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英特尔追击 喊年年推芯片 罕见未揭露供应链名单
Jing Ji Ri Bao· 2025-10-15 23:43
Core Insights - Intel has launched its latest AI data center GPU, codenamed "Crescent Island," with plans to provide customer samples in the second half of 2026, marking a significant push into the AI chip market [1][2] - The company aims to release new data center AI chips annually to keep pace with competitors like AMD and NVIDIA, focusing on optimizing energy efficiency and inference capabilities [1][2] Group 1 - The Crescent Island GPU features 160GB LPDDR5X memory and utilizes the new Xe3P microarchitecture, designed for heterogeneous AI systems [2] - Intel's strategy includes an open and modular architecture, allowing customers to mix chips from various manufacturers to build AI systems, challenging NVIDIA's market dominance [2] - The company has not disclosed any supply chain details related to Crescent Island, raising questions about its collaboration with TSMC for future AI chip production [1][2] Group 2 - Intel's Chief Technology Officer, Sachin Katti, emphasized the importance of inference capability and token economic efficiency in the new chip, aiming for optimal performance for every dollar spent [1] - The company is currently developing and testing the Crescent Island GPU on the Arc Pro B series, with a focus on broad applications for AI [2] - Intel's commitment to annual releases of new AI chips is a strategic move to regain competitiveness in a rapidly evolving market dominated by NVIDIA [2]