{"id":6802,"date":"2024-12-03T01:47:08","date_gmt":"2024-12-03T06:47:08","guid":{"rendered":"https:\/\/diaomao.cc\/?p=6802"},"modified":"2024-12-03T01:47:16","modified_gmt":"2024-12-03T06:47:16","slug":"%e8%b4%9d%e7%b4%a2%e6%96%af-%e6%94%af%e6%8c%81%e4%b8%80%e5%ae%b6%e4%b8%8e%e8%8b%b1%e4%bc%9f%e8%be%be%e7%ab%9e%e4%ba%89%e7%9a%84%e4%ba%ba%e5%b7%a5%e6%99%ba%e8%83%bd%e8%8a%af%e7%89%87%e5%88%b6%e9%80%a0","status":"publish","type":"post","link":"https:\/\/diaomao.cc\/?p=6802","title":{"rendered":"\u8d1d\u7d22\u65af: \u652f\u6301\u4e00\u5bb6\u4e0e\u82f1\u4f1f\u8fbe\u7ade\u4e89\u7684\u4eba\u5de5\u667a\u80fd\u82af\u7247\u5236\u9020\u5546\uff0c\u4f30\u503c26\u4ebf\u7f8e\u5143"},"content":{"rendered":"\n<ul class=\"wp-block-list\">\n<li>Jim Keller\u7684Tenstorrent\u8bbe\u8ba1\u7528\u4e8eAI\u5de5\u4f5c\u7684\u82af\u7247\u548c\u7cfb\u7edf<\/li>\n\n\n\n<li>\u4e09\u661f\u548cLG\u4e5f\u662fD\u8f6e\u878d\u8d44\u7684\u6295\u8d44\u8005\u4e4b\u4e00<\/li>\n<\/ul>\n\n\n\n<p>\u4e9a\u9a6c\u900a\u516c\u53f8\u521b\u59cb\u4eba&nbsp;<em>Jeff Bezos<\/em>&nbsp;\u4e0e&nbsp;<em>Samsung<\/em>&nbsp;\u4e00\u8d77\u5bf9&nbsp;<em>Tenstorrent<\/em>&nbsp;\u6295\u8d44 7 \u4ebf\u7f8e\u5143\uff0c\u4f7f\u8fd9\u5bb6\u6709\u5fd7\u4e8e\u6311\u6218&nbsp;<em>Nvidia Corp.<\/em>&nbsp;\u7684\u4eba\u5de5\u667a\u80fd\u82af\u7247\u521d\u521b\u516c\u53f8\u7684\u4f30\u503c\u7ea6\u4e3a&nbsp;<strong>26 \u4ebf\u7f8e\u5143<\/strong>\u3002<\/p>\n\n\n\n<p><em>Tenstorrent<\/em>&nbsp;\u5e0c\u671b\u5f00\u53d1\u4e00\u79cd\u82af\u7247\uff0c\u4ee5\u8bd5\u56fe\u6253\u7834&nbsp;<em>Nvidia<\/em>&nbsp;\u5728\u4eba\u5de5\u667a\u80fd\u4e1a\u52a1\u4e2d\u7684\u5784\u65ad\uff0c\u521b\u59cb\u4eba\u548c\u534a\u5bfc\u4f53\u5148\u950b&nbsp;<em>Jim Keller<\/em>&nbsp;\u5728\u63a5\u53d7\u91c7\u8bbf\u65f6\u8868\u793a\uff0c\u8fd9\u8f6e\u878d\u8d44\u7531\u97e9\u56fd\u7684&nbsp;<em>AFW Partners<\/em>&nbsp;\u548c&nbsp;<em>Samsung Securities<\/em>&nbsp;\u4e3b\u5bfc\u3002&nbsp;<em>Bezos Expeditions<\/em>&nbsp;\u52a0\u5165\u4e86&nbsp;<em>LG Electronics Inc.