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ИИ-чипы в 2024 году: на что Сэм Альтман предлагает тратить триллионы

Искусственный интеллект уже становится неотъемлемой частью большинства сфер деятельности. Наряду с совершенствованием алгоритмов, ключевую роль в развитии этой области играют аппаратные средства, в частности специализированные чипы.

Успех современных методов ИИ зависит от масштабных вычислений, невозможных еще несколько лет назад. Обучение передовых алгоритмов может занимать месяцы и стоить десятки миллионов долларов.

Такая колоссальная вычислительная мощность обеспечивается специализированными чипами с максимальным количеством транзисторов, разрабатываемых для эффективных вычислений, которые требуются системам ИИ.

В этой статье мы рассмотрим историю, принципы работы и распространения чипов для ИИ, их преимущества в плане производительности и энергоэффективности по сравнению с предыдущими поколениями и чипами общего назначения. Также расскажем о тенденции развития полупроводниковой промышленности и дизайна чипов, определяющей эволюцию полупроводников в целом.

Под термином «ИИ-чипы» подразумеваются специальные компьютерные чипы, достигающие высокой эффективности и скорости для вычислений в ущерб производительности при других типах вычислений.

В период с 1960-х по 2010-е годы инженерные инновации по уменьшению размеров транзисторов позволяли удваивать их количество на одном чипе примерно каждые два года — явление, известное как закон Мура. Благодаря этому производительность и энергоэффективность процессоров возросли в миллионы раз.

Однако сегодня ширина транзисторов составляет всего несколько атомов. Их дальнейшее уменьшение создает крайне сложные инженерные задачи, ведущие к резкому росту капитальных затрат и стоимости высококвалифицированных кадров в полупроводниковой отрасли.

Вследствие этого темпы действия закона Мура замедляются, увеличивая время, необходимое для удвоения плотности транзисторов. Тем не менее продолжение работы в этом направлении оправданно, поскольку позволяет постоянно совершенствовать их эффективность и быстродействие, а также интегрировать больше специализированных схем в одну микросхему.

Исторически эффект масштабирования благоприятствовал чипам общего назначения, таким как центральные процессоры. Однако рост спроса на специализированные решения, в частности для ИИ, нарушил этот тренд. В результате специализированные чипы для ИИ теперь отвоевывают долю рынка у универсальных процессоров.

К чипам для ИИ относятся:

Центральные процессоры (CPU) общего назначения также могут использоваться для решения некоторых простых задач ИИ. Однако по мере развития технологий их применение становится менее эффективным.

Подобно процессорам общего назначения, чипы для ИИ повышают скорость и энергоэффективность за счет использования большого количества все более миниатюрных транзисторов. Но, в отличие от CPU, специализированные микросхемы имеют дополнительные конструктивные особенности, оптимизированные специально для задач искусственного интеллекта.

Эти особенности значительно ускоряют повторяющиеся, предсказуемые и независимые вычисления, необходимые алгоритмам ИИ. Они включают:

Различные типы чипов ИИ применяются для разных задач. GPU чаще всего используют для начальной разработки и обучения алгоритмов, FPGA — для запуска обученных алгоритмов к реальным данным (вывода), а ASIC могут разрабатываться как для обучения, так и для вывода.

Генеральный директор AMD Лиза Су назвала целевой адресный рынок чипов искусственного интеллекта в $400 млрд. Чтобы понять смысл этой цифры, компания New Street Research проанализировала текущее состояние отрасли.

В настоящее время на рынке доминирует NVIDIA с объемом расходов в $38-39 млрд, за ней следует Broadcom, которая разрабатывает TPU для Google. Несмотря на значительный рост числа ускорителей ИИ, ожидается, что к 2027 году основную долю роста рынка займут графические процессоры.

По прогнозам New Street Research, в ближайшие годы индустрия чипов искусственного интеллекта будет существенно расти. К 2027 году рынок может достичь масштабов, при которых чипы искусственного интеллекта будут равны примерно 10 млн серверов, содержащих 100 млн чипов. Это соответствует примерно 10% пользователей интернета, использующих ИИ в различных целях.

Интеграция искусственного интеллекта в повседневные приложения и рабочие процессы будет стимулировать его использование и способствовать росту индустрии чипов ИИ.

