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挑战英伟达？高通股价一度狂拉20%

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。尽管高通目前仍以手机芯片为主，但该公司近年来一直在努力拓宽其营收来源。相较于英特尔从PC到服务器，并以“Intel Inside”打开计算帝国的时代，高通试图通过推动AI技术的规模化落地来实现更多盈利。有观点认为，此次高通的入场，正在改变AI芯片市场的竞争格局。此前，英伟达凭借其全面的软件和硬件生态系统，在AI训练和推理市场占据了主导地位，而高通通过定制化CPU与英伟达GPU的协同设计，既规避了直接对抗传统芯片巨头的风险，又抓住了混合架构算力的核心需求。但也有分析师认为，高通并不会对英伟达等业务以及现有格局造成改变。“高通此前就有所布局，此次芯片更适合边缘AI服务器。”研究机构Gartner半导体行业分析师盛陵海对记者说。微信编辑| 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