<\/em>&nbsp;\u548c&nbsp;<em>Fidelity<\/em>&nbsp;\u7684\u878d\u8d44\u4e4b\u4e2d\uff0c\u62bc\u6ce8\u4e8e&nbsp;<em>Keller<\/em>&nbsp;\u7684\u80cc\u666f\u548c\u84ec\u52c3\u53d1\u5c55\u7684\u4eba\u5de5\u667a\u80fd\u6280\u672f\u673a\u4f1a\u3002<\/p>\n\n\n\n<p>\u8fd9\u7b14\u8d44\u91d1\u5c06\u7528\u4e8e\u6269\u5927&nbsp;<em>Tenstorrent<\/em>&nbsp;\u7684\u5de5\u7a0b\u56e2\u961f\uff0c\u6295\u8d44\u5176\u5168\u7403\u4f9b\u5e94\u94fe\uff0c\u5e76\u5efa\u8bbe\u5927\u578b\u4eba\u5de5\u667a\u80fd\u8bad\u7ec3\u670d\u52a1\u5668\uff0c\u4ee5\u5e2e\u52a9\u5c55\u793a\u5176\u6280\u672f\u3002<\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><img data-dominant-color=\"848485\" data-has-transparency=\"false\" style=\"--dominant-color: #848485;\" loading=\"lazy\" decoding=\"async\" width=\"630\" height=\"383\" src=\"https:\/\/diaomao.cc\/wp-content\/uploads\/2024\/12\/image-24-png.webp\" alt=\"\" class=\"wp-image-6807 not-transparent\" srcset=\"https:\/\/diaomao.cc\/wp-content\/uploads\/2024\/12\/image-24-png.webp 630w, https:\/\/diaomao.cc\/wp-content\/uploads\/2024\/12\/image-24-300x182.webp 300w\" sizes=\"auto, (max-width: 630px) 100vw, 630px\" \/><\/figure>\n\n\n\n<p>\u968f\u7740\u5bf9\u4eba\u5de5\u667a\u80fd\u4e2d\u66f4\u9ad8\u6027\u80fd\u548c\u6210\u672c\u6548\u7387\u7684\u8ffd\u6c42\u52a0\u5267\uff0c\u8d8a\u6765\u8d8a\u591a\u7684\u5c0f\u516c\u53f8\u6b63\u5728\u5d1b\u8d77\uff0c\u8bd5\u56fe\u4ece&nbsp;<em>Nvidia<\/em>&nbsp;\u7684\u9ad8\u80fd\u8017\u82af\u7247\u4e2d\u62a2\u5360\u5e02\u573a\u4efd\u989d\u3002&nbsp;<em>Tenstorrent<\/em>&nbsp;\u4f4d\u4e8e\u52a0\u5229\u798f\u5c3c\u4e9a\u5dde&nbsp;<em>Santa Clara<\/em>\uff0c\u662f\u4f17\u591a\u5de5\u7a0b\u89e3\u51b3\u65b9\u6848\u516c\u53f8\u4e4b\u4e00\uff0c\u65e8\u5728\u4e3a\u4eba\u5de5\u667a\u80fd\u5f00\u53d1\u63d0\u4f9b\u4e00\u79cd\u66f4\u5177\u6210\u672c\u6548\u76ca\u7684\u8def\u5f84\u3002 \u8fd9\u5efa\u7acb\u5728\u5f00\u6e90\u548c\u5e38\u89c1\u6280\u672f\u7684\u57fa\u7840\u4e0a\uff0c\u907f\u514d\u4e86&nbsp;<em>Nvidia<\/em>&nbsp;\u504f\u7231\u7684\u590d\u6742\u4e14\u4ef7\u683c\u9ad8\u6602\u7684\u7ec4\u4ef6\uff0c\u5982\u9ad8\u5e26\u5bbd\u5185\u5b58\u3002<\/p>\n\n\n\n<p>\u201c\u5982\u679c\u4f60\u4f7f\u7528 HBM\uff0c\u4f60\u5c31\u65e0\u6cd5\u51fb\u8d25&nbsp;<em>Nvidia<\/em>\uff0c\u56e0\u4e3a&nbsp;<em>Nvidia<\/em>&nbsp;\u8d2d\u4e70\u4e86\u6700\u591a\u7684 HBM\uff0c\u5e76\u4e14\u62e5\u6709\u6210\u672c\u4f18\u52bf\uff0c\u201d&nbsp;<em>Keller<\/em>&nbsp;\u8bf4\u3002 \u201c\u4f46\u662f\u4ed6\u4eec\u6c38\u8fdc\u65e0\u6cd5\u964d\u4f4e\u4ea7\u54c1\u548c\u63d2\u69fd\u4e2d HBM \u7684\u4ef7\u683c\u3002\u201d<\/p>\n\n\n\n<p><em>Tenstorrent<\/em>&nbsp;\u8fd8\u662f\u4e00\u79cd\u57fa\u4e8e\u540d\u4e3a&nbsp;<em>RISC-V<\/em>&nbsp;\u7684\u5f00\u653e\u6807\u51c6\u7684\u66ff\u4ee3\u903b\u8f91\u5904\u7406\u5668\u7684\u652f\u6301\u8005\uff0c\u8fd9\u5bf9&nbsp;<em>Arm Holdings Plc.