{"id":38707,"date":"2025-02-21T13:00:53","date_gmt":"2025-02-21T05:00:53","guid":{"rendered":"https:\/\/17aitech.com\/?p=38707"},"modified":"2025-02-21T13:00:53","modified_gmt":"2025-02-21T05:00:53","slug":"3cap-%e7%8e%8b%e5%ba%b7%e6%9b%bc%ef%bc%9a%e6%88%91%e4%b8%ba%e4%bb%80%e4%b9%88%e6%8a%95%e8%b5%84-cerebras-systems%ef%bc%9f","status":"publish","type":"post","link":"https:\/\/17aitech.com\/?p=38707","title":{"rendered":"3Cap \u738b\u5eb7\u66fc\uff1a\u6211\u4e3a\u4ec0\u4e48\u6295\u8d44 Cerebras Systems\uff1f"},"content":{"rendered":"<p>\u8bbf\u8c08 | \u9648\u5f69\u5a34<\/p>\n<p>\u64b0\u6587\u4e28\u6731\u53ef\u8f69\u3001\u8d56\u6587\u6615<\/p>\n<p>\u7f16\u8f91\u4e28\u9648\u5f69\u5a34<\/p>\n<p><\/p>\n<p>\u672c\u6708\u521d\uff0c\u7f8e\u56fd\u77e5\u540d\u00a0AI\u00a0\u82af\u7247\u521b\u4e1a\u516c\u53f8\u00a0Cerebras 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Feldman\uff0c\u662f\u4e00\u5bb6\u4ee5\u6253\u7834\u82f1\u4f1f\u8fbe\u5784\u65ad\u4e3a\u76ee\u6807\u7684\u7f8e\u56fd\u00a0AI\u00a0\u82af\u7247\u521b\u4e1a\u516c\u53f8\u3002\u5b83\u4eec\u4e3a\u4e1a\u5185\u719f\u77e5\u7684\u6807\u7b7e\u6709\u4e8c\uff1a\u4e00\u662f\u7814\u53d1\u4e86\u4e16\u754c\u4e0a\u6700\u5927\u7684\u82af\u7247\uff0c\u4ece\u6700\u521d\u7684\u00a0WSE-1\u5230\u4eca\u5e74\u65b0\u53d1\u5e03\u7684\u00a0WSE-3\u00a0\u5747\u4f53\u91cf\u5e9e\u5927\uff1b\u4e8c\u662f\u66fe\u5728\u00a02018\u00a0\u5e74\u00a0D\u00a0\u8f6e\u83b7\u5f97\u00a0OpenAI CEO Sam Altman\u00a0\u7684\u6ce8\u8d44\u3002<\/p>\n<p>\u5728\u8fc7\u53bb\u7684\u6570\u5e74\uff0cSam Altman\u00a0\u4e00\u5171\u53c2\u4e0e\u6295\u8d44\u4e86\u00a03\u00a0\u5bb6\u82af\u7247\u516c\u53f8\uff0c\u9664\u4e86\u00a0Cerebras Systems\uff0c\u8fd8\u6709\u00a0Rain Neuromorphics\u00a0\u4e0e\u00a0Atomic 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Investment\uff08\u4ee5\u4e0b\u7b80\u79f0\u201c3Cap\u201d\uff09\u3002\u503c\u5f97\u6ce8\u610f\u7684\u662f\uff0c\u8fd9\u662f\u4e00\u5bb6\u7531\u534e\u4eba\u521b\u7acb\u7684\u00a0AGI\u00a0\u6295\u8d44\u57fa\u91d1\uff1b\u66f4\u4ee4\u4eba\u8be7\u5f02\u7684\u662f\uff0c\u8fd9\u5bb6\u57fa\u91d1\u7684\u6210\u7acb\u65f6\u95f4\u4e0d\u8d85\u8fc7\u4e00\u5e74\u2014\u20142023\u00a0\u5e74\u5e74\u5e95\u7b79\u5907\u30012024\u00a0\u5e74\u5e74\u521d\u624d\u6210\u7acb\u3002\u8fd9\u662f\u4e00\u5bb6\u5f00\u66fc\u6ce8\u518c\u7684\u7eaf\u7f8e\u5143\u57fa\u91d1\uff0c\u521b\u59cb\u4eba\u80cc\u666f\u76f8\u5f53\u72ec\u7279\u3002<\/p>\n<p>3Cap\u00a0\u7684\u521b\u59cb\u4eba\u517c\u9996\u5e2d\u6295\u8d44\u5b98\u738b\u5eb7\u66fc\u662f\u4e00\u4f4d\u201c\u8de8\u754c\u5929\u624d\u201d\uff1a<\/p>\n<p>\u738b\u5eb7\u66fc\u7956\u7c4d\u4e0a\u6d77\uff0c\u5e7c\u5e74\u8fc1\u5c45\u9999\u6e2f\uff0c\u672c\u79d1\u5728\u745e\u58eb\u653b\u8bfb\u9152\u5e97\u7ba1\u7406\u4e13\u4e1a\uff0c\u540e\u8f6c\u5411\u7f8e\u56fd\u653b\u8bfb\u7269\u7406\u4e0e\u653f\u6cbb\u7ecf\u6d4e\u5b66\uff0c\u6bd5\u4e1a\u540e\u5728\u7f8e\u5de5\u4f5c\uff0c\u5f53\u8fc7\u7a0b\u5e8f\u5458\uff0c\u540e\u8fdb\u5165\u534e\u5c14\u8857\u6295\u884c\u5de5\u4f5c\u4e8c\u5341\u5e74\uff0c\u5728\u5609\u8bda\u56fd\u9645\uff08\u73b0\u6469\u6839\u5927\u901a\uff09\u3001\u4e2d\u91d1\u516c\u53f8\u3001\u5df4\u514b\u83b1\u94f6\u884c\u4e0e\u4ea4\u94f6\u56fd\u9645\u62c5\u4efb\u8d44\u672c\u5e02\u573a\u90e8\u95e8\u4e3b\u7ba1\u7b49\u804c\u52a1\u3002<\/p>\n<p>2018\u00a0\u5e74\uff0c\u738b\u5eb7\u66fc\u52a0\u5165\u5546\u6c64\u79d1\u6280\uff0c\u62c5\u4efb\u6218\u7565\u6295\u8d44\u548c\u8d44\u672c\u5e02\u573a\u8d1f\u8d23\u4eba\uff0c\u4e3b\u5bfc\u4e86\u5546\u6c64\u4ece\u00a0B\u00a0\u8f6e\u878d\u8d44\u5230\u00a0IPO\u00a0\u7684\u878d\u8d44\u8fc7\u7a0b\uff0c\u8fd9\u6bb5\u7ecf\u5386\u4e3a\u5979\u79ef\u7d2f\u00a0AI\u00a0\u6280\u672f\u8ba4\u77e5\u3001\u6253\u78e8\u00a0AI\u00a0\u4ea7\u4e1a\u7ecf\u9a8c\u4f5c\u51fa\u4e86\u4e0d\u53ef\u78e8\u706d\u7684\u8d21\u732e\u3002<\/p>\n<p 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Systems\u3002<\/p>\n<p>\u738b\u5eb7\u66fc\u5224\u65ad\uff0cAGI\u00a0\u65f6\u4ee3\u7684\u521b\u4e1a\u4e0e\u6295\u8d44\u673a\u9047\u4e3b\u8981\u5728\u6570\u636e\uff08Data\uff09\u3001\u786c\u4ef6\uff08Hardware\uff09\u3001\u8f6f\u4ef6\uff08Software\uff09\u4e0e\u53cd\u9988\u5faa\u73af\uff08Feedback loop\uff09\u8fd9\u56db\u5757\u3002\u800c\u636e\u00a0AI\u00a0\u79d1\u6280\u8bc4\u8bba\u4e86\u89e3\uff0c3Cap\u00a0\u5728\u8d77\u6b65\u9636\u6bb5\u4f1a\u9996\u5148\u805a\u7126\u4e8e\u786c\u4ef6\u5c42\u4e2d\u00a0AI Infra\u00a0\u9886\u57df\u7684\u6295\u8d44\u3002<\/p>\n<p>\u56f4\u7ed5\u00a0AI Infra\u00a0\u7684\u521b\u4e1a\u4e0e\u6295\u8d44\uff0cAI\u00a0\u79d1\u6280\u8bc4\u8bba\u4e0e\u738b\u5eb7\u66fc\u8fdb\u884c\u4e86\u4e00\u6b21\u6df1\u5ea6\u8bbf\u8c08\u3002\u5bf9\u4e8e\u00a0AI