英特尔错失了早期投资OpenAI的机会

币界网Publicado a 2024-08-07Actualizado a 2024-08-07

币界网报道:

大约七年前,英特尔本可以投资OpenAI,并购买这家专注于生成人工智能的年轻公司的相当大的股份。在2017年和2018年,英特尔探索了投资OpenAI的可能性。

路透社的一份报告显示,英特尔考虑了以10亿美元购买15%股份或以成本价向OpenAI提供硬件的捆绑交易等选择。据报道,英特尔前首席执行官斯旺阻止了这项投资,因为他认为人工智能模型在不久的将来不会进入市场。

将英特尔的地位与英伟达的人工智能硬件成功进行比较

考虑到OpenAI在随后几年的成功,尤其是2022年ChatGPT的发布,这一决定颇具讽刺意味。如果英特尔与OpenAI合作,它就不会像现在这样需要Nvidia等竞争对手。英伟达现已成为人工智能硬件领域最知名的公司之一,尤其是在使用其图形处理单元方面。另一方面,英特尔未能在人工智能领域创造出太多的里程碑。

英特尔最近在人工智能和数据中心领域的业绩表明了一些持续存在的问题。根据最新的收益报告,该公司的数据中心和人工智能集团(DCAI)的收入和营业收入都有所下降。

然而,英特尔仍在推进Xeon 6“Sierra Forest”处理器的生产,Xeon 6的“Granite Rapids”CPU将在不久的将来发货。此外,英特尔的高迪3人工智能加速器预计将在今年晚些时候大规模部署,并确定了20多个客户。

该公司过去曾进行过战略收购,例如,2016年收购Nervana Systems以对抗谷歌的张量处理单元,2019年收购Habana Labs以增强其人工智能实力。即使采取了这些措施,英特尔的人工智能部门也难以对英伟达构成严重挑战。

将Swan的运营重点与科再奇的战略收购进行比较

然而,即使面临这样的挑战,英特尔也没有放弃提升其在人工智能市场的地位。该公司首席执行官Pat Gelsinger最近表示,该公司拥有大量的人工智能芯片。英特尔将发布第三代高迪人工智能芯片,并计划于2025年底发布猎鹰海岸人工智能芯片。Gelsinger指出,扩大客户对这些产品的采用率,以及一条旨在增加公司在人工智能市场份额的管道。

Bob Swan在英特尔工作期间更注重运营和财务,他可能是该公司未能采用OpenAI的原因之一。Swan在2018年至2021年期间担任该公司的首席执行官。

Swan的前任Brian Krzanich负责监督旨在增强英特尔人工智能实力的战略收购。收购Nervana Systems本应回应谷歌的人工智能硬件,但英特尔已将注意力转向哈瓦那实验室交易和其他人工智能举措。

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