{"id":784610,"date":"2026-05-22T09:09:19","date_gmt":"2026-05-22T01:09:19","guid":{"rendered":"https:\/\/www.alphaseek.cn\/?p=784610"},"modified":"2026-05-22T09:09:19","modified_gmt":"2026-05-22T01:09:19","slug":"75-%e6%af%9b%e5%88%a9%e8%83%8c%e5%90%8e%ef%bc%9a%e8%8b%b1%e4%bc%9f%e8%be%be%e5%85%b6%e5%ae%9e%e6%98%af%e4%b8%80%e5%ae%b6%e8%bd%af%e4%bb%b6%e5%85%ac%e5%8f%b8","status":"publish","type":"post","link":"https:\/\/www.alphaseek.cn\/?p=784610","title":{"rendered":"75% \u6bdb\u5229\u80cc\u540e\uff1a\u82f1\u4f1f\u8fbe\u5176\u5b9e\u662f\u4e00\u5bb6\u8f6f\u4ef6\u516c\u53f8"},"content":{"rendered":"

\"75%<\/p>\n

\u82f1\u4f1f\u8fbe<\/span>\u521a\u4ea4\u51fa\u4e86\u4e00\u4efd\u8fd1\u4e4e“\u78be\u538b\u7ea7”\u7684\u8d22\u62a5\uff1a2027\u8d22\u5e74\u7b2c\u4e00\u5b63\u5ea6\u8425\u6536816\u4ebf\u7f8e\u5143\uff0c\u540c\u6bd4\u589e\u957f85%\uff1bGAAP\u51c0\u5229\u6da6583\u4ebf\u7f8e\u5143\uff0c\u540c\u6bd4\u589e\u957f211%\u3002\u8fd9\u662f\u5168\u7403\u5e02\u503c\u6700\u9ad8\u79d1\u6280<\/a>\u516c\u53f8\u4ea4\u51fa\u7684\u6700\u65b0\u6210\u7ee9\u5355\u3002\u4f46\u6bd4\u6570\u5b57\u66f4\u503c\u5f97\u5173\u6ce8\u7684\uff0c\u662f\u4e00\u4e2a\u53cd\u590d\u88ab\u63d0\u53ca\u5374\u5f88\u5c11\u88ab\u4e25\u8c28\u9a8c\u8bc1\u7684\u95ee\u9898——\u82f1\u4f1f\u8fbe\u7684\u6838\u5fc3\u7ade\u4e89\u529b\u5230\u5e95\u5728\u786c\u4ef6\u8fd8\u662f\u5728\u8f6f\u4ef6\uff1f<\/p>\n

\u6709\u4e00\u79cd\u89c2\u70b9\u8ba4\u4e3a\uff0c\u82f1\u4f1f\u8fbe\u672c\u8d28\u4e0a\u662f\u4e00\u5bb6\u8f6f\u4ef6\u516c\u53f8\uff0cGPU\u82af\u7247<\/a>\u53ea\u662f\u5916\u58f3\uff0cCUDA\u8f6f\u4ef6\u751f\u6001\u624d\u662f\u5b83\u771f\u6b63\u7684\u62a4\u57ce\u6cb3\u3002\u8fd9\u4e2a\u5224\u65ad\u662f\u5426\u6210\u7acb\uff1f\u672c\u6587\u62c6\u89e3\u8fd9\u4efd\u6700\u65b0\u8d22\u62a5\u4e2d\u7684\u6bdb\u5229\u7387\u7ed3\u6784\u3001\u5ba2\u6237\u91c7\u8d2d\u884c\u4e3a\u3001\u8d44\u4ea7\u4ef7\u503c\u903b\u8f91\u7b49\u7ef4\u5ea6\uff0c\u5c1d\u8bd5\u7ed9\u51fa\u7b54\u6848\u3002<\/p>\n

\u7ed3\u8bba\u5148\u8bf4\u5728\u524d\uff1a“\u8f6f\u4ef6\u5b9a\u4e49\u7684\u786c\u4ef6\u5e73\u53f0”\u6b63\u5728\u53d6\u4ee3“\u786c\u4ef6\u6027\u80fd\u9886\u5148”\uff0c\u6210\u4e3a\u82f1\u4f1f\u8fbe\u62a4\u57ce\u6cb3\u7684\u4e3b\u4f53\u3002\u4e0d\u8fc7\uff0cCUDA\u7684\u62a4\u57ce\u6cb3\u5df2\u7ecf\u6316\u597d\uff0c\u4f46\u57ce\u91cc\u7684\u5546\u4e1a\u751f\u6001\u8fd8\u5728\u5efa\u8bbe\u4e2d\u3002<\/strong><\/p>\n

\u6bdb\u5229\u7387\uff1a\u5b9a\u4ef7\u6743\u4e2d\u9690\u542b\u7684\u8f6f\u4ef6\u6ea2\u4ef7<\/h2>\n