Infra\uff0c\u738b\u5eb7\u66fc\u8ba4\u4e3a\uff0c\u201c\u76ee\u524d\u6240\u6709\u7684\u6570\u636e\u4e2d\u5fc3\uff0c\u5176\u6f5c\u5728\u7684\u786c\u4ef6\u4e0e\u8f6f\u4ef6\u3001\u5c24\u5176\u662f\u786c\u4ef6\uff0c\u5728\u672a\u6765\u90fd\u9700\u8981\u8fdb\u884c\u7f6e\u6362\u3002\u800c\u5728\u8fd9\u4e2a\u5e02\u573a\u4e2d\uff0c\u73a9\u5bb6\u80af\u5b9a\u4e0d\u4f1a\u53ea\u6709\u82f1\u4f1f\u8fbe\u3002\u201d\u5728\u8fd9\u4e00\u70b9\u4e0a\uff0c\u5979\u4e0e\u00a0Andrew Feldman\u00a0\u7684\u89c2\u70b9\u4e00\u81f4\u3002<\/p>\n<p>\u4ee5\u4e0b\u662f\u00a0AI\u00a0\u79d1\u6280\u8bc4\u8bba\u4e0e\u738b\u5eb7\u66fc\u7684\u5bf9\u8bdd\u5b9e\u5f55\uff1a<\/p>\n<p><strong><span style=\"font-size: 20px\"><br \/><\/span><\/strong><\/p>\n<p><strong><span style=\"font-size: 20px\">\u6295\u8d44\u00a0Cerebras Systems\u00a0\u7684\u8fc7\u7a0b<\/span><\/strong><\/p>\n<p><strong><br \/><\/strong><\/p>\n<p><strong>AI\u00a0\u79d1\u6280\u8bc4\u8bba\uff1a<\/strong>\u80fd\u5426\u8c08\u8c08\u60a8\u6295\u8d44\u00a0Cerebras Systems\u00a0\u7684\u5951\u673a\uff1f<\/p>\n<p><strong>\u738b\u5eb7\u66fc\uff1a<\/strong>Cerebras\u00a0\u662f\u4e00\u4e2a\u5f88\u6709\u8da3\u7684\u6848\u4f8b\u3002\u5927\u5bb6\u53ef\u80fd\u90fd\u542c\u8bf4\uff0c\u5b83\u7814\u53d1\u5236\u9020\u4e86\u4e16\u754c\u4e0a\u6700\u5927\u7684\u82af\u7247\u3002<\/p>\n<p>\u6211\u5bf9\u00a0Cerebras\u00a0\u7684\u5174\u8da3\u5b9e\u9645\u59cb\u4e8e\u516d\u5e74\u524d\u30022018\u00a0\u5e74\u90a3\uff0c\u6211\u5728\u4e00\u6b21\u670b\u53cb\u805a\u4f1a\u4e0a\u9047\u5230\u00a0Cerebras\u00a0\u7684\u521b\u59cb\u4eba\u00a0Andrew Feldman\uff0c\u4ed6\u8ddf\u6211\u5c55\u5f00\u4e86\u6df1\u5165\u7684\u4ea4\u6d41\uff0c\u8ba9\u6211\u5370\u8c61\u5f88\u6df1\u523b\u3002\u4ed6\u5f53\u65f6\u8ddf\u6211\u8bf4\uff0c\u4ed6\u7684\u76ee\u6807\u662f\u8981\u6311\u6218\u82f1\u4f1f\u8fbe\uff0c\u56e0\u4e3a\u4ed6\u5e76\u4e0d\u8ba4\u4e3a\u00a0GPU\u00a0\u662f\u7528\u4e8e\u8bad\u7ec3\u00a0Foundation Model\uff08\u57fa\u7840\u6a21\u578b\uff09\u7684\u6700\u4f73\u65b9\u6848\uff0c\u800c\u4ed6\u4eec\u7684\u65b9\u6848\uff08\u5f53\u65f6\u5df2\u7ecf\u505a\u4e86\u4e24\u5e74\uff09\u624d\u662f\u6700\u53ef\u884c\u3002<\/p>\n<p>\u4e5f\u5c31\u662f\u8bf4\uff0c\u5728Transformer\u67b6\u6784\u51fa\u6765\u4e4b\u524d\uff0c\u4ed6\u5c31\u5df2\u7ecf\u5728\u601d\u8003\u505a\u57fa\u7840\u6a21\u578b\u8bad\u7ec3\u9700\u8981\u6709\u4e00\u4e2a\u56f4\u7ed5\u82af\u7247\u7684\u5b8c\u6574\u89e3\u51b3\u65b9\u6848\u3002Andrew Feldman\u00a0\u662f\u7b2c\u4e00\u4e2a\u8ddf\u6211\u63d0\u5230\u300cFoundation Model\u300d\u7684\u4eba\u3002<\/p>\n<p>\u90a3\u65f6\u5019\u6211\u5c31\u77e5\u9053\u00a0Cerebras\u00a0\u8fd9\u4e2a\u521d\u521b\u4f01\u4e1a\u5728\u505a\u00a0AI\u00a0\u82af\u7247\u76f8\u5173\u7684\u4e8b\u60c5\u503c\u5f97\u5173\u6ce8\u3002\u6211\u77e5\u9053\u4ed6\u4eec\u53d1\u8868\u4e86\u5f88\u591a\u8bba\u6587\u3001\u7279\u522b\u662f\u5728\u63d0\u9ad8\u8ba1\u7b97\u6548\u7387\u65b9\u9762\uff08\u7684\u8bba\u6587\uff09\uff0c\u4e5f\u77e5\u9053\u4ed6\u4eec\u9010\u6e10\u5b9e\u73b0\u5546\u4e1a\u5316\uff0c\u75ab\u60c5\u51e0\u5e74\u4ed6\u4eec\u4e5f\u6ca1\u505c\u4e0b\u6765\uff0c\u4ed6\u4eec\u7814\u53d1\u7684\u82af\u7247\u88ab\u7528\u4e8e\u7f8e\u56fd\u56fd\u5bb6\u5b9e\u9a8c\u5ba4\u548c\u00a0GSK\u00a0\u7684\u75ab\u82d7\u7814\u53d1\u3002<\/p>\n<p>\u540e\u6765\u00a02023\u00a0\u5e74\u6211\u81ea\u5df1\u521b\u7acb\u57fa\u91d1\u65f6\uff0c\u6211\u5c31\u8054\u7cfb\u4e86\u00a0Andrew\uff0c\u8be2\u95ee\u4e86\u4ed6\u4eec\u7684\u5546\u4e1a\u5316\u8fdb\u5c55\u3002\u5f53\u65f6\u4ed6\u975e\u5e38\u5174\u594b\u5730\u544a\u8bc9\u6211\uff0c\u4ed6\u4eec\u6700\u8fd1\u8ddf\u4e2d\u4e1c\u00a0G42\u00a0\u7b7e\u7f72\u4e86\u5408\u540c\uff0c\u6210\u4e3a\u4e16\u754c\u4e0a\u6700\u5927\u7684\u4eba\u5de5\u667a\u80fd\u6570\u636e\u4e2d\u5fc3\u89e3\u51b3\u65b9\u6848\u63d0\u4f9b\u5546\u4e4b\u4e00\u3002\u5728\u90a3\u4e2a\u9879\u76ee\u4e2d\uff0c\u4ed6\u4eec\u7684\u5361\u4e0e\u82f1\u4f1f\u8fbe\u7684\u5361\u5404\u5360\u4e00\u534a\uff0c\u76f8\u5f53\u4e8e\u5e73\u5206\u5e02\u573a\u3002<\/p>\n<p>\u7136\u540e\u6211\u66ff\u4ed6\u9ad8\u5174\u4e4b\u4f59\uff0c\u4e5f\u8ddf\u00a0Andrew\u00a0\u8bf4\u00a03Cap\u4e86\u6211\u4eec\u57fa\u91d1\u7684\u80cc\u666f\uff08\u5f00\u66fc\u7f8e\u5143\u57fa\u91d1\uff0c\u6d77\u5916LP\uff09\u5e0c\u671b\u52a0\u5165\u4ed6\u4eec\u7684\u6295\u8d44\u8005\u884c\u5217\u3002\u5f53\u65f6\u6211\u53bb\u9762\u8bbf\u4ed6\uff0c\u8ddf\u4ed6\u548c\u4ed6\u4eec\u56e2\u961f\u90fd\u804a\u4e86\u597d\u4e45\u3002\u4ed6\u8003\u8651\u540e\u540c\u610f\u7ed9\u6211\u4eec\u4efd\u989d\uff0c\u81f3\u4e8e\u4f30\u503c\uff0c\u5f53\u65f6\u5b8f\u89c2\u539f\u56e0\uff0c\u5927\u5bb6\u5bf9\u4e8e\u4e0a\u5e02\u8fd8\u662f\u6709\u5f88\u591a\u4e0d\u786e\u5b9a\u6027\uff0c\u6240\u4ee5\u540c\u610f\u4e86\u4e00\u4e2a\u73b0\u5728\u56de\u5934\u770b\u6765\u7279\u522b\u7406\u60f3\u7684\u6570\u5b57\uff0cSam