字节跳动自主研发AI GPU，旨在减少对英伟达依赖

TechWeb.com.cn2024-12-19

据媒体报道，字节跳动正在开发两款专门用于人工智能领域的GPU，并计划到2026年实现大规模量产。据悉，这两款AI GPU将由台积电负责制造，这将有助于字节跳动降低对英伟达的依赖，并且符合美国的出口管控法规。目前，这两款GPU正处于设计阶段，一款专为AI训练设计，另一款则用于AI推理。预计它们将采用台积电的先进制程技术N4或N5生产，与英伟达的Blackwell系列制程技术相似。字节跳动期望在...

网页链接

免责声明：本文观点仅代表作者个人观点，不构成本平台的投资建议，本平台不对文章信息准确性、完整性和及时性做出任何保证，亦不对因使用或信赖文章信息引发的任何损失承担责任。

精彩评论

我们需要你的真知灼见来填补这片空白

发表看法

{"i18n":{"language":"zh_CN"},"isChannel":false,"data":{"share":"https://www.laohu8.com/m/news/2492119587?lang=zh_CN&edition=full","thumbnail":"","is_english":false,"pubTime":"2024-12-19 14:09","share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","id":"2492119587","market":"us","top_or_hot":-1,"title":"字节跳动自主研发AI GPU，旨在减少对英伟达依赖","media":"TechWeb.com.cn","content":"<html><body><div>\n<p>据媒体报道，字节跳动正在开发两款专门用于人工智能领域的GPU，并计划到2026年实现大规模量产。据悉，这两款AI GPU将由台积电负责制造，这将有助于字节跳动降低对英伟达的依赖，并且符合美国的出口管控法规。目前，这两款GPU正处于设计阶段，一款专为AI训练设计，另一款则用于AI推理。预计它们将采用台积电的先进制程技术N4或N5生产，与英伟达的Blackwell系列制程技术相似。字节跳动期望在...</p>\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2024121914091895ea6bce&s=b\">网页链接</a>\n</div>\n</body></html>","source":"tencent","html":"<!DOCTYPE html>\n<html>\n<head>\n<meta content=\"text/html; charset=utf-8\" http-equiv=\"Content-Type\"/>\n<meta content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\" name=\"viewport\"/>\n<meta content=\"telephone=no,email=no,address=no\" name=\"format-detection\"/>\n<title>字节跳动自主研发AI GPU，旨在减少对英伟达依赖</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n字节跳动自主研发AI GPU，旨在减少对英伟达依赖\n</h2>\n<h4 class=\"meta\">\n\n\n2024-12-19 14:09 北京时间   <a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2024121914091895ea6bce&s=b\"><strong>TechWeb.com.cn</strong></a>\n</h4>\n</header>\n<article>\n<div>\n<p>据媒体报道，字节跳动正在开发两款专门用于人工智能领域的GPU，并计划到2026年实现大规模量产。据悉，这两款AI GPU将由台积电负责制造，这将有助于字节跳动降低对英伟达的依赖，并且符合美国的出口管控法规。目前，这两款GPU正处于设计阶段，一款专为AI训练设计，另一款则用于AI推理。预计它们将采用台积电的先进制程技术N4或N5生产，与英伟达的Blackwell系列制程技术相似。字节跳动期望在...</p>\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2024121914091895ea6bce&s=b\">网页链接</a>\n</div>\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"LU2092937148.SGD","symbol_name":"Blackrock ESG Multi-Asset A8 SGD-H","start_time":0,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2024121914091895ea6bce&s=b","article_id":"2492119587","we_media_id":null,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2024121914091895ea6bce&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, .wx-sou","directOrigin":true},"url":"https://stock-news.laohu8.com/highlight/detail?id=2492119587","pubTimestamp":1734588558,"columns":[],"sourceInfo":{"source_id":"tencent","name":"腾讯"},"weMediaInfo":null,"summary":"据悉，这两款AI GPU将由台积电负责制造，这将有助于字节跳动降低对英伟达的依赖，并且符合美国的出口管控法规。字节跳动期望在2026年实现这些GPU的大规模生产及部署。今年，字节跳动已经投入超过20亿美元购买超过20万台英伟达H20 GPU，单价约为10000美元，其中许多订单尚未交付。字节跳动在自主开发AI GPU方面面临的最大挑战是，公司目前依赖英伟达的CUDA及相应软件栈进行AI训练和推理。","collect":0,"end_time":0,"defaultTopTitle":"qq.com","property":[],"viewcount":null,"language":"zh","relate_stocks":{"LU2092937148.SGD":"Blackrock ESG Multi-Asset A8 SGD-H","LU1069344957.HKD":"AB SICAV I - AMERICAN GROWTH PORTFOLIO \"AD\" (HKD) INC","LU0823421416.USD":"BNP PARIBAS DISRUPTIVE TECHNOLOGY \"C\" (USD) INC","BK4532":"文艺复兴科技持仓","LU1066051498.USD":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED \"AM2\" (USD) INC","SG9999000418.SGD":"Aberdeen Standard Global Technology SGD","LU0820561909.HKD":"ALLIANZ INCOME AND GROWTH \"AM\" (HKD) INC","LU0689472784.USD":"安联收益及增长基金Cl AM AT Acc","BK4567":"ESG概念","IE00B3M56506.USD":"NEUBERGER BERMAN EMERGING MARKETS