Non-GAAP\u6bdb\u5229\u738775%\uff0c\u6700\u8fd1\u4e09\u4e2a\u5b63\u5ea6\u7a33\u5b9a\u572873%-75%\u533a\u95f4\u3002\u534a\u5bfc\u4f53\u884c\u4e1a\u5e38\u89c4\u6bdb\u5229\u7387\u572830%-50%\uff0c\u82f1\u4f1f\u8fbe\u9ad8\u51fa\u540c\u884c20-30\u4e2a\u767e\u5206\u70b9\u3002CFO Kress\u5728\u7535\u8bdd\u4f1a\u4e2d\u8868\u793a\uff0c\u6bdb\u5229\u7387\u6ce2\u52a8\u4e3b\u8981\u4e0e\u4ea7\u54c1\u7ec4\u5408\u548c\u786c\u4ef6\u6210\u672c\u53d8\u5316\u76f8\u5173\uff0c\u800c\u975e\u7ade\u4e89\u52a0\u5267——\u5373\u4fbf\u7ade\u4e89\u8005\u589e\u591a\uff0c\u5ba2\u6237\u5bf9\u82f1\u4f1f\u8fbe\u5e73\u53f0\u7684\u652f\u4ed8\u610f\u613f\u5e76\u672a\u4e0b\u964d\u3002<\/p>\n

75%\u5728\u534a\u5bfc\u4f53\u884c\u4e1a\u4e2d\u662f\u4e2a\u5f02\u7c7b\u3002\u4f46\u9700\u8981\u8bda\u5b9e\u9762\u5bf9\u4e00\u4e2a\u95ee\u9898\uff1a\u8fd9\u4e2a\u9ad8\u6bdb\u5229\u6709\u591a\u5c11\u5f52\u56e0\u4e8eCUDA\u751f\u6001\u9501\u5b9a\uff0c\u53c8\u6709\u591a\u5c11\u5f52\u56e0\u4e8e\u4ea7\u80fd\u4f9b\u4e0d\u5e94\u6c42\u5e26\u6765\u7684\u77ed\u671f\u5b9a\u4ef7\u6743\uff1f<\/p>\n

\u6bdb\u5229\u7387\u7684\u97e7\u6027<\/strong>\u63d0\u4f9b\u4e86\u989d\u5916\u4fe1\u606f\u3002\u8fc7\u53bb\u4e00\u5e74\u95f4\uff0cAMD MI300X\u5728\u7eb8\u9762\u53c2\u6570\u4e0a\u5df2\u5177\u5907\u7ade\u4e89\u529b\uff0cGoogle TPU\u5728\u5185\u90e8\u5927\u89c4\u6a21\u90e8\u7f72\uff0cGroq\u3001Cerebras\u7b49\u4e13\u7528\u82af\u7247\u65b9\u6848\u6301\u7eed\u5206\u6d41\u63a8\u7406\u8d1f\u8f7d\u3002\u4f9b\u7ed9\u7aef\u7684\u7ade\u4e89\u8005\u5728\u589e\u591a\uff0c\u4f4675%\u7684\u6bdb\u5229\u7387\u7eb9\u4e1d\u4e0d\u52a8\u3002\u5982\u679c\u9ad8\u6bdb\u5229\u4ec5\u4ec5\u6765\u81ea\u4ea7\u80fd\u7a00\u7f3a\uff0c\u7ade\u4e89\u52a0\u5267\u5e94\u5f53\u9010\u6b65\u4fb5\u8680\u8fd9\u4e00\u4f18\u52bf\u3002\u4e8b\u5b9e\u6ca1\u6709\u53d1\u751f\u3002\u8fd9\u8bf4\u660e\u4f9b\u9700\u5173\u7cfb\u4e4b\u5916\uff0c\u8fd8\u5b58\u5728\u4e00\u5c42\u8d85\u8d8a\u786c\u4ef6\u53c2\u6570\u7684\u5b9a\u4ef7\u6743<\/strong>——\u5ba2\u6237\u613f\u610f\u4e3aCUDA\u751f\u6001\u5e26\u6765\u7684\u6548\u7387\u6ea2\u4ef7\u4e70\u5355\u3002<\/p>\n

\"75%<\/p>\n

\u56fe\uff1a\u534a\u5bfc\u4f53\u5934\u90e8\u4f01\u4e1aNon-GAAP\u6bdb\u5229\u7387\u5bf9\u6bd4\uff08\u6700\u65b0\u5b63\u5ea6\uff09 \u6570\u636e\u6765\u6e90\uff1a\u5404\u516c\u53f82026\u5e74Q1\u8d22\u62a5<\/p>\n

\u4ece\u6210\u672c\u7ed3\u6784\u770b\uff0c\u8fd9\u4e2a\u5224\u65ad\u4e5f\u83b7\u5f97\u95f4\u63a5\u652f\u6491\u3002HBM4\u5185\u5b58\u548c\u5148\u8fdb\u5c01\u88c5\u7684\u91c7\u8d2d\u6210\u672c\u5728\u6301\u7eed\u6500\u5347\uff0c\u4f46\u82f1\u4f1f\u8fbe\u8f6c\u5ac1\u6210\u672c\u7684\u80fd\u529b\u5e76\u672a\u51cf\u5f31\u3002\u5c0675%\u4e0e\u540c\u884c\u5bf9\u6bd4\uff0c\u5dee\u5f02\u66f4\u76f4\u89c2\uff1a\u53f0\u79ef\u7535<\/span>\u4f5c\u4e3a\u4ee3\u5de5\u9f99\u5934\uff0cQ1\u6bdb\u5229\u738766.2%\uff1b\u82f1\u7279\u5c14<\/a><\/span>Non-GAAP\u6bdb\u5229\u738741%\u3002\u82f1\u4f1f\u8fbe\u4f5c\u4e3a\u82af\u7247\u8bbe\u8ba1\u516c\u53f8\uff0c\u5728\u6bdb\u5229\u7387\u4e0a\u5927\u5e45\u8d85\u8d8a\u540c\u884c\uff0c\u8fd9\u5728\u534a\u5bfc\u4f53\u884c\u4e1a\u4e2d\u6781\u4e3a\u7f55\u89c1\u3002<\/p>\n