Altman\u00a0\u662f\u5728\u00a02018\u00a0\u5e74\u6295\u7684\u4ed6\u4eec\u3001\u6211\u4e5f\u662f\u00a02018\u00a0\u5e74\u8ba4\u8bc6\u4ed6\u7684\uff0c\u6211\u4eec\u4f30\u503c\u4e00\u6837\u4e5f\u5f88\u5408\u7406\uff08\u7b11\uff09\u3002<\/p>\n<p>\u5bf9\u521b\u4e1a\u8005\u6765\u8bf4\uff0c\u4ed6\u4eec\u5176\u5b9e\u4e5f\u5f88\u770b\u91cd\u6295\u8d44\u8005\u662f\u5426\u61c2\u4ed6\u4eec\u3001\u61c2\u00a0AI\u3002\u9664\u4e86\u7ecf\u6d4e\u5229\u76ca\u5916\uff0c\u4ed6\u4eec\u5176\u5b9e\u4e5f\u5e0c\u671b\u8ddf\u6295\u8d44\u4eba\u5728\u9879\u76ee\u4e0a\u5408\u4f5c\u3002\u4e5f\u662f\u673a\u7f18\u5de7\u5408\uff0c\u6211\u4eec\u57fa\u91d1\u6210\u7acb\u540e\u7684\u7b2c\u4e00\u4e2a\u6295\u8d44\u9879\u76ee\u5c31\u662f\u00a0Cerebras Systems\u3002<\/p>\n<p><\/p>\n<p style=\"text-align: center\"><a href=\"https:\/\/17aitech.com\/wp-content\/uploads\/2024\/09\/frc-6dcf9d3a9863ba9c3673f109900e6041.png\" data-fancybox=\"images\" data-fancybox=\"gallery\"><img decoding=\"async\" src=\"https:\/\/17aitech.com\/wp-content\/uploads\/2024\/09\/frc-6dcf9d3a9863ba9c3673f109900e6041.png\"><\/a><\/p>\n<p style=\"text-align: center\">Cerebras Systems\u00a0\u6240\u7814\u53d1\u7684\u82af\u7247<\/p>\n<p><strong><br 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Systems\u00a0\u7684\u989d\u5ea6\u65f6\uff0c\u4ed6\u4eec\u4e5f\u90fd\u89c9\u5f97\u6709\u70b9\u96be\u4ee5\u7f6e\u4fe1\uff0c\u7b2c\u4e00\u4e2a\u53cd\u5e94\u5c31\u662f\u201c\u8fd9\u6837\u7684\u516c\u53f8\u8fd9\u6837\u7684\u4f30\u503c\uff0c\u600e\u4e48\u53ef\u80fd\u62ff\u5f97\u5230\u201d\u3002\u4f46Andrew\u4e00\u76f4\u7279\u522b\u652f\u6301\uff0c\u540e\u6765\u6211\u7684\u4e00\u4e2aLP\u8fd8\u5728\u7845\u8c37\u89c1\u4e86Andrew\u804a\u4e86\u4e00\u4e2a\u4e0b\u5348\uff0c\u8fd9\u65f6\u5019\u5927\u5bb6\u624d\u53cd\u5e94\u8fc7\u6765\uff0c\u539f\u6765\u4e9a\u6d32\u771f\u7684\u6709\u8fd9\u4e48\u4e00\u5bb6\u65b0\u5f00\u5f20\u7684VC\u6709\u8fd9\u4e9b\u72ec\u7279\u8d44\u6e90\u3002<\/p>\n<p>\u5176\u5b9e\u6211\u548c\u00a0Andrew\u00a0\u8ba4\u8bc6\u591a\u5e74\uff0c\u51e0\u4e4e\u662f\u89c1\u8bc1\u4e86\u4ed6\u4eec\u6210\u957f\u3002\u540c\u65f6\u4ed6\u4e5f\u5f88\u4e86\u89e3\u6211\u7684\u7ecf\u5386\u3002\u6211\u4eec\u90fd\u521b\u8fc7\u4e1a\uff0c\u90fd\u77e5\u9053\u521b\u4e1a\u80cc\u540e\u7684\u8f9b\u9178\u4e0e\u82e6\u695a\uff0c\u4ed6\u4e5f\u77e5\u9053\u6211\u5bf9\u00a0AI\u00a0\u7684\u7b97\u6cd5\u6280\u672f\u4e0e\u4ea7\u4e1a\u843d\u5730\u6709\u591a\u5e74\u7684\u8ba4\u77e5\u79ef\u7d2f\uff0c\u5728\u521b\u4e1a\u521d\u671f\u4e0e\u521b\u4e1a\u540e\u671f\u63d0\u4f9b\u7684\u5e2e\u52a9\uff0c\u542b\u91d1\u91cf\u662f\u4e0d\u4e00\u6837\u7684\uff0c\u6211\u5f88\u5e78\u8fd0\u7684\u662f\u6211\u8ddf\u00a0Cerebras\u00a0\u7ed3\u7f18\u662f\u5728\u65e9\u671f\u3002<\/p>\n<p>\u50cfCerebras\u00a0\u8fd9\u6837\u7684\u6848\u4f8b\u4e0d\u662f\u4e2a\u6848\uff0c\u53ea\u662f\u6211\u4eec\u6295\u7684\u7b2c\u4e00\u5bb6\u3002\u5e0c\u671b\u4ee5\u540e\u8fd8\u6709\u8fd9\u4e9b\u72ec\u7279\uff0c\u6709\u8da3\u7684\u9879\u76ee\u5e26\u8fdb\u6765\u6211\u4eec\u57fa\u91d1\u91cc\u9762\u3002<\/p>\n<p>\u00a0<\/p>\n<p><strong>AI\u00a0\u79d1\u6280\u8bc4\u8bba\uff1a<\/strong>Cerebras\u00a0\u7684\u6295\u8d44\u65b9\u91cc\u534e\u4eba\u80cc\u666f\u7684\u673a\u6784\u591a\u5417\uff1f\u00a0<\/p>\n<p><strong>\u738b\u5eb7\u66fc\uff1a<\/strong>\u6709\uff0c\u4f46\u6b63\u5f0f\u5728\u00a0Cap Table\u00a0\u4e0a\u9762\u7684\u5be5\u5be5\u53ef\u6570\u3002<\/p>\n<p>\u00a0<\/p>\n<p><strong>AI\u00a0\u79d1\u6280\u8bc4\u8bba\uff1a\u00a0<\/strong>Cerebras Systems\u00a0\u5feb\u8981\u4e0a\u5e02\u4e86\uff0c\u4ed6\u4eec\u7684\u5546\u4e1a\u5316\u60c5\u51b5\u5982\u4f55\uff1f<\/p>\n<p><strong>\u738b\u5eb7\u66fc\uff1a<\/strong>Cerebras\u00a0\u662f\u5c11\u6570\u5728AI\u82af\u7247\u521d\u521b\u4f01\u4e1a\u4e2d\uff0c\u5546\u4e1a\u5316\u5df2\u7ecf\u6bd4\u8f83\u6210\u529f\u7684\u3002\u516c\u5f00\u4fe1\u606f\u91cc\u9762\u4e5f\u63d0\u5230\uff0c\u4ed6\u4eec\u53bb\u5e74\u5e74\u5e95\u5df2\u7ecf\u5728\u7ecf\u8425\u6027\u73b0\u91d1\u6d41\u5c42\u9762\u6253\u5e73\uff0c\u4e5f\u5c31\u662f\u8bf4\u57fa\u672c\u4e0a\u4e0d\u70e7\u94b1\uff0c\u8fd9\u70b9\u5f88\u5c11\u521b\u4e1a\u516c\u53f8\u80fd\u505a\u5230\uff0c\u66f4\u4e0d\u8981\u8bf4\u5728\u786c\u4ef6\u82af\u7247\u884c\u4e1a\u4e86\u3002<\/p>\n<p>\u4ed6\u4eec\u843d\u5730\u6848\u4f8b\u6709\u5f88\u591a\uff0c\u5305\u62ec\u4e86\u5404\u5730\u653f\u5e9c\u548c\u4f01\u4e1a\u9f99\u5934\uff0c\u9664\u4e86\u6b27\u7f8e\u8fd8\u6709\u5168\u7403\u3002\u5f53\u4e2d\u6700\u4e3a\u6709\u4ee3\u8868\u6027\u5e94\u662f\u4ed6\u4eec\u548c\u4e2d\u4e1c\u00a0G42\u00a0\u7684\u5408\u4f5c\uff0c\u963f\u8054\u914b\u8981\u6253\u9020\u5168\u4e16\u754c\u6700\u5927\u7684\u00a0AI\u00a0\u667a\u7b97\u4e2d\u5fc3\uff0c\u5f53\u4e2d\u4e00\u534a\u7528\u7684\u662f\u82f1\u4f1f\u8fbe\uff0c\u53e6\u4e00\u534a\u662f\u00a0Cerebras\u00a0\u7684\u65b9\u6848\u3002<\/p>\n<p>\u4ed6\u4eec\u7684\u96c6\u7fa4\u00a0Condor