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href=\"https:\/\/www.alphaseek.cn\/?tag=%e8%b5%84%e6%ba%90\" title=\"View all posts in \u8d44\u6e90\" target=\"_blank\" 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href=\"https:\/\/www.alphaseek.cn\/?tag=%e6%8a%95%e8%b5%84\" title=\"View all posts in \u6295\u8d44\" target=\"_blank\" class=\"tag_link\">\u6295\u8d44<\/a>\u3002\u56e0\u4e3a\u6211\u4f1a\u548c\u4ed6\u4eec\u7684CEO\u6c9f\u901a\uff0c\u6211\u4f1a\u544a\u8bc9\u4ed6\u4eec\u8fd9\u4e2a\u884c\u4e1a\u4f1a\u53d8\u591a\u5927\u3001\u4e3a\u4ec0\u4e48\u4f1a\u53d8\u5927\u3001\u6211\u4eec\u662f\u5982\u4f55\u63a8\u7406\u51fa\u6765\u7684\u3002\u5728\u8fd9\u4e2a\u8fc7\u7a0b\u4e2d\uff0c\u6211\u5176\u5b9e\u662f\u5728\u5bf9\u9f50\u6574\u4e2a\u4e0a\u6e38\u751f\u6001\u7684\u8ba4\u77e5\u3002<\/p>\n<p>\u90a3\u4e3a\u4ec0\u4e48\u4ed6\u4eec\u613f\u610f\u4e3a\u6211\u4eec\u6295\u8d44\uff0c\u800c\u4e0d\u662f\u4e3a\u522b\u4eba\uff1f\u539f\u56e0\u5f88\u7b80\u5355\uff1a\u4ed6\u4eec\u77e5\u9053\u6211\u6709\u80fd\u529b\u628a\u4ed6\u4eec\u7684\u4ea7\u80fd\u4e70\u4e0b\u6765\uff0c\u5e76\u5356\u7ed9\u4e0b\u6e38\u3002\u82f1\u4f1f\u8fbe\u7684\u4e0b\u6e38\u9700\u6c42\u975e\u5e38\u5927\uff0c\u6b63\u662f\u56e0\u4e3a\u6709\u8fd9\u79cd\u4e0b\u6e38\u9700\u6c42\u7684\u89c4\u6a21\uff0c\u624d\u8ba9\u4ed6\u4eec\u613f\u610f\u5728\u4e0a\u6e38\u6295\u5165\u3002<\/p>\n<p>\u5982\u679c\u4f60\u53bb\u770bGTC\u5927\u4f1a\uff0c\u4f60\u4f1a\u53d1\u73b0\u5f88\u591a\u4eba\u5bf9\u5b83\u7684\u89c4\u6a21\u611f\u5230\u60ca\u8bb6\u3002\u8fd9\u662f\u4e00\u4e2a360\u5ea6\u7684AI\u751f\u6001\uff0c\u6574\u4e2aAI\u4e16\u754c\u7684\u4eba\u90fd\u5728\u4e00\u4e2a\u5730\u65b9\uff0c\u800c\u4ed6\u4eec\u6765\u8fd9\u91cc\uff0c\u662f\u56e0\u4e3a\u4ed6\u4eec\u9700\u8981\u5f7c\u6b64\u3002\u4e0a\u6e38\u9700\u8981\u770b\u5230\u4e0b\u6e38\uff0c\u4e0b\u6e38\u9700\u8981\u770b\u5230\u4e0a\u6e38\u3002\u4ed6\u4eec\u4e5f\u9700\u8981\u770b\u5230AI\u7684\u53d1\u5c55\uff0c\u4ee5\u53ca\u90a3\u4e9bAI\u539f\u751f\u516c\u53f8\u548c<a href=\"https:\/\/www.alphaseek.cn\/?tag=%e5%88%9b%e4%b8%9a\" title=\"View all posts in \u521b\u4e1a\" target=\"_blank\" class=\"tag_link\">\u521b\u4e1a<\/a>\u516c\u53f8\u3002<\/p>\n<p>\u6211\u82b1\u4e86\u5f88\u591a\u65f6\u95f4\uff0c\u4e0d\u65ad\u53bb\u544a\u77e5\u548c\u5f71\u54cd\u6211\u4eec\u7684\u4f9b\u5e94\u94fe\u548c\u751f\u6001\u4f19\u4f34\uff0c\u8ba9\u4ed6\u4eec\u7406\u89e3\u673a\u4f1a\u662f\u4ec0\u4e48\u3001\u4e3a\u4ec0\u4e48\u4f1a\u53d1\u751f\u3001\u4ec0\u4e48\u65f6\u5019\u4f1a\u53d1\u751f\u3001\u89c4\u6a21\u4f1a\u6709\u591a\u5927\u3002\u5f88\u591a\u4eba\u4f1a\u89c9\u5f97\u6211\u7684Keynote\u6709\u70b9\u50cf\u4e0a\u8bfe\uff0c\u751a\u81f3\u6709\u70b9\u6298\u78e8\uff0c\u4f46\u8fd9\u662f\u6545\u610f\u7684\u3002\u56e0\u4e3a<strong>\u6211\u9700\u8981\u8ba9\u6574\u4e2a\u751f\u6001\uff0c\u50cf\u6211\u4e00\u6837\u53bb\u7406\u89e3\u672a\u6765\u3002<\/strong><\/p>\n<p><strong>03<\/strong><\/p>\n<p><strong>\u6ca1\u6709\u4efb\u4f55\u4e00\u4e2a\u74f6\u9888\uff0c\u4f1a\u6301\u7eed\u8d85\u8fc72\u52303\u5e74<\/strong><\/p>\n<p><strong>Dwarkesh\uff1a<\/strong>\u6211\u60f3\u66f4\u5177\u4f53\u5730\u7406\u89e3\u4e00\u4e2a\u95ee\u9898\uff1a<strong>\u4e0a\u6e38\u4f9b\u5e94\u94fe\u771f\u7684\u80fd\u8ddf\u5f97\u4e0a\u5417\uff1f<\/strong>\u4f60\u4eec\u8fc7\u53bb\u51e0\u5e74\u57fa\u672c\u662f\u6536\u5165\u7ffb\u500d\u589e\u957f\uff0c\u540c\u65f6\u63d0\u4f9b\u7ed9\u5168\u7403\u7684\u7b97\u529b