\u5f53\u7136\uff0c\u5b9a\u4ef7\u6743\u5e76\u975e\u65e0\u4e0a\u9650\u3002Kress\u7ed9\u51fa\u7684Q2\u6307\u5f15\u4e3aGAAP 74.9%\u3001Non-GAAP 75.0%\uff0c\u4e0a\u4e0b\u6d6e\u52a850\u4e2a\u57fa\u70b9\uff0c\u4ecd\u7ef4\u6301\u9ad8\u4f4d\u3002HBM4\u6210\u672c\u4e0a\u5347\u548c3nm\u5de5\u827a\u722c\u5761\u662f\u957f\u671f\u538b\u529b\uff0c\u4f46\u5f53\u524d\u5c1a\u672a\u5b9e\u8d28\u4fb5\u8680\u6bdb\u5229\u7387\uff0c\u8bf4\u660e\u8f6f\u4ef6\u6ea2\u4ef7\u8db3\u4ee5\u5bf9\u51b2\u786c\u4ef6\u6210\u672c\u4e0a\u6da8\u3002<\/strong><\/p>\n

\u5ba2\u6237\u5728\u4e70\u4ec0\u4e48\uff1a\u4ece“\u91c7\u8d2d\u82af\u7247”\u5230“\u91c7\u8d2d\u5e73\u53f0”<\/h2>\n

\"75%<\/p>\n

\u56fe\uff1a\u82f1\u4f1f\u8fbeFY27 Q1\u5206\u4e1a\u52a1\u8425\u6536\u53ca\u540c\u6bd4\u589e\u901f \u6570\u636e\u6765\u6e90\uff1a\u82f1\u4f1f\u8fbeFY27 Q1\u8d22\u62a5<\/p>\n

\u6570\u636e\u4e2d\u5fc3GPU\u7b97\u529b\u8425\u6536604\u4ebf\u7f8e\u5143\uff0c\u540c\u6bd4\u589e\u957f77%\u3002\u4f46\u7f51\u7edc\u8425\u6536148\u4ebf\u7f8e\u5143\uff0c\u540c\u6bd4\u589e\u957f199%<\/strong>\uff0c\u589e\u901f\u662fGPU\u76842.6\u500d\uff0c\u5360\u6570\u636e\u4e2d\u5fc3\u603b\u8425\u6536\u6bd4\u4f8b\u4ece\u53bb\u5e74\u540c\u671f\u7684\u7ea612%\u5347\u81f3\u7ea620%\u3002<\/p>\n

\u5ba2\u6237\u91c7\u8d2d\u7684\u4e0d\u53ea\u662fGPU\uff0c\u800c\u662fNVLink\uff08\u82af\u7247\u95f4\u9ad8\u901f\u4e92\u8054\u6280\u672f\uff09\u3001InfiniBand\u548cSpectrum-X\u6784\u6210\u7684\u5168\u6808\u7cfb\u7edf\u3002\u636e\u591a\u5bb6\u5a92\u4f53<\/a>\u62a5\u9053\uff0c\u4e3b\u8981\u8d85\u5927\u89c4\u6a21\u5ba2\u6237\u6b63\u5728\u4ee5\u6781\u5feb\u7684\u901f\u5ea6\u90e8\u7f72GB200 NVL72\u673a\u67b6——\u5c0672\u9897GPU\u3001NVLink\u4ea4\u6362\u673a\u548c\u6db2\u51b7\u5c01\u88c5\u4e3a\u4e00\u4f53\u3002\u4e00\u65e6\u91c7\u7528\uff0c\u5176\u6570\u636e\u4e2d\u5fc3\u7684\u8ba1\u7b97\u3001\u5b58\u50a8\u3001\u7f51\u7edc\u5168\u90e8\u7eb3\u5165\u82f1\u4f1f\u8fbe\u6280\u672f\u4f53\u7cfb\u3002\u636eCFO Kress\u5728\u7535\u8bdd\u4f1a\u4e2d\u62ab\u9732\uff0cSpectrum-X\u4ee5\u592a\u7f51\u5e73\u53f0“\u89c4\u6a21\u5df2\u8d85\u8fc7\u6240\u6709\u4ee5\u592a\u7f51\u540c\u7c7b\u7ade\u4e89\u5bf9\u624b\u7684\u603b\u548c”——\u5728\u5f00\u653e\u6807\u51c6\u7684\u4ee5\u592a\u7f51\u9886\u57df\uff0c\u82f1\u4f1f\u8fbe\u51ed\u501fCUDA\u5bf9\u7f51\u7edc\u901a\u4fe1\u7684\u52a0\u901f\u4f18\u5316\u53d6\u5f97\u4e86\u8d85\u8d8a\u786c\u4ef6\u53c2\u6570\u7684\u5e02\u573a\u5730\u4f4d\u3002CUDA\u5728\u7f51\u7edc\u5c42\u9762\u4e5f\u5728\u53d1\u6325\u4f5c\u7528\uff0c\u800c\u4e0d\u4ec5\u9650\u4e8eGPU\u8ba1\u7b97\u3002<\/strong><\/p>\n

