英特尔将开始生产GPU。
Intel will start making GPUs

原始链接: https://techcrunch.com/2026/02/03/intel-will-start-making-gpus-a-market-dominated-by-nvidia/

英特尔正在调整战略,以进入GPU市场与英伟达竞争。首席执行官利普·布·谭在思科AI峰会上宣布,该公司将开始生产图形处理器——对游戏和人工智能至关重要的专业芯片。这标志着英特尔的重大扩张,英特尔传统上专注于CPU。 为了领导这项工作,英特尔最近聘请了关键人员,包括凯沃克·凯奇希安和埃里克·德默斯,他们都具有丰富的芯片工程经验。该公司计划根据客户需求制定其GPU战略,承认英伟达目前在AI GPU领域的领先地位。 此举标志着谭去年担任首席执行官后最初专注于整合核心业务的转变,但也表明英特尔有志于抢占快速增长的AI市场份额。

## 英特尔GPU计划:令人困惑的重启 最近的消息表明英特尔打算加大其GPU的投入,但细节尚不清晰。尽管英特尔已经设计GPU多年,并且目前利用台积电进行制造,但公告暗示了转向自主制造芯片的趋势,可能专注于数据中心GPU。 评论员指出,英特尔多次改变AI战略(Nervana、Habana、Xe),目前的努力似乎正在转向“AI系统晶圆厂”模式,为微软和亚马逊等公司生产芯片。人们对这是否是真正的重启,还是仅仅重用现有的研发设备表示怀疑。 许多人指出,硬件只是等式的一部分;英伟达的CUDA软件栈提供了显著的优势。讨论的中心是为什么AMD没有创建类似的框架,以及英特尔是否能够克服多年来在GPU路线图上的管理不善。尽管过去有过挣扎,但人们普遍认为GPU市场的竞争加剧是有益的,尤其是在GPU整体需求不断增长的情况下。
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原文

As Intel continues to try to turn itself around, its CEO promised that the company will start producing a new type of chip, one that has been made very popular by rival Nvidia.

At the Cisco AI Summit on Tuesday, Intel CEO Lip-Bu Tan announced that the company will start producing graphics processing units (GPUs). These are more specialized processors, compared to the CPUs Intel traditionally produces, and are used for gaming and tasks like training artificial intelligence models.

TechCrunch reached out to Intel for more information.

The project will be overseen by Kevork Kechichian, the executive vice president and general manager of Intel’s data center group, according to reporting from Reuters. Kechichian was hired in September among a slew of new engineer-focused hires.

Intel also hired Eric Demers for the effort in January. Demers was previously at Qualcomm for more than 13 years, most recently serving as a senior vice president of engineering.

This initiative seems to be in relatively early stages as Tan said the company plans to develop its strategy around customer demands and needs.

While Nvidia didn’t invent the GPU, that specific kind of chip has played a large role in its success. Its GPUs for AI systems are so advanced and popular, the chipmaker currently holds a commanding market lead.

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It’s interesting to see Intel expand into this area now as Tan said the company would be consolidating and focusing on its core businesses when he took the helm as CEO last March. While GPUs are still semiconductors, of course, this is still a notable expansion.

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