公共云端中的客製化晶片——人工智慧和机器学习正在推动晶片设计的创新

Custom Silicon in Public Cloud- Artificial Intelligence and Machine Learning are Driving Innovation in Chip Design

出版日期: 2024年05月20日 | 出版商:

Frost & Sullivan | 英文 48 Pages | 商品交期: 最快1-2个工作天内

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简介目录

创新技术和新需求正在推动云端领导者设计自己的客製化晶片

近几十年来，对晶片的需求经历了指数级增长。目前，由于产生人工智慧（AI）和机器学习（ML）等创新的工作量需求不断增加，这些关键硬体组件的重要性甚至更高，这些创新也推高了能源消耗和成本。然而，疫情引发的供应链中断和短缺暴露了该行业在应对这些挑战方面的脆弱性，可能导致全球经济瘫痪。认识到仅依赖基于 CPU 的运算和现成硬体的不可持续性，主要科技公司现在正在设计自己的晶片，以控制关键组件、降低开支并扩展服务，从而赢得竞争优势。客製化晶片提供差异化和独特的功能，儘管初始成本较高，但它们有望透过消除对外部供应商的依赖和优化工作负载来实现长期节省。

在这项研究中，Frost & Sullivan 探讨了晶片产业的整体演进、晶片生产和需求的全球背景，以及技术超大规模企业（尤其是云端运算服务供应商）如何解决客製化晶片的设计和製造以满足客户的特定需求，特别是与人工智慧和机器学习相关的需求。

The demand for chips has experienced exponential growth in recent decades. Presently, the importance of these key hardware components is even higher due to increasing workload demands from innovations like generative artificial intelligence (AI) and machine learning (ML), which are also driving up energy consumption and costs. However, pandemic-induced supply chain disruptions and shortages have laid bare the industry's vulnerability in addressing these challenges, risking global economic paralysis. Recognizing the unsustainability of relying solely on CPU-based computing and off-the-shelf hardware, major technology companies are now designing their own chips to gain control over critical components, reduce expenses, and expand their services to earn competitive advantages. Custom chips offer differentiation and unique features-although at high initial costs, they promise long-term savings by eliminating reliance on external suppliers and optimizing workloads.

In this study, Frost & Sullivan explores the evolution of the chip industry as a whole, the global context of chip production and demand, and how technology hyperscalers, especially cloud computing service providers, are addressing the design and manufacturing of custom chips to meet the specific needs of their clients, particularly those related to AI and ML.