人工智能想要什么：新型硅芯片、新型系统以及数据中心的新时代.pdf

1、Mohamed AwadSVP&GM,InfrastructureArmWhat AI Wants:New Silicon,New Systems,and a New Era for the Data Center32020Arm joins OCP as Platinum Member&launches Neoverse2018All Major CSPs joined OCP 2025Project Stargate AnnouncedOCP Working Group Launched for AINVIDIA CUDA supports ArmOpen Accelerator Modu

2、le released for AI systems2011Arm invests in InfrastructureOCP FoundedDC Modular Hardware System Spec 1.0All CSPs Deployed Arm based Instances2022+OCP now 499+Members&10000 Attendees Here1 Billion+Neoverse Cores Shipped into DatacentersArm Joins OCP BoardNowSource:Techcrunch,SEMRushApproximately4 BI

3、LLIONAI QUERIESPer day in 2025400km high stack of paper(would reach the International Space Station)Projected160 GWPOWERDatacenter demand by 2030Source:IEAcould power 150M homes(equal to 2025 US housing stock)Source:Arm InternalApproaching16 ZETTAFLOPSAI COMPUTEAdded to datacenters in 202516B trilli

4、on calcs/sec(8B people doing 1 calc/sec for 63K years)Power Constraints Demand Better EfficiencyMetas new AI DataCenter in a Tent Source:FastCompanyCUSTOM SILICON CustomN E T W O R KS T O R A G E&I/OM E M O R YC O M P U T EA C C E L E R A T I O NCustomCustomCustomCustomConstraint-specific optimizati

5、onCo-designed for max performance per wattDeep feature integration$249$449$581$725 7nm5nm3nm2nmSource:IBS Global Semiconductor Industry Service Rising Costs and Complexity of Advanced SoC Designs7NM TO 2NM ADVANCED DESIGN NODE COST:3x growth24-36 monthAvg development cycle for SoCsSource:EE Times 1n

6、m$1BsProjectedCUSTOMIZATIONSoCArchCSSIPCOST,COMPLEXITY&TIME(log)CUSTOMIZATIONSoCCSSIPArch11D E S I G N S E R V I C E S&P A C K A G I N G F O U N D R Y S E R V I C E SF I R M W A R E,E D A&3 R D P A R T Y I PC O M P A N I O N S I L I C O N&O E M sNew Members in