Galaxy\u00a0\u4e00\u51716\u4e2a\uff0c\u52a0\u8d77\u676536\u4e2a\u00a0exaflop\uff0c\u8fd9\u4e2a\u662f\u76f8\u5f53\u53ef\u89c2\u7684\u3002\u7ed9\u5927\u5bb6\u4e00\u4e2a\u6982\u5ff5\uff0c\u4e2d\u56fd\u9884\u8ba1\u5728\u00a02024\u00a0\u5e74\u5168\u5e74\u7b97\u529b\u5927\u6982\u6709\u00a0230\u00a0\u4e2a\u00a0exaflop\uff0c2025\u00a0\u5e74\u5927\u6982\u00a0300\u00a0\u4e2a\u00a0exaflop\u3002Cerebras\u00a0\u7684\u4ea7\u54c1\u5df2\u7ecf\u6295\u5165\u5728\u7ebf\u800c\u4e14\u5927\u91cf\u5e94\u7528\uff0c\u8fd9\u4e9b\u90fd\u662f\u7c7b\u4f3c\u8d77\u8dd1\u7ebf\u7ade\u4e89\u5bf9\u624b\u6ca1\u6709\u5177\u5907\u7684\u3002\u6240\u4ee5\u5b83\u4eec\u7ecf\u5e38\u88ab\u5916\u5a92\u53f7\u79f0\u201cNvidia challenger\u201d\u3002<\/p>\n<p>\u5176\u5b9e\u7f8e\u56fd\u8fd9\u51e0\u5e74\u00a0IPO\u00a0\u5e02\u573a\u90fd\u6bd4\u8f83\u5b89\u9759\uff0cCerebras\u00a0\u4f5c\u4e3a\u00a0AI\u00a0\u521d\u521b\u82af\u7247\u516c\u53f8\u7b2c\u4e00\u80a1\uff0c\u4e5f\u8bf4\u660e\u4e86\u4ed6\u4eec\u7684\u5b9e\u529b\u3002<\/p>\n<p>\u00a0<\/p>\n<p><strong>AI\u00a0\u79d1\u6280\u8bc4\u8bba\uff1a<\/strong>G42\u00a0\u4e3a\u4ec0\u4e48\u4f1a\u9009\u62e9\u4e00\u534a\u82f1\u4f1f\u8fbe\uff0c\u4e00\u534a\u00a0Cerebras\uff1f<\/p>\n<p><strong>\u738b\u5eb7\u66fc\uff1a<\/strong>\u539f\u56e0\u5f88\u7b80\u5355\uff0cG42\u4e00\u76f4\u5bf9\u524d\u6cbf\u79d1\u6280\u7279\u522b\u611f\u5174\u8da3\uff0c\u5efa\u7acb\u56fd\u5bb6\u7ea7\u522b\u4e91\u7684\u8bdd\uff0c\u4e5f\u4e0d\u80fd\u53ea\u662f\u7528\u5355\u4e00\u7cfb\u7edf\uff0c\u4e00\u5b9a\u8981\u6709\u540e\u5907\u7cfb\u7edf\u3002\u4ed6\u4eec\u4e00\u76f4\u548c\u591a\u5bb6\u82af\u7247\u516c\u53f8\u4fdd\u6301\u5408\u4f5c\uff0c\u4f46Cerebras\u662f\u5f53\u4e2d\u6bd4\u8f83\u7a81\u51fa\u6210\u529f\u7684\u6848\u4f8b\u3002<\/p>\n<p>\u6211\u548c\u00a0G42\u00a0\u5f53\u65f6\u505a\u8bc4\u4f30\u7684\u4eba\u4e5f\u6709\u804a\u8fc7\u3002\u4ed6\u4eec\u89c9\u5f97\uff0c\u5728\u6027\u80fd\u65b9\u9762\uff0cCerebras\u00a0\u7528\u7684\u65b9\u6848\u8ddf\u5176\u4ed6\u51e0\u5bb6\u5b8c\u5168\u4e0d\u4e00\u6837\uff0c\u4ed6\u4eec\u505a\u5927\u7684\u6676\u5706\u7247\uff0c\u6240\u4ee5\u4ece\u5197\u4f59\u7684\u89d2\u5ea6\u6765\u8bf4\u66f4\u52a0\u5b89\u5168\u3001\u9ad8\u6548\u3002G42\u00a0\u5728\u9009\u62e9\u4f9b\u5e94\u5546\u65f6\u5176\u5b9e\u6d4b\u8bd5\u4e86\u5f88\u591a\u5176\u4ed6\u82af\u7247\u5382\u5546\uff0c\u6700\u540e\u9009\u62e9\u4e86Cerebras\u3002\u7528\u4e0b\u6765\u89c9\u5f97\u786e\u5b9e\u4e0d\u9519\uff0c\u53bb\u5e74\u4ed6\u4eec\u5408\u4f5c\u53c8\u52a0\u6df1\u4e86\uff0c\u8fd9\u4e5f\u5f88\u80fd\u8bf4\u660e\u00a0Cerebras\u00a0\u7684\u6280\u672f\u542b\u91cf\u3002<\/p>\n<p>\u00a0<\/p>\n<p><strong>AI\u79d1\u6280\u8bc4\u8bba\uff1a<\/strong>\u90a3\u60a8\u770b\u597d\u00a0Cerebras\u00a0\u80fd\u548c\u82f1\u4f1f\u8fbe\u5f62\u6210\u7ade\u4e89\u7684\u70b9\u4e3b\u8981\u5728\u54ea\u4e9b\u65b9\u9762\u5462\uff1f<\/p>\n<p><strong>\u738b\u5eb7\u66fc\uff1a\u00a0<\/strong>Cerebras\u7684\u6bcf\u4e2a\u7ec4\u4ef6\u90fd\u9488\u5bf9\u00a0AI\u00a0\u5de5\u4f5c\u8fdb\u884c\u4e86\u4f18\u5316\uff0c\u5bf9\u8f6f\u4ef6\u6846\u67b6\uff0c\u5982PyTorch 2.0\uff0c\u4ee5\u53ca\u5e38\u7528\u7684AI\u5927\u6a21\u578b\u548c\u6280\u672f\uff0c\u6bd4\u5982Diffusion\u3001\u591a\u6a21\u6001\u3001ViT\u3001MoE\u7b49\uff0c\u63d0\u4f9b\u539f\u751f\u652f\u6301\u3002\u56e0\u6b64\u5728\u505aAI\u5927\u578b\u6a21\u578b\u8bad\u7ec3\u7684\u65f6\u5019Cerebras\u00a0\u6bd4\u00a0H100\u00a0\u5feb\u5f88\u591a\u4e5f\u6613\u7528\u5f88\u591a\u3002\u4e3e\u4e2a\u4f8b\u5b50\u8bf4\u660e\uff0c\u7531\u4e8eCerebras\u00a0\u4e0d\u9700\u8981\u8fdb\u884cparallel programming\uff0c\u5728\u5b83\u7684\u673a\u5668\u4e0a\u8bad\u7ec3\u00a01750\u00a0\u4ebf\u53c2\u6570\u7684\u00a0GPT-3\u5927\u5c0f\u7684\u6a21\u578b\uff0c\u7528NV\u00a0GPU\u00a0\u9700\u8981\u00a020507\u00a0\u884c\u7efc\u5408Python\u3001C\/C++\u3001CUDA\u00a0\u548c\u5176\u4ed6\u4ee3\u7801\uff0c\u800c\u4e00\u7247\u00a0WSE-3\u00a0\u53ea\u9700\u00a0565\u00a0\u884c\u4ee3\u7801\u3002<\/p>\n<p><\/p>\n<p style=\"text-align: center\"><a href=\"https:\/\/17aitech.com\/wp-content\/uploads\/2024\/09\/frc-a5b00d804ebcafb00b62beb3ec0b7ae1.png\" data-fancybox=\"images\" data-fancybox=\"gallery\"><img decoding=\"async\" src=\"https:\/\/17aitech.com\/wp-content\/uploads\/2024\/09\/frc-a5b00d804ebcafb00b62beb3ec0b7ae1.png\"><\/a><\/p>\n<p style=\"text-align: center\">\u56fe\u7247\u6765\u81ea\u7f51\u7edc<\/p>\n<p><strong><br \/><\/strong><\/p>\n<p><strong>AI\u00a0\u79d1\u6280\u8bc4\u8bba\uff1a<\/strong>Cerebras\u00a0\u4ee5\u82af\u7247\u201c\u5927\u201d\u800c\u95fb\u540d\uff0c\u5c31\u60a8\u5bf9\u00a0Cerebras\u00a0\u7684\u4e86\u89e3\uff0c\u5bf9\u4e8e\u00a0AI\u00a0\u7684\u53d1\u5c55\u800c\u8a00\uff0c\u8fd9\u79cd\u66f4\u201c\u5927\u201d\u7684\u82af\u7247\u5728\u6027\u80fd\u4e0a\u6709\u4ec0\u4e48\u4f18\u52bf\u6216\u58c1\u5792\u5417\uff1f<\/p>\n<p><strong>\u738b\u5eb7\u66fc\uff1a<\/strong>\u6211\u89c9\u5f97\u5728\u5927\u6a21\u578b\u65f6\u4ee3\u4e3b\u8981\u6709\u51e0\u65b9\u9762\u7684\u4f18\u52bf\uff1a\u00a0<\/p>\n<p>\u4e00\u662f\u80fd\u8fdb\u884c\u5927\u89c4\u6a21\u5e76\u884c\u5904\u7406\uff0cCerebras\u00a0\u6676\u5706\u7ea7\u5927\u5c3a\u5bf8\u82af\u7247\u7684\u5185\u6838\u6570\u91cf\u76f8\u6bd4H100\u589e\u52a0\u4e86\u00a052\u00a0\u500d\uff0c\u589e\u5f3a\u4e86\u5e76\u884c\u5904\u7406\u80fd\u529b\uff0c\u975e\u5e38\u9002\u5408\u9700\u8981\u5927\u91cf\u8ba1\u7b97\u80fd\u529b\u7684\u5927\u6a21\u578b\u8bad\u7ec3\u573a\u666f\uff1b\u4e8c\u662f\u5927\u82af\u7247\u5c3a\u5bf8\u5141\u8bb8\u66f4\u591a\u7684\u7247\u4e0a\u5185\u5b58\uff0c\u51cf\u5c11\u4e86\u5bf9\u5916\u90e8\u5185\u5b58\u8bbf\u95ee\u7684\u9700\u6c42\uff0c\u8fd9\u6837\u53ef\u4ee5\u52a0\u5feb\u5904\u7406\u901f\u5ea6\u3002<\/p>\n<p>\u5176\u4f59\u7684\u4f18\u52bf\u8fd8\u6709\u7b80\u5355\u9ad8\u901f\u7684\u67b6\u6784\u3001\u9ad8\u5e26\u5bbd\u3001\u5728\u89e3\u51b3\u00a0Sparsity\u00a0\u95ee\u9898\u4e0a\u7684\u8868\u73b0\u4f18\u5f02\u7b49\u3002<\/p>\n<p>\u914d\u5907\u00a0WSE-3\u00a0\u7684\u00a0CS-3\u00a0\u8ba1\u7b97\u673a\u7406\u8bba\u4e0a\u53ef\u4ee5\u5904\u7406\u00a024\u00a0\u4e07\u4ebf\u53c2\u6570\u7684\u5927\u578b\u8bed\u8a00\u6a21\u578b\uff0c\u8fd9\u6bd4\u00a0OpenAI\u00a0\u7684\u00a0GPT-4\u00a0\u7b49\u9876\u7ea7\u751f\u6210\u5f0f\u00a0AI\u00a0\u6a21\u578b\u7684\u53c2\u6570\u9ad8\u51fa\u4e00\u4e2a\u6570\u91cf\u7ea7\uff08\u636e\u4f20\u6709\u00a01\u00a0\u4e07\u4ebf\u53c2\u6570\uff09\uff0c\u5728\u00a0CS-3\u00a0\u4e0a\u8bad\u7ec3\u00a01\u00a0\u4e07\u4ebf\u53c2\u6570\u6a21\u578b\u5c31\u50cf\u5728\u00a0GPU\u00a0\u4e0a\u8bad\u7ec3\u00a010\u00a0\u4ebf\u53c2\u6570\u6a21\u578b\u4e00\u6837\u7b80\u5355\u3002<\/p>\n<p>Cerebras\u00a0\u5728\u00a0AI day\u00a0\u4e0a\u5c55\u793a\u4e86\u4ed6\u4eec\u7684\u4e00\u4e2a\u00a04\u00a0\u4e2a\u7cfb\u7edf\u7684\u96c6\u7fa4\u53ef\u4ee5\u5728\u4e00\u5929\u5185\u5fae\u8c03\u00a0Llama 70B\uff0c2048\u00a0\u4e2a\u7cfb\u7edf\u7684\u00a0cluster\u00a0\u53ef\u4ee5\u5728\u4e00\u5929\u5185\u4ece\u5934\u5f00\u59cb\u8bad\u7ec3\u00a0Llama 70B\u3002\u8fd9\u4e2a\u7684\u610f\u4e49\u5c31\u662f\u5927\u6a21\u578b\u7684\u8fed\u4ee3\u53ef\u4ee5\u975e\u5e38\u5feb\uff0c\u53ef\u4ee5\u5feb\u901f\u8bd5\u9519\u548c\u8fed\u4ee3\u3002<\/p>\n<p>\u00a0<\/p>\n<p><strong>AI\u79d1\u6280\u8bc4\u8bba\uff1a<\/strong>\u6210\u672c\u8fd9\u5757\u00a0Cerebras\u00a0\u6709\u4f18\u52bf\u5417\uff1f<\/p>\n<p><strong>\u738b\u5eb7\u66fc\uff1a<\/strong>Cerebras\u00a0\u6bcf\u4e2a\u7cfb\u7edf\u6bd4\u82f1\u4f1f\u8fbe\u8981\u9ad8\uff0c\u786e\u5b9e\u662f\u4e00\u7b14\u8f83\u5927\u7684\u521d\u59cb\u6295\u5165\u3002\u4f46\u7531\u4e8e\u6548\u7387\u7684\u63d0\u5347\uff0c\u968f\u7740\u65f6\u95f4\u7684\u63a8\u79fb\uff0c\u603b\u62e5\u6709\u6210\u672c\uff08TCO\uff09\u4f1a\u6709\u7ade\u4e89\u529b\u3002<\/p>\n<p>\u6570\u636e\u4e2d\u5fc3\u8fd0\u8425\u5546\u975e\u5e38\u91cd\u89c6\u9ad8\u6548\u7684\u7535\u529b\u4f7f\u7528\uff0c\u56e0\u4e3a\u8fd9\u76f4\u63a5\u5f71\u54cd\u5230\u603b\u62e5\u6709\u6210\u672c\u3002AI\u00a0\u786c\u4ef6\u7531\u4e8e\u5176\u5de8\u5927\u7684\u8ba1\u7b97\u5bc6\u5ea6\uff0c\u7279\u522b\u8017\u7535\u3002CS-3\u00a0\u7684\u5cf0\u503c\u529f\u8017\u4e3a\u00a023kW\uff0c\u800c\u00a0DGX B200\u00a0\u7684\u5cf0\u503c\u529f\u8017\u4e3a\u00a014.3kW\u3002\u7136\u800c\uff0cCS-3\u00a0\u7684\u901f\u5ea6\u663e\u8457\u66f4\u5feb\uff0c\u53ef\u8fbe\u00a0125 petaflops\uff0c\u800c\u00a0DGX B200\u00a0\u5219\u4e3a\u00a036 petaflops\uff0c\u6bcf\u74e6\u6027\u80fd\u63d0\u9ad82.2\u500d\uff0c\u8fd9\u6837\u4e00\u4e2a\u00a0CS-3\u00a0\u7cfb\u7edf\u7684\u6574\u4e2a\u751f\u547d\u5468\u671f\u5c06\u7535\u529b\u8d39\u7528\u51cf\u5c11\u4e00\u534a\u4ee5\u4e0a\u3002<\/p>\n<p>Cerebras\u00a0\u7684\u00a0WSE\u00a0\u53ef\u4ee5\u5b8c\u6210\u591a\u4e2a\u00a0GPU\u00a0\u7684\u5de5\u4f5c\uff0c\u80fd\u51cf\u5c11\u6240\u9700\u786c\u4ef6\u7684\u603b\u6570\uff0c\u90a3\u4e48\u7531\u4e8e\u9700\u8981\u7ba1\u7406\u7684\u5355\u5143\u6570\u91cf\u51cf\u5c11\uff0c\u8fd0\u8425\u6210\u672c\u5982\u7535\u529b\u6d88\u8017\u548c\u51b7\u5374\u4e5f\u53ef\u80fd\u964d\u4f4e\uff0c\u66f4\u4e0d\u7528\u63d0\u6784\u5efa\u96c6\u7fa4\u6240\u9700\u7684\u4eba\u529b\u7269\u529b\u6210\u672c\u4e86\u3002<\/p>\n<p>\u00a0<\/p>\n<p><span style=\"font-size: 20px\"><strong>3Cap\u00a0\u5982\u4f55\u505a\u00a0AI\u00a0\u6295\u8d44\uff1f<\/strong><\/span><\/p>\n<p><strong><br \/><\/strong><\/p>\n<p><strong>AI\u00a0\u79d1\u6280\u8bc4\u8bba\uff1a<\/strong>\u53bb\u5e74\u00a012\u00a0\u6708\u60a8\u521b\u7acb\u4e86\u00a03Cap\uff0c\u60a8\u4e3a\u4ec0\u4e48\u4f1a\u9009\u62e9\u5728\u8fd9\u4e2a\u65f6\u95f4\u70b9\u521b\u7acb\u4e00\u4e2a\u57fa\u91d1\uff1f<\/p>\n<p><strong>\u738b\u5eb7\u66fc\uff1a<\/strong>\u65e9\u4e9b\u5e74\uff0cAI\u00a0\u662f\u4e2a\u65b0\u9886\u57df\uff0c\u5927\u5bb6\u90fd\u5728\u63a2\u7d22\u4ea7\u54c1\u5982\u4f55\u7406\u8bba\u53d8\u5b9e\u8df5\uff0c\u5982\u4f55\u6210\u529f\u843d\u5730\u3002\u800c\u53bb\u5e74\u662f\u00a0AI 