\u4e5f\u5728\u5927\u5e45\u589e\u957f\u3002\u73b0\u5728\u8fd9\u4e2a\u89c4\u6a21\u5df2\u7ecf\u5f88\u5927\u4e86\uff0c\u6bd4\u5982\u4f60\u4eec\u662fTSMC\u5148\u8fdb\u5236\u7a0b\uff08N3\u3001N2\uff09\u7684\u6700\u5927\u5ba2\u6237\u4e4b\u4e00\uff0c\u751a\u81f3\u6709\u5206\u6790\u8bf4\uff0c\u4eca\u5e74AI\u4f1a\u5360\u5230N3\u4ea7\u80fd\u768460%\uff0c\u660e\u5e74\u53ef\u80fd\u523080%\u4ee5\u4e0a\u3002<\/p>\n<p>\u90a3\u95ee\u9898\u6765\u4e86\uff0c\u5982\u679c\u4f60\u5df2\u7ecf\u662f\u6700\u5927\u5ba2\u6237\u4e86\uff0c\u4f60\u8fd8\u600e\u4e48\u7ee7\u7eed\u201c\u7ffb\u500d\u201d\uff1f\u8fd9\u4e2a\u589e\u957f\u4f1a\u4e0d\u4f1a\u88ab\u4e0a\u6e38\u9650\u5236\u4f4f\uff1f<\/p>\n<p><strong>\u9ec4\u4ec1\u52cb\uff1a<\/strong>\u5728\u67d0\u4e00\u4e2a\u65f6\u95f4\u70b9\u4e0a\uff0c\u9700\u6c42\u8d85\u8fc7\u4f9b\u7ed9\uff0c\u662f\u5f88\u6b63\u5e38\u7684\u4e8b\u60c5\u2014\u2014\u751a\u81f3\uff0c\u8fd9\u662f\u4e00\u79cd\u597d\u72b6\u6001\u3002\u4f60\u5e0c\u671b\u4e00\u4e2a\u884c\u4e1a\u7684\u5373\u65f6\u9700\u6c42\u662f\u5927\u4e8e\u603b\u4f9b\u7ed9\u7684\u3002\u5f53\u7136\uff0c\u4e5f\u53ef\u80fd\u4f1a\u5728\u67d0\u4e00\u4e2a\u5177\u4f53\u73af\u8282\u88ab\u5361\u4f4f\uff0c\u6bd4\u5982\u8bf4\uff0c\u6709\u65f6\u5019\u771f\u7684\u4f1a\u88ab\u201c\u6c34\u7ba1\u5de5\u201d\u5361\u4f4f\uff08\u7b11\uff09\u3002<\/p>\n<p><strong>Dwarkesh\uff1a<\/strong>\u6c34\u7ba1\u5de5\uff1f<\/p>\n<p><strong>\u9ec4\u4ec1\u52cb\uff1a<\/strong>\u5bf9\uff0c\u771f\u7684\u3002\u4f60\u53ef\u80fd\u5728\u67d0\u4e2a\u65f6\u95f4\u70b9\uff0c\u88ab\u67d0\u4e2a\u5b8c\u5168\u610f\u60f3\u4e0d\u5230\u7684\u73af\u8282\u9650\u5236\u4f4f\u3002\u4f46\u8fd9\u5e76\u4e0d\u662f\u574f\u4e8b\uff0c\u56e0\u4e3a\u5f53\u67d0\u4e00\u4e2a\u74f6\u9888\u51fa\u73b0\u7684\u65f6\u5019\uff0c\u6574\u4e2a\u884c\u4e1a\u4f1a\u8fc5\u901f\u201c\u56f4\u653b\u201d\u5b83\u3002<\/p>\n<p>\u4e3e\u4e2a\u4f8b\u5b50\uff1a\u524d\u51e0\u5e74\u5927\u5bb6\u4e00\u76f4\u5728\u8ba8\u8bbaCoWoS\uff0c\u4f46\u73b0\u5728\u4f60\u5df2\u7ecf\u5f88\u5c11\u542c\u5230\u6709\u4eba\u8c08\u8fd9\u4e2a\u95ee\u9898\u4e86\u3002\u56e0\u4e3a\u8fc7\u53bb\u4e24\u5e74\uff0c\u6574\u4e2a\u884c\u4e1a\u5bf9\u5b83\u8fdb\u884c\u4e86\u6781\u7aef\u6295\u5165\uff0c\u8fde\u7eed\u6269\u4ea7\uff0c\u73b0\u5728\u57fa\u672c\u5df2\u7ecf\u89e3\u51b3\u4e86\u3002TSMC\u73b0\u5728\u4e5f\u5df2\u7ecf\u610f\u8bc6\u5230\uff0cCoWoS\u7684\u4f9b\u7ed9\u5fc5\u987b\u548c\u903b\u8f91\u82af\u7247\u548c\u5185\u5b58\u7684\u9700\u6c42\u540c\u6b65\u6269\u5c55\u3002\u4ee5\u524d\uff0cCoWoS\u548cHBM\u662f\u201c\u7279\u6b8a\u6280\u672f\u201d\uff0c\u4f46\u73b0\u5728\u5df2\u7ecf\u4e0d\u662f\u4e86\uff0c\u5b83\u4eec\u5df2\u7ecf\u53d8\u6210\u4e86\u4e3b\u6d41\u8ba1\u7b97\u7684\u4e00\u90e8\u5206\u3002<\/p>\n<p>\u6211\u4eec\u73b0\u5728\u6bd4\u4ee5\u524d\u66f4\u6709\u80fd\u529b\u53bb\u5f71\u54cd\u66f4\u5927\u8303\u56f4\u7684\u4f9b\u5e94\u94fe\u3002\u6211\u73b0\u5728\u8bf4\u7684\u8fd9\u4e9b\u5176\u5b9e5\u5e74\u524d\u6211\u5c31\u5df2\u7ecf\u5728\u8bf4\u4e86\uff0c\u6709\u4e9b\u516c\u53f8\u5f53\u65f6\u76f8\u4fe1\u5e76\u4e14\u6295\u8d44\u4e86\uff0c\u6bd4\u5982Micron\uff0c\u6211\u8fd8\u8bb0\u5f97\u5f53\u65f6\u548c\u4ed6\u4eecCEO\u7684\u90a3\u6b21\u4f1a\u9762\uff0c\u6211\u5f53\u65f6\u975e\u5e38\u660e\u786e\u5730\u544a\u8bc9\u4ed6\u4eec\uff0c\u672a\u6765\u4f1a\u53d1\u751f\u4ec0\u4e48\u3001\u4e3a\u4ec0\u4e48\u4f1a\u53d1\u751f\u3002\u4ed6\u4eec\u5f53\u65f6\u771f\u7684\u6295\u5165\u4e86\uff0c\u800c\u4e14\u6295\u5