<\/em>&nbsp;\u63d0\u51fa\u4e86\u6311\u6218\u3002&nbsp;<em>Keller<\/em>&nbsp;\u4ee5\u5176\u5728&nbsp;<em>Apple Inc.<\/em>\u3001<em>Tesla Inc.<\/em>&nbsp;\u548c&nbsp;<em>AMD<\/em>&nbsp;\u7684\u7845\u8bbe\u8ba1\u5de5\u4f5c\u800c\u95fb\u540d\uff0c\u662f\u8fd9\u4e00\u7406\u5ff5\u7684\u652f\u6301\u8005\u3002<\/p>\n\n\n\n<p>\u201c\u8fc7\u53bb\uff0c\u6211\u4f7f\u7528\u7684\u662f\u4e13\u6709\u6280\u672f\uff0c\u8fd9\u771f\u7684\u5f88\u56f0\u96be\uff0c\u201d&nbsp;<em>Keller<\/em>&nbsp;\u8bf4\u3002 \u201c\u5f00\u6e90\u5e2e\u52a9\u4f60\u5efa\u7acb\u4e00\u4e2a\u66f4\u5927\u7684\u5e73\u53f0\u3002\u5b83\u5438\u5f15\u5de5\u7a0b\u5e08\u3002\u662f\u7684\uff0c\u8fd9\u786e\u5b9e\u662f\u4e00\u4e2a\u6709\u70b9\u6fc0\u60c5\u7684\u9879\u76ee\u3002\u201d<\/p>\n\n\n\n<p>\u4e0e&nbsp;<em>RISC-V<\/em>&nbsp;\u53ca\u5176\u65e5\u672c\u5408\u4f5c\u4f19\u4f34&nbsp;<em>Rapidus Corp.<\/em>&nbsp;\u7c7b\u4f3c\uff0c&nbsp;<em>Tenstorrent<\/em>&nbsp;\u4ecd\u7136\u6709\u5f88\u591a\u9700\u8981\u8bc1\u660e\u7684\u5730\u65b9\u3002 \u622a\u81f3\u76ee\u524d\uff0c\u8fd9\u5bb6\u65b0\u5174\u516c\u53f8\u5df2\u7ecf\u4e0e\u5ba2\u6237\u7b7e\u7f72\u4e86\u603b\u989d\u63a5\u8fd1&nbsp;<strong>1.5 \u4ebf\u7f8e\u5143<\/strong>&nbsp;\u7684\u5408\u540c\uff0c\u8fd9\u4e0e&nbsp;<em>Nvidia<\/em>&nbsp;\u6bcf\u5b63\u5ea6\u6570\u767e\u4ebf\u7f8e\u5143\u7684\u6570\u636e\u4e2d\u5fc3\u6536\u5165\u76f8\u6bd4\u663e\u5f97\u5fae\u4e0d\u8db3\u9053\u3002<\/p>\n\n\n\n<p><em>Tenstorrent<\/em>&nbsp;\u8ba1\u5212\u6bcf\u4e24\u5e74\u53d1\u5e03\u4e00\u6b3e\u65b0\u7684\u4eba\u5de5\u667a\u80fd\u5904\u7406\u5668\uff0c&nbsp;<em>Keller<\/em>&nbsp;\u8bf4\u3002 \u76f8\u6bd4\u4e4b\u4e0b\uff0c&nbsp;<em>Nvidia<\/em>&nbsp;\u8ba1\u5212\u6bcf\u5e74\u66f4\u65b0\u5176\u4eba\u5de5\u667a\u80fd\u82af\u7247\u4ea7\u54c1\uff0c\u9996\u5e2d\u6267\u884c\u5b98&nbsp;<em>Jensen Huang<\/em>&nbsp;\u5728 6 \u6708\u8868\u793a\u3002<\/p>\n\n\n\n<p><em>AFW Partners<\/em>&nbsp;\u5728\u542c\u5230\u5df2\u7ecf\u4e0e&nbsp;<em>Tenstorrent<\/em>&nbsp;\u5408\u4f5c\u7684\u97e9\u56fd\u516c\u53f8\u5982&nbsp;<em>LG<\/em>&nbsp;\u7684\u79ef\u6781\u53cd\u9988\u540e\u8fdb\u884c\u4e86\u6295\u8d44\uff0c\u8463\u4e8b\u603b\u7ecf\u7406&nbsp;<em>Bonil Koo<\/em>&nbsp;\u8bf4\u3002<\/p>\n\n\n\n<p><em>Tenstorrent<\/em>&nbsp;\u7684\u7b2c\u4e00\u6279\u82af\u7247\u7531&nbsp;<em>GlobalFoundries Inc.