TX81芯片

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聚焦“新算力”,清微智能新架构助力AI科技“换道超车”
Jing Ji Wang· 2025-09-18 09:15
清微智能首款"新算力"芯片"TX81"推出仅短短半年,即实现了在全国多地落地千卡智算中心,累计订 单超过20000枚。但一条全新的路,要面临的困难和风险可以想象,没有成熟方案可以借鉴,几乎每一 行代码都要编写。 近年来,各级投资机构也越加清晰地看到了新算力的价值,大基金投资、国开基金纷纷入场投资。从市 场风向来看,ChatGPT宣布转向数据流架构,DeepSeek3.1宣布支持包括清微智能在内的下一代国产芯 片,都是算力产业实现自主可控的关键信号。 作为全球"新算力"浪潮的参与者,清微智能的先发优势和战略定力让它开了一个好头,实现新技术规模 化落地离不开充足的研发时间、技术迭代、资本注入及政策扶持。AI下半场,数据流架构推动的"国产 新算力"也需要行业和用户给予机遇和耐心。 目光回到我国,清微智能是一家源于清华大学、具有近20年技术积累的科技企业,在全球领先完成数据 流可重构芯片技术的工程化和量产落地。清微创始人、董事长兼CEO王博认为,芯片技术发展有一 个"类摩尔定律",即芯片架构20年一迭代。他表示,上世纪60-70年代是以CPU为主流,进入80年代, 随着技术发展有了FPGA去解决通信的问题,进入新世纪 ...
英伟达学徒遍地,他偏要另起炉灶
虎嗅APP· 2025-08-15 13:56
Core Viewpoint - The article discusses the emergence of reconfigurable chips as a potential disruptor in the AI chip market, contrasting them with traditional GPU architectures dominated by companies like NVIDIA. It highlights the innovative approach taken by Qingwei Intelligent, led by founder Wang Bo, in developing reconfigurable chips that can dynamically allocate computing resources, thus offering a competitive edge in performance and cost efficiency [4][5][6]. Group 1: Reconfigurable Chip Technology - Reconfigurable chips represent a fundamentally different computing paradigm compared to traditional GPUs, characterized by instruction-driven shared storage versus instructionless configuration and data flow-driven processing [7][9]. - Wang Bo's analogy compares GPUs to a straight railway track, while reconfigurable chips allow for multiple "switches" to adapt to various tasks dynamically [6][8]. - The technology aims to address the limitations of existing architectures, particularly in the context of AI's growing computational demands, as traditional architectures struggle to keep pace with the required performance [10][11]. Group 2: Market Position and Strategy - Qingwei Intelligent's first commercial product, the TX81 chip, achieved significant market traction, with over 20,000 orders and deployment in various intelligent computing centers within six months of launch [17][18]. - Wang Bo emphasizes the need for a "5x cost-performance advantage" to compete effectively against established players like NVIDIA, which includes superior performance and lower operational costs [18][29]. - The company plans to leverage 3D storage technology in its next-generation TX8 series chips to enhance performance and achieve the targeted cost-performance ratio [19][30]. Group 3: Competitive Landscape - The reconfigurable chip technology is not unique to Qingwei Intelligent, as other companies like Google with its TPU and emerging startups are also exploring similar architectures, indicating a growing trend towards alternative chip designs outside the traditional GPU ecosystem [20][34]. - Wang Bo acknowledges the competitive challenge posed by established companies and the necessity for innovative approaches to carve out market share [26][28]. - The article highlights the importance of building an ecosystem around the new architecture, including compatibility with existing frameworks like CUDA and open-source initiatives, to facilitate user adoption [32][33].
英伟达学徒遍地,他偏要另起炉灶
Hu Xiu· 2025-08-15 09:21
Core Viewpoint - The article discusses the emergence of reconfigurable chips as a potential disruptor to the dominance of traditional GPU architectures, particularly those developed by Nvidia and Intel. Wang Bo, the founder of Qingwei Intelligent, represents a new approach that diverges from established paths in the AI chip market [1][2]. Group 1: Reconfigurable Chip Technology - Reconfigurable chips allow for dynamic configuration of computing resources, contrasting with GPUs that follow a fixed instruction-driven model. This flexibility enables multiple tasks to be performed without the need for extensive data transfer protocols [2][3]. - The architecture of reconfigurable chips moves away from the traditional von Neumann architecture, focusing on data flow-driven computation rather than instruction-driven processes [5][6]. Group 2: Market Position and Strategy - Wang Bo emphasizes that to compete with established players like Nvidia, companies must not follow the same paths, as this leads to inevitable failure. Instead, innovation and differentiation are crucial [2][24]. - Qingwei Intelligent aims to achieve a "5x cost-performance advantage" over competitors, which includes superior performance and lower costs, to attract customers and encourage them to switch from existing models [14][24]. Group 3: Product Development and Challenges - The company faced significant challenges in transitioning from laboratory technology to commercial products, requiring a focus on reliability, compatibility, and customer needs [8][21]. - After initial setbacks in consumer electronics, Qingwei Intelligent pivoted to focus on AI-centric chip development, leading to the successful launch of the TX81 chip, which has already garnered over 20,000 orders [11][14]. Group 4: Future Prospects and Innovations - The next generation of TX8 series chips will incorporate "3D storage" technology to enhance performance and achieve the promised cost-performance advantage [15][25]. - The company is also working on compatibility with existing ecosystems, including Nvidia's CUDA and open-source frameworks like Triton, to facilitate easier adoption of their technology by potential customers [28][29].
这颗芯片点亮那一晚,中国工程师集体泪崩!
Xin Lang Cai Jing· 2025-06-23 15:28
Core Viewpoint - The emergence of the TX81 chip represents a significant breakthrough in China's technology landscape, potentially rewriting the narrative of domestic chip development and AI capabilities [3][6][9]. Group 1: Technological Innovation - The TX81 chip is a dynamic reconfigurable chip (RPU) that allows efficient computation without complex instruction set exchanges, adapting to various tasks such as voice, image, and large models [7][8]. - This chip embodies four core advantages: high energy efficiency, high concurrency, high scalability, and high cost-effectiveness [8]. - The architecture innovation of the TX81 chip is seen as a necessary path for China to overcome the limitations of traditional chip development and compete in the global AI landscape [5][9]. Group 2: Market Context - The traditional growth curve of chips is becoming inadequate in the face of explosive AI computing demands, necessitating a shift towards innovative architectures [5]. - The success of the TX81 chip is likened to the transformation seen in the Chinese automotive industry, where companies like BYD and Xiaomi have achieved breakthroughs through electrification and smart technology [10][13]. Group 3: Company Background - The founding of Qingwei Intelligent was driven by a vision to commercialize reconfigurable chips after the founder faced challenges in selecting suitable chips for machine vision applications [16][22]. - The company started with a small team in a modest office, emphasizing a culture of innovation and resilience despite initial hardships [29][32]. Group 4: Development Challenges - The development of the TX81 chip involved significant challenges, including achieving a large chip area of 800 square millimeters and enhancing computing efficiency through reconfigurable technology [35]. - The team faced numerous technical hurdles, including the need for custom clock devices and programming for multi-chip interconnections, which required original solutions [36][40]. Group 5: Future Prospects - Qingwei Intelligent aims to continue its momentum with the upcoming TX82 chip, targeting mass production by 2026, as part of its commitment to advancing China's AI capabilities [51][53]. - The collaboration with other domestic firms, such as Zhiyu, highlights a growing ecosystem focused on original technology development in China [53].