165\u5f97\u5f88\u6df1\u3002\u4eceLPDDR\u5230HBM\uff0c\u4ed6\u4eec\u90fd\u505a\u4e86\u5f88\u591a\u6295\u8d44\uff0c\u7ed3\u679c\u5f53\u7136\u4e5f\u975e\u5e38\u597d\u3002\u6709\u4e9b\u516c\u53f8\u540e\u6765\u624d\u8ddf\u4e0a\uff0c\u4f46\u73b0\u5728\u5927\u5bb6\u57fa\u672c\u90fd\u5df2\u7ecf\u5728\u8fd9\u4e2a\u8282\u594f\u91cc\u4e86\u3002<\/p>\n<p>\u6240\u4ee5\u6211\u7684\u770b\u6cd5\u662f\uff1a<strong>\u6ca1\u6709\u4efb\u4f55\u4e00\u4e2a\u74f6\u9888\uff0c\u4f1a\u6301\u7eed\u8d85\u8fc7\u4e24\u5230\u4e09\u5e74\uff0c<\/strong>\u6bcf\u4e00\u4ee3\u90fd\u4f1a\u6709\u65b0\u7684\u74f6\u9888\uff0c\u4f46\u4e5f\u90fd\u4f1a\u88ab\u89e3\u51b3\u3002\u73b0\u5728\u5927\u5bb6\u5df2\u7ecf\u5f00\u59cb\u63d0\u524d\u51e0\u5e74\u53bb\u9884\u5224\u8fd9\u4e9b\u74f6\u9888\uff0c\u5e76\u63d0\u524d\u6295\u8d44\u3002\u6bd4\u5982\u7845\u5149\uff08silicon photonics\uff09\uff0c\u6bd4\u5982\u65b0\u7684\u5c01\u88c5\u6280\u672f\u3001\u65b0\u7684\u6d4b\u8bd5\u8bbe\u5907\u2026\u2026\u6211\u4eec\u5728\u8fc7\u53bb\u51e0\u5e74\u505a\u4e86\u5f88\u591a\u8fd9\u6837\u7684\u4e8b\u60c5\uff0c\u672c\u8d28\u4e0a\u662f\u5728\u201c\u91cd\u5851\u4f9b\u5e94\u94fe\u201d\uff0c\u8ba9\u5b83\u4e3a\u672a\u6765\u7684\u89c4\u6a21\u505a\u597d\u51c6\u5907\u3002<\/p>\n<p><strong>Dwarkesh\uff1a<\/strong>\u542c\u8d77\u6765\u6709\u4e9b\u74f6\u9888\u6bd4\u5176\u4ed6\u66f4\u5bb9\u6613\u6269\u5c55\uff0c\u6bd4\u5982CoWoS\u548c\u5c01\u88c5\u53ef\u4ee5\u6269\uff0c\u4f46\u6709\u4e9b\u4e1c\u897f\uff0c\u6bd4\u5982\u5236\u9020\u80fd\u529b\u672c\u8eab\uff0c\u53ef\u80fd\u66f4\u96be\u3002<\/p>\n<p><strong>\u9ec4\u4ec1\u52cb\uff1a<\/strong>\u6211\u521a\u624d\u5176\u5b9e\u5df2\u7ecf\u8bf4\u5230\u6700\u96be\u7684\u90a3\u4e2a\u4e86\uff1a\u6c34\u7ba1\u5de5\uff0c\u8fd8\u6709\u7535\u5de5\u3002\u8fd9\u662f\u6700\u96be\u6269\u5c55\u7684\u3002<\/p>\n<p>\u8fd9\u4e5f\u662f\u4e3a\u4ec0\u4e48\u6211\u5bf9\u73b0\u5728\u5f88\u591a\u672b\u65e5\u8bba\u8005\u201cAI\u4f1a\u7ec8\u7ed3\u5de5\u4f5c\u201d\u7684\u8bf4\u6cd5\u611f\u5230\u62c5\u5fe7\u3002\u5982\u679c\u6211\u4eec\u53bb\u529d\u5e74\u8f7b\u4eba\u4e0d\u8981\u505a\u8f6f\u4ef6\u5de5\u7a0b\u5e08\uff0c\u90a3\u672a\u6765\u6211\u4eec\u5c31\u4f1a\u7f3a\u8f6f\u4ef6\u5de5\u7a0b\u5e08\u300210\u5e74\u524d\uff0c\u6709\u4eba\u8bf4\u201c\u5343\u4e07\u4e0d\u8981\u505a\u653e\u5c04\u79d1\u533b\u751f\u201d\uff0c\u8bf4\u8fd9\u662f\u7b2c\u4e00\u4e2a\u4f1a\u88abAI\u53d6\u4ee3\u7684\u804c\u4e1a\uff0c\u8fd9\u4e9b\u89c6\u9891\u73b0\u5728\u7f51\u4e0a\u8fd8\u80fd\u627e\u5230\u3002\u7ed3\u679c\u5462\uff1f\u6211\u4eec\u73b0\u5728\u7f3a\u653e\u5c04\u79d1\u533b\u751f\u3002<\/p>\n<p><strong>Dwarkesh\uff1a<\/strong>\u56de\u5230\u521a\u624d\u7684\u95ee\u9898\uff0c\u5236\u9020\u80fd\u529b\u8fd9\u8fb9\uff0c\u4f60\u5982\u4f55\u8ba9\u6676\u5706\u4ea7\u80fd\u6bcf\u5e74\u7ffb\u500d\uff1f\u5982\u4f55\u8ba9EUV\u8bbe\u5907\u6bcf\u5e74\u7ffb\u500d\uff1f<\/p>\n<p><strong>\u9ec4\u4ec1\u52cb\uff1a<\/strong>\u8fd9\u4e9b\u90fd\u4e0d\u662f\u95ee\u9898\uff0c\u5b83\u4eec\u90fd\u53ef\u4ee5\u57282\u52303\u5e74\u5185\u6269\u5c55\u3002\u5173\u952e\u53ea\u6709\u4e00\u4e2a\uff0c\u90a3\u5c31\u662f\u9700\u6c42\u4fe1\u53f7\uff08demand