财联社·2025-10-18 12:33Core Viewpoint - The article highlights the significant advancements in AI chip technology, particularly focusing on NVIDIA's Blackwell chip, which has entered mass production in the U.S. and is expected to drive substantial growth in the AI industry [3][5]. Group 1: NVIDIA's Blackwell Chip - Blackwell is NVIDIA's most advanced AI chip, featuring 208 billion transistors, which is more than 2.5 times the 80 billion transistors of its predecessor, Hopper [5]. - The chip includes 192GB of HBM3E memory and supports fifth-generation NVLink technology, offering a bidirectional bandwidth of 1.8TB/s [5]. - Blackwell's performance in inference models is reported to be 40 times better than Hopper, with significant improvements in AI capabilities over the past year [6]. Group 2: Production and Market Impact - NVIDIA plans to produce 1.3 million Hopper chips in 2024 and 3.6 million Blackwell chips in 2025, indicating strong demand from the top four global cloud service providers [6]. - By 2028, data center construction spending is projected to reach $1 trillion, reflecting the growing investment in AI infrastructure [6]. - NVIDIA is transitioning to Blackwell Ultra in the second half of the year, with plans for rapid iteration of AI chip architecture on an annual basis [6]. Group 3: TSMC's Arizona Facility - TSMC's Arizona facility, known as Fab 21, is set to construct six advanced wafer fabs and two advanced packaging plants, with a total investment of approximately $65 billion [7]. - The first phase will utilize 4nm/5nm technology for Apple processors, expected to begin production in 2025 [7]. - Future phases will focus on producing 2nm and 3nm chips, which are critical for AI, telecommunications, and high-performance computing applications [7].