Ключевые представители отрасли также осознают потенциал сектора. По данным СМИ, глава OpenAI Сэм Альтман возглавил инициативу по привлечению до $7 трлн на развитие полупроводниковой промышленности, чтобы в будущем обеспечить разработку искусственного интеллекта необходимыми вычислительными мощностями.

Не факт, что инициатива Альтмана обернется успехом. Однако этот шаг говорит о том, насколько серьезно технологические провидцы относятся к ИИ-гонке.

В начале пандемии COVID-19 полупроводниковая индустрия погрузилась в масштабный кризис из-за сбоев в цепочках поставок. Это негативно сказалось на всех отраслях, зависящих от поставок чипов — от автомобилестроения до сферы развлечений и потребительской электроники.

К 2022 году ситуация начала постепенно налаживаться. Ведущие производители адаптировались к новым реалиям, а связанные с пандемией ограничения были частично сняты. Однако выход чат-бота ChatGPT в конце ноября 2022 года усугубил нагрузку на только что оправившуюся отрасль.

Ошеломляющий успех этого сервиса от небольшого стартапа не остался незамеченным техногигантами. Microsoft, Google, Amazon, Meta и многие другие компании вступили в новую гонку разработок в сфере генеративного ИИ.

В результате полупроводниковая отрасль рискует вновь оказаться в ситуации жесткого дефицита. Спрос на ИИ-чипы становится просто невероятным, производители распродают будущие поставки на месяцы вперед, а на рынок выходит множество продуктов как от известных, так и от менее крупных компаний.

На сегодняшний день лидером в производстве чипов для обучения ИИ является NVIDIA, занимающая 80% рынка. С начала 2023 года стремительный рост сектора генеративного ИИ взвинтил рыночную капитализацию компании с $364 млрд до $2,19 трлн.

Компании вроде Intel и AMD также активно инвестируют миллиарды долларов в разработку специализированных ИИ-чипов, стремясь занять свою нишу на этом перспективном рынке.

Поставщики облачных сервисов, включая Microsoft, Amazon и Google, тоже работают над созданием собственных ИИ-чипов. Хотя они остаются клиентами NVIDIA, техногиганты стремятся снизить зависимость от сторонних поставщиков и обеспечить себя необходимыми чипами в условиях надвигающегося дефицита.

На рынке представлены и другие игроки. В основном они разрабатывают узкоспециализированные решения. Среди них можно отметить Kneron, Cerebras Systems и Lightmatter.

Важно подчеркнуть, что производителей чипов по современному техпроцессу очень мало. Все вышеуказанные компании, как правило, заказывают полупроводники у TSMC, Intel и Samsung.

Индустрия специализированных чипов для ИИ ожидает стремительного развития в ближайшие годы. Ключевыми драйверами станут растущий спрос, внедрение передовых технологических процессов и масштабные инвестиции в полупроводниковую отрасль. Ведущие игроки сосредоточатся на инновациях.

В 2024-2025 годах TSMC начнет выпуск первых партий и мелкосерийное производство 2-нм чипов. Массовый выпуск ожидается во второй половине 2025 года.

Переход на 2-нм техпроцесс нацелен на повышение энергоэффективности. Ожидается, что скорость транзисторов вырастет на 10–15% при том же энергопотреблении или энергопотребление снизится на 20–30% без потери быстродействия.

В 2026 году TSMC перейдет на 2-нм техпроцесс N2P второго поколения с обратной подачей питания. Intel после освоения 3-нм и 1,4-нм норм планирует разработку 1-нм техпроцесса, где 1 нм соответствует всего 4 атомам кремния в поперечнике.

Кроме того, ожидается развитие ИИ-чипов в потребительской электронике. Производители вроде Intel, AMD, Apple и Qualcomm активно внедряют специализированные нейронные процессоры (NPU) в свою продукцию. Они позволят запускать и выполнять ИИ-задачи непосредственно на устройствах пользователя.

Например, актуальный чип Qualcomm Snapdragon 8 Gen 3 уже может разворачивать модели вроде Stable Diffusion и Meta Llama 2. По данным разработчиков, он способен генерировать изображение менее чем за одну секунду — предыдущая технология справлялась примерно за 15 секунд. Для сравнения, хорошо оснащенному ноутбуку может понадобиться до двух минут, чтобы создать картинку.