EQUITY \"A\" (USD) ACC","LU0077335932.USD":"FIDELITY AMERICAN GROWTH \"A\" INC","LU1674673428.USD":"HSBC GIF GLOBAL LOWER CARBON EQUITY \"AC\" (USD) ACC","LU1861127337.USD":"ALLIANZ GLOBAL MULTI ASSET SUSTAINABILITY BALANCED \"AMG\" (USD) INC","LU0251132253.USD":"FIDELITY FUNDS  GLOBAL THEMATIC OPPORTUNITIES \"A\" (USD) ACC","LU2456880835.USD":"ALLIANZ GLOBAL INCOME \"AT\" (USD) ACC","NVDS.UK":"LS -1X NVIDIA","IE00B19Z8W00.USD":"FTGF CLEARBRIDGE US LARGE CAP GROWTH \"A\" INC","NVD3.UK":"LS 3X NVIDIA","LU0957791311.USD":"THREADNEEDLE (LUX) GLOBAL FOCUS \"ZU\" (USD) ACC","LU1571399168.USD":"ALLSPRING GLOBAL LONG/SHORT EQUITY \"IP\" (USD) ACC","NVD2.UK":"2X NVIDIA ETP","LU0348723411.USD":"ALLIANZ GLOBAL HI-TECH GROWTH \"A\" (USD) INC","LU1316542783.SGD":"Janus Henderson Horizon Global Technology Leaders A2 SGD","NVD":"GraniteShares 2x Short NVDA Daily ETF","LU0081259029.USD":"UBS (LUX) EQUITY FUND - TECH OPPORTUNITY \"P\" (USD) ACC","3NVD.UK":"LS 3X NVIDIA","NVDD":"Direxion Daily NVDA Bear 1X Shares","NVDA":"英伟达","LU0472753341.HKD":"SUSTAINABLE GLOBAL THEMATIC PORTFOLIO \"A\" (HKD) ACC","LU1974910355.USD":"Allianz Thematica Cl AMg DIS USD","IE0004086264.USD":"BNY MELLON GLOBAL OPPORTUNITIES \"A\" (USD) ACC","LU0109391861.USD":"富兰克林美国机遇基金A Acc","LU0006306889.USD":"SCHRODER ISF US LARGE CAP \"A\" (USD) INC AV","NVIW.SI":"NVDA 3xLongSG261006","LU0094547139.USD":"abrdn SICAV I - GLOBAL SUSTAINABLE EQUITY FUND \"A\" (USD) ACC","IE00BZ199S13.USD":"BNY MELLON MOBILITY INNOVATION \"B\" (USD) ACC","LU0256863902.USD":"ALLIANZ US EQUITY \"AT\" (USD) ACC","SNVD.UK":"LS -1X NVIDIA","LU2461242641.AUD":"WELLINGTON US QUALITY GROWTH \"A\" (AUDHDG) ACC","LU0080751232.USD":"富达环球多元动力基金A","NVDS":"Tradr 1.5X Short NVDA Daily ETF","NVDY":"YIELDMAX NVDA OPTION INCOME STRATEGY ETF","2NVD.UK":"2X NVIDIA ETP","LU0107464264.USD":"abrdn SICAV I - GLOBAL INNOVATION EQUITY \"A\" (USD) ACC","LU0061474960.USD":"天利环球焦点基金AU Acc","LU0353189680.USD":"富国美国全盘成长基金Cl A Acc","NVDU":"Direxion Daily NVDA Bull 2X Shares","NVDX":"T-REX 2X LONG NVIDIA DAILY TARGET ETF","IE00BYXW3230.USD":"PINEBRIDGE GLOBAL DYNAMIC ASSET ALLOCATION \"AA\" (USD) ACC"},"translate_title":"ByteDance independently develops AI GPU, aiming to reduce dependence on Nvidia","themeId":"334a05af0150c9dcc2b22ab837835b61","isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"NVDA":1,"NVD2.UK":0.6,"NVD":0.6,"NVD3.UK":0.6,"NVDD":0.6,"NVDS":0.6,"NVDS.UK":0.6,"NVDU":0.6,"NVDX":0.6,"NVDY":0.6,"NVIW.SI":0.6,"SNVD.UK":0.6,"3NVD.UK":0.6,"2NVD.UK":0.6},"content_text":"据媒体报道，字节跳动正在开发两款专门用于人工智能领域的GPU，并计划到2026年实现大规模量产。据悉，这两款AI GPU将由台积电负责制造，这将有助于字节跳动降低对英伟达的依赖，并且符合美国的出口管控法规。目前，这两款GPU正处于设计阶段，一款专为AI训练设计，另一款则用于AI推理。预计它们将采用台积电的先进制程技术N4或N5生产，与英伟达的Blackwell系列制程技术相似。字节跳动期望在2026年实现这些GPU的大规模生产及部署。今年，字节跳动已经投入超过20亿美元购买超过20万台英伟达H20 GPU，单价约为10000美元，其中许多订单尚未交付。由于市场上英伟达GPU供不应求且价格高昂，字节跳动决定开发自家的人工智能硬件。英伟达为了应对去年美国实施的出口管控政策，为中国市场特别设计了DGX H20等产品。尽管HGX H20的性能相比英伟达的高端H100有所削减，但它仍然配备了96GB的HBM3内存、最高4TB/s的内存带宽和8路GPU互联能力，因此在实际应用中仍然受到企业客户的青睐。尽管字节跳动的新GPU可能会受到美国出口管制的限制，无法在性能上超越HGX H20，但其成本将大幅降低。字节跳动在自主开发AI GPU方面面临的最大挑战是，公司目前依赖英伟达的CUDA及相应软件栈进行AI训练和推理。如果转向自家GPU，字节跳动将需要开发新的软件平台，并确保软件与硬件的兼容性。","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"1","news_tag":"productRelease","news_rank":0,"symbols":[],"gpt_button":0},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":false,"deviceId":"web-server-community-laohu8-v3","version":"4.31.5","shortVersion":"4.31.5","platform":"web","vendor":"web","appName":"laohu8","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2492119587"}