{"id":752474,"date":"2026-03-23T12:20:48","date_gmt":"2026-03-23T04:20:48","guid":{"rendered":"https:\/\/www.alphaseek.cn\/?p=752474"},"modified":"2026-03-23T12:20:48","modified_gmt":"2026-03-23T04:20:48","slug":"%e6%92%95%e5%bc%80%e8%8b%b1%e4%bc%9f%e8%be%be%e7%9a%84%e7%ae%97%e5%8a%9b%e5%9b%b4%e5%9f%8e","status":"publish","type":"post","link":"https:\/\/www.alphaseek.cn\/?p=752474","title":{"rendered":"\u6495\u5f00\u82f1\u4f1f\u8fbe\u7684\u7b97\u529b\u56f4\u57ce"},"content":{"rendered":"
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\u6587 | \u534a\u5bfc\u4f53\u4ea7\u4e1a\u7eb5\u6a2a<\/p>\n<\/blockquote>\n<\/div>\n

“AI \u884c\u4e1a\u6b63\u5728\u4f7f\u7528\u4e00\u4e2a‘\u9519\u8bef\u7684\u5de5\u5177’\u3002”<\/strong><\/p>\n

\u5f53 Cerebras \u521b\u59cb\u4eba Andrew Feldman \u629b\u51fa\u8fd9\u4e2a\u8bba\u65ad\u65f6\uff0c\u82f1\u4f1f\u8fbe\u6b63\u51ed\u501f GPU \u7edf\u6cbb\u7740\u4e07\u4ebf\u7ea7\u5e02\u573a\u3002<\/p>\n

Andrew Feldman\u662f\u5426\u5728\u53e3\u51fa\u72c2\u8a00\uff1fCerebras \u7528\u4e00\u5757\u9910\u76d8\u5927\u5c0f\u3001\u62e5\u6709 900,000 \u4e2a\u6838\u5fc3\u7684\u6676\u5706\u7ea7\u5f15\u64ce WSE-3\uff0c\u8bd5\u56fe\u7528“\u4e00\u9897\u82af\u7247<\/a>\u5373\u4e00\u4e2a\u96c6\u7fa4”\u7684\u89e3\u51b3\u65b9\u6848\u6765\u56de\u7b54\u8fd9\u4e2a\u95ee\u9898\u3002<\/p>\n

Cerebras \u76f8\u4fe1\uff0c\u6df1\u5ea6\u5b66\u4e60\u7684\u6838\u5fc3\u74f6\u9888\u4ece\u672a\u5728\u7b97\u529b\u672c\u8eab\uff0c\u800c\u5728\u4e8e\u6570\u636e\u8de8\u8d8a\u82af\u7247\u8fb9\u754c\u65f6\u649e\u4e0a\u7684\u90a3\u5835\u5185\u5b58\u5899\u3002<\/p>\n

2026 \u5e74 3 \u6708\uff0cOracle \u5728\u8d22\u62a5\u5206\u6790\u5e08\u4f1a\u8bae\u4e0a\u4e3b\u52a8\u63d0\u53ca\u6b63\u5728\u90e8\u7f72 Cerebras \u82af\u7247\uff0c\u5c06\u5176\u4e0e Nvidia\u3001AMD \u5e76\u5217\u4e3a\u6838\u5fc3\u52a0\u901f\u5668\u4f9b\u5e94\u5546\uff0c\u8fd9\u4e00“\u987a\u5e26\u70b9\u540d”\u88ab\u4e1a\u5185\u89c6\u4e3a Cerebras \u8fdb\u5165\u8d85\u5927\u578b\u4f01\u4e1a\u91c7\u8d2d\u89c6\u91ce\u7684\u91cd\u8981\u4fe1\u53f7\u3002<\/p>\n

\u53eb\u677f\u82f1\u4f1f\u8fbe\uff0cCerebras\u505a\u5bf9\u4e86\u4ec0\u4e48\uff1f<\/strong><\/h2>\n

