\u636e\u6d77\u5916\u79d1\u6280\u5a92\u4f53\u62ab\u9732\uff0c\u4eba\u5de5\u667a\u80fd\u521d\u521b\u516c\u53f8Anthropic\u6b63\u5728\u4e0e\u4e09\u661f\u6d3d\u8c08\u5f00\u53d1\u4e00\u6b3e\u5168\u65b0\u7684\u5b9a\u5236\u82af\u7247\u3002\u8fd9\u4e00\u52a8\u4f5c\u53d1\u751f\u5728OpenAI\u5ba3\u5e03\u4e0e\u535a\u901a\u5408\u4f5c\u8bbe\u8ba1\u81ea\u6709AI\u82af\u7247\u4ec5\u4e00\u5468\u4e4b\u540e\uff0c\u6807\u5fd7\u7740AI\u6a21\u578b\u516c\u53f8\u4e0e\u82af\u7247\u5236\u9020\u5546\u7684\u6df1\u5ea6\u7ed1\u5b9a\u6b63\u6210\u4e3a\u884c\u4e1a\u65b0\u5e38\u6001\u3002<\/p>\n
## \u4e8b\u4ef6\u8be6\u60c5\u4e0e\u80cc\u666f<\/p>\n
### 1. \u4e09\u661f\u4e0eAnthropic\u7684\u5408\u4f5c\u6d3d\u8c08
\n\u6839\u636eTechCrunch\u62a5\u9053\uff0cAnthropic\u5df2\u4e0e\u4e09\u661f\u5c31\u5f00\u53d1\u4e00\u6b3e\u9762\u5411AI\u5de5\u4f5c\u8d1f\u8f7d\u7684\u5b9a\u5236\u5316\u82af\u7247\u5c55\u5f00\u521d\u6b65\u8ba8\u8bba\u3002\u76ee\u524d\u53cc\u65b9\u5c1a\u672a\u516c\u5e03\u5177\u4f53\u6280\u672f\u89c4\u683c\u3001\u91cf\u4ea7\u65f6\u95f4\u8868\u6216\u6295\u8d44\u91d1\u989d\uff0c\u4f46\u8fd9\u4e00\u6d88\u606f\u5df2\u5f15\u53d1\u4e1a\u754c\u5bf9\u201cAI\u6a21\u578b+\u5b9a\u5236\u82af\u7247\u201d\u6a21\u5f0f\u7684\u5173\u6ce8\u3002\u4e09\u661f\u4f5c\u4e3a\u5168\u7403\u9886\u5148\u7684\u534a\u5bfc\u4f53\u5236\u9020\u5546\uff0c\u62e5\u6709\u5728\u5b58\u50a8\uff08HBM\uff09\u3001\u4ee3\u5de5\u548c\u5c01\u88c5\u65b9\u9762\u7684\u7efc\u5408\u80fd\u529b\uff0c\u6b63\u662fAnthropic\u9700\u8981\u7684\u5408\u4f5c\u4f19\u4f34\u3002<\/p>\n
### 2. OpenAI\u7684\u201c\u524d\u8f66\u4e4b\u9274\u201d\u5f15\u53d1\u8fde\u9501\u53cd\u5e94
\n\u77ed\u77ed\u4e00\u5468\u524d\uff0cOpenAI\u521a\u5ba3\u5e03\u4e0eBroadcom\u5171\u540c\u8bbe\u8ba1\u5176\u9996\u6b3e\u5b9a\u5236AI\u82af\u7247\uff0c\u65e8\u5728\u51cf\u5c11\u5bf9\u82f1\u4f1f\u8fbeGPU\u7684\u4f9d\u8d56\u5e76\u964d\u4f4e\u63a8\u7406\u6210\u672c\u3002OpenAI\u7684\u4e3e\u52a8\u8bc1\u660e\uff1a\u5f53AI\u6a21\u578b\u4f53\u91cf\u8fbe\u5230\u6570\u5341\u4ebf\u53c2\u6570\u65f6\uff0c\u901a\u7528\u82af\u7247\u5728\u80fd\u6548\u6bd4\u548c\u4e13\u7528\u4f18\u5316\u4e0a\u5df2\u96be\u4ee5\u6ee1\u8db3\u9700\u6c42\u3002Anthropic\u663e\u7136\u4e0d\u7518\u843d\u540e\uff0c\u7acb\u5373\u542f\u52a8\u540c\u7c7b\u8ba1\u5212\u3002<\/p>\n
