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特斯拉重組AI芯片戰(zhàn)略,專注推理芯片,加速自動(dòng)駕駛與機(jī)器人技術(shù)

   時(shí)間:2025-08-12 04:54 來源:ITBEAR作者:江紫萱

特斯拉首席執(zhí)行官埃隆·馬斯克近日在社交媒體上透露,特斯拉將對(duì)其人工智能芯片的研發(fā)策略進(jìn)行調(diào)整,專注于開發(fā)推理芯片,以支持人工智能模型的運(yùn)行和實(shí)時(shí)決策。這一消息由voi援引自彭博社的報(bào)道。

據(jù)悉,為了集中資源,馬斯克已決定解散特斯拉內(nèi)部的Dojo超級(jí)計(jì)算機(jī)團(tuán)隊(duì),該團(tuán)隊(duì)負(fù)責(zé)人彼得·班農(nóng)也將離職。Dojo超級(jí)計(jì)算機(jī)原本設(shè)計(jì)有專用訓(xùn)練芯片,旨在處理特斯拉電動(dòng)汽車收集的大量數(shù)據(jù)和視頻,用于自動(dòng)駕駛軟件的訓(xùn)練。

馬斯克在社交平臺(tái)表示,特斯拉過去在兩種不同AI芯片設(shè)計(jì)上共享資源和規(guī)模的做法并不明智。他透露,特斯拉下一代AI5和AI6芯片將在推理方面表現(xiàn)出色,同時(shí)在訓(xùn)練方面也足夠強(qiáng)大。因此,特斯拉將集中資源開發(fā)這些推理芯片。

據(jù)馬斯克透露,下一代AI5芯片預(yù)計(jì)將于2026年底投入生產(chǎn)。而AI6芯片方面,特斯拉已與三星電子簽署了一項(xiàng)價(jià)值165億美元的供應(yīng)協(xié)議,但尚未公布具體的生產(chǎn)時(shí)間表。馬斯克強(qiáng)調(diào),未來的人工智能推理芯片,包括AI6,將廣泛應(yīng)用于自動(dòng)駕駛汽車和人形機(jī)器人,其強(qiáng)大的計(jì)算能力還將推動(dòng)更廣泛的人工智能應(yīng)用。

分析人士指出,特斯拉此舉反映了科技行業(yè)當(dāng)前的趨勢(shì),即越來越多地設(shè)計(jì)專用芯片以減少延遲、功耗和成本,同時(shí)整合更少的架構(gòu)。過去一年中,特斯拉經(jīng)歷了多次重組,由于市場(chǎng)競(jìng)爭(zhēng)加劇以及歐洲消費(fèi)者對(duì)馬斯克的負(fù)面反應(yīng),其電動(dòng)汽車銷量和股價(jià)均大幅下滑。在此背景下,特斯拉多名高管離職,數(shù)千個(gè)工作崗位被裁撤,公司將重點(diǎn)轉(zhuǎn)向基于人工智能的自動(dòng)駕駛技術(shù)和機(jī)器人技術(shù)。

馬斯克正在其整個(gè)科技商業(yè)帝國(guó)推行整合戰(zhàn)略,旨在通過優(yōu)化資源配置和專注核心領(lǐng)域,推動(dòng)特斯拉的創(chuàng)新和發(fā)展。隨著特斯拉在人工智能領(lǐng)域的深入布局,未來其在自動(dòng)駕駛和機(jī)器人技術(shù)方面的表現(xiàn)值得期待。

 
 
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