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\u8fd9\u6b3e\u82af\u7247\u5c06SRAM\u4f18\u5148\u8bbe\u8ba1\uff08SRAM-first designs\uff09\u7684\u4f4e\u5ef6\u8fdf\u7279\u6027\u4e0eHBM\uff08\u9ad8\u5e26\u5bbd\u5185\u5b58\uff09\u652f\u6301\u957f\u4e0a\u4e0b\u6587\u5904\u7406\u7684\u80fd\u529b\u7ed3\u5408\u5728\u4e00\u8d77\u3002\u5728\u6b64\u57fa\u7840\u4e0a\uff0c\u518d\u914d\u5408\u4e00\u5957\u5168\u65b0\u7684\u6570\u503c\u8ba1\u7b97\u65b9\u6848\uff08numerics\u8bbe\u8ba1\uff09\uff0c\u4f7f\u5176\u5728\u5927\u8bed\u8a00\u6a21\u578b\u4e0a\u7684\u541e\u5410\u91cf\u8d85\u8fc7\u76ee\u524d\u6240\u6709\u5df2\u516c\u5e03\u7684\u7cfb\u7edf\uff0c\u540c\u65f6\u5728\u5ef6\u8fdf\u65b9\u9762\u8fbe\u5230SRAM-first\u8bbe\u8ba1\u7684\u6c34\u5e73\u3002<\/p>\n

\u4e3a\u4fbf\u4e8e\u7406\u89e3\uff0c\u6211\u4eec\u53ef\u4ee5\u7ed3\u5408\u5361\u5e15\u897f\u7684\u89c2\u70b9\u6765\u89e3\u91ca\u3002<\/p>\n

\u5728\u5361\u5e15\u897f\u770b\u6765\uff0c\u968f\u7740token\u7528\u91cf\u7684\u6fc0\u589e\uff0c\u5982\u4eca\u5927\u5bb6\u9762\u4e34\u7684\u95ee\u9898\u662f\u2014\u2014<\/p>\n

\u600e\u4e48\u628a\u201c\u7b97\u529b\u201d\u548c\u201c\u5185\u5b58\u201d\u8c03\u914d\u5230\u521a\u521a\u597d\uff0c\u624d\u80fd\u8ba9\u5927\u6a21\u578b\u66f4\u5feb\u3001\u66f4\u4fbf\u5b9c\u5730\u5410\u51fa\u66f4\u591atoken\uff1f<\/p>\n

\u5f88\u591a\u4eba\u6ca1\u6709\u610f\u8bc6\u5230\uff0c\u76ee\u524d\u5e02\u9762\u4e0a\u4e24\u79cd\u4e3b\u6d41\u7684\u82af\u7247\u8def\u7ebf\u90fd\u6709\u5176\u5c40\u9650\u6027\uff1a<\/p>\n

\u4ee5\u82f1\u4f1f\u8fbe\u4e3a\u4ee3\u8868\u7684HBM\u8def\u7ebf\uff0c\u5176\u6838\u5fc3\u903b\u8f91\u5728\u4e8e\u201c\u5927\u6a21\u578b\u8bad\u7ec3\u662f\u5e26\u5bbd\u6e38\u620f\u201d\uff0c\u5373\u6a21\u578b\u8d8a\u5927\u3001\u53c2\u6570\u8d8a\u591a\u3001\u4e0a\u4e0b\u6587\u8d8a\u957f\uff0c\u5c31\u8d8a\u9700\u8981\u628a\u6743\u91cd\u548c\u6fc0\u6d3b\u503c\u5728\u82af\u7247\u4e4b\u95f4\u9ad8\u901f\u642c\u8fd0\u3002<\/p>\n

\u4e8e\u662f\u5806HBM\u3001\u5806\u5e26\u5bbd\u3001\u5806\u4e92\u8fde\uff0c\u6210\u4e3a\u4e3b\u6d41\u89e3\u6cd5\uff0c\u5b83\u89e3\u51b3\u7684\u662f\u541e\u5410\u95ee\u9898\u3002<\/p>\n

\u800c\u4ee5Cerebras Systems\u4e3a\u4ee3\u8868\u7684\u7247\u4e0aSRAM\u8def\u7ebf\uff0c\u5176\u6838\u5fc3\u903b\u8f91\u5728\u4e8e\u201c\u63a8\u7406\u65f6\u4ee3\u7684\u5173\u952e\u4e0d\u662f\u5e26\u5bbd\uff0c\u800c\u662f\u54cd\u5e94\u901f\u5ea6\u201d\u3002<\/p>\n