\u53e6\u4e00\u4e2a\u6709\u4ef7\u503c\u7684\u89c2\u5bdf\u662f\u91c7\u8d2d\u7684\u627f\u8bfa\u5468\u671f<\/strong>\u5728\u62c9\u957f\u3002\u636e\u7535\u8bdd\u4f1a\u62ab\u9732\uff0c\u622a\u81f3Q1\u672b\u4f9b\u5e94\u4fdd\u969c\u603b\u989d\uff08\u542b\u5e93\u5b58\u3001\u91c7\u8d2d\u627f\u8bfa\u548c\u9884\u4ed8\u6b3e\uff09\u589e\u81f3\u7ea61450\u4ebf\u7f8e\u5143<\/strong>\u3002GTC 2026\u4e0a\uff0c\u7ba1\u7406\u5c42\u5c06Blackwell\u548cRubin\u5e73\u53f0\u7d2f\u8ba1\u9700\u6c42\u5c55\u671b\u4e0a\u4fee\u81f32027\u5e74\u5e95\u7ea61\u4e07\u4ebf\u7f8e\u5143\u3002\u5ba2\u6237\u62bc\u6ce8\u7684\u4e0d\u53ea\u662f\u67d0\u4e00\u4ee3\u82af\u7247\uff0c\u800c\u662f\u4e00\u4e2a\u7531CUDA\u7edf\u4e00\u7684\u5168\u6808\u5e73\u53f0\u3002<\/p>\n

\"75%<\/p>\n

\u56fe\uff1a\u82f1\u4f1f\u8fbe\u9700\u6c42\u53ef\u89c1\u6027\u4e0e\u4f9b\u5e94\u4fdd\u969c\uff08\u4ebf\u7f8e\u5143\uff09 \u6570\u636e\u6765\u6e90\uff1a\u82f1\u4f1f\u8fbeFY27 Q1\u8d22\u62a5\u3001GTC 2026<\/p>\n

\u65e7\u786c\u4ef6\u5347\u503c\uff1a\u7eaf\u786c\u4ef6\u903b\u8f91\u65e0\u6cd5\u89e3\u91ca\u7684\u73b0\u8c61<\/h2>\n

\u7535\u8bdd\u4f1a\u4e2d\u4e00\u7ec4\u6570\u636e\u503c\u5f97\u7ec6\u8bfb\uff1aH100\u79df\u7528\u4ef7\u683c\u5e74\u521d\u81f3\u4eca\u4e0a\u6da820%\uff0cA100\u4e91\u7aef\u5b9a\u4ef7\u6da815%\u3002<\/strong><\/p>\n

H100\u57fa\u4e8e2022\u5e74Hopper\u67b6\u6784\uff0cBlackwell\u5df2\u8d21\u732e\u6570\u636e\u4e2d\u5fc3\u8ba1\u7b97\u6536\u5165\u7ea6\u4e03\u6210\uff0c\u4e0b\u4e00\u4ee3Blackwell Ultra\u67b6\u6784\u6837\u7247\u5df2\u5f00\u59cb\u5411\u5ba2\u6237\u4ea4\u4ed8\u3002\u6b63\u5e38\u786c\u4ef6\u8fed\u4ee3\u4e2d\uff0c\u65b0\u4e00\u4ee3\u4e0a\u5e02<\/a>\u610f\u5473\u7740\u65e7\u4ee3\u4ef7\u683c\u66b4\u8dcc\u3002\u82f1\u4f1f\u8fbe\u51fa\u73b0\u4e86\u76f8\u53cd\u8d8b\u52bf\u3002<\/p>\n

Kress\u5c06\u6b64\u5f52\u56e0\u4e8e“\u5e73\u53f0\u7684\u591a\u6837\u6027”\u548c“\u8f6f\u4ef6\u6808\u5e26\u6765\u7684\u6301\u7eed\u6027\u80fd\u63d0\u5347”\u3002\u636eMLPerf v6.0\u5b98\u65b9\u57fa\u51c6\u6d4b\u8bd5\u7ed3\u679c\uff0cBlackwell Ultra\u5728Server\u573a\u666f\u4e0bDeepSeek-R1\u63a8\u7406\u901f\u5ea6\u8f83\u4e0a\u4e00\u4ee3\u63d0\u53472.77\u500d\u3002\u8fd9\u4e00\u6027\u80fd\u98de\u8dc3\u6765\u81ea\u82f1\u4f1f\u8fbe\u6240\u5f3a\u8c03\u7684“\u6781\u81f4\u534f\u540c\u8bbe\u8ba1”——\u786c\u4ef6\u67b6\u6784\u3001CUDA\u8f6f\u4ef6\u6808\u4e0e\u6a21\u578b\u7684\u8054\u5408\u4f18\u5316\u3002<\/p>\n