signal\uff09\u3002\u4e00\u65e6\u6709\u660e\u786e\u7684\u9700\u6c42\uff0c\u80fd\u505a1\u53f0\uff0c\u5c31\u80fd\u505a10\u53f0\uff1b\u80fd\u505a10\u53f0\uff0c\u5c31\u80fd\u505a100\u4e07\u53f0\u2026\u2026\u8fd9\u4e9b\u4e1c\u897f\u5e76\u4e0d\u96be\u590d\u5236\u3002<\/p>\n<p><strong>Dwarkesh\uff1a<\/strong>\u90a3\u4f60\u4f1a\u4e0d\u4f1a\u76f4\u63a5\u53bb\u8ddfASML\u8bf4\uff1a\u201c\u672a\u6765\u4e09\u5e74\u6211\u4eec\u9700\u8981\u66f4\u591aEUV\u673a\u5668\u201d\uff1f<\/p>\n<p><strong>\u9ec4\u4ec1\u52cb\uff1a<\/strong>\u6709\u4e9b\u4e8b\u60c5\u6211\u4f1a\u76f4\u63a5\u505a\uff0c\u6709\u4e9b\u662f\u95f4\u63a5\u505a\u3002\u5982\u679c\u6211\u80fd\u8bf4\u670dTSMC\uff0c\u90a3ASML\u81ea\u7136\u4e5f\u4f1a\u88ab\u8bf4\u670d\uff0c\u6240\u4ee5\u8981\u627e\u5230\u771f\u6b63\u7684\u5173\u952e\u8282\u70b9\u3002\u4f46\u8fd9\u4e9b\u90fd\u4e0d\u8ba9\u6211\u62c5\u5fc3\u2014\u2014\u771f\u6b63\u8ba9\u6211\u62c5\u5fc3\u7684\u662f<a href=\"https:\/\/www.alphaseek.cn\/?tag=%e8%83%bd%e6%ba%90\" title=\"View all posts in \u80fd\u6e90\" target=\"_blank\" class=\"tag_link\">\u80fd\u6e90<\/a>\uff0c\u4f60\u4e0d\u53ef\u80fd\u5728\u6ca1\u6709\u80fd\u6e90\u7684\u60c5\u51b5\u4e0b\u5efa\u7acb\u4e00\u4e2a\u65b0\u4ea7\u4e1a\u3002\u65e0\u8bba\u662f\u60f3\u91cd\u5efa\u5236\u9020\u4e1a\u3001\u5efaAI\u5de5\u5382\u3001\u505a\u7535\u52a8\u8f66\u3001\u505a\u673a\u5668\u4eba\uff0c\u8fd9\u4e9b\u90fd\u9700\u8981\u80fd\u6e90\uff0c\u800c\u80fd\u6e90\u662f\u4e00\u4e2a\u957f\u671f\u95ee\u9898\u3002\u76f8\u6bd4\u4e4b\u4e0b\uff0c\u82af\u7247\u4ea7\u80fd\u548c\u5c01\u88c5\u53ea\u662f2\u52303\u5e74\u7684\u95ee\u9898\u3002<\/p>\n<p><strong>Dwarkesh\uff1a<\/strong>\u6211\u542c\u8fc7\u4e00\u4e9b\u5b8c\u5168\u76f8\u53cd\u7684\u8bf4\u6cd5\uff0c\u6240\u4ee5\u6211\u4e0d\u786e\u5b9a\u8be5\u76f8\u4fe1\u8c01\uff08\u7b11\uff09\u3002<\/p>\n<p><strong>\u9ec4\u4ec1\u52cb\uff1a<\/strong>\u4f60\u73b0\u5728\u662f\u5728\u8ddf\u4e13\u5bb6\u5bf9\u8bdd\uff08\u7b11\uff09\u3002<\/p>\n<p><strong>04<\/strong><\/p>\n<p><strong>AI\u53ea\u662f\u8ba1\u7b97\u7684\u4e00\u90e8\u5206\uff0c\u800c\u8ba1\u7b97\u8fdc\u4e0d\u6b62AI<\/strong><\/p>\n<p><strong>Dwarkesh\uff1a<\/strong>\u6211\u60f3\u518d\u56de\u5230\u7ade\u4e89\u95ee\u9898\uff0c\u6bd4\u5982Google TPU\u3002\u73b0\u5728\u4e16\u754c\u4e0a\u6700\u5f3a\u7684\u6a21\u578b\u91cc\uff0c\u6709\u76f8\u5f53\u4e00\u90e8\u5206\u662f\u5728TPU\u4e0a\u8bad\u7ec3\u7684\uff0c\u8fd9\u5bf9\u82f1\u4f1f\u8fbe\u610f\u5473\u7740\u4ec0\u4e48\uff1f<\/p>\n<p><strong>\u9ec4\u4ec1\u52cb\uff1a<\/strong>\u6211\u4eec\u505a\u7684\u4e1c\u897f\u662f\u5b8c\u5168\u4e0d\u540c\u7684\u3002\u82f1\u4f1f\u8fbe\u505a\u7684\u662f\u52a0\u901f\u8ba1\u7b97\uff08accelerated computing\uff09\uff0c\u800c\u4e0d\u662f\u4e00\u4e2a\u201c\u5f20\u91cf\u5904\u7406\u5355\u5143\u201d\u3002\u52a0\u901f\u8ba1\u7b97\u88ab\u7528\u5728\u5404\u79cd\u5404\u6837\u7684\u9886\u57df\uff0c\u6bd4\u5982\u5206\u5b50\u52a8\u529b\u5b66\u3001\u6570\u636e\u5904\u7406\u3001\u6d41\u4f53\u529b\u5b66\u2026\u2026\u5f53\u7136\uff0c\u4e5f\u5305\u62ecAI\u3002<\/p>\n<p><strong>AI\u73b0\u5728\u662f\u6700\u70ed\u95e8\u7684\u8ba8\u8bba\u65b9\u5411\uff0c\u4f46\u8ba1\u7b97\u8fdc\u4e0d\u6b62AI\u3002<\/strong>\u6211\u4eec\u505a\u7684\u662f\u91cd\u65b0\u53d1\u660e\u8ba1\u7b97\u65b9\u5f0f\uff0c\u4ece\u901a\u7528\u8ba1\u7b97\u8d70\u5411\u52a0\u901f\u8ba1\u7b97\u3002\u6211\u4eec\u7684\u8986\u76d6\u8303\u56f4\u6bd4\u4efb\u4f55TPU\u90fd\u8981\u5927\u5f97\u591a\uff0c\u56e0\u4e3a\u6211\u4eec\u53ef\u4ee5\u52a0\u901f\u6240\u6709\u5e94\u7528\u3002<\/p>\n<p><strong>Dwarkesh\uff1a<\/strong>\u4f46\u73b0\u5b9e\u60c5\u51b5\u662f\uff0c\u4f60\u4eec\u73b0\u5728\u7684\u6536\u5165\u7edd\u5927\u591a\u6570\u8fd8\u662f\u6765\u81eaAI\uff0c\u800c\u4e0d\u662f\u6765\u81ea\u836