TensorWave能否实现跨越式突破，撼动英伟达的坚固壁垒？

环球市场播报04-07

去年 TensorWave 首席执行官杰夫・塔塔丘克举办的 “超越 CUDA” 活动现场。　　英伟达的 CUDA 生态是否已露出破绽？　　杰夫・塔塔丘克向来喜欢主动挑战巨头。这里的 “巨头”，指的就是英伟达。塔塔丘克有十足的动机去挑战这家芯片企业的统治地位 —— 他运营着初创公司 TensorWave，该公司主营出租英伟达竞争对手超威半导体（AMD）的 AI 芯片。　　去年英伟达 GTC ...

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barriers?","themeId":null,"isJumpTheme":false,"ttsUrl":"https://static.tigerbbs.com/7b328922d15472f0d524012ac1f9a566","symbols_score_info":{"NVDX":0.6,"NVDO":0.6,"NVDL":0.6,"AMD":1.88,"NVIW.SI":0.6,"TSLA":0.6,"NVII":0.6,"NVDY":0.6,"NVDQ":0.6,"AMZN":0.6,"SNVD.UK":0.6,"DIPS":0.6,"NVDS.UK":0.6,"MSFT":0.6,"3NVD.UK":0.6,"ANV":0.6,"GOOG":0.6,"NVDW":0.6,"NVDU":0.6,"NVDD":0.6,"NVDS":0.6,"NVDG":0.6,"NVDA":1.96,"NVD":0.6,"NVD3.UK":0.6,"NVDB":0.6,"2NVD.UK":0.6,"NVD2.UK":0.6,"AAPL":0.6,"META":0.6},"content_text":"去年 TensorWave 首席执行官杰夫・塔塔丘克举办的 “超越 CUDA” 活动现场。\n　　英伟达的 CUDA 生态是否已露出破绽？\n　　杰夫・塔塔丘克向来喜欢主动挑战巨头。这里的 “巨头”，指的就是英伟达。塔塔丘克有十足的动机去挑战这家芯片企业的统治地位 —— 他运营着初创公司 TensorWave，该公司主营出租英伟达竞争对手超威半导体（AMD）的 AI 芯片。\n　　去年英伟达 GTC 大会期间，塔塔丘克在加利福尼亚州圣何塞举办了一场名为 “超越 CUDA” 的活动，吸引了数百名参会者，众人热切探讨英伟达软件栈的替代方案。今年，这场活动再度回归，但基调缓和了许多。\n　　塔塔丘克将活动更名为 “超越峰会”，将于周三开幕，此时距英伟达 2026 年 GTC 大会在圣何塞落幕已过去三周。而这个改动其实并非他本意。\n　　他表示，部分潜在赞助商和参会者，对参与一场如此直白地与英伟达对立的活动心存顾虑。他称，在这个众多企业仍依赖英伟达硬件的行业里，即便只是象征性的对抗，也可能带来风险。（我能理解：我与多家企业交流过，它们都担心与英伟达的合作关系，尤其是在考虑或宣布与英伟达竞品芯片企业合作时。）\n　　不过，塔塔丘克本人对这次更名心情复杂。一方面，他理解行业压力，今年也得以举办规模更大的活动；另一方面，最初的名称更能点明核心主旨 —— 英伟达芯片垄断了 AI 算力领域，而 CUDA 则是它的核心壁垒，这套软件体系能为其硬件提供便捷运行所需的全套软件支持。\n　　就连活动场地安排，也处处体现着英伟达的行业影响力。塔塔丘克称，他最初计划仍在圣何塞举办活动，却发现此前的场地未来数年都已被英伟达预定。因此今年他将活动推迟至 GTC 大会数周后，改在旧金山举办。\n　　尽管如此，这场聚会的核心主旨并未改变。塔塔丘克表示：“在英伟达的封闭生态之外，行业正孕育着新的技术成果。”\n　　他称，越来越多的 AI 实验室开始尝试基于 AMD 芯片开展大规模模型训练 —— 这在不久前还极少被公开讨论。例如，OpenAI 与元平台（Meta）近期均与 AMD 达成大额合作协议，采购其芯片用于 AI 算力处理。\n　　塔塔丘克愈发频繁地发声，认为行业已出现打破英伟达垄断的契机。他相信，多年来首次出现了客户愿意考虑放弃 CUDA、转向其他方案的局面。\n　　“AI 实验室开始基于 AMD 芯片开展大规模训练，这在以前很少被提及，” 他说，“有大量技术实力雄厚的企业，已经不再依赖 CUDA。”\n　　与此同时，一批初创企业正在崛起，逐步蚕食 CUDA 的壁垒：这些企业专注研发编译器、内核、优化层及软件栈的其他组件。我们已在 2024 年和 2025 年的全球初创企业 50 强榜单中收录了其中部分公司。\n　　塔塔丘克表示，这些企业中的多数都会参加 TensorWave 的本次活动。\n　　算力界的 “科切拉音乐节”\n　　科切拉音乐节要到本周末才开幕，但斯坦福大学已提前上演了一场 “算力版科切拉”。该校一门全新的人工智能基础设施本科课程，俨然成为了 “算力科切拉”。课程名额已全部报满，演讲嘉宾阵容堪比顶级行业大会。\n　　这里没有贾斯汀・比伯或塞布丽娜・卡彭特，但对于关注芯片、算力与大模型的人而言，这场活动的含金量有过之而无不及。英伟达黄仁勋、AMD 苏姿丰、OpenAI 山姆・奥特曼、微软萨提亚・纳德拉，以及 OpenAI 联合创始人安德烈・卡帕西，均计划在本学期登台演讲。\n　　这场全明星阵容的背后，原因之一是课程授课人：安杰尼・米达，Anthropic 早期投资人、前安德森・霍洛维茨合伙人；以及迈克尔・艾伯特，前苹果工程负责人，曾推动苹果搭建自有云服务。二人目前均投身于 AMP 算力创投项目 —— 我们曾报道过，该项目旨在降低企业获取算力基础设施的门槛。\n　　想必各位嘉宾也希望近距离接触这些学生。本课程的项目任务，是让学生在未来 10 周内，利用 AMP 有限的算力资源，尝试开展前沿人工智能研究。\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":"0","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":1,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; 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