[{"data":1,"prerenderedAt":-1},["ShallowReactive",2],{"content-doc-dcio6ae16a8b":3},{"user":4,"document":8,"mainDocument":27,"columnUrl":29,"subscription":30,"footer":42,"text":80},{"isAuthenticated":5,"isAdmin":5,"displayName":6,"avatarUrl":6,"nid":6,"groupLevel":7},false,"",-10,{"id":9,"fullTitle":10,"subTitle":6,"url":11,"columnId":12,"columnName":13,"columnUrl":14,"summary":6,"contentHtml":15,"mainContentHtml":6,"posterUrl":16,"createDate":17,"displayDate":18,"displayDateSlash":19,"pageviews":20,"tags":21,"hidden":5,"isSubContent":5,"replyDocOrTargetId":6,"contentType":23,"videoId":6,"liveVideoUrl":6,"duration":24,"price":24,"priceText":25,"priceBadgeText":25,"priceBadgeClass":26,"freeForMinGroupLevel":24,"redirectUrl":6,"readyToStream":5},"dcio6ae16a8b","Meta(META)自研AI芯片“Iris”将于9月正式投产-明年算力将翻倍至14吉瓦","\u002Fdoc\u002Fdcio6ae16a8b","col18178739ee","美股资讯","\u002Fcol\u002Fcol18178739ee","\u003Cp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">美股投资网获悉，据报道，Meta Platforms(META)计划自今年9月起将其自研人工智能芯片(代号“Iris”)投入生产，以进一步提升计算能力。消息公布后，Meta股价下跌3.6%。\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">据内部备忘录显示，这家由马克·扎克伯格领导的公司正致力于将明年的计算能力提升至14吉瓦，而今年约为7吉瓦。Meta正与博通(AVGO)合作进行芯片设计，并由台积电(TSM)负责制造。备忘录还提到，该芯片的测试仅耗时约六周，未发现重大技术问题。\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">Iris是一款针对Meta自身业务需求量身打造的数据中心AI芯片，属于Meta自研的MTIA(Meta Training and Inference Accelerators，训练与推理加速器)四代项目的一部分。该芯片由Meta自主设计，博通(AVGO)参与联合设计，台积电(TSM)负责代工制造。\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">MTIA芯片于2023年首次推出，公司此前表示将至少开发四代产品。Iris于今年3月正式发布，Meta计划今后大约每六个月推出一款新型号。\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">Iris的定位并非完全取代GPU，而是用于补充Meta从英伟达和AMD大量采购的AI GPU，共同承载AI训练和推理任务。Meta希望通过自研定制芯片，降低庞大的AI算力采购成本，同时减少对英伟达和AMD等外部芯片供应商的依赖。内部备忘录直言，对于Meta这样体量的公司，“部署最新一代GPU难度极大，且耗费了大量时间成本”。\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">Meta布局自研AI芯片已有五年以上历史，但MTIA项目此前推进并不顺利，多次调整路线，一度被视为大型互联网公司自研芯片进展缓慢的典型案例。\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">转折出现在今年3月——Meta首次对外公布Iris及另外三款AI处理器。而此次内部备忘录披露的信息更为关键Iris芯片仅耗时六周便完成缺陷测试，且未发现重大问题。对于数据中心级AI芯片而言，流片后的验证通常需要数月时间，任何重大Bug都可能导致重新设计甚至重新流片。六周完成测试意味着Meta芯片研发体系正在逐步成熟，为9月量产扫清了关键障碍。\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">迄今为止，Meta在算力方面主要依赖英伟达(NVDA)和AMD(AMD)等外部供应商。\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">备忘录还指出，Meta已与三星(SSNLF)签署多年期内存芯片长期供应协议，与闪迪(SNDK)达成闪存采购协议，并与住友电工就光纤需求建立合作。\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">值得一提的是，同日，Meta称将投资约 100 亿美元在加拿大建造其首个数据中心，以此扩大其基础设施，从而支持其在人工智能领域的雄心。\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">该数据中心位于艾伯塔省斯特金县(Sturgeon County)，将拥有 1 吉瓦(千兆瓦)的电力容量——相当于约 75 万户家庭的用电量——并将主要依靠天然气发电运行。Meta 表示，公司正在为这一新增的发电设施提供资金，该设施将接入艾伯塔省的电网。\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">Meta 在周三的一份声明中表示，该设施在建造期间将需要 3000 名建筑工人，建成后将创造 300 个全职工作岗位。据 Meta 数据中心开发与战略副总裁加里·德马西称，该数据中心将成为 Meta 在美国以外最大的数据中心。\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">最专业的美股资讯,推荐美股大数据 \u003Ca href=\"https:\u002F\u002FStockwe.com\u002F\">https:\u002F\u002FStockwe.com\u002F\u003C\u002Fa>\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">如何识别美股市场异常波动？美国机构主力资金买卖情况，出货和吸筹，使用美股投资网VIP会员，2008年成立于美国硅谷，由前纽约证券交易所分析师Ken创立，联合多位摩根斯坦利分析师，谷歌 Meta工程师利用AI和大数据，配合十多年美股实战经验和业内量化模型，建立了一个股市数据库 \u003Ca href=\"https:\u002F\u002FStockWe.com\u002F\">https:\u002F\u002FStockWe.com\u002F\u003C\u002Fa> 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buy@TradesMax.com 美国电话 626-378-3637","公司介绍","\u003Cp class=\"MsoNormal\">美股大数据 \u003Ca href=\"https:\u002F\u002Fstockwe.com\" target=\"_blank\" rel=\"noopener\">StockWe.com\u003C\u002Fa> 是一个美国领先的金融和美股信息大数据提供商，紧盯华尔街金融市场和行情，2008年成立于美国硅谷，创始人是前纽约证券交易所资深分析师Ken，联合多位摩根斯坦利分析师，谷歌 Meta工程师利用AI和大数据，配合十多年美股实战经验和业内量化交易模型，每天处理海量股票数据：挖掘潜力大牛股，捕捉期权异动大单，实时主力资金流向、机构持仓变化、川普突发新闻，美股买卖信号第一时间发到您手机APP。\u003C\u002Fp>","专业美股投资者都在这里",{"loading":81,"search":82,"searchPlaceholder":82,"hotContent":83,"draft":84,"noData":85,"searchNoData":86,"edit":87,"editVideo":88,"courseContent":89,"more":90,"buyNow":91,"subscribeNow":92,"encoding":93,"paidContent":94},"Loading...","搜索","热门内容","草稿","目前没有任何内容公布","当前检索内容没有数据","编辑","编辑视频","课程内容","更多","立即购买后观看","- 立即订阅 -","视频编码中...","付费内容"]