解讀“賣鏟人”英偉達為何會成為元宇宙最大受益者?

???:??????????”???”–???!?

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11?9?,????2021?GPU????(GTC 2021)?,????????????“GPU+CPU+DPU”?”??”??,??,??????“???”(Omniverse)?????”???????”?

????????????????,???????????????:GPU?AI?Omniverse,??????,Omniverse???????????????????????,?????????????????????????

??”???”???,?????????????323??,?????,??????7800???,??11?10???,??????????,??????300????,?????7600???,????????,

“???”(Omniverse)??

?????????,?????”???”??? “???3D??????????????”,????????????,

??,????????,???????GTC???????Omniverse Avatar(???????)?Ominiverse Replicator(??????)???????????????????????????????????????????????????????????,?????????????AI???????,??????????????????????,??????????????????,????????Issac Sim?DRIVE Sim????,

??????,Omniver?????????,?????????CPU?CUDA?????????,?????????????,

?????????,Omniverse??????????,??????????????,?????????????,??,Omniverse ?????????????,??????? ???????????????????????????????????????????,?????????????????????? Omniverse ??????;???? ????? Omniverse ????????????,

?????AI?????

?????????,???????????????????????????????????

  • ????:????”GPU??????”?????????,?????????????????????,????????????????????????,
  • ????:????AI????????????,???????,2019?,???????AWS?????????Azure?97.4%?AI?????(???????????)??????GPU?CambrianAIResearch????KarlFreund??,????????????????”?1000%”???Top500???????70%???????GPU,
  • ????:????Omniverse???????????????AI?HPC???????????????,?????????????????????????

“GPU+CPU+DPU” “??”??

?????????,??,???????”GPU+CPU+DPU”? “??”??,??????????,

?????? GPU ????? CPU Grace,?????? BluefieldDPU,?????????????????????????????????????????????????????????,

??????

??????,?????????,?????????????????????,??,?????????????????,?????,??????,

??17-18????,???????????,?????GPU??????,??????18-19?????????????,

??,???????????,???????????????,”???????30?”????,??”??????????????”???

??????,???????,AMD????,??????????RTX 30??????RX 6000???;x86?????Intel???????????,?????????????????

??,????????????,?????CPU?????,???????????????30?????????M1 Max????????,?????????,??????????,????????????????????,

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