挑战英伟达和AMD！全球巨头官宣四款自研芯片

芯报告03-12

META发布了四款全新的人工智能芯片，作为自主研发的训练和推理加速器系列处理器的一部分。这些新芯片是Meta为充分利用英伟达和AMD的商用GPU以及自身产品而做出的努力的一部分，不仅满足人工智能的需求，而且确保不会过度依赖单一供应商。MTIA 300、MTIA 400、MTIA 450和MTIA 500专注于Meta人工智能业务的不同方面，包括排名和推荐 (R&R) 模型，直至高端推理。MTIA ...

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Global giants officially announced four self-developed chips","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"NVDG":0.6,"AMDG":0.6,"NVIW.SI":0.6,"NVDD":0.6,"NVDS.UK":0.6,"NVII":0.6,"NVDX":0.6,"NVDU":0.6,"NVDW":0.6,"AMDY":0.6,"AMDD":0.6,"AMDU":0.6,"DAMD":0.6,"AMYY":0.6,"AMD":0.9,"NVD3.UK":0.6,"AMDW":0.6,"NVDY":0.6,"2NVD.UK":0.6,"NVD":0.6,"NVDA":1.88,"ANV":0.6,"META":0.9,"NVDQ":0.6,"3NVD.UK":0.6,"NVDS":0.6,"NVD2.UK":0.6,"NVDB":0.6,"DIPS":0.6,"SNVD.UK":0.6,"AMUU":0.6,"AMDL":0.6},"content_text":"META发布了四款全新的人工智能芯片，作为自主研发的训练和推理加速器系列处理器的一部分。这些新芯片是Meta为充分利用英伟达和AMD的商用GPU以及自身产品而做出的努力的一部分，不仅满足人工智能的需求，而且确保不会过度依赖单一供应商。MTIA 300、MTIA 400、MTIA 450和MTIA 500专注于Meta人工智能业务的不同方面，包括排名和推荐 (R&R) 模型，直至高端推理。MTIA 400专为生成式人工智能和R&R流程而设计，它可以串联安装在更大的服务器机架中，最多可容纳72个芯片。这与英伟达的NVL72或AMD的Helios机架的设计理念类似。MTIA 400是首款既能降低成本又能提供“与领先商用产品媲美的原始性能”的芯片。该公司并未具体说明这些产品包括哪些，但与MTIA 400类似的主流商用产品只有Nvidia和AMD的产品。有趣的是，Meta与这两家公司签署了多年期、多代芯片供应协议。MTIA 450处理器比MTIA 400更进一步，拥有更快的高带宽内存，而MTIA 500增加了更多内存，速度更快。该公司表示，他们已经开始使用部分芯片，并计划在2026年或2027年部署其余芯片。对该公司而言，重要的是，所有这些芯片都使用相同的基本架构，因此Meta可以在需要升级时进行更换。Meta并非唯一一家致力于使用自研处理器来驱动人工智能技术的公司。谷歌和亚马逊多年来一直使用自研芯片来训练和运行人工智能模型，而微软也推出了最新的Maia 200处理器。谷歌和亚马逊也向Anthropic公司出租芯片，后者利用这些芯片运行人工智能模型。谷歌和Meta公司签署了数十亿美元的协议，根据该协议，Meta公司将使用谷歌的处理器。所有这些都可能对英伟达和AMD构成不利影响。在最近一次财报发布会上，英伟达首席财务官克雷斯透露，数据中心收入的略高于50%来自超大规模数据中心。不过，收入增长主要来自剩余的客户。超大规模数据中心运营商也丝毫没有放缓在人工智能数据中心或第三方芯片方面投入的迹象。仅在2026年，亚马逊、谷歌、Meta和微软就计划合计投入6500亿美元的资本支出，其中大部分将用于人工智能领域。","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"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; +claudebot@anthropic.com)","isDev":false,"isTTM":false,"tenantId":"TBCN","deviceId":"web-server-community-laohu8-v3","version":"4.36.2","shortVersion":"4.36.2","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/2618972969","isCrawlerRequest":true}