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2.0\uff0c\u60a8\u6709\u611f\u53d7\u5230\u884c\u4e1a\u5728\u8fc5\u901f\u53d8\u5feb\u5417\uff1f<\/p>\n<p><strong>\u738b\u5eb7\u66fc\uff1a<\/strong>\u8fd9\u4e2a\u95ee\u9898\u5f88\u597d\u3002\u5176\u5b9e\u00a0PC\u00a0\u65f6\u4ee3\u6301\u7eed\u4e86\u51e0\u5341\u5e74\uff0c\u79fb\u52a8\u4e92\u8054\u7f51\u65f6\u4ee3\u5927\u7ea6\u5341\u51e0\u5e74\uff0c\u800c\u00a0AI\u00a0\u65f6\u4ee3\u53ef\u80fd\u53ea\u6709\u51e0\u5e74\u3002\u884c\u4e1a\u7684\u6ce2\u52a8\u53d8\u5f97\u66f4\u52a0\u5267\u70c8\uff0c\u9ad8\u5cf0\u548c\u4f4e\u8c37\u7684\u5dee\u8ddd\u8d8a\u6765\u8d8a\u5927\uff0c\u8fd9\u610f\u5473\u7740\u884c\u4e1a\u7684\u6d17\u724c\u53ef\u80fd\u4f1a\u66f4\u5feb\u3002<\/p>\n<p>\u4ece\u6211\u4eec\u6295\u8d44\u4eba\u89d2\u5ea6\u6765\u770b\uff0c\u8fd9\u6709\u597d\u5904\u4e5f\u6709\u574f\u5904\uff0c\u597d\u5904\u5c31\u5728\u4e8e\u4e0d\u597d\u7684\u4f01\u4e1a\u53ef\u4ee5\u66f4\u5feb\u5730\u88ab\u6dd8\u6c70\uff0c\u800c\u80fd\u591f\u5728\u00a0AI 2.0\u00a0\u6d6a\u6f6e\u4e2d\u751f\u5b58\u4e0b\u6765\u7684\u4f01\u4e1a\uff0c\u5176\u6700\u7ec8\u4f30\u503c\u53ef\u80fd\u4f1a\u6bd4\u4ee5\u524d\u7684\u4f01\u4e1a\u9ad8\u3002\u5982\u679c\u4f60\u9519\u8fc7\u4e86\u7b2c\u4e00\u6ce2\uff0c\u5e76\u4e0d\u4e00\u5b9a\u610f\u5473\u7740\u4e3a\u65f6\u5df2\u665a\u3002<\/p>\n<p>\u4f46\u4f5c\u4e3a\u98ce\u9669\u6295\u8d44\u8005\uff0c\u6211\u4eec\u66f4\u5173\u6ce8\u65e9\u671f\u9879\u76ee\uff0c\u5e0c\u671b\u8fd9\u4e9b\u516c\u53f8\u56db\u5e74\u540e\u4ecd\u7136\u5b58\u5728\u3002\u6211\u4eec\u8ba4\u4e3a\uff0c\u80fd\u591f\u5728\u5feb\u901f\u53d8\u5316\u4e2d\u751f\u5b58\u7684\u516c\u53f8\uff0c\u5e94\u8be5\u8fd8\u662f\u5728\u00a0Infra\u00a0\u8fd9\u4e00\u5757\u3002<\/p>\n<p>\u00a0<\/p>\n<p><strong>AI\u00a0\u79d1\u6280\u8bc4\u8bba\uff1a<\/strong>\u6240\u4ee5\u60a8\u89c9\u5f97\u6295\u8d44\u7684\u98ce\u9669\u4f1a\u589e\u9ad8\u5417\uff1f3Cap\u00a0\u600e\u4e48\u89c4\u907f\u98ce\u9669\uff1f<\/p>\n<p><strong>\u738b\u5eb7\u66fc\uff1a<\/strong>\u4f1a\u3002\u6240\u4ee5\u6211\u4eec\u5c31\u6295\u4e24\u79cd\uff0c\u4e00\u79cd\u662f\u975e\u5e38\u524d\u671f\u7684\u9879\u76ee\uff0c\u4e00\u79cd\u662f\u6211\u4eec\u77e5\u9053\u53ef\u4ee5\u76f8\u5bf9\u6bd4\u8f83\u5feb\u5546\u4e1a\u5316\u843d\u5730\u7684\u9879\u76ee\u3002\u6295\u8d44\u7684\u8bdd\uff0c\u4e00\u5b9a\u8981\u770b\u80fd\u4e0d\u80fd\u591f\u5728\u6700\u5feb\u7684\u65f6\u95f4\u5185\u4f53\u73b0\u4ef7\u503c\uff0c\u800c\u4e14\u80fd\u5728\u5408\u7406\u5546\u4e1a\u6761\u6b3e\u4e0b\u9000\u51fa\u3002<\/p>\n<p>\u00a0<\/p>\n<p><strong>AI\u00a0\u79d1\u6280\u8bc4\u8bba\uff1a<\/strong>AI\u00a0\u6295\u8d44\u9700\u8981\u65e2\u61c2\u00a0AI\u3001\u53c8\u61c2\u6295\u878d\u8d44\u3002\u60a8\u8ba4\u4e3a\u60a8\u5728\u00a0AI\u00a0\u4ea7\u4e1a\u7684\u79ef\u7d2f\u5bf9\u60a8\u4e0e\u00a0AI\u00a0\u6280\u672f\u521b\u4e1a\u8005\u4ea4\u6d41\u6709\u4ec0\u4e48\u5e2e\u52a9\uff1f<\/p>\n<p><strong>\u738b\u5eb7\u66fc\uff1a<\/strong>\u6211\u89c9\u5f97\u6bcf\u4e00\u4e2a\u6d6a\u6f6e\u90fd\u4f1a\u6709\u4e00\u6ce2\u65b0\u7684\u6295\u8d44\u4eba\u8fdb\u6765\u3002\u4ece\u00a080\u00a0\u5e74\u4ee3\u7684\u00a0PC\u00a0\u6d6a\u6f6e\u5230\u4e92\u8054\u7f51\u3001\u79fb\u52a8\u4e92\u8054\u7f51\uff0c\u6bcf\u4e2a\u65f6\u4ee3\u7684\u79d1\u6280\u80cc\u540e\u90fd\u6709\u7279\u522b\u61c2\u5b83\u7684\u6295\u8d44\u4eba\u51fa\u73b0\uff0c\u6240\u4ee5\u6211\u89c9\u5f97\u00a0AI 2.0\u00a0\u65f6\u4ee3\u4e5f\u4f1a\u6709\u4e00\u6ce2\u7279\u522b\u61c2\u00a0AI\u00a0\u7684\u4eba\u6210\u4e3a\u6295\u8d44\u4eba\uff0c\u6211\u5e0c\u671b\u00a03Cap\u00a0\u80fd\u6210\u4e3a\u5176\u4e2d\u4e4b\u4e00\u3002\u00a0<\/p>\n<p>\u6211\u5e74\u7eaa\u5927\u4e86\u00a0\uff08\u7b11\uff09\u7ecf\u5386\u4e86\u4e09\u4e2a\u5927\u5468\u671f\uff0c\u5305\u62ec\u4e92\u8054\u7f51\u6ce1\u6cab\u3001\u4e9a\u6d32\u91d1\u878d\u98ce\u66b4\u548c\u5168\u7403\u91d1\u878d\u5371\u673a\uff0c\u5bf9\u8d44\u672c\u5e02\u573a\u719f\u6089\u4e4b\u4f59\u4e5f\u6709\u656c\u754f\u4e4b\u5fc3\uff0c\u52a0\u4e0a\u6211\u4e5f\u4eb2\u81ea\u53c2\u4e0e\u4e86\u00a0AI\u00a0\u884c\u4e1a\u7684\u53d1\u5c55\uff0c\u4ece\u4f01\u4e1a\u7684\u6210\u529f\u548c\u5931\u8d25\u4e2d\u5b66\u5230\u4e86\u5f88\u591a\u3002\u6709\u8fd9\u79cd\u7ecf\u9a8c\u7ec4\u5408\u7684\u6295\u8d44\u4eba\u4e0d\u591a\uff0c\u5728\u8fd9\u65b9\u9762\uff0c3Cap\u00a0\u6709\u81ea\u5df1\u7684\u4f18\u52bf\u3002<\/p>\n<p>\u6295\u8d44\u5176\u5b9e\u662f\u5f88\u53cd\u4eba\u6027\u7684\u3002\u6240\u6709\u7684\u6295\u8d44\u7684\u70ed\u70b9\u4e00\u5f00\u59cb\u7684\u65f6\u5019\u90fd\u662f\u6709\u4e00\u7a9d\u8702\u7684\u4eba\u53bb\u505a\uff0c\u65e0\u8bba\u662f\u6295\u8d44\u4eba\u3001\u521b\u4e1a\u8005\uff0c\u8fd8\u662f\u73b0\u6709\u7684\u516c\u53f8\uff0c\u4f46\u771f\u6b63\u61c2\u5f97\u5728\u91cc\u9762\u6311\u7684\u8fd8\u662f\u5c11\u6570\u3002\u4f60\u53ef\u4ee5\u53c2\u8003\u4e00\u4e2a\u7f51\u9875\u53eb\u00a0AI Graveyard\uff0c\u91cc\u9762\u90fd\u662f\u53bb\u5e74\u4e00\u7a9d\u8702\u6210\u7acb\u73b0\u5728\u4e0d\u80fd\u5b58\u6d3b\u4e0b\u53bb\u7684\u516c\u53f8\u3002<\/p>\n<p>\u00a0<\/p>\n<p><strong><span