英伟达大举进军CPU

半导体行业观察02-23

公众号记得加星标⭐️，第一时间看推送不会错过。在人工智能的推动下，英伟达的GPU广为人知。但从最近的消息看来，这家GPU巨头正在大举进军CPU。日前，英伟达与 Meta 签署了一项扩大的多年数据中心协议，根据该协议，这家芯片制造商将向这家社交媒体巨头提供数百万个 Blackwell 和 Rubin GPU。虽然这无疑是这则新闻中最引人注目的部分。但两家公司表示，根据协议，Meta 还将在其数据中心...

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签署了一项扩大的多年数据中心协议，根据该协议，这家芯片制造商将向这家社交媒体巨头提供数百万个 Blackwell 和 Rubin GPU。虽然这无疑是这则新闻中最引人注目的部分。但两家公司表示，根据协议，Meta 还将在其数据中心...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260223095259a4bd8c4a&s=b\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"LU2265009873.SGD","symbol_name":"Eastspring Investments - Global Growth Equity AS SGD-H","start_time":0,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260223095259a4bd8c4a&s=b","article_id":"2613208845","we_media_id":null,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260223095259a4bd8c4a&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, 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Meta 签署了一项扩大的多年数据中心协议，根据该协议，这家芯片制造商将向这家社交媒体巨头提供数百万个 Blackwell 和 Rubin GPU。虽然这无疑是这则新闻中最引人注目的部分。但两家公司表示，根据协议，Meta 还将在其数据中心推出仅搭载 Nvidia Grace CPU 的服务器，这是该芯片的首次大规模部署。Grace 是英伟达与两块 Blackwell 或两块 Blackwell Ultra GPU 搭配使用的处理器，用于组成其 GB200 和 GB300 AI 超级芯片。由此可以断定，英伟达正在以另一种方式进军服务器CPU。强势杀入服务器CPU在2020年的时候，英伟达曾经宣布，将以 400 亿美元的价格从软银手中收购 Arm Limited。据当时的报道，通过此次合并，英伟达希望能将领先的人工智能计算平台与Arm庞大的生态系统相结合，旨在打造人工智能时代首屈一指的计算公司，加速创新并拓展至大型高增长市场。正是这个交易，让大家看清了英伟达想进军Arm CPU的决心。但最后，因为监管的原因，英伟达的这单收购被叫停。之后，随着英国芯片设计公司 Arm 于 2023 年上市以来，英伟达一直持有 Arm 的股份。但近日，英伟达已正式出售其持有的所有Arm Holdings PLC股份，共计110万股，截至发稿时价值约1.4亿美元。值得强调的是，这并不意味着英伟达与Arm的合作关系就此结束，英伟达仍是Arm的客户和合作伙伴，为其早期的“Grace”和较新的“Vera”CPU授权使用Arm的知识产权和指令集。从这次他们与Meta的合作，我们可以看到他们对于服务器CPU方面的决心。而且，英伟达推出仅支持 Grace 芯片的服务器之际，正值超大规模数据中心运营商越来越多地寻求利用传统 CPU 芯片来帮助支持一些 AI 推理和智能 AI 应用，从而抓住市场对传统 CPU 日益增长的需求。分析人士表示，英伟达进军CPU市场并不意味着它放弃了在GPU领域的巨大优势，也不意味着AI GPU市场即将走向衰落。相反，这是为了顺应AI行业日益增长的趋势，即使用CPU来驱动更小的AI模型。像OpenAI 、谷歌和Anthropic 等公司最新推出的前沿模型这样的大型AI模型，仍然需要GPU才能提供的强大运算能力。但对于那些规模较小的模型来说，CPU正在逐渐重新夺回一些市场份额。知名分析机构Semianalysis在其最近的一篇文章中也分享了CPU更为重要的观点。他们表示，人工智能计算范式的演进导致了CPU使用率的显著提升。在预训练和模型微调阶段，CPU用于存储、分片和索引数据，以便将其提供给GPU集群进行矩阵乘法运算。此外，CPU还用于多模态模型中的图像和视频解码，尽管更多固定功能的媒体加速功能已直接集成到GPU中。（具体参考文章《CPU再度崛起，需求飙升》）正因如此，CPU也是人工智能供应链的瓶颈之一，是人工智能发展进程中诸多瓶颈之一，长期来看可能会影响英伟达的销售。DA Davidson 的董事总经理兼技术主管吉尔·卢里亚 (Gil Luria) 卢里亚表示，通过推出自研CPU，英伟达正在尽其所能地维持销售。“英伟达一直在努力提供数据中心更多的内容，”吉尔·卢里亚 (Gil Luria) 指出。“收购 Mellanox（英伟达于 2020 年收购的网络公司）后，他们也进入了网络领域，”他说道。“因此，当他们向数据中心销售产品时，实际上已经售出了几乎绝大部分价值。但通过增加 CPU 容量来进一步提升价值，对他们来说也是合情合理的。”对于长期主导数据中心 CPU 领域的英特尔和正努力从英特尔手中夺取市场份额的超微半导体 ( AMD ) 来说，英伟达此举无疑是个坏消息。