<\/em>&nbsp;\u5236\u9020\uff0c\u4e0b\u4e00\u4ee3\u4ea7\u54c1\u5c06\u6765\u81ea&nbsp;<em>Taiwan Semiconductor Manufacturing Co.<\/em>&nbsp;\u548c&nbsp;<em>Samsung Electronics Co.<\/em>\uff0c\u8be5\u516c\u53f8\u8868\u793a\u3002 \u5b83\u8fd8\u5f00\u59cb\u4e3a\u5c16\u7aef\u7684 2 \u7eb3\u7c73\u5de5\u827a\u8bbe\u8ba1\u3002&nbsp;<em>TSMC<\/em>&nbsp;\u548c&nbsp;<em>Samsung<\/em>&nbsp;\u5c06\u5728\u660e\u5e74\u5f00\u59cb\u5927\u89c4\u6a21\u751f\u4ea7\u8fd9\u4e00\u89c4\u6a21\u7684\u4ea7\u54c1\uff0c&nbsp;<em>Tenstorrent<\/em>&nbsp;\u6b63\u5728\u4e0e\u4ed6\u4eec\u4ee5\u53ca\u65e5\u672c\u7684&nbsp;<em>Rapidus<\/em>&nbsp;\u8fdb\u884c\u8ba8\u8bba\uff0c\u540e\u8005\u8ba1\u5212\u5728 2027 \u5e74\u5b9e\u73b0 2 \u7eb3\u7c73\u4ea7\u91cf\u3002<\/p>\n\n\n\n<p>\u8fd9\u4e00\u8f6e\u878d\u8d44\u7684\u5176\u4ed6\u6295\u8d44\u8005\u5305\u62ec&nbsp;<em>Export Development Canada<\/em>\u3001<em>Healthcare of Ontario Pension Plan<\/em>\u3001<em>Hyundai Motor Group<\/em>&nbsp;\u548c&nbsp;<em>Baillie Gifford<\/em>\u3002<\/p>\n\n\n\n<h4 class=\"wp-block-heading\"><strong>\u5173\u952e\u8bcd<\/strong><\/h4>\n\n\n\n<p><a href=\"https:\/\/diaomao.cc\/?tag=Jeff-Bezos\" target=\"_blank\" rel=\"noreferrer noopener\">Jeff Bezos<\/a>,&nbsp;<a href=\"https:\/\/diaomao.cc\/?tag=Samsung\" target=\"_blank\" rel=\"noreferrer noopener\">Samsung<\/a>,&nbsp;<a href=\"https:\/\/diaomao.cc\/?tag=Tenstorrent\" target=\"_blank\" rel=\"noreferrer noopener\">Tenstorrent<\/a>,&nbsp;<a href=\"https:\/\/diaomao.cc\/?tag=Nvidia\" target=\"_blank\" rel=\"noreferrer noopener\">Nvidia<\/a>,&nbsp;<a href=\"https:\/\/diaomao.cc\/?tag=Jim-Keller\" target=\"_blank\" rel=\"noreferrer noopener\">Jim Keller<\/a>,&nbsp;<a href=\"https:\/\/diaomao.cc\/?tag=AFW-Partners\" target=\"_blank\" rel=\"noreferrer noopener\">AFW Partners<\/a>,&nbsp;<a href=\"https:\/\/diaomao.cc\/?tag=LG-Electronics\" target=\"_blank\" rel=\"noreferrer noopener\">LG Electronics<\/a>,&nbsp;<a href=\"https:\/\/diaomao.cc\/?tag=Fidelity\" target=\"_blank\" rel=\"noreferrer noopener\">Fidelity<\/a>,&nbsp;<a href=\"https:\/\/diaomao.cc\/?tag=RISC-V\" target=\"_blank\" rel=\"noreferrer noopener\">RISC-V<\/a>,&nbsp;<a href=\"https:\/\/diaomao.cc\/?tag=Arm-Holdings\" target=\"_blank\" rel=\"noreferrer