### 3. \u5b9a\u5236\u82af\u7247\uff1aAI\u516c\u53f8\u7684\u201c\u519b\u5907\u7ade\u8d5b\u201d\u65b0\u6218\u573a
\n\u8fc7\u53bb\u4e00\u5e74\uff0c\u4ece\u8c37\u6b4c\u7684TPU\u5230\u4e9a\u9a6c\u900a\u7684Trainium\uff0c\u518d\u5230\u5fae\u8f6f\u7684\u96c5\u5178\u5a1c\uff08Athena\uff09\u82af\u7247\uff0c\u5934\u90e8\u79d1\u6280\u4f01\u4e1a\u7eb7\u7eb7\u81ea\u7814AI\u82af\u7247\u3002\u5bf9\u4e8eAnthropic\u8fd9\u6837\u7684\u7eafAI\u516c\u53f8\u800c\u8a00\uff0c\u5b9a\u5236\u82af\u7247\u53ef\u4ee5\u9488\u5bf9\u81ea\u5bb6\u6a21\u578b\uff08\u5982Claude\u7cfb\u5217\uff09\u7684\u67b6\u6784\u7279\u70b9\u8fdb\u884c\u4f18\u5316\uff0c\u5b9e\u73b0\uff1a
\n– **\u964d\u4f4e\u63a8\u7406\u6210\u672c**\uff1a\u4e13\u7528\u7535\u8def\u6bd4GPU\u5f3a\u9879\u5728\u7279\u5b9a\u77e9\u9635\u8fd0\u7b97\u4e0a\u66f4\u9ad8\u6548\uff0c\u5c24\u5176\u9002\u5408\u5927\u8bed\u8a00\u6a21\u578b\u7684\u89e3\u7801\u9636\u6bb5\u3002
\n– **\u63d0\u5347\u5b89\u5168\u4e0e\u53ef\u63a7\u6027**\uff1a\u82af\u7247\u5c42\u9762\u7684\u786c\u4ef6\u4fe1\u4efb\u6839\uff08Root of Trust\uff09\u80fd\u66f4\u597d\u9632\u6b62\u6a21\u578b\u88ab\u76d7\u7528\u6216\u7be1\u6539\u3002
\n– **\u6446\u8131\u4f9b\u5e94\u94fe\u98ce\u9669**\uff1a\u82f1\u4f1f\u8fbeGPU\u957f\u671f\u4f9b\u4e0d\u5e94\u6c42\uff0c\u5b9a\u5236\u82af\u7247\u53ef\u4f7f\u516c\u53f8\u638c\u63e1\u66f4\u591a\u4ea7\u80fd\u4e3b\u52a8\u6743\u3002<\/p>\n
### 4. \u4e09\u661f\u5728AI\u82af\u7247\u9886\u57df\u7684\u6218\u7565\u5e03\u5c40
\n\u4e09\u661f\u8fd1\u5e74\u6765\u5728\u5b58\u50a8\u82af\u7247\uff08HBM3E\uff09\u4e0a\u6311\u6218SK\u6d77\u529b\u58eb\uff0c\u540c\u65f6\u5728\u6676\u5706\u4ee3\u5de5\uff083nm\u5de5\u827a\uff09\u4e0a\u8ffd\u8d76\u53f0\u79ef\u7535\u3002\u6b64\u6b21\u4e0eAnthropic\u5408\u4f5c\uff0c\u4e09\u661f\u53ef\u671b\u83b7\u5f97\u4e00\u4e2a\u957f\u671f\u8bbe\u8ba1\u670d\u52a1\u8ba2\u5355\uff0c\u5e76\u501f\u6b64\u5c55\u793a\u5176\u5728AI\u4e13\u7528\u82af\u7247\uff08\u5982\u5b9a\u5236ASIC\uff09\u4e0a\u7684\u8bbe\u8ba1\u80fd\u529b\u3002\u5bf9\u4e09\u661f\u800c\u8a00\uff0c\u8fd9\u662f\u4e00\u6b21\u4ece\u201c\u5355\u7eaf\u4ee3\u5de5\u201d\u5411\u201c\u8bbe\u8ba1+\u5236\u9020\u201d\u8f6c\u578b\u7684\u91cd\u8981\u673a\u4f1a\uff0c\u5c24\u5176\u662f\u8003\u8651\u5230\u5176\u56fd\u5185\u7ade\u4e89\u5bf9\u624b\uff08\u5982SK\u6d77\u529b\u58eb\u3001\u4e09\u661f\u672c\u8eab\uff09\u5df2\u5728HBM\u9886\u57df\u5c55\u5f00\u6fc0\u70c8\u7ade\u4e89\u3002<\/p>\n