f\u7269\u53d1\u73b0\u6216\u8005\u91cf\u5b50\u8ba1\u7b97\u3002\u800cAI\u7684\u6838\u5fc3\u8ba1\u7b97\uff0c\u5f88\u591a\u4eba\u8ba4\u4e3a\u5c31\u662f\u77e9\u9635\u4e58\u6cd5\u3002TPU\u5728\u8fd9\u65b9\u9762\u662f\u9ad8\u5ea6\u4f18\u5316\u7684\uff0c\u867d\u7136GPU\u66f4\u901a\u7528\u3002\u90a3\u95ee\u9898\u662f\uff0c\u5bf9\u4e8e\u5f53\u524d\u8fd9\u6ce2AI\u9700\u6c42\u6765\u8bf4\uff0cTPU\u662f\u4e0d\u662f\u66f4\u9002\u5408\uff1f<\/p>\n<p><strong>\u9ec4\u4ec1\u52cb\uff1a<\/strong>\u77e9\u9635\u4e58\u6cd5\u786e\u5b9e\u5f88\u91cd\u8981\uff0c\u4f46\u5b83\u4e0d\u662f\u5168\u90e8\u3002\u5982\u679c\u4f60\u60f3\u53d1\u660e\u65b0\u7684attention\u673a\u5236\uff0c\u60f3\u7528\u4e0d\u540c\u65b9\u5f0f\u505a\u8ba1\u7b97\u5206\u89e3\uff0c\u6216\u8005\u60f3\u8bbe\u8ba1\u5168\u65b0\u7684\u6a21\u578b\u67b6\u6784\uff0c\u6bd4\u5982\u6df7\u5408SSM\u6a21\u578b\uff0c\u878d\u5408diffusion\u548cautoregressive\u6a21\u578b\u2026\u2026\u4f60\u9700\u8981\u7684\u662f\u4e00\u4e2a\u5b8c\u5168\u53ef\u7f16\u7a0b\u7684\u7cfb\u7edf\u3002<\/p>\n<p>AI\u8fdb\u6b65\u7684\u6838\u5fc3\u662f\u7b97\u6cd5\u3002\u6469\u5c14\u5b9a\u5f8b\u5927\u6982\u6bcf\u5e74\u63d0\u534725%\uff0c\u4f46\u6211\u4eec\u5374\u5728\u5b9e\u73b010\u500d\u751a\u81f3100\u500d\u7684\u63d0\u5347\u3002\u8fd9\u4e9b\u63d0\u5347\u6765\u81ea\u65b0\u7684\u7b97\u6cd5\u3001\u65b0\u7684\u6a21\u578b\u7ed3\u6784\u3001\u65b0\u7684\u8ba1\u7b97\u65b9\u5f0f\uff0c\u800c\u5982\u679c\u6ca1\u6709\u53ef\u7f16\u7a0b\u6027\uff0c\u4f60\u751a\u81f3\u4e0d\u77e5\u9053\u4ece\u54ea\u91cc\u5f00\u59cb\u505a\u8fd9\u4e9b<a href=\"https:\/\/www.alphaseek.cn\/?tag=%e5%88%9b%e6%96%b0\" title=\"View all posts in \u521b\u65b0\" target=\"_blank\" class=\"tag_link\">\u521b\u65b0<\/a>\u3002<\/p>\n<p><strong>Dwarkesh\uff1a<\/strong>\u90a3\u6211\u4eec\u804a\u4e00\u4e2a\u66f4\u73b0\u5b9e\u7684\u95ee\u9898\u3002\u4f60\u7684\u5ba2\u6237\uff0c\u6bd4\u5982Amazon\u3001Google\u3001Microsoft\uff0c\u4ed6\u4eec\u6709\u80fd\u529b\u5199\u81ea\u5df1\u7684kernel\uff0c\u751a\u81f3\u505a\u81ea\u5df1\u7684\u8f6f\u4ef6\u6808\u3002\u90a3CUDA\u8fd8\u91cd\u8981\u5417\uff1f<\/p>\n<p><strong>\u9ec4\u4ec1\u52cb\uff1a<\/strong>CUDA\u662f\u4e00\u4e2a\u975e\u5e38\u4e30\u5bcc\u7684\u751f\u6001\u7cfb\u7edf\u3002\u5982\u679c\u4f60\u8981\u5f00\u53d1\u7cfb\u7edf\uff0c\u4eceCUDA\u5f00\u59cb\u662f\u975e\u5e38\u5408\u7406\u7684\u3002\u6211\u4eec\u652f\u6301\u6240\u6709\u6846\u67b6\uff0c\u5982\u679c\u4f60\u8981\u5199\u81ea\u5b9a\u4e49kernel\u4e5f\u53ef\u4ee5\u3002\u6211\u4eec\u751a\u81f3\u5728Triton\u91cc\u6295\u5165\u4e86\u5927\u91cf\u6280\u672f\u3002<\/p>\n<p>\u4f46\u4f60\u8981\u8003\u8651\uff0c\u5f53\u7cfb\u7edf\u51fa\u95ee\u9898\u65f6\uff0c\u662f\u4f60\u7684\u4ee3\u7801\u6709\u95ee\u9898\uff0c\u8fd8\u662f\u5e95\u5c42\u7cfb\u7edf\u6709\u95ee\u9898\uff1f\u4f60\u5f53\u7136\u4f1a\u5e0c\u671b\u95ee\u9898\u51fa\u5728\u4f60\u81ea\u5df1\u8fd9\u91cc\uff0cCUDA\u7684\u4ef7\u503c\u5c31\u5728\u4e8e\uff0c\u4f60\u53ef\u4ee5\u4fe1\u4efb\u5e95\u5c42\u3002<\/p>\n<p>\u53e6\u5916\u4e00\u4e2a\u5173\u952e\u70b9\u662f\u5b89\u88c5\u57fa\u6570\uff08install