吴雄昂离开Arm后,认定RISC-V是AI时代王者 | 海斌访谈

Core Insights - RISC-V is emerging as a potential leader in the AI era, with Tenstorrent launching a high-performance RISC-V processor in Shanghai [1][3] - The collaboration between Jim Keller and Wu Xiongang represents a significant challenge to the established Arm architecture [3][4] - RISC-V's open-source nature allows for a collaborative ecosystem, which is seen as essential for its growth and competitiveness against x86 and Arm [4][10] Industry Developments - Tenstorrent has partnered with CoreLab to enhance design optimization and deployment for Chinese users [3] - The RISC-V architecture is gaining traction in emerging markets, particularly in robotics and low-altitude economic applications [5] - By 2024, global RISC-V chip shipments are expected to exceed 10 billion units, with China being a major market [5] Competitive Landscape - RISC-V is positioned as a challenger to both x86 and Arm, with supporters believing it can achieve a three-way competitive balance [3][4] - The AI revolution is seen as a critical factor for RISC-V's success, as it opens up new opportunities that traditional computing could not [6][8] - Companies like Meta and Tesla are already utilizing RISC-V for AI acceleration, indicating its growing acceptance in the industry [8] Technological Challenges - The primary challenges for RISC-V include building a core development team and improving the maturity of its toolchain and ecosystem [4][10] - Despite its potential, RISC-V's performance and usability still lag behind established architectures, necessitating further development [10] - The historical context of architecture evolution suggests that RISC-V's open nature could lead to rapid innovation and adoption once initial successes are achieved [10]

吴雄昂离开Arm后,认定RISC-V是AI时代王者 | 海斌访谈 - Reportify