\u9700\u8981\u8003\u8651\u7684\u53cd\u9762\u89e3\u91ca\u662f\uff1a\u65e7\u786c\u4ef6\u5347\u503c\u662f\u5426\u4ec5\u4ec5\u56e0\u4e3aAI\u7b97\u529b\u603b\u9700\u6c42\u7206\u53d1\uff1f\u8fd9\u4e2a\u56e0\u7d20\u5b58\u5728\uff0c\u4f46\u540c\u4e00\u65f6\u671f\u5176\u4ed6\u5382\u5546\u7684\u65e7\u4ee3GPU\u5e76\u672a\u51fa\u73b0\u7c7b\u4f3c\u5347\u503c\u3002H100\u6da8\u4ef7\u7684\u7279\u6b8a\u6027\u5728\u4e8e\uff0cCUDA\u751f\u6001\u5728\u8fc7\u53bb\u56db\u5e74\u4e2d\u6301\u7eed\u4e3a\u8fd9\u5757\u786c\u4ef6\u6269\u5c55\u65b0\u7684\u5e94\u7528\u573a\u666f\u548c\u6027\u80fd\u7a7a\u95f4\uff0c\u4f7f\u5176\u5728\u6298\u65e7\u671f\u6ee1\u540e\u4ecd\u7136\u5177\u5907\u7ecf\u6d4e\u4ef7\u503c\u3002<\/p>\n

\u4e0d\u59a8\u7c7b\u6bd4iPhone\u7684\u65e7\u673a\u578b\u4fdd\u503c\u903b\u8f91——\u539f\u56e0\u4e0d\u662f\u786c\u4ef6\u6298\u65e7\u66f4\u6162\uff0c\u800c\u662fiOS\u751f\u6001\u4e3a\u65e7\u8bbe\u5907\u6301\u7eed\u63d0\u4f9b\u7cfb\u7edf\u66f4\u65b0\uff0c\u5ef6\u957f\u4e86\u7ecf\u6d4e\u751f\u547d\u5468\u671f\u3002\u82f1\u4f1f\u8fbe\u6b63\u5728GPU\u9886\u57df\u590d\u73b0\u540c\u6837\u903b\u8f91\u3002\u5728\u7eaf\u786c\u4ef6\u6846\u67b6\u4e2d\uff0c\u6298\u65e7\u671f\u6ee1\u7684\u8d44\u4ea7\u8d8b\u4e8e\u6b8b\u503c\uff1b\u5728CUDA\u6846\u67b6\u4e2d\uff0c\u8f6f\u4ef6\u8fed\u4ee3\u6301\u7eed\u4e3a\u65e7\u786c\u4ef6\u6ce8\u5165\u65b0\u4ef7\u503c\u3002\u8fd9\u662f\u652f\u6301“\u8f6f\u4ef6\u5b9a\u4e49”\u8bba\u70b9\u7684\u6700\u5177\u8bf4\u670d\u529b\u7684\u5355\u9879\u8bc1\u636e\u3002<\/strong><\/p>\n

\u5bf9CUDA\u9501\u5b9a\u6548\u5e94\u7684\u4e00\u4e2a\u5e38\u89c1\u8d28\u7591\u662f\uff1a\u5b83\u662f\u5426\u4e3b\u8981\u5c40\u9650\u4e8e\u8bad\u7ec3\u9636\u6bb5\uff1f<\/p>\n

\u672c\u5b63\u5ea6\u4fe1\u53f7\u504f\u79ef\u6781\u4f46\u4e0d\u7edd\u5bf9\u3002\u63a8\u7406\u5df2\u6210\u4e3a\u589e\u957f\u4e3b\u5f15\u64ce\uff0cBlackwell\u88ab\u5b9a\u4e49\u4e3a“\u63a8\u7406\u73af\u8282\u5355\u4f4dtoken\u6210\u672c\u6700\u4f4e\u7684\u5e73\u53f0”\u3002Dynamo 1.0\u4f5c\u4e3a\u82f1\u4f1f\u8fbe\u9762\u5411\u5927\u89c4\u6a21\u5206\u5e03\u5f0f\u63a8\u7406\u7684\u751f\u4ea7\u7ea7\u7cfb\u7edf\uff0c\u4e0eTensorRT-LLM\uff08\u63a8\u7406\u52a0\u901f\u5e93\uff09\u7b49\u4f18\u5316\u5de5\u5177\u534f\u540c\uff0c\u5c06Blackwell\u63a8\u7406\u6548\u7387\u5927\u5e45\u63d0\u5347\u3002Blackwell Ultra\u5728MLPerf\u63a8\u7406\u6d4b\u8bc4\u4e2d\u6a2a\u626b\u5168\u90e8\u57fa\u51c6\u3002<\/p>\n

\u66f4\u91cd\u8981\u7684\u662f\uff0c\u63a8\u7406\u573a\u666f\u5bf9\u8f6f\u4ef6\u4f18\u5316\u7684\u654f\u611f\u5ea6\u8fdc\u9ad8\u4e8e\u8bad\u7ec3\uff1a\u6d89\u53ca\u957f\u5c3e\u6a21\u578b\u90e8\u7f72\u3001\u5ef6\u8fdf\u654f\u611f\u578b\u5e94\u7528\u548c\u6210\u672c\u6548\u7387\u4f18\u5316\uff0c\u6070\u6070\u662fCUDA\u63a8\u7406\u5de5\u5177\u94fe\u6700\u64c5\u957f\u7684\u9886\u57df\u3002TensorRT-LLM\u5bf9\u5927\u6a21\u578b\u63a8\u7406\u7684\u4f18\u5316\u6df1\u5ea6\uff0c\u4ee5\u53caTriton\u7f16\u8bd1\u5668\u5bf9\u81ea\u5b9a\u4e49\u7b97\u5b50\u7684\u652f\u6301\uff0c\u6784\u6210\u4e86\u77ed\u671f\u5185\u96be\u4ee5\u590d\u5236\u7684\u5de5\u7a0b\u58c1\u5792\u3002<\/p>\n