Таким образом, постоянное совершенствование технологий производства обеспечит создание все более миниатюрных, производительных и энергоэффективных ИИ-чипов. Крупные инвестиции в эту перспективную отрасль подстегнут появление множества инноваций.

Текст: Богдан Каминский

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  • 11.10.25 04:41 luciajessy3

    Don’t be deceived by different testimonies online that is most likely wrong. I have made use of several recovery options that got me disappointed at the end of the day but I must confess that the tech genius I eventually found is the best out here. It’s better you devise your time to find the valid professional that can help you recover your stolen or lost crypto such as bitcoins rather than falling victim of other amateur hackers that cannot get the job done. ADAMWILSON . TRADING @ CONSULTANT COM / WHATSAPP ; +1 (603) 702 ( 4335 ) is the most reliable and authentic blockchain tech expert you can work with to recover what you lost to scammers. They helped me get back on my feet and I’m very grateful for that. Contact their email today to recover your lost coins ASAP…

  • 11.10.25 10:44 Tonerdomark

    A thief took my Dogecoin and wrecked my life. Then Mr. Sylvester stepped in and changed everything. He got back €211,000 for me, every single cent of my gains. His calm confidence and strong tech skills rebuilt my trust. Thanks to him, I recovered my cash with no issues. After months of stress, I felt huge relief. I had full faith in him. If a scam stole your money, reach out to him today at { yt7cracker@gmail . com } His help sparked my full turnaround.

  • 12.10.25 01:12 harristhomas7376

    "In the crypto world, this is great news I want to share. Last year, I fell victim to a scam disguised as a safe investment option. I have invested in crypto trading platforms for about 10yrs thinking I was ensuring myself a retirement income, only to find that all my assets were either frozen, I believed my assets were secure — until I discovered that my BTC funds had been frozen and withdrawals were impossible. It was a devastating moment when I realized I had been scammed, and I thought my Bitcoin was gone forever, Everything changed when a close friend recommended the Capital Crypto Recover Service. Their professionalism, expertise, and dedication enabled me to recover my lost Bitcoin funds back — more than €560.000 DEM to my BTC wallet. What once felt impossible became a reality thanks to their support. If you have lost Bitcoin through scams, hacking, failed withdrawals, or similar challenges, don’t lose hope. I strongly recommend Capital Crypto Recover Service to anyone seeking a reliable and effective solution for recovering any wallet assets. They have a proven track record of successful reputation in recovering lost password assets for their clients and can help you navigate the process of recovering your funds. Don’t let scammers get away with your hard-earned money – contact Email: [email protected] Phone CALL/Text Number: +1 (336) 390-6684 Contact: [email protected] Website: https://recovercapital.wixsite.com/capital-crypto-rec-1

  • 12.10.25 01:12 harristhomas7376

    "In the crypto world, this is great news I want to share. Last year, I fell victim to a scam disguised as a safe investment option. I have invested in crypto trading platforms for about 10yrs thinking I was ensuring myself a retirement income, only to find that all my assets were either frozen, I believed my assets were secure — until I discovered that my BTC funds had been frozen and withdrawals were impossible. It was a devastating moment when I realized I had been scammed, and I thought my Bitcoin was gone forever, Everything changed when a close friend recommended the Capital Crypto Recover Service. Their professionalism, expertise, and dedication enabled me to recover my lost Bitcoin funds back — more than €560.000 DEM to my BTC wallet. What once felt impossible became a reality thanks to their support. If you have lost Bitcoin through scams, hacking, failed withdrawals, or similar challenges, don’t lose hope. I strongly recommend Capital Crypto Recover Service to anyone seeking a reliable and effective solution for recovering any wallet assets. They have a proven track record of successful reputation in recovering lost password assets for their clients and can help you navigate the process of recovering your funds. Don’t let scammers get away with your hard-earned money – contact Email: [email protected] Phone CALL/Text Number: +1 (336) 390-6684 Contact: [email protected] Website: https://recovercapital.wixsite.com/capital-crypto-rec-1

  • 12.10.25 19:53 Tonerdomark

    A crook swiped my Dogecoin. It ruined my whole world. Then Mr. Sylvester showed up. He fixed it all. He pulled back €211,000 for me. Not one cent missing from my profits. His steady cool and sharp tech know-how won back my trust. I got my money smooth and sound. After endless worry, relief hit me hard. I trusted him completely. Lost cash to a scam? Hit him up now at { yt7cracker@gmail . com }. His aid turned my life around. WhatsApp at +1 512 577 7957.