### 5. \u6f5c\u5728\u5408\u4f5c\u6a21\u5f0f\u731c\u60f3
\n\u5c3d\u7ba1\u7ec6\u8282\u672a\u62ab\u9732\uff0c\u4e1a\u5185\u63a8\u6d4b\u53ef\u80fd\u5305\u542b\u4ee5\u4e0b\u51e0\u79cd\u5408\u4f5c\u5f62\u5f0f\uff1a
\n– **\u67b6\u6784\u8bbe\u8ba1**\uff1a\u4e09\u661f\u7684System LSI\u90e8\u95e8\u4e0eAnthropic\u7684AI\u7b97\u6cd5\u56e2\u961f\u5171\u540c\u5b9a\u4e49\u82af\u7247\u6307\u4ee4\u96c6\u548c\u7b97\u529b\u6838\u5fc3\u3002
\n– **\u5b58\u50a8\u96c6\u6210**\uff1a\u5229\u7528\u4e09\u661f\u5728HBM\u4e0a\u7684\u4f18\u52bf\uff0c\u5c06\u9ad8\u5e26\u5bbd\u5185\u5b58\u4e0e\u8ba1\u7b97\u903b\u8f91\u7d27\u8026\u5408\uff08\u7c7b\u4f3c\u82f1\u4f1f\u8fbe\u7684Grace Hopper\u65b9\u6848\uff09\u3002
\n– **\u5148\u8fdb\u5c01\u88c5**\uff1a\u4e09\u661f\u76842.5D\/3D\u5c01\u88c5\u6280\u672f\uff08I-Cube\u3001X-Cube\uff09\u53ef\u7528\u4e8e\u5806\u53e0\u591a\u4e2a\u82af\u7247\uff0c\u63d0\u5347\u5355\u4f4d\u82af\u7247\u9762\u79ef\u4e0a\u7684\u7b97\u529b\u5bc6\u5ea6\u3002<\/p>\n
## \u884c\u4e1a\u610f\u4e49\u4e0e\u5f71\u54cd<\/p>\n
**\u5b9a\u5236\u82af\u7247\u6b63\u5728\u4ece\u201c\u786c\u4ef6\u516c\u53f8\u7684\u4e13\u5229\u201d\u53d8\u6210\u201cAI\u516c\u53f8\u7684\u6807\u914d\u201d**\u3002\u8fc7\u53bb\uff0cAI\u521d\u521b\u516c\u53f8\u901a\u5e38\u4f9d\u8d56\u82f1\u4f1f\u8fbe\u5e73\u53f0\u8d77\u6b65\uff0c\u4f46\u968f\u7740\u6a21\u578b\u89c4\u6a21\u81a8\u80c0\u548c\u76c8\u5229\u538b\u529b\u589e\u52a0\uff0c\u6bcf\u4e07\u4e2atoken\u7684\u63a8\u7406\u6210\u672c\u6210\u4e3a\u5173\u952e\u53d8\u91cf\u3002\u5b9a\u5236\u82af\u7247\u80fd\u591f\u5c06\u7279\u5b9a\u6a21\u578b\u7684\u7b97\u529b\u6548\u7387\u63d0\u5347\u6570\u500d\uff0c\u4ece\u800c\u5728\u5546\u4e1a\u6a21\u578b\u4e0a\u8dd1\u901a\u201c\u4f4e\u6210\u672c-\u9ad8\u4f53\u9a8c\u201d\u7684\u95ed\u73af\u3002<\/p>\n