Cerebras\u7531Andrew Feldman\uff08\u524dSeaMicro\u8054\u5408\u521b\u59cb\u4eba\uff0c\u540e\u88abAMD\u6536\u8d2d<\/a>\uff09\u4e8e2016\u5e74\u521b\u7acb\u3002<\/strong><\/p>\n

Cerebras \u63a8\u51fa\u7684WSE-3 \u662f\u8fc4\u4eca\u89c4\u6a21\u6700\u5927\u7684\u4eba\u5de5\u667a\u80fd<\/a>\u82af\u7247\uff0c\u9762\u79ef\u8fbe 46,255 \u5e73\u65b9\u6beb\u7c73\uff0c\u96c6\u6210 4 \u4e07\u4ebf\u4e2a\u6676\u4f53\u7ba1\u3002\u5b83\u51ed\u501f 90 \u4e07\u4e2a AI \u4f18\u5316\u5185\u6838 \u63d0\u4f9b 125 PFLOPS \u7684 AI \u7b97\u529b\uff0c\u6676\u4f53\u7ba1\u6570\u91cf\u662f\u82f1\u4f1f\u8fbe B200 \u7684 19 \u500d\uff0c\u7b97\u529b\u66f4\u662f\u5176 28 \u500d\u3002<\/p>\n

\n

\"\u6495\u5f00\u82f1\u4f1f\u8fbe\u7684\u7b97\u529b\u56f4\u57ce\"<\/p>\n<\/div>\n

\u540c\u65f6\uff0cWSE-3\u914d\u590744GB\u7247\u4e0aSRAM\u4e0e21PB\/s\u7684\u5185\u5b58\u5e26\u5bbd\uff0c\u5f7b\u5e95\u6253\u7834\u4e86\u4f20\u7edf\u5185\u5b58\u74f6\u9888\u3002\u5176\u6676\u5706\u7ea7\u4e92\u8054\u67b6\u6784\u53ef\u63d0\u4f9b27PB\/s\u7684\u5185\u90e8\u5e26\u5bbd\uff0c\u901f\u5ea6\u662f\u6700\u65b0\u4e00\u4ee3NVLink\u7684206\u500d\u3002<\/p>\n

WSE \u6700\u591a\u53ef\u5c06 2048 \u5957\u7cfb\u7edf\u7ec4\u5408\u5728\u4e00\u8d77\uff0c\u63d0\u4f9b 256 EFLOPS \u7684 AI \u7b97\u529b\u3002AI \u5f00\u53d1\u8005\u53ef\u4ee5\u8bad\u7ec3\u53c2\u6570\u89c4\u6a21\u9ad8\u8fbe 24 \u4e07\u4ebf\u7684\u6a21\u578b\uff0c\u800c\u65e0\u9700\u5904\u7406\u591a GPU \u8c03\u5ea6\u548c\u5e76\u884c\u7b56\u7565<\/a>\u5e26\u6765\u7684\u590d\u6742\u95ee\u9898\u3002<\/p>\n

\u4f20\u7edf GPU\uff08\u5982 B200\uff09\u5fc5\u987b\u4e0d\u65ad\u4ece\u7247\u5916\u7684 HBM \u5185\u5b58\u4e2d\u8bfb\u53d6\u6570\u636e\uff0c\u8fd9\u53d7\u9650\u4e8e HBM \u7684\u5e26\u5bbd\uff0c\u8fd9\u4e5f\u662fAI\u5927\u6a21\u578b\u7206\u53d1\u5e26\u52a8HBM\u5b58\u50a8\u8fc5\u901f\u53d1\u5c55\u7684\u91cd\u8981\u539f\u56e0——\u901a\u8fc7\u5f3a\u5316\u7247\u5916\u5b58\u50a8\u7684\u4f20\u8f93\u80fd\u529b\uff0c\u88ab\u52a8\u7f13\u89e3\u7b97\u529b\u4e0e\u5b58\u50a8\u5206\u79bb\u5e26\u6765\u7684\u6027\u80fd\u74f6\u9888\u3002<\/p>\n