noopener\">Arm Holdings<\/a>,&nbsp;<a href=\"https:\/\/diaomao.cc\/?tag=GlobalFoundries\" target=\"_blank\" rel=\"noreferrer noopener\">GlobalFoundries<\/a>,&nbsp;<a href=\"https:\/\/diaomao.cc\/?tag=Taiwan-Semiconductor-Manufacturing\" target=\"_blank\" rel=\"noreferrer noopener\">Taiwan Semiconductor Manufacturing<\/a>,&nbsp;<a href=\"https:\/\/diaomao.cc\/?tag=Samsung-Electronics\" target=\"_blank\" rel=\"noreferrer noopener\">Samsung Electronics<\/a>,&nbsp;<a href=\"https:\/\/diaomao.cc\/?tag=Rapidus\" target=\"_blank\" rel=\"noreferrer noopener\">Rapidus<\/a>,&nbsp;<a href=\"https:\/\/diaomao.cc\/?tag=Export-Development-Canada\" target=\"_blank\" rel=\"noreferrer noopener\">Export Development Canada<\/a>,&nbsp;<a href=\"https:\/\/diaomao.cc\/?tag=Healthcare-of-Ontario-Pension-Plan\" target=\"_blank\" rel=\"noreferrer noopener\">Healthcare of Ontario Pension Plan<\/a>,&nbsp;<a href=\"https:\/\/diaomao.cc\/?tag=Hyundai-Motor-Group\" target=\"_blank\" rel=\"noreferrer noopener\">Hyundai Motor Group<\/a>,&nbsp;<a href=\"https:\/\/diaomao.cc\/?tag=Baillie-Gifford\" target=\"_blank\" rel=\"noreferrer noopener\">Baillie Gifford<\/a><\/p>\n\n\n\n<h4 class=\"wp-block-heading\"><strong>\u9884\u6d4b<\/strong><\/h4>\n\n\n\n<p><strong>\u968f\u7740\u5bf9\u4eba\u5de5\u667a\u80fd\u9ad8\u6027\u80fd\u548c\u6210\u672c\u6548\u7387\u7684\u8ffd\u6c42\uff0c\u5e02\u573a\u5c06\u51fa\u73b0\u66f4\u591a\u5c0f\u578b\u516c\u53f8\u6311\u6218Nvidia\u7684\u5784\u65ad\u5730\u4f4d\u3002<\/strong><\/p>\n\n\n\n<h4 class=\"wp-block-heading\"><strong>\u6570\u636e\u6458\u8981<\/strong><\/h4>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Tenstorrent\u83b7\u5f97\u6295\u8d447\u4ebf\u7f8e\u5143\uff0c\u4f30\u503c\u8fbe26\u4ebf\u7f8e\u5143\u3002<\/li>\n\n\n\n<li>\u76ee\u524d\u5df2\u4e0e\u5ba2\u6237\u7b7e\u7f72\u5408\u540c\u603b\u989d\u63a5\u8fd11.5\u4ebf\u7f8e\u5143\u3002<\/li>\n\n\n\n<li>Tenstorrent\u8ba1\u5212\u6bcf\u4e24\u5e74\u53d1\u5e03\u4e00\u6b3e\u65b0\u7684\u4eba\u5de5\u667a\u80fd\u5904\u7406\u5668\u3002<\/li>\n\n\n\n<li>\u7b2c\u4e00\u6279\u82af\u7247\u7531GlobalFoundries\u5236\u9020\uff0c\u4e0b\u4e00\u4ee3\u4ea7\u54c1\u5c06\u6765\u81eaTSMC\u548cSamsung\u3002<\/li>\n\n\n\n<li>\u672a\u6765\u5c06\u4e3a\u5c16\u7aef2\u7eb3\u7c73\u5de5\u827a\u8bbe\u8ba1\u3002<\/li>\n<\/ul>\n\n\n\n<h4 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