\u4e8e\u662f\u628a\u5c3d\u53ef\u80fd\u591a\u7684\u6570\u636e\u653e\u5728\u7247\u4e0aSRAM\u4e2d\u6210\u4e3a\u89e3\u6cd5\uff0c\u5982\u6b64\u4e00\u6765\u4fbf\u80fd\u51cf\u5c11\u5916\u90e8\u8bbf\u5b58\uff0c\u964d\u4f4e\u5355\u6b21\u67e5\u8be2\u5ef6\u8fdf\uff0c\u540e\u8005\u89e3\u51b3\u7684\u662f\u5ef6\u8fdf\u95ee\u9898\u3002<\/p>\n

\u4f46\u95ee\u9898\u5728\u4e8e\uff0c\u4eca\u5929\u7684\u5927\u6a21\u578b\uff0c\u5176\u8bad\u7ec3\u548c\u63a8\u7406\u4e0d\u518d\u662f\u6cfe\u6e2d\u5206\u660e\u7684\u4e24\u4e2a\u4e16\u754c\u2014\u2014<\/p>\n

\u5982\u679c\u53ea\u5f3a\u8c03HBM\u5e26\u5bbd\uff0c\u5ef6\u8fdf\u96be\u4ee5\u4e0b\u964d\uff1b\u5982\u679c\u53ea\u5f3a\u8c03\u7247\u4e0aSRAM\uff0c\u89c4\u6a21\u53c8\u96be\u4ee5\u6269\u5c55\u3002<\/p>\n

\u6240\u4ee5\u5361\u5e15\u897f\u5c31\u95ee\u4e86\uff0c\u662f\u5426\u5b58\u5728\u4e00\u79cd\u66f4\u4f18\u7684\u7269\u7406\u57fa\u677f\uff0c\u4f7f\u8ba1\u7b97\u4e0e\u5185\u5b58\u7684\u6bd4\u4f8b\u4ece\u4e00\u5f00\u59cb\u5c31\u4e3a\u5927\u6a21\u578b\u800c\u8bbe\u8ba1\uff1f<\/p>\n

MatX\u7684\u56de\u7b54\u662f\uff1a\u4e0e\u5176\u5728\u65e2\u6709\u67b6\u6784\u4e0a\u6253\u8865\u4e01\uff0c\u4e0d\u5982\u4ece\u67b6\u6784\u5c42\u9762\u91cd\u6784\u7b97\u529b\u4e0e\u5b58\u50a8\u7684\u5173\u7cfb\u3002<\/p>\n

\u6ca1\u9519\uff0c\u5c31\u662f\u4ece\u96f6\u5f00\u59cb\u3002<\/p>\n

2022\u5e74\u4ece\u8c37\u6b4c\u79bb\u804c\u521b\u529eMatX\uff0c\u4e8c\u4eba\u4fbf\u4e0b\u5b9a\u51b3\u5fc3\u8981\u4ece\u96f6\u6253\u9020\u4e00\u6b3e\u66f4\u4f18\u79c0\u7684\u82af\u7247\u2014\u2014<\/p>\n

\u76ee\u6807\u662f\u8bbe\u8ba1\u4e00\u6761\u5168\u65b0\u7684\u3001\u5177\u6709\u7ade\u4e89\u529b\u7684\u786c\u4ef6\u4ea7\u54c1\u7ebf\uff0c\u878d\u5408\u5176\u4ed6\u82af\u7247\u5236\u9020\u5546\u4f7f\u7528\u7684\u4e24\u79cd\u622a\u7136\u4e0d\u540c\u7684\u65b9\u6cd5\u3002<\/p>\n

MatX\u8bd5\u56fe\u8bc1\u660e\uff0c\u672a\u6765\u7684AI\u82af\u7247\u4e0d\u5fc5\u5728\u201c\u901f\u5ea6\u201d\u548c\u201c\u5bb9\u91cf\u201d\u4e4b\u95f4\u75db\u82e6\u6743\u8861\uff0c\u56e0\u4e3a\u771f\u6b63\u7684\u8f6f\u786c\u7ed3\u5408\uff0c\u53ef\u4ee5\u8ba9\u82af\u7247\u540c\u65f6\u62e5\u6709\u4e24\u8005\u7684\u4f18\u52bf\u3002\u6309Reiner Pope\u7684\u8bdd\u6765\u8bf4\u5c31\u662f\uff1a<\/p>\n