base\uff09\uff0c\u4f5c\u4e3a\u5f00\u53d1\u8005\uff0c\u4f60\u6700\u60f3\u8981\u7684\u662f\u4f60\u7684\u8f6f\u4ef6\u53ef\u4ee5\u8fd0\u884c\u5728\u5927\u91cf\u673a\u5668\u4e0a\u3002\u6211\u4eec\u73b0\u5728\u6709\u6570\u4ebfGPU\uff0c\u5728\u6240\u6709\u4e91\u5e73\u53f0\u4e0a\uff0c\u5404\u79cd\u578b\u53f7\uff0c\u5404\u79cd\u89c4\u6a21\u3002\u8fd9\u610f\u5473\u7740\uff0c\u4f60\u5f00\u53d1\u4e00\u6b21\uff0c\u5c31\u53ef\u4ee5\u5728\u5168\u4e16\u754c\u8fd0\u884c\u3002<\/p>\n<p><strong>Dwarkesh\uff1a<\/strong>\u4f46\u5982\u679c\u4f60\u7684\u4e3b\u8981\u5ba2\u6237\u662f\u8fd9\u4e9b\u8d85\u5927\u516c\u53f8\uff0c\u4ed6\u4eec\u5b8c\u5168\u53ef\u4ee5\u4e3a\u81ea\u5df1\u7684\u7cfb\u7edf\u4f18\u5316\uff0c\u751a\u81f3\u652f\u6301\u591a\u4e2a\u786c\u4ef6\u5e73\u53f0\u3002\u4f60\u7684\u4f18\u52bf\u8fd8\u6210\u7acb\u5417\uff1f<\/p>\n<p><strong>\u9ec4\u4ec1\u52cb\uff1a<\/strong>\u6211\u4eec\u6709\u5927\u91cf\u5de5\u7a0b\u5e08\u76f4\u63a5\u548c\u8fd9\u4e9bAI\u516c\u53f8\u5408\u4f5c\u3002\u800c\u4e14\u4f60\u8981\u7406\u89e3\uff0cGPU\u4e0d\u662fCPU\uff1aCPU\u5c31\u50cf\u4e00\u8f86\u5de1\u822a\u8f66\uff0c\u8c01\u90fd\u80fd\u5f00\uff1b\u4f46GPU\u66f4\u50cfF1\u8d5b\u8f66\uff0c\u4f60\u53ef\u4ee5\u5f00\uff0c\u4f46\u8981\u5f00\u5230\u6781\u9650\uff0c\u9700\u8981\u4e13\u4e1a\u80fd\u529b\u3002\u6211\u4eec\u7528\u5927\u91cfAI\u6765\u4f18\u5316kernel\uff0c\u5f88\u591a\u65f6\u5019\uff0c\u6211\u4eec\u5e2e\u5ba2\u6237\u4f18\u5316\u4e4b\u540e\uff0c\u6027\u80fd\u63d0\u53472\u500d\uff0c\u6709\u65f6\u50193\u500d\u2026\u2026\u54ea\u6015\u63d0\u534750%\u90fd\u662f\u5de8\u5927\u7684\u3002\u800c\u5bf9\u4e8e\u4e00\u4e2a\u62e5\u6709\u5de8\u5927\u7b97\u529b\u96c6\u7fa4\u7684\u516c\u53f8\u6765\u8bf4\uff0c\u6027\u80fd\u63d0\u5347\uff0c\u76f4\u63a5\u610f\u5473\u7740\u6536\u5165\u63d0\u5347\u3002<\/p>\n<p><strong>Dwarkesh\uff1a<\/strong>\u5982\u679c\u8fd9\u4e9b\u5ba2\u6237\u53ef\u4ee5\u81ea\u5df1\u505a\u4f18\u5316\uff0c\u7ade\u4e89\u662f\u4e0d\u662f\u4f1a\u53d8\u6210\u8c01\u7684\u4ef7\u683c\u66f4\u4f4e\u3001\u6027\u80fd\u66f4\u9ad8\uff1f<\/p>\n<p><strong>\u9ec4\u4ec1\u52cb\uff1a<\/strong>\u6211\u4eec\u5728\u8fd9\u4e9bAI\u5b9e\u9a8c\u5ba4\u91cc\u6709\u5927\u91cf\u5de5\u7a0b\u5e08\u5728\u5e2e\u4ed6\u4eec\u4f18\u5316\uff0c\u6ca1\u6709\u4eba\u6bd4\u6211\u4eec\u66f4\u4e86\u89e3\u6211\u4eec\u7684\u67b6\u6784\u3002GPU\u4e0d\u50cfCPU\u90a3\u6837\u5b8c\u5168\u901a\u7528\uff0c\u5b83\u66f4\u590d\u6742\uff0c\u6211\u4eec\u53ef\u4ee5\u5e2e\u4ed6\u4eec\u4ece\u7cfb\u7edf\u91cc\u518d\u6316\u51fa2\u500d\u6027\u80fd\u3002\u800c\u4e14\u6211\u4eec\u7684\u7cfb\u7edf\uff0c\u5728\u6574\u4e2a\u884c\u4e1a\u91cc\u62e5\u6709\u6700\u597d\u7684TCO\uff08\u603b\u62e5\u6709\u6210\u672c\uff09\uff0c\u6ca1\u6709\u4efb\u4f55\u4e00\u5bb6\u516c\u53f8\u53ef\u4ee5\u8bc1\u660e\u81ea\u5df1\u5728TCO\u4e0a\u6bd4\u6211\u4eec\u66f4\u597d\uff0c\u65e0\u8bba\u662f\u8bad\u7ec3\u8fd8\u662f\u63a8\u7406\u3002<\/p>\n<p><strong>Dwarkesh\uff1a<\/strong>\u4f46\u8fd8\u662f\u6709\u516c\u53f8\u5728\u7528\u5176\u4ed6\u65b9\u6848\u3002\u6bd4\u5982Anthropic\u6700\u8fd1\u5ba3\u5e03\u548cBroadcom\u4ee5\u53caGoogle\u5408\u4f5c\uff0c\u5f88\u591a\u8ba1\u7b97\u5728TPU\u4e0a\u3002<\/p>\n<p><strong>\u9ec4\u4ec1\u52cb\uff1a<\/strong>\u8fd9\u662f\u4e00\u4e2a\u975e\u5e38\u7279\u6b8a\u7684\u4f8b\u5b50\u3002\u5982\u679c\u6ca1\u6709Anthropic\uff0cTPU\u7684\u589e\u957f\u51e0\u4e4e\u4e0d\u5b58\u5728\uff0c\u4ed6\u4eec\u662f\u4e00\u4e2a\u6781\u7aef\u6848\u4f8b\u3002<\/p>\n<p><strong>Dwarkesh\uff1a<\/strong>\u4f46<a href=\"https:\/\/www.alphaseek.cn\/?tag=openai\" title=\"View all posts in