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加美财经

@causmoney

据路透报道,三名知情人士透露,字节跳动正在开发自己的中央处理器(CPU),以支持不断扩张的 AI 基础设施需求。 芯片价格飙升和长期供应短缺正在限制字节跳动的扩张计划。这也反映出行业正在迅速转向自主 AI 模型。这类模型除了依赖英伟达生产的图形处理器(GPU)之外,也对与其协同工作的 CPU 提出了更高要求,导致 CPU 出现短缺。 越来越多科技公司认为,定制芯片带来的经济收益已经超过自主设计芯片的复杂性。包括 谷歌、亚马逊 和微软 在内的全球大型云计算公司,也都在开发自己的定制 CPU,希望降低成本,并针对自身工作负载进行优化。

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