I te Huihuinga Hangarau, Pāpāho me te Waea Whakawhitiwhiti a Morgan Stanley 2026, i pānuitia e AMD me Intel te pikinga ake o te hiahia mō ngā waeine tukatuka matua (CPU) i waenganui i te haere tonu o te whanaketanga o ngā hangarau matauranga horihori, e ai ki a Tom's Hardware.
I kī te Tumu Whakahaere Matua o Intel, a David Zinsner, "kua rongonui anō ngā tukatuka i tēnei tau." I kī te kaiwhakahaere matua o Intel ko te whanaketanga o te AI e hangai ana ki te kaihoko, e hiahia ana ngā tukatuka ki te whakarite i ngā mahi rorohiko e nui ana te rauemi e mahia ana e ngā waeine tukatuka whakairoiro (GPU) me ngā waeine tukatuka io (NPU), ko tētahi o ngā tino take o te tipu. Kua tīmata te kamupene ki te whakauru ki ngā whakaaetanga wā roa me ngā kiritaki hei whakarite i te tuku maramara kore e mutu e hiahiatia ana hei whakanui i ā rātou mahi. I taua wā, i kī te Tumu Whakahaere Matua o AMD, a Lisa Su, i taua huihuinga anō kei te kite te kamupene i te pikinga nui o te tono mō ngā tukatuka i waenganui i te pikinga o ngā kawenga mahi whakatau. I tāpiri atu ia kua nui ake te tono mō ngā tukatuka i ana tumanakohanga.
Nā te puāwaitanga o te AI, i tīmata i te tukunga o te karetao kōrerorero ChatGPT e whakamahia ana e te AI i te tau 2022, kua hua ake te korenga o ngā wāhanga rorohiko. I pāngia tuatahitia te mākete wae tukatuka whakairoiro (GPU). I hokona ngātahitia ēnei wāhanga e ngā pokapū raraunga me ngā kamupene kapua nui hei hanga tūmau kaha me ngā rau mano o ngā GPU. I te hokinga mai o ngā tuku GPU i waenganui o te tau 2025, ka tīmata ngā tohunga me ngā kaitātari ki te whakatūpato mō te korenga o te RAM me ngā maramara rokiroki nā te nui o te hiahia mō te mahara tere-teitei me te rokiroki umanga mai i ngā kaiwhakahaere pokapū raraunga e aro ana ki te AI.
I pāngia te mākete e te kaha katoa o tēnei raruraru i te hauwhā tuawhā o te tau kua hipa, i te wā i piki ake ai ngā utu mō ngā waeine RAM me ngā SSD ki ngā taumata rekoata. Ko tēnei tipu haere tonuE matapaetia ana e TrendForce ka tata rua te pikinga o ngā utu kirimana DRAM i te hauwhā o nāianei, ā, ka piki ake ngā utu NAND mā te 50% neke atu rānei. He nui ake te kitea o te raruraru mākete mahara i te korenga o te GPU, nā te mea he whānui ake tōna pānga. Ahakoa e whakamahia ana ngā whakatere whakairoiro i roto i ngā PC kāinga me ngā pona me ngā kāri whakairoiro motuhake, e whakamahia ana ngā maramara mahara i roto i te nuinga o ngā taputapu matihiko hou—mai i ngā taputapu kaihoko pēnei i ngā pouaka whakaata atamai me ngā waea atamai ki ngā motuka me ngā taputapu ahumahi. Ka whakamahia e te mekameka whakaputa mō ngā maramara mahara mō ngā hua kaihoko ngā anga silicon rite tonu ki ērā e whakamahia ana hei whakaputa maramara mahara mō ngā pūnaha hinonga-papa, e whakarato ana i ngā huamoni teitei ake ki ngā kaihanga.
I te whanaketanga o te AI—mai i ngā tauira reo nui me ngā karetao kōrerorero ki ngā pūnaha kaihoko e kaha ana ki te tirotiro, ki te whakaaroaro, ki te whakamahere, ki te mahi, me te ako takitahi—kei te piki haere te tono a ngā pokapū raraunga ki te mana rorohiko o ngā pūnaha tukatuka maha, i te mea ka whakamahia e te AI e hangai ana ki te kaihoko ngā huinga o ngā CPU, GPU, me ngā NPU. I runga i tēnei horopaki, kua kite kē a Haina i te pikinga o te tono mō ngā tukatuka Intel me AMD, me ētahi kamupene i te rohe e ripoata ana i te korenga o ngā tukatuka tūmau. E ai ki a Tom's Hardware, ko te pikinga ake o ngā pūnaha AI e hangai ana ki te kaihoko tuwhera-pūtake pērā i a Clawdbot, Moltbot, me OpenClaw mō te whakamahi i runga i te papa (arā, i te kāinga, ehara i te kapua) kei te akiaki hoki i te tono mō ngā pūnaha Mac Studio me Mac mini mahi-teitei a Apple.
Ina kōrero a AMD me Intel mō te pikinga o te hiahia mō ā rāua tukatuka, ko ngā maramara tūmau pea kei roto i ō rāua hinengaro, ko te hiahia mō ēnei ko ngā pokapū raraunga. Ko ngā pūnaha kaihoko, i te nuinga o te wā, kāore anō kia rite mō te whakatinanatanga ā-rohe nui o te AI e hangai ana ki ngā kaihoko me te hiahia mō te nui o te mahara e wātea ana.
I roto i ngā whakatipuranga kua taha ake nei, kua anga whakamua a AMD me Intel ki te whakakotahitanga, e āhei ai rātou ki te whakanui ake i ngā hua mā te whakamahi i te hoahoanga iti kotahi mō ngā otinga kiritaki me ngā otinga hinonga. Kāore i rite ki a Nvidia, kua kite i te tipu tere o ngā moni whiwhi nā te pikinga tonu o te tono mō te mahara mahi-teitei me ngā GPU i roto i te wāhanga pokapū raraunga, kei te whakaputa tonu a AMD me Intel i te haurua o ā rātou moni whiwhi katoa i ia hauwhā mai i te mākete kaihoko. He wāhanga nui tonu tēnei mā rātou. Ā, ahakoa ka piki ake pea te tono mō ngā tukatuka tūmau mahi-teitei i ngā pokapū raraunga, kaua tēnei e puta hei utu mō te mākete kaihoko, kaua rawa e rite ki te nui o te mākete mahara.
Ko te tumanako ka taea e Intel me AMD te whakatutuki i te hiahia mō ngā tukatuka kia kore ai e whakanui ake i te āhua kua heke kē i roto i te mākete rorohiko whānui. Engari, kei te matapae kē ētahi ka mutu te wā rorohiko taumata-whakaurunga i te tau 2028 mēnā ka haere tonu te āhua o te whanaketanga i te ahunga o nāianei.
Source:
Source: 3dnews.ru