Cerebras \u5c06 44GB \u7684\u9ad8\u901f\u5185\u5b58\u76f4\u63a5\u653e\u5728 90 \u4e07\u4e2a AI \u6838\u5fc3\u65c1\u8fb9\uff0c\u65e0\u9700\u518d\u901a\u8fc7\u7247\u5916\u94fe\u8def\u8c03\u53d6\u6570\u636e\uff0c\u4ece\u7269\u7406\u67b6\u6784\u4e0a\u6d88\u9664\u6570\u636e\u5f80\u8fd4\u4f20\u8f93\u5ef6\u8fdf\u3002<\/p>\n

2026 \u5e741 \u6708\uff0cCerebras \u4e0eOpenAI<\/a> \u7b7e\u7f72\u591a\u5e74\u5408\u4f5c\u534f\u8bae\uff0c\u627f\u8bfa\u4e3a OpenAI \u63d0\u4f9b 750 \u5146\u74e6\u7684\u63a8\u7406\u7b97\u529b\uff0c\u90e8\u7f72\u89c4\u6a21\u5c06\u5206\u9636\u6bb5\u5728 2026 \u81f3 2028 \u5e74\u95f4\u843d\u5730\uff0c\u5408\u540c\u603b\u4ef7\u503c\u903e 100 \u4ebf\u7f8e\u5143\uff0c\u88ab\u5b98\u65b9\u79f0\u4e3a“\u5168\u7403\u6700\u5927\u89c4\u6a21\u9ad8\u901fAI\u63a8\u7406\u90e8\u7f72”\u3002OpenAI\u5b98\u65b9\u516c\u544a\u6307\u51fa\uff0c\u6b64\u6b21\u5408\u4f5c\u7684\u6838\u5fc3\u76ee\u7684\u4e4b\u4e00\u662f\u964d\u4f4eChatGPT<\/a>\u5b9e\u65f6\u54cd\u5e94\u7684\u63a8\u7406\u5ef6\u8fdf\u3002<\/p>\n

2026 \u5e743 \u6708 13 \u65e5\uff0cAWS \u5ba3\u5e03\u4e0e Cerebras \u5efa\u7acb\u591a\u5e74\u5408\u4f5c\uff0c\u5c06 Cerebras CS-3 \u7cfb\u7edf\u90e8\u7f72\u4e8e AWS \u6570\u636e\u4e2d\u5fc3\uff0c\u901a\u8fc7 Amazon Bedrock \u63d0\u4f9b\u63a8\u7406\u670d\u52a1\u3002\u5b98\u65b9\u65b0\u95fb\u7a3f\u663e\u793a\uff0c\u8fd9\u662f\u9996\u6b21\u6709\u4e3b\u6d41\u8d85\u5927\u89c4\u6a21\u4e91\u5e73\u53f0\u5728\u81ea\u6709\u6570\u636e\u4e2d\u5fc3\u5185\u90e8\u7f72\u975e GPU AI \u52a0\u901f\u5668\u3002<\/p>\n

AWS\u8ba1\u7b97\u670d\u52a1\u526f\u603b\u88c1David Brown\u8868\u793a\uff1a“\u8fd9\u79cd\u5206\u79bb\u5f0f\u67b6\u6784\u8ba9\u6bcf\u4e2a\u7cfb\u7edf\u5404\u5c3d\u5176\u957f\uff0c\u7ed3\u679c\u5c06\u662f\u6bd4\u4eca\u5929\u4efb\u4f55\u65b9\u6848\u90fd\u5feb\u4e00\u4e2a\u6570\u91cf\u7ea7\u7684\u63a8\u7406\u6027\u80fd\u3002”<\/p>\n

