The Chip Battle
輝達、超微晶片大戰 競逐全球AI市場
NVIDIA and AMD Compete amid the AI Boom
JULIA CHATTERLEY, CNN ANCHOR
NVIDIA is the undisputed chip king with a 70% market share in AI chips, and the king of the AI chip does not want to let its crown slip. Over the weekend, the company made a surprise announcement at a tech trade show in Taipei. CEO Jensen Huang saying [said] the firm is hard at work on a powerful new platform.
JENSEN HUANG, PRESIDENT/CEO, NVIDIA CORPORATION
We have code names in our company, and we try to keep ’em very secret. Oftentimes, most of the employees don’t even know. But our next-generation platform is called Rubin. All of these chips that I’m showing you here are all in full development—100% of them—and the rhythm is one year at the limits of technology, all 100% architecturally compatible.
JULIA CHATTERLEY, CNN ANCHOR
NVIDIA, whose shares are now up 138% year to date, cannot rest easy, however. Competitor AMD is ready to rumble with Rubin with its very own next-generation chip. Will Ripley joins us now.
Will, that screen, though, of all of those chips that they had in production, I think, was a way to make your [their] competitors shudder. What he revealed, I think, is that they’ve got a road map: new chips every year, each more powerful than the last.
WILL RIPLEY, CNN CORRESPONDENT
And chips that consume less energy. So, even though the chip is named Rubin—if it was [were] a Reuben sandwich, it’d be like packing in all these extra delicious ingredients but lowering the calories drastically. Wouldn’t that be great?
That is essentially where we are in the technology space. Companies like NVIDIA and AMD are putting so much tech into these chips that are gonna be capable of performing really miraculous AI functions that even a year ago—when we were talking about ChatGPT—you would have needed to, you know, have a cloud, kind of, you know, [to] handle all of these. Now, these chips are gonna be in people’s devices. And so, every device that you use—they’re saying eventually and in the not too distant future—is going to have AI in it, which is going to transform your computer [or] your phone from a simple tool to almost like an assistant that can learn with you and carry out these really complex tasks.
You heard Jensen Huang talking about AI, accelerated computing [and] redefining the future. His cousin, the AMD CEO Lisa Su, [was] also here in Taipei, and she said that AI is that company’s number one priority as they nip at the heels of NVIDIA. Take a look.
LISA SU, PRESIDENT/CEO, AMD
We launched MI300X last year with leadership inference performance, memory size and compute capabilities, and we have now expanded our road map, so it’s on an annual cadence. That means a new product family every year. Later this year, we plan to launch MI325X, with faster and more memory.
WILL RIPLEY, CNN CORRESPONDENT
I ask[ed] Lisa Su at a press conference after that talk that she gave, which was the keynote of the COMPUTEX here in Taipei. I asked her about the importance of making these announcements and being here in Taipei, and she really emphasized that while nearly all of the world’s advanced semiconductors—the chips that technology relies on these days, all of our vital tech—nearly 90% of them are made here in Taiwan, she wanted to emphasize that the supply chain, really, is global, and these chips are traveling. They’re being designed in the United States, in many cases, manufactured here in Taiwan, and then they travel all around the world through this assembly process that—during COVID, as we saw—is particularly vulnerable.
But they’re not talking about supply chain disruption; they’re talking about tech—full speed ahead. Probably the biggest factor that they’re worried about, frankly, is energy consumption. So, they’re trying to get these chips to be as energy efficient as possible, because the technology is moving and advancing so quickly that what could really limit growth, they say, is not enough energy to actually power these supercomputers that are being developed.
CNN主播 茱莉亞.查特立
輝達是毫無疑問的晶片之王,在AI晶片市場中有百分之七十的市占率,而AI晶片之王不想讓自己的王冠滑落。週末時,該公司在台北的一場科技貿易展上做了一項意外的宣布。執行長黃仁勳表示,該公司正努力開發一個強大的新平台。
輝達公司總裁暨執行長 黃仁勳
我們在公司裡有代號,而且我們努力把它們好好保密。往往大部分員工甚至都不曉得。不過我們的下一代平台叫做魯賓。我這邊展示給各位看的這些所有晶片都在全面開發中──當中的百分之百──而在技術的限制下,節奏是一年,在架構上全都是百分之百相容的。
CNN主播 茱莉亞.查特立
然而,年初至今股票上漲了百分之一百三十八的輝達不能高枕無憂。競爭對手超微半導體已經準備好以自家的下一代晶片跟魯賓拚輸贏。威爾.雷普利現在與我們連線。
威爾,不過那個有所有他們生產中晶片的螢幕畫面,我覺得是讓他們的競爭對手發抖的一種手法吧。我認為他所透露的是他們有一個規劃:每年都有新晶片,每一款都比上一款更強大。
CNN特派員 威爾.雷普利
而且是耗能更少的晶片。那麼,儘管晶片名叫魯賓——如果它是一份魯賓三明治,它就會像是塞進了所有這些額外的美味原料,但大幅降低卡路里。那不是很棒嗎?
那基本上就是我們在這個技術領域所處的現狀。像輝達和超微半導體這樣的公司正在投入這麼多的技術在這些能夠執行非常神奇的AI功能的晶片中,甚至在一年前──當我們在講ChatGPT時──你會需要有一個雲端來處理這一切。現在,這些晶片將會在人們的設備中。所以說,他們在說,最終在不久後的將來,各位使用的每一個設備都將內建AI,這會把你的電腦或手機從一個簡單的工具改造成幾乎像是一個可以跟著你一起學習並執行這些相當複雜的任務的助手。
你聽到黃仁勳談論AI、加速運算和重新定義未來。他的表親、超微半導體執行長蘇姿丰也在台北這裡,而她說AI是該公司的頭號要務,因為他們正緊追著輝達的腳步。看一下。
超微半導體總裁暨執行長 蘇姿丰
我們去年推出了擁有領先業界的推論效能、記憶體容量及運算能力的MI300X,而現在我們已擴展了我們的規劃,所以它是在一年一次的節奏上。那代表每年會有一個新的產品家族。今年稍晚,我們計畫推出有更快和更多記憶體的MI325X。
CNN特派員 威爾.雷普利
我在蘇姿丰發表的那場演說──就是在台北這裡的台北國際電腦展的主題演講──之後的一場記者會上問了她。我問她做這些宣布和在台北這裡現身的重要性,而她確實強調,儘管世界上幾乎所有的先進半導體──現今科技所仰賴的晶片、所有我們必不可少的科技──當中將近百分之九十都是在台灣這裡製造的,但她想要強調,這條供應鏈實際上是全球的,而且這些晶片是走遍各地的。在許多情況下,它們在美國設計、在台灣這裡製造,然後它們藉由這個如我們所見,在新冠疫情期間特別脆弱的組裝程序走遍世界。
但他們不是在談供應鏈中斷;他們是在談技術──全速前進。或許他們所擔心的最大因素,坦白說,是能源消耗。所以,他們正努力讓這些晶片盡可能地節省能源,因為技術正在如此迅速地發展和進步,以至於他們說可能真正限制成長的是沒有足夠的能源去實際上為這些開發中的超級電腦供電。