OpenAI\" target=\"_blank\" class=\"tag_link\">OpenAI<\/a>\u4e5f\u5728\u548cAMD\u5408\u4f5c\uff0c\u751a\u81f3\u5728\u505a\u81ea\u5df1\u7684\u82af\u7247\u3002<\/p>\n<p><strong>\u9ec4\u4ec1\u52cb\uff1a<\/strong>\u4f46\u4ed6\u4eec\u7edd\u5927\u591a\u6570\u8ba1\u7b97\u8fd8\u662f\u5728\u82f1\u4f1f\u8fbe\u4e0a\uff0c\u6211\u4eec\u4e5f\u4f1a\u7ee7\u7eed\u548c\u4ed6\u4eec\u5408\u4f5c\u3002\u6211\u4e0d\u4ecb\u610f\u522b\u4eba\u5c1d\u8bd5\u5176\u4ed6\u65b9\u6848\u3002\u5982\u679c\u4ed6\u4eec\u4e0d\u5c1d\u8bd5\uff0c\u600e\u4e48\u77e5\u9053\u6211\u4eec\u6709\u591a\u597d\uff1f\u6211\u4eec\u5fc5\u987b\u6301\u7eed\u8bc1\u660e\u81ea\u5df1\u3002<\/p>\n<p>\u4f60\u770b\u770b\u5386\u53f2\u4e0a\u90a3\u4e9b\u505aASIC\u7684\u9879\u76ee\uff0c\u6709\u591a\u5c11\u6700\u540e\u662f\u505a\u4e0d\u4e0b\u53bb\u3001\u88ab\u780d\u6389\u7684\u3002\u505a\u4e00\u4e2a\u6bd4\u82f1\u4f1f\u8fbe\u66f4\u597d\u7684\u7cfb\u7edf\u5e76\u4e0d\u5bb9\u6613\u3002<\/p>\n<p><strong>D<\/strong><strong>warkesh\uff1a<\/strong>\u4ed6\u4eec\u7684\u903b\u8f91\u662f\u4e0d\u9700\u8981\u6bd4\u4f60\u66f4\u597d\uff0c\u53ea\u8981\u4e0d\u6bd4\u4f60\u5dee\u592a\u591a\uff0c\u4f46\u6210\u672c\u66f4\u4f4e\u5c31\u53ef\u4ee5\u3002<\/p>\n<p><strong>\u9ec4\u4ec1\u52cb\uff1a<\/strong>ASIC\u7684\u5229\u6da6\u7387\u5176\u5b9e\u4e5f\u5f88\u9ad8\uff0c\u5927\u6982\u662f65%\uff0c\u82f1\u4f1f\u8fbe\u662f70%\u3002\u5dee\u8ddd\u6ca1\u6709\u4f60\u60f3\u7684\u90a3\u4e48\u5927\u3002<\/p>\n<p><strong>Dwarkesh\uff1a<\/strong>\u90a3\u56de\u5230\u4e00\u4e2a\u95ee\u9898\uff0c\u4e3a\u4ec0\u4e48\u82f1\u4f1f\u8fbe\u6ca1\u6709\u66f4\u65e9\u6295\u8d44\u8fd9\u4e9bAI\u516c\u53f8\uff1f<\/p>\n<p><strong>\u9ec4\u4ec1\u52cb\uff1a<\/strong>\u6211\u4eec\u5728\u80fd\u505a\u7684\u65f6\u5019\uff0c\u5c31\u505a\u4e86\u3002\u5728\u66f4\u65e9\u7684\u65f6\u5019\uff0c\u6211\u4eec\u6ca1\u6709\u80fd\u529b\u505a\u90a3\u79cd\u7ea7\u522b\u7684\u6295\u8d44\uff08\u51e0\u5341\u4ebf\u7f8e\u5143\uff09\uff0c\u90a3\u5728\u5f53\u65f6\u4e0d\u662f\u6211\u4eec\u7684\u6a21\u5f0f\u3002<\/p>\n<p>\u800c\u4e14\u6211\u5f53\u65f6\u6ca1\u6709\u610f\u8bc6\u5230\uff0c\u8fd9\u4e9b\u516c\u53f8\u5176\u5b9e\u6ca1\u6709\u5176\u4ed6<a href=\"https:\/\/www.alphaseek.cn\/?tag=%e8%9e%8d%e8%b5%84\" title=\"View all posts in \u878d\u8d44\" target=\"_blank\" class=\"tag_link\">\u878d\u8d44<\/a>\u8def\u5f84\u2014\u2014\u6211\u5f53\u65f6\u4ee5\u4e3a\u4ed6\u4eec\u53ef\u4ee5\u50cf\u666e\u901a\u516c\u53f8\u4e00\u6837\u53bb\u627eVC\uff08<a href=\"https:\/\/www.alphaseek.cn\/?tag=%e9%a3%8e%e9%99%a9%e6%8a%95%e8%b5%84\" title=\"View all posts in \u98ce\u9669\u6295\u8d44\" target=\"_blank\" class=\"tag_link\">\u98ce\u9669\u6295\u8d44<\/a>\uff09\u878d\u8d44\uff0c\u4f46\u540e\u6765\u6211\u624d\u610f\u8bc6\u5230\uff0c\u4ed6\u4eec\u8981\u505a\u7684\u4e8b\u60c5\uff0cVC\u6839\u672c\u6295\u4e0d\u4e86\u3002\u8fd9\u662f\u6211\u7684\u8bef\u5224\u3002<\/p>\n<p><strong>Dwarkesh\uff1a<\/strong>\u73b0\u5728\u4f60\u4eec\u6709\u5927\u91cf\u73b0\u91d1\u3002\u4e3a\u4ec0\u4e48\u4e0d\u81ea\u5df1\u505a\u4e91\uff1f\u6210\u4e3a\u50cfAWS\u90a3\u6837\u7684\u516c\u53f8\uff1f<\/p>\n<p><strong>\u9ec4\u4ec1\u52cb\uff1a<\/strong>\u8fd9\u662f\u6211\u4eec\u7684\u516c\u53f8\u54f2\u5b66\uff1a<strong>\u505a\u5fc5\u987b\u505a\u7684\u4e8b\u60c5\uff0c\u5c3d\u91cf\u5c11\u505a\u5176\u4ed6\u4e8b\u60c5\u3002<\/strong>\u5982\u679c\u6211\u4eec\u4e0d\u505a\u67d0\u4ef6\u4e8b\uff0c\u8fd9\u4e2a\u4e16\u754c\u5c31\u4e0d\u4f1a\u6709\uff0c\u90a3\u6211\u4eec\u5c31\u5fc5\u987b\u505a\u3002\u4f46\u4e91\u8fd9\u4ef6\u4e8b\uff0c\u5982\u679c\u6211\u4eec\u4e0d\u505a\uff0c\u4f1a\u6709\u5f88\u591a\u516c\u53f8\u6765\u505a\u3002\u6240\u4ee5\u6211\u4eec\u4e0d\u505a\u3002<\/p>\n<p><strong>05<\/strong><\/p>\n<p><strong>\u5bf9\u4e2d\u56fd\u7684\u6001\u5ea6\uff1a\u7b97\u6cd5\u624d\u662f\u5173\u952e<\/strong><\/p>\n<p><strong>Dwarkesh\uff1a<\/strong>\u5f88\u591a\u5206\u6790\u8ba4\u4e3a\uff0c\u4e2d\u56fd\u5728\u5148\u8fdb\u5236\u7a0b\u4e0a\u843d\u540e\u3002\u6bd4\u5982\u4ed6\u4eec\u5f88\u591a\u8fd8\u662f\u57287nm\uff0c\u6ca1\u6709EUV\u8bbe\u5907\u3002\u5728\u7b97\u529b\u4e0a\uff0c\u6709\u4eba\u4f30\u7b97\uff0c\u4ed6\u4eec\u5927\u6982\u53ea\u6709<a