\u4f46\u76ee\u524d\u7684\u8bc1\u636e\u5c1a\u4e0d\u8db3\u4ee5\u5f97\u51fa“\u5ba2\u6237\u5728\u63a8\u7406\u7aef\u65e0\u6cd5\u79bb\u5f00CUDA”\u7684\u786e\u5b9a\u6027\u7ed3\u8bba\u3002Google TPU\u5728\u5185\u90e8\u63a8\u7406\u4e2d\u8fd0\u884c\u826f\u597d\uff0cGroq\u7684SRAM\u67b6\u6784\u5728\u7279\u5b9a\u573a\u666f\u5177\u5907\u7ade\u4e89\u529b\uff0c\u81ea\u7814ASIC\uff08\u4e13\u7528\u82af\u7247\uff09\u5728\u8d85\u5927\u89c4\u6a21\u5382\u5546\u4e2d\u6301\u7eed\u6269\u5927\u90e8\u7f72\u3002CUDA\u5728\u63a8\u7406\u7aef\u7684\u4f18\u52bf\u66f4\u50cf\u662f“\u5f53\u524d\u6700\u4f18\u89e3”\u800c\u975e“\u552f\u4e00\u89e3”\u3002\u4e0d\u8fc7\uff0c\u672c\u5b63\u5ea6\u8fb9\u7f18\u8ba1\u7b97\u52a8\u6001\u51e0\u4e4e\u5168\u90e8\u56f4\u7ed5CUDA\u5c55\u5f00\uff1a\u81ea\u52a8\u9a7e\u9a76\u5e73\u53f0DRIVE Hyperion\uff08\u6bd4\u4e9a\u8fea<\/span>\u3001\u5409\u5229<\/a>\u3001\u65e5\u4ea7\u7b49\u5df2\u91c7\u7528\uff09\u3001\u673a\u5668\u4eba<\/span>\u6846\u67b6Isaac GR00T N\u7b49\u3002\u4ece\u4e91\u7aef\u5230\u7269\u7406\u4e16\u754c\uff0cCUDA\u6b63\u5728\u5c06\u63a8\u7406\u4f9d\u8d56\u4ece\u5355\u4e00\u573a\u666f\u6269\u5c55\u5230\u5168\u573a\u666f\u3002<\/strong><\/p>\n

Vera CPU\uff1a\u751f\u6001\u8fb9\u754c\u7684\u5b9e\u8d28\u6d4b\u8bd5<\/h2>\n

\u672c\u5b63\u5ea6\u82f1\u4f1f\u8fbe\u53d1\u5e03\u4e86Vera CPU<\/strong>——“\u5168\u7403\u9996\u6b3e\u4e13\u4e3a\u667a\u80fd\u4f53AI\u8bbe\u8ba1\u7684CPU”\u3002\u636eCFO Kress\u5728\u7535\u8bdd\u4f1a\u4e2d\u62ab\u9732\uff0c\u7ba1\u7406\u5c42\u9884\u8ba1\u4eca\u5e74CPU\u76f8\u5173\u8425\u6536\u53ef\u8fbe\u7ea6200\u4ebf\u7f8e\u5143\uff0c\u800cVera CPU\u6240\u5f00\u8f9f\u7684\u6574\u4f53\u6f5c\u5728\u5e02\u573a\uff08TAM\uff09\u89c4\u6a21\u9ad8\u8fbe2000\u4ebf\u7f8e\u5143\u3002<\/p>\n

\"75%<\/p>\n

\u56fe\uff1a\u82f1\u4f1f\u8fbe\u5168\u6808\u8f6f\u4ef6\u751f\u6001\u7684\u4e94\u5c42\u67b6\u6784<\/p>\n

\u5982\u679c\u82f1\u4f1f\u8fbe\u4ec5\u9760GPU\u786c\u4ef6\u53d6\u80dc\uff0c\u6ca1\u6709\u7406\u7531\u8fdb\u5165\u88abx86\u548cArm\u7edf\u6cbb\u6570\u5341\u5e74\u7684CPU\u5e02\u573a\u3002Vera\u7684\u6838\u5fc3\u4f18\u52bf\u4e0d\u5728\u786c\u4ef6\u53c2\u6570——\u867d\u76f8\u6bd4x86\u53ef\u5b9e\u73b0\u6700\u9ad81.5\u500d\u5355\u6838\u6027\u80fd\u548c2\u500d\u6bcf\u74e6\u6027\u80fd\u63d0\u5347——\u800c\u5728\u4e8e\u5b83\u4e0eCUDA\u7684\u7aef\u5230\u7aef\u534f\u540c\u8bbe\u8ba1\u3002OpenAI<\/a>\u3001Anthropic\u3001SpaceX AI\u3001\u7532\u9aa8\u6587<\/span>\u4e91\u7b49\u9996\u6279\u5ba2\u6237\u9009\u62e9Vera\uff0c\u56e0\u4e3a\u5b83\u80fd\u65e0\u7f1d\u878d\u5165\u5df2\u6709\u7684CUDA\u57fa\u7840\u8bbe\u65bd\u3002<\/p>\n

