亚马逊(AMZN.US)发起AI成本革命! 自研AI ASIC直扑大模型训练英伟达算力垄断迎来最强挑战_老虎社区_美港股上老虎

亚马逊(AMZN.US)发起AI成本革命! 自研AI ASIC直扑大模型训练英伟达算力垄断迎来最强挑战

智通财经02-27

【亚马逊(AMZN.US)发起AI成本革命! 自研AI ASIC直扑大模型训练英伟达算力垄断迎来最强挑战】智通财经APP获悉，美国电商与云计算领军者亚马逊(AMZN.US)将大规模尝试使用其自研AI芯片即——即名为Trainium和Inferentia的AI ASIC算力集群基础设施来开发并更新迭代其自有人工智能大模型，以此来大幅降低成本。对英伟达和 AMD主导的AI GPU算力体系扩张前景而言，亚马逊此举可能带来“中长期边际压制 + 垄断溢价被削弱”，在AI推理大浪潮之下，性价比更高的AI ASIC技术路线或将对于英伟达近乎90%市场份额的AI芯片垄断地位发起迄今为止最强有力冲击。

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