  • 12.10.25 21:36 blessing

    Writing this review is a joy. Marie has provided excellent service ever since I started working with her in early 2018. I was worried I wouldn't be able to get my coins back after they were stolen by hackers. I had no idea where to begin, therefore it was a nightmare for me. However, things became easier for me after my friend sent me to [email protected] and +1 7127594675 on WhatsApp. I'm happy that she was able to retrieve my bitcoin so that I could resume trading.

  • 13.10.25 01:11 elizabethrush89

    God bless Capital Crypto Recover Services for the marvelous work you did in my life, I have learned the hard way that even the most sensible investors can fall victim to scams. When my USD was stolen, for anyone who has fallen victim to one of the bitcoin binary investment scams that are currently ongoing, I felt betrayal and upset. But then I was reading a post on site when I saw a testimony of Wendy Taylor online who recommended that Capital Crypto Recovery has helped her recover scammed funds within 24 hours. after reaching out to this cyber security firm that was able to help me recover my stolen digital assets and bitcoin. I’m genuinely blown away by their amazing service and professionalism. I never imagined I’d be able to get my money back until I complained to Capital Crypto Recovery Services about my difficulties and gave all of the necessary paperwork. I was astounded that it took them 12 hours to reclaim my stolen money back. Without a doubt, my USDT assets were successfully recovered from the scam platform, Thank you so much Sir, I strongly recommend Capital Crypto Recover for any of your bitcoin recovery, digital funds recovery, hacking, and cybersecurity concerns. You reach them Call/Text Number +1 (336)390-6684 His Email: [email protected] Contact Telegram: @Capitalcryptorecover Via Contact: [email protected] His website: https://recovercapital.wixsite.com/capital-crypto-rec-1

  • 13.10.25 01:11 elizabethrush89

    God bless Capital Crypto Recover Services for the marvelous work you did in my life, I have learned the hard way that even the most sensible investors can fall victim to scams. When my USD was stolen, for anyone who has fallen victim to one of the bitcoin binary investment scams that are currently ongoing, I felt betrayal and upset. But then I was reading a post on site when I saw a testimony of Wendy Taylor online who recommended that Capital Crypto Recovery has helped her recover scammed funds within 24 hours. after reaching out to this cyber security firm that was able to help me recover my stolen digital assets and bitcoin. I’m genuinely blown away by their amazing service and professionalism. I never imagined I’d be able to get my money back until I complained to Capital Crypto Recovery Services about my difficulties and gave all of the necessary paperwork. I was astounded that it took them 12 hours to reclaim my stolen money back. Without a doubt, my USDT assets were successfully recovered from the scam platform, Thank you so much Sir, I strongly recommend Capital Crypto Recover for any of your bitcoin recovery, digital funds recovery, hacking, and cybersecurity concerns. You reach them Call/Text Number +1 (336)390-6684 His Email: [email protected] Contact Telegram: @Capitalcryptorecover Via Contact: [email protected] His website: https://recovercapital.wixsite.com/capital-crypto-rec-1

  • 14.10.25 01:15 tyleradams

    Hi. Please be wise, do not make the same mistake I had made in the past, I was a victim of bitcoin scam, I saw a glamorous review showering praises and marketing an investment firm, I reached out to them on what their contracts are, and I invested $28,000, which I was promised to get my first 15% profit in weeks, when it’s time to get my profits, I got to know the company was bogus, they kept asking me to invest more and I ran out of patience then requested to have my money back, they refused to answer nor refund my funds, not until a friend of mine introduced me to the NVIDIA TECH HACKERS, so I reached out and after tabling my complaints, they were swift to action and within 36 hours I got back my funds with the due profit. I couldn’t contain the joy in me. I urge you guys to reach out to NVIDIA TECH HACKERS on their email: [email protected]