\u4ece\u8d22\u52a1\u903b\u8f91\u770b\uff0cVera\u7684\u6218\u7565\u610f\u4e49\u751a\u81f3\u5927\u4e8e\u8425\u6536\u8d21\u732e\u3002\u4ee5CPU\u884c\u4e1a25%-35%\u7684\u5e38\u89c4\u6bdb\u5229\u7387\u8ba1\u7b97\uff0c\u8fd9\u7b14\u4e1a\u52a1\u5bf9\u82f1\u4f1f\u8fbe\u6574\u4f53\u5229\u6da6\u7387\u7684\u51c0\u6548\u5e94\u53ef\u80fd\u662f\u8d1f\u9762\u7684\u3002\u7ba1\u7406\u5c42\u4ecd\u5927\u529b\u6295\u5165\uff0c\u8bf4\u660eVera\u7684\u4ef7\u503c\u4e0d\u5728\u5229\u6da6\u8868\uff0c\u800c\u5728\u751f\u6001\u9632\u5fa1——\u8ba9\u5ba2\u6237\u4eceGPU\u5230CPU\u5168\u90e8\u7559\u5728CUDA\u4f53\u7cfb\u5185\u3002<\/p>\n

\u4f46\u9700\u4fdd\u6301\u5ba1\u614e\u3002Vera\u5c1a\u5904\u9996\u6279\u4ea4\u4ed8\u9636\u6bb5\uff0c200\u4ebf\u7f8e\u5143\u8425\u6536\u662f\u6307\u5f15\u800c\u975e\u5df2\u5b9e\u73b0\u4e1a\u7ee9<\/a>\u3002CPU\u5e02\u573a\u7ade\u4e89\u683c\u5c40\u8fdc\u6bd4GPU\u590d\u6742——x86\u6709Intel\u6570\u5341\u5e74\u79ef\u7d2f\u548cAMD\u7684\u5f3a\u52bf\u590d\u82cf\uff0cArm\u670d\u52a1\u5668\u82af\u7247\uff08\u5982Ampere\uff09\u4e5f\u5728\u6301\u7eed\u53d1\u529b\u3002\u82f1\u4f1f\u8fbe\u5386\u53f2\u4e0a\u8de8\u754c\u4ea7\u54c1\uff08Shield\u6e38\u620f<\/a>\u673a\u3001Tegra\u79fb\u52a8\u82af\u7247\uff09\u7684\u5931\u8d25\u8bb0\u5f55\u4e5f\u63d0\u9192\u6211\u4eec\uff0c\u751f\u6001\u4f18\u52bf\u5e76\u4e0d\u81ea\u52a8\u4fdd\u8bc1\u65b0\u5e02\u573a\u6210\u529f\u3002\u5c3d\u7ba1\u5982\u6b64\uff0c\u6218\u7565\u4fe1\u53f7\u662f\u660e\u786e\u7684\uff1a\u7ba1\u7406\u5c42\u5bf9CUDA\u7684\u4fe1\u5fc3\u5df2\u8db3\u591f\u5f3a\uff0c\u6562\u4e8e\u5c06\u5176\u4f5c\u4e3a\u8fdb\u5165\u65b0\u5e02\u573a\u7684\u552f\u4e00\u7b79\u7801\u3002<\/strong><\/p>\n

\u8bba\u8bc1\u5230\u8fd9\u91cc\uff0c\u6709\u5fc5\u8981\u505a\u53cd\u5411\u68c0\u9a8c\u3002<\/p>\n

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\u7b2c\u4e8c\uff0c\u73b0\u91d1\u6d41\u4ecd\u6709\u786c\u4ef6\u5468\u671f\u7279\u5f81\u3002<\/strong>\u672c\u5b63\u7ecf\u8425\u73b0\u91d1\u6d41503\u4ebf\u7f8e\u5143\uff0c\u4e3b\u8981\u6765\u6e90\u4e8e\u5927\u5ba2\u6237\u9884\u4ed8\u6b3e\u548c\u786c\u4ef6\u51fa\u8d27\u8282\u594f\uff0c\u800c\u975e\u53ef\u9884\u6d4b\u7684\u6708\u5ea6\u7ecf\u5e38\u6027\u6536\u5165\u3002\u771f\u6b63\u7684\u8f6f\u4ef6\u5e73\u53f0\u62e5\u6709\u9ad8\u5ea6\u53ef\u9884\u6d4b\u7684\u73b0\u91d1\u6d41\u66f2\u7ebf\u3002<\/p>\n

\u7b2c\u4e09\uff0c\u7ade\u4e89\u683c\u5c40\u5b58\u5728\u4e0d\u786e\u5b9a\u6027\u3002<\/strong>AMD ROCm\u6301\u7eed\u7f29\u5c0f\u4e0eCUDA\u7684\u5dee\u8ddd\uff1bGoogle TPU\u82e5\u5bf9\u5916\u5f00\u653e\u8f6f\u4ef6\u6808\u5c06\u5f62\u6210\u76f4\u63a5\u6311\u6218\uff1bModular\u56e2\u961f\uff08\u7531LLVM\u548cSwift\u521b\u59cb\u4ebaChris Lattner\u9886\u5bfc\uff09\u6b63\u4ece\u7f16\u7a0b\u8bed\u8a00\u5c42\u9762\u5c1d\u8bd5\u6253\u7834CUDA\u5bf9\u5e95\u5c42\u7684\u5784\u65ad\u3002\u8fd9\u4e9b\u6311\u6218\u76ee\u524d\u5747\u672a\u6210\u529f\uff0c\u4f46“\u76ee\u524d\u672a\u6210\u529f”\u4e0d\u7b49\u4e8e“\u6c38\u8fdc\u65e0\u6cd5\u6210\u529f”\u3002<\/p>\n