\u5bf9\u4f20\u7edf\u82af\u7247\u5de8\u5934\uff08\u5982\u82f1\u4f1f\u8fbe\u3001AMD\uff09\u800c\u8a00\uff0c\u8fd9\u4e00\u8d8b\u52bf\u65e2\u662f\u5a01\u80c1\u4e5f\u662f\u673a\u9047\u3002\u5a01\u80c1\u5728\u4e8e\uff1a\u82e5\u5404\u5927AI\u516c\u53f8\u7eb7\u7eb7\u81ea\u7814\u82af\u7247\uff0c\u82f1\u4f1f\u8fbe\u7684\u901a\u7528GPU\u751f\u6001\u53ef\u80fd\u88ab\u5c40\u90e8\u201c\u88c2\u89e3\u201d\uff1b\u673a\u9047\u5219\u5728\u4e8e\uff1a\u5b9a\u5236\u82af\u7247\u7684\u8bbe\u8ba1\u901a\u5e38\u4ecd\u4f1a\u4f7f\u7528CUDA\u6216ROCm\u7b49\u751f\u6001\u7cfb\u7edf\u7ec4\u4ef6\uff0c\u4e14\u5927\u591a\u6570\u516c\u53f8\u4ecd\u9700\u91c7\u8d2d\u82f1\u4f1f\u8fbe\u82af\u7247\u7528\u4e8e\u8bad\u7ec3\u3002\u56e0\u6b64\uff0c\u77ed\u671f\u5185\u82f1\u4f1f\u8fbe\u7684\u5730\u4f4d\u4ecd\u96be\u64bc\u52a8\uff0c\u4f46\u957f\u671f\u6765\u770b\uff0c\u63a8\u7406\u9886\u57df\u5c06\u88ab\u5927\u91cf\u5b9a\u5236ASIC\u8695\u98df\u3002<\/p>\n
\u5bf9\u4e8e\u4e09\u661f\uff0c\u4e0eAnthropic\u7684\u5408\u4f5c\u662f\u4e00\u6b21\u751f\u6001\u5361\u4f4d\u6218\u3002\u5982\u679c\u6210\u529f\uff0c\u4e09\u661f\u5c06\u83b7\u5f97\u4e00\u4e2a\u4e0eOpenAI\uff08\u535a\u901a\uff09\u5bf9\u6807\u7684\u9ad8\u7aef\u5ba2\u6237\u6848\u4f8b\uff0c\u6709\u52a9\u4e8e\u4e89\u593a\u5176\u4ed6AI\u516c\u53f8\uff08\u5982Mistral\u3001Cohere\uff09\u7684\u82af\u7247\u8ba2\u5355\u3002\u540c\u65f6\uff0c\u4e09\u661f\u7684\u5b58\u50a8\u4e1a\u52a1\u4e5f\u5c06\u53d7\u76ca\u2014\u2014AI\u5b9a\u5236\u82af\u7247\u5f80\u5f80\u9700\u8981\u642d\u914d\u5927\u91cfHBM\uff0c\u5176\u8054\u5408\u8bbe\u8ba1\u7684\u6a21\u5f0f\u53ef\u80fd\u5bfc\u81f4\u4e09\u661f\u4f18\u5148\u4f9b\u5e94\u81ea\u5bb6HBM\uff0c\u4ece\u800c\u538b\u5236\u7ade\u4e89\u5bf9\u624b\u7684\u4efd\u989d\u3002<\/p>\n
**\u5bf9Anthropic\u800c\u8a00\uff0c\u8fd9\u4e00\u6b65\u68cb\u66f4\u662f\u201c\u9632\u5b88\u53cd\u51fb\u201d**\u3002\u5728OpenAI\u4e0e\u5fae\u8f6f\u6df1\u5ea6\u7ed1\u5b9a\u3001\u8c37\u6b4c\u62e5\u6709TPU\u3001Meta\u81ea\u7814MTIA\u82af\u7247\u7684\u683c\u5c40\u4e0b\uff0cAnthropic\u82e5\u7ee7\u7eed\u5b8c\u5168\u4f9d\u8d56\u82f1\u4f1f\u8fbe\uff0c\u5c06\u7f3a\u4e4f\u5dee\u5f02\u5316\u4f18\u52bf\u3002\u5b9a\u5236\u82af\u7247\u4e0d\u4ec5\u80fd\u964d\u4f4e\u6210\u672c\uff0c\u8fd8\u80fd\u4f7f\u6a21\u578b\u63a8\u7406\u66f4\u9ad8\u6548\u3001\u66f4\u5b89\u5168\uff0c\u751a\u81f3\u4e3a\u672a\u6765\u7684\u591a\u6a21\u6001\u6216\u957f\u4e0a\u4e0b\u6587\u7a97\u53e3\u6a21\u578b\u9884\u7559\u786c\u4ef6\u652f\u6301\u3002<\/p>\n