  • 14.10.25 08:46 robertalfred175

    CRYPTO SCAM RECOVERY SUCCESSFUL – A TESTIMONIAL OF LOST PASSWORD TO YOUR DIGITAL WALLET BACK. My name is Robert Alfred, Am from Australia. I’m sharing my experience in the hope that it helps others who have been victims of crypto scams. A few months ago, I fell victim to a fraudulent crypto investment scheme linked to a broker company. I had invested heavily during a time when Bitcoin prices were rising, thinking it was a good opportunity. Unfortunately, I was scammed out of $120,000 AUD and the broker denied me access to my digital wallet and assets. It was a devastating experience that caused many sleepless nights. Crypto scams are increasingly common and often involve fake trading platforms, phishing attacks, and misleading investment opportunities. In my desperation, a friend from the crypto community recommended Capital Crypto Recovery Service, known for helping victims recover lost or stolen funds. After doing some research and reading multiple positive reviews, I reached out to Capital Crypto Recovery. I provided all the necessary information—wallet addresses, transaction history, and communication logs. Their expert team responded immediately and began investigating. Using advanced blockchain tracking techniques, they were able to trace the stolen Dogecoin, identify the scammer’s wallet, and coordinate with relevant authorities to freeze the funds before they could be moved. Incredibly, within 24 hours, Capital Crypto Recovery successfully recovered the majority of my stolen crypto assets. I was beyond relieved and truly grateful. Their professionalism, transparency, and constant communication throughout the process gave me hope during a very difficult time. If you’ve been a victim of a crypto scam, I highly recommend them with full confidence contacting: 📧 Email: [email protected] 📱 Telegram: @Capitalcryptorecover Contact: [email protected] 📞 Call/Text: +1 (336) 390-6684 🌐 Website: https://recovercapital.wixsite.com/capital-crypto-rec-1

  • 14.10.25 08:46 robertalfred175

    CRYPTO SCAM RECOVERY SUCCESSFUL – A TESTIMONIAL OF LOST PASSWORD TO YOUR DIGITAL WALLET BACK. My name is Robert Alfred, Am from Australia. I’m sharing my experience in the hope that it helps others who have been victims of crypto scams. A few months ago, I fell victim to a fraudulent crypto investment scheme linked to a broker company. I had invested heavily during a time when Bitcoin prices were rising, thinking it was a good opportunity. Unfortunately, I was scammed out of $120,000 AUD and the broker denied me access to my digital wallet and assets. It was a devastating experience that caused many sleepless nights. Crypto scams are increasingly common and often involve fake trading platforms, phishing attacks, and misleading investment opportunities. In my desperation, a friend from the crypto community recommended Capital Crypto Recovery Service, known for helping victims recover lost or stolen funds. After doing some research and reading multiple positive reviews, I reached out to Capital Crypto Recovery. I provided all the necessary information—wallet addresses, transaction history, and communication logs. Their expert team responded immediately and began investigating. Using advanced blockchain tracking techniques, they were able to trace the stolen Dogecoin, identify the scammer’s wallet, and coordinate with relevant authorities to freeze the funds before they could be moved. Incredibly, within 24 hours, Capital Crypto Recovery successfully recovered the majority of my stolen crypto assets. I was beyond relieved and truly grateful. Their professionalism, transparency, and constant communication throughout the process gave me hope during a very difficult time. If you’ve been a victim of a crypto scam, I highly recommend them with full confidence contacting: 📧 Email: [email protected] 📱 Telegram: @Capitalcryptorecover Contact: [email protected] 📞 Call/Text: +1 (336) 390-6684 🌐 Website: https://recovercapital.wixsite.com/capital-crypto-rec-1