style=\"font-size: 20px\">AI Infra\u00a0\u91cd\u6784\u6b63\u5728\u52a0\u901f<\/span><\/strong><\/p>\n<p><strong><br \/><\/strong><\/p>\n<p><strong>AI\u00a0\u79d1\u6280\u8bc4\u8bba\uff1a<\/strong>\u60a8\u8ba4\u4e3a\u662f\u4ec0\u4e48\u5728\u652f\u6491\u4e00\u4e2a\u00a0AI\u00a0\u516c\u53f8\u7684\u4f30\u503c\uff1f<\/p>\n<p><strong>\u738b\u5eb7\u66fc\uff1a<\/strong>\u9996\u5148\u8981\u770b\u662f\u5728\u00a0AI\u00a0\u7684\u54ea\u4e00\u4e2a\u9886\u57df\uff0c\u56e0\u4e3a\u73b0\u5728\u5f88\u591a\u4e8b\u7269\u90fd\u80fd\u548c\u00a0AI\u00a0\u626f\u4e0a\u5173\u7cfb\u3002\u4f46\u5728\u00a0AI 2.0\u00a0\u65f6\u4ee3\uff0c\u6211\u89c9\u5f97\u521b\u4e1a\u4e0e\u6295\u8d44\u7684\u673a\u4f1a\u662f\u5728\u56db\u4e2a\u65b9\u9762\uff1a\u6570\u636e\u3001\u786c\u4ef6\u3001\u8f6f\u4ef6\u548c\u53cd\u9988\u5faa\u73af\uff08feedback loop\uff09\u3002<\/p>\n<p>\u7b2c\u4e00\u4e2a\u662f\u6570\u636e\u3002\u6570\u636e\u6536\u96c6\u548c\u521b\u5efa\u662f\u4e00\u79cd\u827a\u672f\u548c\u79d1\u5b66\u7684\u7ed3\u5408\uff0c\u6bd4\u5982\u00a0OpenAI\u00a0\u548c\u00a0Anthropic\u00a0\u5728\u6570\u636e\u6536\u96c6\u548c\u521b\u5efa\u4e0a\u6709\u4e0d\u540c\u7684\u65b9\u6cd5\uff0c\u6240\u4ee5\u7ed3\u679c\u4e0d\u540c\u3002\u8fd8\u6709\u5c31\u662f\u00a0Organic\u00a0\u548c\u00a0Synthetic\u00a0\uff08\u4eba\u7c7b\u548c\u673a\u5668\u4ea7\u751f\uff09\u6570\u636e\u7684\u5360\u6bd4\uff0c\u540e\u8005\u53ef\u4ee5\u5f15\u81f4\u00a0model\u00a0collapse\u00a0\u8981\u8c03\u52a8\u7684\u51fd\u6570\u5f88\u591a\u3002<\/p>\n<p>\u7b2c\u4e8c\u662f\u786c\u4ef6\u3002GPU\u00a0\u672c\u8eab\u662f\u7528\u6765\u6253\u6e38\u620f\u800c\u4e0d\u662f\u505a\u8fd0\u7b97\u7684\uff0c\u867d\u7136\u5728\u8bad\u7ec3\u548c\u63a8\u7406\u4e2d\u5f88\u5feb\uff0c\u4f46\u67b6\u6784\u9700\u8981\u4f18\u5316\uff0c\u73b0\u5728\u6709\u5f88\u591a\u56e2\u961f\u5728\u63d0\u9ad8\u00a0GPU\u00a0\u6548\u7387\u6216\u5f00\u53d1\u65b0\u7684\u82af\u7247\u67b6\u6784\u3002\u6211\u76f8\u4fe1\u82f1\u4f1f\u8fbe\u7684\u5e02\u573a\u5360\u6709\u7387\u4f1a\u88ab\u65b0\u7684\u521b\u4e1a\u56e2\u961f\u5360\u9886\u3001\u524a\u5c11\uff0c\u8fd9\u662f\u5f88\u5927\u7684\u4e00\u5757\u5e02\u573a\u3002<\/p>\n<p>\u7b2c\u4e09\u4e2a\u5c31\u662f\u8f6f\u4ef6\u5c42\u3002\u6bcf\u4e2a\u56fd\u5bb6\u6700\u7ec8\u53ef\u80fd\u53ea\u9700\u8981\u51e0\u4e2a\u5927\u6a21\u578b\uff0c\u5173\u952e\u5728\u4e8e\u627e\u5230\u90a3\u4e9b\u80fd\u591f\u5b58\u6d3b\u4e0b\u6765\u7684\u516c\u53f8\u3002<\/p>\n<p>\u53cd\u9988\u5faa\u73af\u4e5f\u5f88\u91cd\u8981\uff0c\u5373\u770b\u4ea7\u54c1\u5e94\u7528\u51fa\u6765\u540e\u7684\u6548\u679c\uff0c\u80fd\u5426\u5feb\u901f\u77e5\u9053\u5e76\u6539\u8fdb\u3002<\/p>\n<p>\u4e2d\u56fd\u5728\u8fd9\u65b9\u9762\u6709\u4f18\u52bf\uff0c\u53ef\u4ee5\u5728\u534a\u5468\u5185\u6839\u636e\u53cd\u9988\u505a\u51fa\u65b0\u7684\u539f\u578b\uff0c\u800c\u56fd\u5916\u516c\u53f8\u53ef\u80fd\u9700\u8981\u4e09\u4e2a\u6708\u3002\u5c31\u00a0AI\u00a0\u8fd9\u4e00\u5757\u800c\u8a00\uff0c\u9996\u5148\u4e2d\u56fd\u4eba\u591a\uff0c\u6240\u4ee5\u8bd5\u9519\u6210\u672c\u4f4e\uff0c\u5176\u6b21\u4e2d\u56fd\u5728\u8fd0\u8425\u65b9\u9762\u6bd4\u5f88\u591a\u56fd\u5916\u516c\u53f8\u90fd\u6709\u4f18\u52bf\u3002<\/p>\n<p>\u56e0\u4e3a\u6295\u8d44\u4eba\u7231\u770b\u5982\u4f55\u5546\u4e1a\u5316\u843d\u5730\uff0c\u4f46\u5982\u679c\u6ca1\u6709\u8fd0\u8425\u3001\u6ca1\u6709\u53cd\u9988\u5faa\u73af\uff0c\u5546\u4e1a\u5316\u662f\u505a\u4e0d\u597d\u7684\u3002<\/p>\n<p>\u00a0<\/p>\n<p><strong>AI\u00a0\u79d1\u6280\u8bc4\u8bba\uff1a<\/strong>Feedback 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AI\u00a0\u73b0\u5728\u4e5f\u5f88\u70ed\u95e8\uff0c\u4f46\u662f\u6709\u4e1a\u5185\u89c2\u70b9\u8ba4\u4e3a\uff0c\u8fd9\u79cd\u4e13\u95e8\u57fa\u4e8e\u00a0Transformer\u00a0\u8bbe\u8ba1\u7684\u00a0ASIC\u00a0\u82af\u7247\u4e0d\u80fd\u00a0make sense\uff0c\u4e00\u65e6\u51fa\u73b0\u65b0\u7684\u67b6\u6784\u66ff\u4ee3\u00a0Transformer\uff0c\u4ed6\u4eec\u5c31\u4f1a\u5931\u53bb\u5b58\u5728\u4ef7\u503c\u3002<\/p>\n<p><strong>\u738b\u5eb7\u66fc\uff1a<\/strong>\u6211\u4eec\u9996\u5148\u8981\u601d\u8003\uff1aTransformer\u00a0\u662f\u4e0d\u662f\u4e00\u4e2a\u53ef\u6301\u7eed\u7684\u6280\u672f\u6d6a\u6f6e\uff1f\u5982\u679c\u662f\uff0c\u8fd9\u4e2a\u95ee\u9898\u4e0d\u8a00\u81ea\u660e\uff1b\u5982\u679c\u4e0d\u662f\uff0c\u90a3\u4e48\u8fd9\u4e2a\u56e2\u961f\u6709\u6ca1\u6709\u53ef\u6301\u7eed\u80fd\u529b\u548c\u8d44\u6e90\u53bb\u9762\u5bf9\u4ee5\u540e\u65b0\u7684\u67b6\u6784\u751f\u6001\uff1f<\/p>\n<p>Etched\u00a0\u662f\u00a0ASIC\u8bbe\u8ba1\uff0c\u4e13\u95e8\u9488\u5bf9\u00a0Transformer\u00a0\u67b6\u6784\u8fdb\u884c\u4e86\u4f18\u5316\uff0c\u76ee\u524d\u8fd8\u662f\u4f1a\u6709\u8f83\u597d\u6548\u679c\u7684\uff0c\u4f46\u662f\u7531\u4e8e\u7f3a\u4e4f\u901a\u7528\u6027\uff0c\u4e00\u65e6\u65b0\u7684\u67b6\u6784\u51fa\u73b0\u5e76\u66ff\u4ee3\u4e86Transformer\uff0c\u5b83\u4eec\u5c31\u4f1a\u5931\u53bb\u7ade\u4e89\u529b\u3002<\/p>\n<p>\u800c\u6211\u4e2a\u4eba\u8ba4\u4e3a\u65b0\u7684\u8303\u5f0f\u51fa\u73b0\u53ea\u662f\u65f6\u95f4\u95ee\u9898\u3002\u7eb5\u6a2a\u5386\u53f2\uff0c\u6bcf\u00a05\u00a0\u5230\u00a010\u00a0\u5e74\uff0c\u4eba\u5de5\u667a\u80fd\u5c31\u4f1a\u6709\u5927\u725b\u7ed9\u51fa\u65b0\u7684\u8303\u5f0f\u3002\u4ece\u4e13\u5bb6\u7cfb\u7edf\u5230\u51b3\u7b56\u6811\uff0c\u5230\u00a0SVM (support vector machine)\uff0c\u5230\u795e\u7ecf\u7f51\u7edc\u3001\u6df1\u5ea6\u5b66\u4e60\uff0c\u90fd\u662f\u9636\u6bb5\u6027\u7684\u6280\u672f\u3002\u5341\u5e74\u540e\u6211\u4eec\u8fd8\u7528\u4e0d\u7528\u00a0Transformer\u00a0\u771f\u7684\u4e0d\u597d\u8bf4\u3002<\/p>\n<p>\u800c\u5386\u53f2\u4e0a\uff0c\u6bcf\u4e00\u4e2a\u65b0\u7684\u8303\u5f0f\u51fa\u73b0\uff0c\u4e4b\u524d\u7684\u8303\u5f0f\u90fd\u4f1a\u88ab\u62cd\u6b7b\u3002\u6211\u76f8\u4fe1\u65b0\u7684\u82af\u7247\u8303\u5f0f\u4e5f\u53ef\u80fd\u6f5c\u5728\u98a0\u8986\u4eba\u5de5\u667a\u80fd\u7b97\u6cd5\u3002\u8fd9\u4e2a\u56de\u590d\uff0c\u6211\u4eec\u53ef\u4ee5\u5341\u5e74\u56de\u5934\u770b\u770b\u5bf9\u4e0d\u5bf9\u3002\u4f46\u5c31\u76ee\u524d\u7684\u6a21\u578b\u53d1\u5c55\u8d8b\u52bf\u6765\u770b\uff0cTransformer\u00a0\u8fd8\u662f\u6bd4\u8f83\u96be\u64bc\u52a8\u7684\u3002<\/p>\n<p>\u6211\u4eec\u5728\u7814\u5224\u662f\u5426\u6295\u8d44\u8fd9\u7c7b\u516c\u53f8\u7684\u65f6\u5019\uff0c\u540c\u65f6\u4e5f\u9700\u8981\u8fdb\u4e00\u6b65\u8003\u5bdf\u516c\u53f8\u7684\u7814\u53d1\u56e2\u961f\u80cc\u666f\u548c\u5b9e\u529b\uff0c\u4e86\u89e3\u4ed6\u4eec\u662f\u5426\u5177\u5907\u6301\u7eed\u521b\u65b0\u7684\u80fd\u529b\uff0c\u4ee5\u53ca\u5728\u5176\u4ed6\u6f5c\u5728\u66ff\u4ee3\u67b6\u6784\u4e0a\u7684\u7814\u7a76\u548c\u50a8\u5907\u3002<\/p>\n<p>\u00a0<\/p>\n<p><strong>AI\u00a0\u79d1\u6280\u8bc4\u8bba\uff1a<\/strong>\u60a8\u89c9\u5f97\u5728\u00a0AI 2.0\u00a0\u65f6\u4ee3\uff0c\u786c\u4ef6\u8ba1\u7b97\u8fd9\u5757\u7684\u521b\u4e1a\u516c\u53f8\u6709\u51fa\u73b0\u4ec0\u4e48\u65b0\u7684\u673a\u9047\u5417\uff1f\u00a0<\/p>\n<p><strong>\u738b\u5eb7\u66fc\uff1a<\/strong>\u6211\u4eec\u63a5\u89e6\u4e86\u89e3\u4e86\u51e0\u5341\u5bb6\u516c\u53f8\uff0c\u5305\u62ec\u5927\u5bb6\u53ef\u80fd\u6bd4\u8f83\u719f\u6089\u7684\u00a0Graphcore\u3001Samba Nova\u3001Tenstorrent\u3001Groq\u3001Untether\u3001Mythic\u00a0\u7b49\uff0c\u5b83\u4eec\u5404\u6709\u7279\u8272\u3002<\/p>\n<p>AI 2.0 Act One\u00a0\u4f1a\u6709\u66f4\u591a\u8bad\u7ec3\u573a\u666f\uff0c\u6211\u4eec\u76f8\u4fe1\u00a0Cerebras\u00a0\u662f\u5f88\u597d\u7684\u6807\u7684\uff0c\u800c\u00a0Act 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style=\"color: #FFFFFF\">\u96f7\u5cf0\u7f51<span style=\"color:#FD5D3C\">(\u516c\u4f17\u53f7\uff1a\u96f7\u5cf0\u7f51)<\/span>\u96f7\u5cf0\u7f51<\/span><\/p>\n<p><\/p>\n<p>\u96f7\u5cf0\u7f51\u539f\u521b\u6587\u7ae0\uff0c\u672a\u7ecf\u6388\u6743\u7981\u6b62\u8f6c\u8f7d\u3002\u8be6\u60c5\u89c1<a href=\"https:\/\/r.xiumi.us\/board\/v5\/3qhbI\/392977584\" rel=\"nofollow\" target=\"_blank\">\u8f6c\u8f7d\u987b\u77e5<\/a>\u3002<\/p>\n<p>\n                        <a href=\"https:\/\/vip.yanxishe.com\/?from=leiphonearticle\" target=\"_blank\"><br \/>\n                            <a href=\"https:\/\/17aitech.com\/wp-content\/uploads\/2024\/09\/frc-ef1b38dfb738ad25d47c69ef4a8cea34.jpeg\" data-fancybox=\"images\" data-fancybox=\"gallery\"><img decoding=\"async\" src=\"https:\/\/17aitech.com\/wp-content\/uploads\/2024\/09\/frc-ef1b38dfb738ad25d47c69ef4a8cea34.jpeg\"><\/a><br \/>\n                        <\/a>\n                    <\/p>\n<p>                                            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[&hellip;]<\/p>\n","protected":false},"author":3,"featured_media":0,"comment_status":"open","ping_status":"","sticky":false,"template":"","format":"standard","meta":{"site-sidebar-layout":"default","site-content-layout":"","ast-site-content-layout":"","site-content-style":"default","site-sidebar-style":"default","ast-global-header-display":"","ast-banner-title-visibility":"","ast-main-header-display":"","ast-hfb-above-header-display":"","ast-hfb-below-header-display":"","ast-hfb-mobile-header-display":"","site-post-title":"","ast-breadcrumbs-content":"","ast-featured-img":"","footer-sml-layout":"","theme-transparent-header-meta":"","adv-header-id-meta":"","stick-header-meta":"","header-above-stick-meta":"","header-main-stick-meta":"","header-below-stick-meta":"","astra-migrate-meta-layouts":"default","ast-page-background-enabled":"default","ast-page-background-meta":{"desktop":{"background-color":"var(--ast-global-color-4)","background-image":"","background-repeat":"repeat","background-position":"center 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