\u884c\u4e1a\u5206\u6790\u673a\u6784 Futurum \u5728\u5176\u8bc4\u6790\u4e2d\u6307\u51fa\uff0c\u8fd9\u4e00\u5408\u4f5c“\u662f\u6807\u5fd7\u6027\u7684\u65b0\u9636\u6bb5——\u63a8\u7406\u67b6\u6784\u6b63\u5728\u72ec\u7acb\uff0c\u4e13\u7528\u82af\u7247\u5c06\u53d6\u4ee3\u5355\u4f53 GPU \u90e8\u7f72\uff0c\u7528\u4e8e\u5ef6\u8fdf\u654f\u611f\u578b\u4efb\u52a1\u3002”<\/strong><\/p>\n

\u7528\u9762\u79ef\u6362\u6027\u80fd\uff0c\u771f\u65e0\u654c\u4e86\u5417\uff1f<\/strong><\/h2>\n

Artificial Analysis \u7684\u6d4b\u8bc4\u8868\u793a\uff0cCerebras CS-3 \u5728Meta Llama 4 Maverick\uff08400B \u53c2\u6570\uff09\u6a21\u578b\u4e0a\u8fbe\u5230 2,522 tokens\/\u79d2\uff0c\u8d85\u8fc7\u82f1\u4f1f\u8fbe Blackwell B200 \u76841,038 tokens\/\u79d2\uff0c\u9886\u5148\u5e45\u5ea6\u7ea6 2.4 \u500d\u3002\u5bf9\u6bd4Llama 3.1 8B\u5c0f\u6a21\u578b\uff0c\u5dee\u8ddd\u66f4\u663e\u8457\uff1aCerebras\u53ef\u8fbe\u7ea61,800 t\/s\uff0c\u800c\u82f1\u4f1f\u8fbeH100\u7ea6\u4e3a90 t\/s\uff0c\u76f8\u5dee\u7ea620\u500d\u3002<\/p>\n

\u6309 token \u8ba1\u8d39\u7684\u4e91\u670d\u52a1<\/a>\uff0cDeepSeek V3 \u5728Cerebras \u4e0a\u7684\u5b9a\u4ef7\u4e3a\u8f93\u5165 $0.20\/\u767e\u4e07 tokens\u3001\u8f93\u51fa $0.50\/\u767e\u4e07 tokens\uff0c\u7efc\u5408\u4ef7\u683c\u6781\u5177\u7ade\u4e89\u529b\u3002\u622a\u81f32025\u5e749\u6708\uff0cCerebras\u5df2\u5728\u5317\u7f8e\u3001\u6b27\u6d32<\/a>\u6269\u5efa\u81f3\u4e94\u4e2a\u65b0\u6570\u636e\u4e2d\u5fc3\uff0c\u5e76\u540c\u6b65\u5728AWS Marketplace\u4e0a\u7ebf\uff0c\u8fdb\u5165\u4f01\u4e1a\u7ea7\u91c7\u8d2d\u6e20\u9053\u3002<\/p>\n

AI \u884c\u4e1a\u6b63\u5728\u4ece“\u8bad\u7ec3\u4e3a\u4e3b”\u8f6c\u5411“\u63a8\u7406\u4e3a\u4e3b””\uff0c\u800c\u63a8\u7406\u5bf9\u5ef6\u8fdf\u6781\u4e3a\u654f\u611f\u3002ChatGPT \u7b49\u5bf9\u8bdd AI\u3001\u591a\u6b65\u9aa4\u667a\u80fd\u4f53\uff08Agentic AI\uff09\u3001\u5b9e\u65f6\u4ee3\u7801\u751f\u6210\u7b49\u573a\u666f\uff0c\u90fd\u5bf9 tokens\/\u79d2\u6709\u4e25\u82db\u8981\u6c42\u3002AI \u63a8\u7406\u5e02\u573a\u89c4\u6a21\u9884\u8ba1\u5c06\u4ece 2025 \u5e74\u7684 1,062 \u4ebf\u7f8e\u5143\u589e\u957f\u81f3 2030 \u5e74\u7684 2,550 \u4ebf\u7f8e\u5143\uff0cCAGR \u7ea619%\u3002<\/p>\n