  • 14.10.25 08:46 robertalfred175

    CRYPTO SCAM RECOVERY SUCCESSFUL – A TESTIMONIAL OF LOST PASSWORD TO YOUR DIGITAL WALLET BACK. My name is Robert Alfred, Am from Australia. I’m sharing my experience in the hope that it helps others who have been victims of crypto scams. A few months ago, I fell victim to a fraudulent crypto investment scheme linked to a broker company. I had invested heavily during a time when Bitcoin prices were rising, thinking it was a good opportunity. Unfortunately, I was scammed out of $120,000 AUD and the broker denied me access to my digital wallet and assets. It was a devastating experience that caused many sleepless nights. Crypto scams are increasingly common and often involve fake trading platforms, phishing attacks, and misleading investment opportunities. In my desperation, a friend from the crypto community recommended Capital Crypto Recovery Service, known for helping victims recover lost or stolen funds. After doing some research and reading multiple positive reviews, I reached out to Capital Crypto Recovery. I provided all the necessary information—wallet addresses, transaction history, and communication logs. Their expert team responded immediately and began investigating. Using advanced blockchain tracking techniques, they were able to trace the stolen Dogecoin, identify the scammer’s wallet, and coordinate with relevant authorities to freeze the funds before they could be moved. Incredibly, within 24 hours, Capital Crypto Recovery successfully recovered the majority of my stolen crypto assets. I was beyond relieved and truly grateful. Their professionalism, transparency, and constant communication throughout the process gave me hope during a very difficult time. If you’ve been a victim of a crypto scam, I highly recommend them with full confidence contacting: 📧 Email: [email protected] 📱 Telegram: @Capitalcryptorecover Contact: [email protected] 📞 Call/Text: +1 (336) 390-6684 🌐 Website: https://recovercapital.wixsite.com/capital-crypto-rec-1

  • 15.10.25 18:07 crypto

    Cryptocurrency's digital realm presents many opportunities, but it also conceals complex frauds. It is quite painful to lose your cryptocurrency to scam. You can feel harassed and lost as a result. If you have been the victim of a cryptocurrency scam, this guide explains what to do ASAP. Following these procedures will help you avoid further issues or get your money back. Communication with Marie ([email protected] and WhatsApp: +1 7127594675) can make all the difference.

  • 15.10.25 21:52 harristhomas7376

    "In the crypto world, this is great news I want to share. Last year, I fell victim to a scam disguised as a safe investment option. I have invested in crypto trading platforms for about 10yrs thinking I was ensuring myself a retirement income, only to find that all my assets were either frozen, I believed my assets were secure — until I discovered that my BTC funds had been frozen and withdrawals were impossible. It was a devastating moment when I realized I had been scammed, and I thought my Bitcoin was gone forever, Everything changed when a close friend recommended the Capital Crypto Recover Service. Their professionalism, expertise, and dedication enabled me to recover my lost Bitcoin funds back — more than €560.000 DEM to my BTC wallet. What once felt impossible became a reality thanks to their support. If you have lost Bitcoin through scams, hacking, failed withdrawals, or similar challenges, don’t lose hope. I strongly recommend Capital Crypto Recover Service to anyone seeking a reliable and effective solution for recovering any wallet assets. They have a proven track record of successful reputation in recovering lost password assets for their clients and can help you navigate the process of recovering your funds. Don’t let scammers get away with your hard-earned money – contact Email: [email protected] Phone CALL/Text Number: +1 (336) 390-6684 Contact: [email protected] Website: https://recovercapital.wixsite.com/capital-crypto-rec-1

  • 15.10.25 21:52 harristhomas7376

    "In the crypto world, this is great news I want to share. Last year, I fell victim to a scam disguised as a safe investment option. I have invested in crypto trading platforms for about 10yrs thinking I was ensuring myself a retirement income, only to find that all my assets were either frozen, I believed my assets were secure — until I discovered that my BTC funds had been frozen and withdrawals were impossible. It was a devastating moment when I realized I had been scammed, and I thought my Bitcoin was gone forever, Everything changed when a close friend recommended the Capital Crypto Recover Service. Their professionalism, expertise, and dedication enabled me to recover my lost Bitcoin funds back — more than €560.000 DEM to my BTC wallet. What once felt impossible became a reality thanks to their support. If you have lost Bitcoin through scams, hacking, failed withdrawals, or similar challenges, don’t lose hope. I strongly recommend Capital Crypto Recover Service to anyone seeking a reliable and effective solution for recovering any wallet assets. They have a proven track record of successful reputation in recovering lost password assets for their clients and can help you navigate the process of recovering your funds. Don’t let scammers get away with your hard-earned money – contact Email: [email protected] Phone CALL/Text Number: +1 (336) 390-6684 Contact: [email protected] Website: https://recovercapital.wixsite.com/capital-crypto-rec-1

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