云巨头放弃自研芯片

Core Viewpoint - Oracle's decision to sell its stake in Ampere Computing reflects a strategic shift away from designing and manufacturing its own chips for cloud data centers, aligning with a chip-neutral policy to collaborate with various CPU and GPU suppliers [2][3]. Group 1: Sale of Ampere Stake - Oracle sold its stake in Ampere Computing for a pre-tax gain of $2.7 billion, indicating a significant financial move [2]. - The sale was motivated by a belief that continuing to design and manufacture proprietary chips was no longer strategically beneficial for Oracle [2]. - SoftBank acquired Ampere for $6.5 billion in cash to enhance its AI capabilities, highlighting the growing importance of AI infrastructure investments [2]. Group 2: Competitive Landscape - Oracle's approach contrasts sharply with that of major competitors like Microsoft, Amazon Web Services, and Google, which are developing their own chips to meet high AI demand and reduce computing costs [3]. - Despite being a major buyer of Ampere CPUs, Oracle's strategy involves a shift towards a chip-neutral policy, working closely with all CPU and GPU suppliers [3][4]. - The semiconductor industry is witnessing changes, with Qualcomm planning to re-enter the server CPU market and Google exploring the deployment of its TPU technology to customer data centers [5]. Group 3: Future Developments - Oracle plans to continue purchasing GPUs from NVIDIA while also collaborating with AMD to launch an AI supercluster powered by AMD Instinct MI450 GPUs, expected to deploy 50,000 GPUs by Q3 next year [4][5]. - The company emphasizes the need to remain agile in response to rapid changes in AI technology over the coming years [4].