\u8fd9\u9879\u6d4b\u8bc4\u5c55\u793a\u4e86 Cerebras \u5728\u63a8\u7406\u9886\u57df\u901f\u5ea6\u4e0e\u6210\u672c\u4e0a\u7684\u663e\u8457\u4f18\u52bf\uff0c\u4f46\u8981\u5f97\u51fa“\u5b8c\u5168\u78be\u538b”\u7684\u7ed3\u8bba\u8fd8\u4e3a\u65f6\u8fc7\u65e9\u3002<\/strong><\/p>\n

\u82f1\u4f1f\u8fbe\u6700\u5f3a\u5927\u7684\u6b66\u5668\u5e76\u975e\u786c\u4ef6\uff0c\u800c\u662f\u6781\u5176\u6210\u719f\u7684CUDA \u751f\u6001\u3002\u5f00\u53d1\u8005\u5728\u8f6c\u5411 Cerebras \u65f6\u9700\u9002\u914d\u4e13\u6709\u7f16\u8bd1\u5668\uff0c\u4e14\u76ee\u524d\u5bf9\u52a8\u6001\u63a7\u5236\u6d41\u7b49\u9ad8\u7ea7 AI \u7279\u6027\u7684\u652f\u6301\u5c1a\u4e0d\u5b8c\u6574\uff0c\u8fd9\u79cd\u8fc1\u79fb\u6210\u672c\u662f\u4f01\u4e1a\u51b3\u7b56\u65f6\u7684\u6838\u5fc3\u969c\u788d\u3002\u5168\u7403\u6570\u4ee5\u767e\u4e07\u8ba1\u7684AI\u5de5\u7a0b\u5e08\u5728CUDA\u4e0a\u6df1\u5ea6\u8bad\u7ec3\uff0c\u8fc1\u79fb\u81f3Cerebras\u5e73\u53f0\u5b58\u5728\u5b66\u4e60\u6210\u672c\u3002\u5206\u6790\u6307\u51fa\uff0cAWS Bedrock\u96c6\u6210\u7684\u6218\u7565\u610f\u4e49\u4e4b\u4e00\uff0c\u6b63\u662f\u901a\u8fc7\u6258\u7ba1\u670d\u52a1\u964d\u4f4e\u5de5\u7a0b\u5e08\u76f4\u63a5\u63a5\u89e6\u5e95\u5c42\u786c\u4ef6\u5dee\u5f02\u7684\u5fc5\u8981\u6027——\u5982\u679c\u5f00\u53d1\u8005\u65e0\u9700\u4fee\u6539\u4ee3\u7801\u5c31\u80fd\u4f7f\u7528Cerebras\uff0c\u751f\u6001\u5dee\u8ddd\u7684\u5f71\u54cd\u5c06\u5927\u5e45\u51cf\u5c0f\u3002<\/p>\n

CS-3 \u5355\u7cfb\u7edf\u529f\u8017\u9ad8\u8fbe 50kW\uff0c\u8fdc\u8d85\u5355\u53f0 GPU \u670d\u52a1\u5668\u3002\u5bf9\u4e8e\u7a7a\u95f4\u548c\u7535\u529b\u53d7\u9650\u7684\u4f20\u7edf\u6570\u636e\u4e2d\u5fc3\u6765\u8bf4\uff0c\u90e8\u7f72\u6b64\u7c7b\u8bbe\u5907\u9762\u4e34\u7269\u7406\u57fa\u7840\u8bbe\u65bd\u7684\u5236\u7ea6\u3002<\/p>\n

