【半导体】又一个车厂自研芯片，抛弃英伟达_老虎社区_美港股上老虎

【半导体】又一个车厂自研芯片，抛弃英伟达

人工智能产业链...2025-12-18

芯片项目组创始团队招募！◀点击查看！Rivian Automotive 周四发布了其首款用于自动驾驶的定制计算机芯片，放弃了英伟达的处理器，并推出了一款名为 Autonomy+ 的全新付费驾驶辅助套件，其价格远低于竞争对手特斯拉。“我为我们团队在自动驾驶和人工智能领域取得的进展感到无比兴奋。我们升级后的硬件平台，包括我们自主研发的1600稀疏TOPS推理芯片，将使我们能够在自动驾驶方面取得显著进展...

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TOPS）。相比之下，英伟达 H100 系列 GPU 的数据手册显示，在利用数据稀疏性的情况下，其每秒 INT8 TOPS 的运算能力为 3000-3900，而谷歌 TPU v5e 的单芯片 INT8 TOPS 估计为 393。（谷歌最近发布了其第七代 TPU，在集群式 pod 中，其运算能力超过 40 exaflops。）Rivian 声称，这款芯片每秒可处理 50 亿像素的摄像头数据。它还采用了 RivLink 技术，这是一种低延迟互连技术，可将多个芯片连接起来，从而倍增处理能力。此外，该处理器还配备了 Rivian 自主研发的 AI 编译器和平台软件。最值得注意的是，Rivian宣布推出自主研发的芯片，使其与特斯拉——另一家试图通过自主研发芯片强行进至自动驾驶汽车领域的大型汽车制造商——保持一致。与此同时，其他汽车制造商则越来越多地支持英伟达。Rivian和特斯拉一样，是一家专注于电动汽车的制造商，并表示垂直整合是其未来发展的关键要素。Rivian 将使用多种传感器来支持其自动驾驶系统，包括激光雷达。该公司计划将激光雷达集成到即将推出的 R2 车型中，以提高冗余性和实时驾驶性能。Waymo 和其他无人驾驶出租车使用激光雷达来创建周围环境的 3D 地图，而特斯拉则以不使用激光雷达而闻名。一些汽车制造商曾表示将在未来的量产车型中使用激光雷达，但事实证明这说起来容易做起来难。例如，沃尔沃最近在其 EX90 SUV 车型中放弃了激光雷达。这家皮卡和SUV制造商的股价在午后交易中下跌了约8%，这是近一年来最大的跌幅。在 Rivian 的首届自动驾驶和人工智能日上，这些消息被宣布。与此同时，全球汽车制造商正投入数十亿美元用于人工智能系统，以支持期待已久的自动驾驶技术，而这些技术此前面临着诸多技术挑战。Rivian 表示，其长期目标是实现 L4 级自动驾驶，即车辆在特定条件下无需人为干预即可运行。Rivian 还表示，其基于大量真实和模拟驾驶数据训练的新型基础人工智能模型（称为大型驾驶模型）将为这些努力奠定基础。这款名为 Rivian 自主处理器的全新自主研发芯片，将提升车辆处理来自摄像头、激光雷达和其他传感器的数据的能力，这对于实现更高水平的自动驾驶目标至关重要。首席执行官 RJ Scaringe 告诉路透社，公司深度垂直整合在低产量水平下成本很高，但通过消除供应商利润并根据自身需求定制组件，在规模化生产时成为一项重大的成本优势。“我认为问题在于我们何时以及以何种形式进行授权？但我们绝对认为这是一个机会。”特斯拉也开发了自己的AI芯片，由三星和台积电生产。台积电是Rivian新芯片的制造合作伙伴。“开发定制芯片需要大量资金投入，但这是正确的长期策略。显然他们已经投资好几年了，所以我预计成本不会大幅上涨，”Mavka Capital 的管理合伙人兼 Rivian 投资者 Vitaly Golomb 表示。Rivian 高级副总裁 Vidya Rajagopalan 表示，该公司预计“在 2026 年底推出时，这将是北美消费级车辆中最强大的传感器和推理计算组合”。驾驶辅助套件 Autonomy+ 的售价为 2,500 美元（一次性付款）或每月 49.99 美元，包含一项通用免提功能，可在美国和加拿大超过 350 万英里的道路上使用。该价格远低于特斯拉售价 8,000 美元的完全自动驾驶系统，也低于每月 99 美元的订阅价格。Rivian 还表示，将在其下一代 R2 车型中加入激光雷达传感器，用于三维测绘，从而提升车辆识别障碍物和路况的能力。这一方案与 Alphabet 旗下 Waymo 的做法类似。斯卡林格表示，Rivian在芯片和驾驶模型方面的努力将帮助其在本月晚些时候扩展免手驾驶功能，并在明年推出点对点自动驾驶功能。该公司预计将于2026年推出“无需注视”的驾驶功能。Rivian 还推出了一款人工智能助手，据称可以管理车辆的某些功能，与应用程序同步，并标记潜在的维修问题。人工智能产业链联盟筹备组征集公告（来源：综合自路透社）","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,"symbols":[],"gpt_button":0,"need_auth":false,"code":"91000000","status":"200"},"commentList":[],"hasMoreComments":false,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"isCrawlerRequest":true}