国产GPU崛起

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国产GPU翻腾WAIC大会,“四小龙”争妍斗艳
2 1 Shi Ji Jing Ji Bao Dao· 2025-07-29 11:29
国产GPU"四小龙"摩尔线程、壁仞科技、燧原科技和沐曦在WAIC大会上展示最新成果,涵盖AI计算、 智算中心、光互连GPU等领域。 在WAIC大会现场,一场激烈的"竞速赛"正在上演,主角就是国产GPU"四小龙"——摩尔线程、壁仞科 技、燧原科技和沐曦。 沐曦集成电路则于2020年9月成立,其创始人陈维良曾是AMD高级总监,团队核心成员大多来自 AMD。它们做的高性能GPU,覆盖AI训练、推理和游戏渲染领域。截至今年一季度,沐曦GPU产品累 计销量已超过2.5万颗。6月30日,沐曦也递交了科创板招股书,拟募资39.04亿元。 看了一圈,这"四小龙"在WAIC大会上都拿出了压箱底的宝贝。 摩尔线程展示了以国产全功能GPU为底座的通用加速计算平台、夸娥智算集群方案及各行业应用方案 ;壁仞科技与上海仪电、上海曦智、中兴通讯联合发布国内首个光互连光交换GPU超节点——光跃 LightSphere X;燧原科技展区集中展示了庆阳、无锡、宜昌等智算中心的多样化部署成果,重点呈现了 以"燧原 S60"人工智能推理卡在泛互联网领域的大规模商业化应用;沐曦则首次公开展示了其最新研发 的训推一体GPU曦云C600。 从产品技术的不 ...
科技龙珠雷达系列 - 上海篇-系统梳理中国科技龙珠
2025-04-15 14:30
Summary of Conference Call Notes Industry or Company Involved - The conference call discusses advancements in the AI and robotics sectors, focusing on various companies and their innovations in AI models, robotics, and GPU technology. Core Points and Arguments 1. **AI Model Development**: A company has developed a trillion-parameter MOE language model, aiming to establish AGI capabilities. The step1 model, with 100 billion parameters, excels in image processing, mathematical abilities, logical reasoning, and text creation, ranking highly in industry evaluations [1] 2. **AI Tone Services**: A newly established company in Shanghai focuses on providing AI tone services for large models, backed by state-owned enterprises and local government support. This service involves creating high-quality training data for AI models [2][3] 3. **Robotics Innovations**: A company has launched three series of robots, including the "Yuanqi" series, with over 1,000 units produced. These robots are designed for various applications, showcasing advanced capabilities [4][5] 4. **Intelligent Robotics**: The introduction of the "Lingxi XR" humanoid robot, which features 28 degrees of freedom, allows for complex movements and interactions, enhancing its adaptability in various environments [6][7] 5. **Cloud Robotics**: A company has proposed a cloud robotics architecture that integrates cloud computing with robotics, enabling self-learning and continuous evolution of robots [8] 6. **Industrial Robotics**: Feixi Technology focuses on industrial robotic solutions, leveraging advanced sensors for applications in manufacturing, healthcare, and agriculture [9][10] 7. **GPU Technology**: A company named Muxi has developed high-performance GPUs, achieving significant breakthroughs in computing power, including the BR100 GPU, which set a global record for computing capabilities [11][12] 8. **AI Model Deployment**: Companies are rapidly deploying AI models, such as the TM106 series, which supports advanced inference capabilities, competing with leading models in the market [13] 9. **Computing Solutions**: A company offers standardized AI computing solutions, enabling quick deployment for clients and reducing operational costs [14] 10. **Market Positioning**: The conference highlights the competitive landscape of nine leading companies in AI, robotics, and GPU sectors, emphasizing their potential to challenge international giants and drive technological advancements in China [15][16] Other Important but Possibly Overlooked Content - The establishment of a "super factory" for high-quality training data is underway, aiming to significantly increase the capacity of the tone library by 2025 [3] - The conference underscores the importance of investing in technology assets to support emerging companies that are breaking international monopolies in their respective fields [16]