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比GPU强100倍的芯片,挑战AI芯片霸主
半导体行业观察· 2025-12-18 01:02
Core Insights - Mythic has raised $125 million in an oversubscribed funding round led by DCVC to address the significant energy consumption challenges faced by AI in data centers and edge computing [1][2] - The company's architecture boasts 100 times the energy efficiency compared to current top GPUs and AI ASICs, marking a new era in accelerated computing [1][4] - Mythic's Analog Processing Unit (APU) integrates computation and memory on the same plane, overcoming the energy bottlenecks of traditional digital architectures [1][4] Funding and Partnerships - The funding round was supported by a consortium of investors including NEA, Atreides, Future Ventures, and major companies like Honda and Lockheed Martin, enhancing Mythic's position in the AI market [2][6] - Mythic's new leadership has restructured its architecture, roadmap, software, and strategy, convincing investors of its potential [2][6] Technological Advancements - Mythic's APU can execute 1.2 million TOPS per watt, outperforming top GPUs by 100 times while maintaining higher precision [4][5] - The APU's energy consumption for matrix multiplication is 17 femtojoules, making it 1000 times more efficient than existing GPUs [4][5] - The APU's architecture allows for easy scaling to 1 trillion parameter models without the need for high-speed interconnects like NVLINK used in GPUs [5][6] Market Impact - Mythic aims to dominate four trillion-dollar industries: data centers, automotive, robotics, and defense, positioning itself as a leader in AI performance per watt [5][6] - The APU's cost advantages are significant, with internal benchmarks showing potential reductions in cost per million tokens by up to 80 times compared to the latest GPUs [6][7] Software Development - Mythic's CAMP SDK supports deep neural network applications and is compatible with major frameworks like ONNX, PyTorch, and TensorFlow, enhancing its competitiveness against NVIDIA's CUDA platform [8][9] - The company is focused on developing software tools to maximize the efficiency of its hardware, aiming to disrupt the AI infrastructure market [8][9] Future Prospects - Mythic's next-generation technology is expected to enable portable AI applications with capabilities comparable to ChatGPT3+ at a fraction of the current costs [9] - The company is well-positioned to lead significant changes in AI inference markets, particularly in energy efficiency and cost advantages [9]