对英特尔来说，英伟达的这个做法更是雪上加霜，英特尔正面临产能限制，无法生产足够的 CPU 来满足数据中心建设者的需求。尽管数据中心领域一直是人们热议的话题，但这并非英伟达在CPU领域唯一的目标。多年来，一直有传言称英伟达正在为消费级笔记本电脑研发自家CPU。从华尔街日报最新的报道看来，这似乎即将成为现实。PC芯片市场的亦步亦趋对于英伟达来说，如上所述，PC也是他们紧紧盯住的一个市场，尤其是在看到苹果凭借M系列Arm芯片在Macbook上取得巨大成功后，更坚定了他们的信心。华尔街日报在最新的报道中表示，英伟达笔记本电脑芯片将于今年在戴尔、联想等公司的产品中上市，这标志着人工智能芯片领域的领导者重返消费级PC市场。作为全球市值最高的公司，英伟达并不指望其芯片很快能进入普通个人电脑市场带来巨额利润，但分析师表示，该公司希望在人工智能时代与消费者保持联系。华尔街日报指出，英伟达的新型PC处理器采用系统级芯片（SoC）设计，将中央处理器与该公司引以为傲的强大图形处理单元（GPU）集成在一起。GPU正是人工智能模型运行的核心芯片。系统级芯片（SoC）是iPhone等智能手机的标配，但在个人电脑领域尚未普及。英伟达的这款芯片旨在为个人电脑提供通常与移动设备类似的能效和电池续航时间，同时又不牺牲性能。黄仁勋将其描述为“低功耗但性能强劲”。此前报道透露，NVIDIA 的新款 N1X 和 N1 处理器将采用台积电的 3nm 工艺制造，其设计与 GB10 迷你 AI 超级计算机系统中的 GB10 芯片类似。报道还指出，下一代处理器 N2X 和 N2 有望在 2027 年第二季度上市，距离现在仅一年多一点的时间，NVIDIA 也正持续进军基于 Arm 架构的笔记本电脑市场。NVIDIA即将推出的N1X处理器势必成为AMD当前一代Strix Halo APU的直接竞争对手，而Strix Halo在APU领域已经堪称性能怪兽。Strix Halo将强大的CPU性能与基于RDNA 3.5架构的Radeon 8060S GPU完美结合，能够轻松应对1080p和1440p分辨率下120Hz以上的游戏刷新率，甚至在降低一些画面设置的情况下，也能流畅运行4K 60帧的游戏。NVIDIA N1X 最令人兴奋之处在于，有传言称其 GPU 性能将与 RTX 5070 相媲美。如果传言属实，哪怕只有一点点准确，对于一款基于 Arm 架构的 PC 处理器来说，都将是一个惊人的成绩，也清晰地表明 NVIDIA 的目标直指高性能游戏笔记本电脑和紧凑型台式机市场熟悉英伟达供应链的人士透露，包括戴尔科技和联想在内的PC制造商正在与这家芯片制造商合作，开发采用英伟达-联发科系统芯片的机型。与此同时，英伟达正与英特尔合作，后者控制着Windows PC芯片市场约70%的份额。双方合作开发的芯片将把英特尔的中央处理器（CPU）与英伟达的图形和人工智能技术集成在一起。如今，在人工智能和智能手机主导的科技世界里，关注个人电脑的消费者越来越少，但笔记本电脑市场依然庞大。英伟达的黄仁勋指出，每年大约有1.5亿台笔记本电脑售出，这也解释了为什么这个领域值得他关注。他去年九月曾表示：“CPU和GPU集成在一起的市场领域占据了相当大的比例。而英伟达目前基本上还没有涉足这个领域。微软和英伟达尚未透露搭载英伟达芯片的PC何时上市，也未说明哪些品牌会销售这些PC。英伟达在系统芯片领域并非新手。其处理器曾用于任天堂Switch游戏机和早期版本的微软Surface平板电脑等设备。近年来，英伟达将重心转向了用于视频游戏和人工智能的GPU。近年来，英伟达的增长主要由用于训练和使用人工智能模型的GPU销售推动。Nvidia PC芯片的目标客户之一是视频游戏玩家，他们愿意为硬件支付溢价，并且熟悉Nvidia作为图形芯片领导者的地位。对于英伟达和联发科的合作而言，挑战在于如何使PC能够兼容高端游戏和其他最初为英特尔标准设计的应用程序。英伟达-联发科团队使用的Arm架构给游戏玩家带来了不少麻烦。2024年，微软推出了搭载高通芯片、采用Arm架构的新型AI电脑。许多游戏玩家抱怨说，他们无法在这些电脑上畅玩自己喜欢的游戏。写在最后对于英伟达来说，虽然在人工智能GPU市场表现优越，甚至称的上是独霸天下，但是无论是谷歌、Meta、微软，还是各大芯片厂商，都在用各种方法来抢夺他们的市场，这种情况下他们往CPU等领域扩展，也是顺理成章。但在这个市场，他们同时面临高通等新兴势力以及之前的传统芯片巨头的竞争，这是无可避免的。于英伟达而言，他们还有一个巨大担忧，就是随着人们对人工智能的质疑日益加剧，华尔街越来越担心，无论这家芯片巨头本周的财报结果如何，都将拖累其股价。英伟达的股价已横盘整理数月，自第四季度初以来仅上涨1.7%，略低于同期标普500指数3.3%的涨幅。该股今年以来勉强实现正收益，在2026年初的标普500指数中排名后半段。对于一家不久前还位列指数领头羊行列、年增长率高达三位数的公司来说，这无疑是一次巨大的滑坡。“从基本面来看，英伟达的发展前景依然强劲，问题在于市场情绪是否也能保持强劲，”西北互惠财富管理公司股票首席投资组合经理马特·斯图基表示。“目前，该行业各个环节的焦虑情绪都在上升。”总而言之，芯片正在迎来一个新混战时代。*免责声明：本文由作者原创。文章内容系作者个人观点，半导体行业观察转载仅为了传达一种不同的观点，不代表半导体行业观察对该观点赞同或支持，如果有任何异议，欢迎联系半导体行业观察。","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":"corporation","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 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