href=\"https:\/\/www.alphaseek.cn\/?tag=%e7%be%8e%e5%9b%bd\" title=\"View all posts in \u7f8e\u56fd\" target=\"_blank\" class=\"tag_link\">\u7f8e\u56fd<\/a>\u7684\u5341\u5206\u4e4b\u4e00\uff0c\u5728HBM\u5e26\u5bbd\u4e0a\uff0c\u5dee\u8ddd\u53ef\u80fd\u63a5\u8fd1\u4e00\u4e2a\u6570\u91cf\u7ea7\u3002\u90a3\u662f\u4e0d\u662f\u610f\u5473\u7740\u7f8e\u56fd\u53ef\u4ee5\u5148\u8fbe\u5230\u8fd9\u4e9b\u80fd\u529b\uff0c\u5148\u90e8\u7f72\uff0c\u5148\u4fee\u8865\u6f0f\u6d1e\uff0c\u4ece\u800c\u83b7\u5f97\u5b89\u5168\u4f18\u52bf\uff1f<\/p>\n<p><strong>\u9ec4\u4ec1\u52cb\uff1a<\/strong>\u5982\u679c\u4f60\u8981\u8ba9\u8fd9\u4e2a\u903b\u8f91\u6210\u7acb\uff0c\u90a3\u4f60\u5fc5\u987b\u5047\u8bbe\u4ed6\u4eec\u6ca1\u6709\u7b97\u529b\uff0c\u4f46\u8fd9\u4e0d\u662f\u73b0\u5b9e\u3002\u4ed6\u4eec\u5df2\u7ecf\u6709\u5927\u91cf\u7b97\u529b\u3002\u4e2d\u56fd\u662f\u5168\u7403\u7b2c\u4e8c\u5927\u8ba1\u7b97\u5e02\u573a\uff0c\u5982\u679c\u4ed6\u4eec\u613f\u610f\u96c6\u4e2d\u8d44\u6e90\uff0c\u4ed6\u4eec\u5b8c\u5168\u53ef\u4ee5\u805a\u5408\u8db3\u591f\u7684\u7b97\u529b\u3002<\/p>\n<p><strong>Dwarkesh\uff1a<\/strong>\u4f46\u4ed6\u4eec\u5728\u5e26\u5bbd\u3001\u5185\u5b58\u7b49\u65b9\u9762\u8fd8\u662f\u843d\u540e\u3002<\/p>\n<p><strong>\u9ec4\u4ec1\u52cb\uff1a<\/strong>\u90a3\u4ed6\u4eec\u5c31\u7528\u66f4\u591a\u82af\u7247\u3002AI\u672c\u8d28\u4e0a\u662f\u5e76\u884c\u8ba1\u7b97\u95ee\u9898\u3002\u5982\u679c\u4f60\u6709\u8db3\u591f\u7684\u80fd\u6e90\uff0c\u4f60\u53ef\u4ee5\u7528\u66f4\u591a\u8282\u70b9\u6765\u5f25\u8865\u5dee\u8ddd\u3002\u4ed6\u4eec\u6709\u5927\u91cf\u80fd\u6e90\uff0c\u4ed6\u4eec\u6709\u5f88\u591a\u5df2\u7ecf\u5efa\u597d\u7684\u6570\u636e\u4e2d\u5fc3\uff0c\u751a\u81f3\u6709\u7a7a\u7f6e\u7684\u3002\u4ed6\u4eec\u53ef\u4ee5\u7528\u66f4\u591a\u82af\u7247\uff0c\u628a\u7cfb\u7edf\u62fc\u8d77\u6765\uff0c\u800c\u4e14\u4ed6\u4eec\u7684\u82af\u7247\u5236\u9020\u80fd\u529b\u672c\u8eab\u5c31\u5f88\u5f3a\u3002\u6240\u4ee5\u201c\u4ed6\u4eec\u6ca1\u6709AI\u82af\u7247\u201d\u8fd9\u4e2a\u8bf4\u6cd5\u662f\u9519\u8bef\u7684\u3002<\/p>\n<p><strong>Dwarkesh\uff1a<\/strong>\u4f46\u5148\u8fdb\u82af\u7247\u786e\u5b9e\u5b58\u5728\u5dee\u8ddd\uff0c\u6bd4\u5982\u5e26\u5bbd\u5dee\u8ddd\u53ef\u80fd\u63a5\u8fd1\u4e00\u4e2a\u6570\u91cf\u7ea7\u3002<\/p>\n<p><strong>\u9ec4\u4ec1\u52cb\uff1a<\/strong>\u90a3\u4ed6\u4eec\u5c31\u7528\u66f4\u591a\u8282\u70b9\u8fde\u63a5\u8d77\u6765\u3002\u5c31\u50cf\u6211\u4eec\u7528NVLink\u4e00\u6837\uff0c\u4ed6\u4eec\u4e5f\u5df2\u7ecf\u5728\u505a\u7c7b\u4f3c\u7684\u4e8b\u60c5\u3002\u6bd4\u5982<a href=\"https:\/\/www.alphaseek.cn\/?tag=%e5%8d%8e%e4%b8%ba\" title=\"View all posts in \u534e\u4e3a\" target=\"_blank\" class=\"tag_link\">\u534e\u4e3a<\/a>\uff0c\u4ed6\u4eec\u5df2\u7ecf\u5728\u628a\u5927\u91cf\u8ba1\u7b97\u8282\u70b9\u8fde\u63a5\u6210\u4e00\u4e2a\u7cfb\u7edf\uff0c\u901a\u8fc7\u7845\u5149\uff08silicon 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