真正优势，在于为每个模型量身定制的设计。\n　　“这种硬件级固化正是我们速度优势的部分来源。” 首席执行官柳比沙・巴伊奇在接受路透社采访时表示。\n　　巴伊奇介绍，该初创公司会先完成约 100 层结构、近乎完整的芯片制造，再在其中两层金属层上做最终定制化。Taalas 的芯片由台积电代工，为特定模型定制的芯片大约两个月即可完成生产。\n　　相比之下，英伟达Blackwell这类 AI 处理器的生产周期约为六个月。\n　　Taalas 表示，目前已能生产运行轻量级 AI 模型的芯片，并计划在今年年底前推出可支持GPT‑5.2等顶尖大模型的处理器。\n　　Groq 第一代处理器同样采用高 SRAM 占比的设计思路，另两家初创公司 —— 今年 1 月与 OpenAI 达成云计算合作的Cerebras，以及D-Matrix—— 也采用了类似方案。\n\n\n海量资讯、精准解读，尽在新浪财经APP\n\n责任编辑：郭明煜","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,"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; 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