\u7efc\u5408\u4ee5\u4e0a\u5206\u6790\uff0c\u66f4\u5ba1\u614e\u7684\u7ed3\u8bba\u662f\uff1a\u82f1\u4f1f\u8fbe\u7684\u6838\u5fc3\u7ade\u4e89\u529b\u6b63\u5728\u4ece“\u786c\u4ef6\u6027\u80fd\u9886\u5148”\u5411“\u8f6f\u4ef6\u5b9a\u4e49\u7684\u786c\u4ef6\u5e73\u53f0”\u8fc1\u79fb\uff0c\u5df2\u53d6\u5f97\u5b9e\u8d28\u6027\u8fdb\u5c55\uff0c\u4f46\u5c1a\u672a\u5b8c\u6210\u3002<\/strong><\/p>\n

CUDA\u751f\u6001\u5df2\u5728\u5b9a\u4ef7\u6743\uff08\u6bdb\u5229\u7387\u97e7\u6027\uff09\u3001\u5ba2\u6237\u884c\u4e3a\uff08\u7cfb\u7edf\u7ea7\u91c7\u8d2d\u548c\u957f\u671f\u9501\u5b9a\uff09\u3001\u8d44\u4ea7\u4ef7\u503c\uff08\u65e7\u786c\u4ef6\u5347\u503c\uff09\u548c\u6218\u7565\u6269\u5f20\uff08Vera CPU\uff09\u7b49\u591a\u4e2a\u5c42\u9762\u63d0\u4f9b\u4e86\u53ef\u89c2\u6d4b\u8bc1\u636e\u3002\u4f46\u540c\u65f6\uff0c\u53d8\u73b0\u6a21\u5f0f\u4ecd\u4ee5\u786c\u4ef6\u9500\u552e\u4e3a\u4e3b\uff0c\u73b0\u91d1\u6d41\u4ecd\u6709\u5468\u671f\u7279\u5f81\uff0c\u7ade\u4e89\u683c\u5c40\u5b58\u5728\u957f\u671f\u4e0d\u786e\u5b9a\u6027\u3002<\/p>\n

\u4e00\u4e2a\u66f4\u597d\u7684\u7c7b\u6bd4\u662f2010\u5e74\u524d\u540e\u7684\u82f9\u679c<\/a><\/span><\/strong>——iPhone\u7684\u786c\u4ef6\u4f18\u52bf\u548ciOS\u7684\u751f\u6001\u6f5c\u529b\u90fd\u5df2\u663e\u73b0\uff0c\u4f46App Store\u7684\u5546\u4e1a\u6a21\u5f0f\u4ecd\u5728\u8fdb\u5316\u3002\u82f1\u4f1f\u8fbe\u76ee\u524d\u7c7b\u4f3c\uff1aCUDA\u7684\u62a4\u57ce\u6cb3\u5df2\u7ecf\u6316\u597d\uff0c\u4f46\u57ce\u91cc\u7684\u5546\u4e1a\u751f\u6001\u8fd8\u5728\u5efa\u8bbe\u4e2d\u3002<\/p>\n

\u5e02\u573a\u5bf9\u82f1\u4f1f\u8fbe\u7684\u5b9a\u4ef7\u903b\u8f91\u6b63\u5728\u7ecf\u5386\u4e00\u573a\u9759\u9ed8\u91cd\u6784\u3002\u4f20\u7edfPE\u6846\u67b6\u5c06\u5176\u89c6\u4e3a\u534a\u5bfc\u4f53\u5468\u671f\u80a1\uff0c\u4f46\u8d8a\u6765\u8d8a\u591a\u7684\u8bc1\u636e\u8868\u660e\uff0c\u5e94\u5f00\u59cb\u7528\u5e73\u53f0\u578b\u516c\u53f8\u7684\u6846\u67b6\u5ba1\u89c6\u5b83\u3002\u8fd9\u573a\u91cd\u6784\u7684\u8282\u70b9\uff0c\u53ef\u80fd\u5728\u82f1\u4f1f\u8fbe\u9996\u6b21\u5355\u72ec\u62ab\u9732\u8f6f\u4ef6\u6536\u5165\u7684\u90a3\u4e2a\u5b63\u5ea6\u5230\u6765\u3002\u5728\u90a3\u4e4b\u524d\uff0c\u6bcf\u4e00\u4efd\u8d22\u62a5\u90fd\u662f\u9a8c\u8bc1\u6216\u4fee\u6b63\u8fd9\u4e00\u5224\u65ad\u7684\u7a97\u53e3\u3002\uff08\u672c\u6587\u9996\u53d1\u949b\u5a92\u4f53APP\uff0c\u4f5c\u8005 | \u7845\u8c37<\/a>Tech_news\uff0c\u7f16\u8f91 | \u7126\u71d5\uff09<\/strong><\/p>\n

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