## \u5ef6\u4f38\u9605\u8bfb<\/p>\n
\u60f3\u8fdb\u4e00\u6b65\u4e86\u89e3AI\u82af\u7247\u5b9a\u5236\u5316\u8d8b\u52bf\uff0c\u53ef\u5173\u6ce8\u300aMIT\u79d1\u6280\u8bc4\u8bba\u300b\u5bf9OpenAI\u82af\u7247\u8ba1\u5212\u7684\u6df1\u5ea6\u89e3\u8bfb\uff0c\u4ee5\u53ca\u4e09\u661f\u534a\u5bfc\u4f53\u5b98\u65b9\u535a\u5ba2\u516c\u5e03\u7684\u6709\u5173HBM-PIM\u6280\u672f\u7684\u6587\u7ae0\u3002\u60a8\u8fd8\u53ef\u4ee5\u5728\u300cTimeDigital\u300d\u540e\u7eed\u6587\u7ae0\u4e2d\u67e5\u770b\u6211\u4eec\u5bf9\u82f1\u4f1f\u8fbe\u7ade\u4e89\u683c\u5c40\u53d8\u5316\u7684\u5206\u6790\u3002<\/p>\n","protected":false},"excerpt":{"rendered":"
\u636e\u6d77\u5916\u79d1\u6280\u5a92\u4f53\u62ab\u9732\uff0c\u4eba\u5de5\u667a\u80fd\u521d\u521b\u516c\u53f8Anthropic\u6b63\u5728\u4e0e\u4e09\u661f\u6d3d\u8c08\u5f00\u53d1\u4e00\u6b3e\u5168\u65b0\u7684\u5b9a\u5236\u82af\u7247\u3002\u8fd9\u4e00\u52a8\u4f5c\u53d1\u751f\u5728Op […]<\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[2],"tags":[],"class_list":["post-11","post","type-post","status-publish","format-standard","hentry","category-ai-"],"_links":{"self":[{"href":"https:\/\/www.timedigital.cn\/new\/wp-json\/wp\/v2\/posts\/11","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.timedigital.cn\/new\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.timedigital.cn\/new\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.timedigital.cn\/new\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/www.timedigital.cn\/new\/wp-json\/wp\/v2\/comments?post=11"}],"version-history":[{"count":1,"href":"https:\/\/www.timedigital.cn\/new\/wp-json\/wp\/v2\/posts\/11\/revisions"}],"predecessor-version":[{"id":55,"href":"https:\/\/www.timedigital.cn\/new\/wp-json\/wp\/v2\/posts\/11\/revisions\/55"}],"wp:attachment":[{"href":"https:\/\/www.timedigital.cn\/new\/wp-json\/wp\/v2\/media?parent=11"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.timedigital.cn\/new\/wp-json\/wp\/v2\/categories?post=11"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.timedigital.cn\/new\/wp-json\/wp\/v2\/tags?post=11"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}