消息称 Meta 自研芯片梦受挫：最先进芯片项目夭折，靠合作寻求替代方案

IT之家02-28

IT之家 2 月 28 日消息，当地时间 2 月 27 日，据《The Information》援引知情人士消息称，Meta 在自研 AI 芯片方面遭遇重大挫折，已放弃其最先进的训练芯片项目，并将开发重点转向结构更简单的替代方案。由于芯片设计难度超出预期，Meta 上周决定取消正在开发的高端 AI 训练芯片，并已向 AI 基础设施部门员工通报这一调整。Meta 调整芯片战略的同时，也在加强与现有...

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AND GROWTH \"AMI\" (SGDHDG) INC"},"translate_title":"It is reported that Meta's dream of self-developed chips has been frustrated: the most advanced chip project has died, relying on cooperation to seek alternatives","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"3NVD.UK":0.6,"NVD":0.6,"NVDB":0.6,"NVDU":0.6,"NVIW.SI":0.6,"NVDX":0.6,"DIPS":0.6,"NVDQ":0.6,"NVDG":0.6,"NVDS.UK":0.6,"NVDW":0.6,"ANV":0.6,"NVD2.UK":0.6,"NVD3.UK":0.6,"2NVD.UK":0.6,"META":1.98,"SNVD.UK":0.6,"NVII":0.6,"NVDD":0.6,"NVDY":0.6,"NVDS":0.6},"content_text":"IT之家 2 月 28 日消息，当地时间 2 月 27 日，据《The Information》援引知情人士消息称，Meta 在自研 AI 芯片方面遭遇重大挫折，已放弃其最先进的训练芯片项目，并将开发重点转向结构更简单的替代方案。由于芯片设计难度超出预期，Meta 上周决定取消正在开发的高端 AI 训练芯片，并已向 AI 基础设施部门员工通报这一调整。Meta 调整芯片战略的同时，也在加强与现有芯片供应商的合作。据报道，Meta 已签署价值数十亿美元的协议，从谷歌租用 AI 芯片。AMD 本周表示，将与 Meta 合作部署最多 6GW 的 Instinct AI 芯片，以支持 Meta 下一代 AI 基础设施。此外，Meta 本月还宣布与英伟达建立跨多代合作关系，将继续在数据中心部署英伟达芯片。Meta 自研芯片属于“Meta 训练和推理加速器”（MTIA）项目，目标是降低对外部供应商的依赖，同时减少数据中心运营成本并增强基础设施控制能力。Meta 已放弃其第二代训练芯片 Iris 的一个版本，并随后启动更先进芯片 Olympus 的开发，但该项目同样遭到了夭折的命运。一名参与芯片开发的人员表示，公司内部对能否开发出可与英伟达性能匹敌的芯片持怀疑态度，原因包括开发周期长、设计复杂以及功耗控制难度高。如果功耗无法有效控制，将削弱芯片相对于英伟达产品的竞争力。在技术架构方面，Iris 采用单指令多数据（SIMD）架构，这种架构更易于硬件设计，但软件开发难度较高。Olympus 则采用单指令多线程（SIMT）架构，与英伟达芯片类似。这种架构更适合 AI 训练软件，但硬件实现复杂度更高。Meta 原计划最早于 2026 年第四季度完成 Olympus 设计，而芯片设计完成后通常仍需至少 9 个月才能实现量产。Olympus 的 GPU 原计划采用 Meta 去年收购的 Rivos 的技术，该技术可兼容英伟达的 Cuda 软件生态，而 Cuda 是当前 AI 训练的行业标准。Meta 最初计划基于 Olympus 构建大规模 AI 训练服务器集群，但管理层认为，这一方案存在风险，可能影响公司在与 OpenAI 和谷歌竞争过程中训练新模型的进度。此外，软件成熟度可能不及英伟达生态，而复杂设计也可能增加量产难度。因此，Meta 目前计划继续依赖外部供应商提供的 AI 训练芯片，因为这些芯片的软件生态更加成熟，风险更低。","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":"productRelease","news_rank":0,"isVideo":false,"video":null,"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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