\u540c\u65f6\uff0c\u5728\u52a0\u901f\u6570\u636e\u901a\u4fe1\u4e0a\uff0c\u82f1\u4f1f\u8fbe\u5e76\u672a\u5750\u4ee5\u5f85\u6bd9\u3002\u9664\u4e86 Blackwell \u7684\u5feb\u901f\u8fed\u4ee3\uff0c\u82f1\u4f1f\u8fbe\u8fd8\u901a\u8fc7\u6536\u8d2d\u63a8\u7406\u521d\u521b\u516c\u53f8 Groq \u7684\u6838\u5fc3\u8d44\u4ea7\uff0c<\/strong>\u4ee5\u53ca\u63a8\u51fa NIM \u63a8\u7406\u5fae\u670d\u52a1\u6765\u5de9\u56fa\u5176\u5728\u63a8\u7406\u5e02\u573a\u7684\u5730\u4f4d\u3002<\/p>\n

Groq \u7684\u82af\u7247\u4e3aLPU\uff08Language Processing Unit\uff09\uff0c\u4e3b\u8981\u9762\u5411LLM \u7b49\u63a8\u7406\u573a\u666f\uff0c\u4ece\u67b6\u6784\u4e0a\u8ffd\u6c42“\u5feb\u901f\u3001\u53ef\u9884\u6d4b\u3001\u4f4e\u6210\u672c”\u7684\u5927\u6a21\u578b\u63a8\u7406\uff0c\u800c\u4e0d\u662f\u901a\u7528\u8bad\u7ec3 + \u56fe\u5f62\u6e32\u67d3\u3002\u8bb8\u591a LLM \u63a8\u7406\u573a\u666f\u4e0b\uff0c\u5355\u4f4d token \u7684\u8ba1\u7b97\u6210\u672c\u548c\u80fd\u8017\u90fd\u663e\u8457\u4f4e\u4e8e\u4f20\u7edf GPU \u96c6\u7fa4\uff08\u539f\u56e0\u662f\u9ad8\u7247\u4e0a\u5e26\u5bbd\u3001\u5c11\u5916\u5b58\u8bbf\u95ee\u3001\u63a8\u7406\u4e13\u7528\u6307\u4ee4\u6d41\uff09\u3002<\/p>\n

\u57fa\u4e8e Tensor Streaming Processor\uff08TSP\uff09\u67b6\u6784\uff0c\u786c\u4ef6\u5c3d\u91cf\u53bb\u6389\u7f13\u5b58\u3001\u591a\u7ea7\u4e71\u5e8f\u7b49\u5bfc\u81f4\u4e0d\u786e\u5b9a\u6027\u7684\u673a\u5236\uff0c\u8ba9\u7f16\u8bd1\u5668\u53ef\u4ee5\u9759\u6001\u5b89\u6392\u6bcf\u6761\u6307\u4ee4\u548c\u6bcf\u4e00\u8df3\u6570\u636e\u8def\u5f84\uff0c\u5b9e\u73b0“\u6d41\u6c34\u7ebf\u88c5\u914d\u7ebf\u5f0f”\u7684\u53ef\u9884\u6d4b\u6267\u884c\u3002<\/p>\n

\u7b2c\u4e00\u4ee3 LPU \u7ea6\u6709 230 MB \u7247\u4e0a SRAM\u300180 TB\/s \u5185\u90e8\u5e26\u5bbd\uff0c\u8fdc\u9ad8\u4e8e\u5178\u578b GPU \u7684 HBM \u5916\u90e8\u5e26\u5bbd\uff08\u7ea6 8 TB\/s \u91cf\u7ea7\uff09\uff0c\u51cf\u5c11\u8bbf\u95ee\u5916\u90e8\u5185\u5b58\u7684\u6b21\u6570\uff0c\u4ece\u800c\u964d\u4f4e\u65f6\u5ef6\u5e76\u63d0\u5347\u80fd\u6548\u3002<\/p>\n

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Cerebras\u7684\u98ce\u9669<\/a><\/strong><\/h2>\n

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\u5199\u5728\u6700\u540e<\/strong><\/h2>\n

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(\u6765\u6e90\uff1a\u949b\u5a92\u4f53)<\/p>\n","protected":false},"excerpt":{"rendered":"

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