\u5b9e\u9645\u4e0a\u53ef\u4ee5\u5728\u540c\u4e00\u4e2a\u4ea7\u54c1\u4e2d\u540c\u65f6\u505a\u5230\u8fd9\u4e24\u70b9\uff0c\u800c\u4e14\u8fd9\u6837\u4f1a\u5f97\u5230\u4e00\u4e2a\u66f4\u597d\u7684\u4ea7\u54c1\u3002<\/p>\n

\u800c\u6b63\u5728\u5b55\u80b2\u7684MatX One\uff0c\u6beb\u65e0\u7591\u95ee\u4fbf\u627f\u8f7d\u7740\u8fd9\u4e00\u7406\u5ff5\u3002<\/p>\n

\u4e00\u65e6\u6210\u529f\uff0c\u540c\u65f6\u5b9e\u73b0\u66f4\u9ad8\u7684\u541e\u5410\u91cf+\u66f4\u4f4e\u7684\u5ef6\u8fdf\u4fbf\u610f\u5473\u7740\u2014\u2014<\/p>\n

\u5728\u540c\u6837\u7684\u9884\u7b97\u4e0b\uff0c\u4f60\u53ef\u4ee5\u8bad\u7ec3\u66f4\u5927\u7684\u6a21\u578b\u3001\u8dd1\u66f4\u957f\u7684\u4e0a\u4e0b\u6587\u3001\u652f\u6491\u66f4\u590d\u6742\u7684Agent\u5faa\u73af\uff0c\u540c\u65f6\u8ba9\u6bcf\u4e00\u6b21\u7528\u6237\u4ea4\u4e92\u90fd\u66f4\u5feb\u5730\u5f97\u5230\u54cd\u5e94\u3002<\/p>\n

\u8fd9\u6b63\u662f\u5361\u5e15\u897f\u6240\u8bf4\u7684\u201c\u8bbe\u8ba1\u6700\u4f18\u7269\u7406\u57fa\u677f\uff0c\u7f16\u6392\u5185\u5b58\u4e0e\u8ba1\u7b97\uff0c\u4ee5\u6c42\u6700\u5feb\u3001\u6700\u4fbf\u5b9c\u5730\u83b7\u53d6token\u201d\u7684\u73b0\u5b9e\u6ce8\u811a\u3002<\/p>\n

\u663e\u800c\u6613\u89c1\uff0c\u4ece\u56e2\u961f\u5230\u7406\u5ff5\u5230\u4ea7\u54c1\uff0cMatX\u5df2\u7ecf\u505a\u8db3\u4e86\u51c6\u5907\u3002<\/p>\n

\u800c\u5bf9\u8fd9\u6837\u4e00\u652f\u56e2\u961f\uff0c\u5e02\u573a\u4e5f\u7ed9\u4e88\u4e86\u8db3\u591f\u7684\u6ce8\u76ee\u548c\u652f\u6301\u3002<\/p>\n

MatX\u5b98\u7f51\u663e\u793a\uff0c2025\u5e743\u6708\u8fd9\u5bb6\u516c\u53f8\u83b7\u5f97\u4e861\u4ebf\u7f8e\u5143A\u8f6e\u878d\u8d44\uff0c\u9886\u6295\u65b9\u4e3aAnthropic\u65e9\u671f\u6295\u8d44\u8005Spark Capital\u3002<\/p>\n

\u9876\u7ea7\u91cf\u5316Jane Street Group\u3001\u77e5\u540d\u6295\u8d44\u4ebaDaniel Gross\uff08\u65e9\u671f\u6295\u8d44\u4e86Figma\/Notion\u7b49\uff09\u3001Nat Friedman\uff08GitHub\u524dCEO\uff09\u3001Adam D\u2018Angelo\uff08Quora\u8054\u521b\u517cCEO\uff09\u7b49\u5747\u53c2\u4e0e\u6295\u8d44\u3002<\/p>\n

\u5f53\u65f6Reiner Pope\u8fd8\u5bf9MatX\u505a\u4e86\u4e00\u4e2a\u9636\u6bb5\u6027\u603b\u7ed3\uff1a<\/p>\n

\u4e24\u5e74\u5185\uff0c\u6211\u4eec\u5728\u673a\u5668\u5b66\u4e60\u6570\u503c\u8ba1\u7b97\u3001\u82af\u7247\u8bbe\u8ba1\u548c\u5b9e\u73b0\u3001\u8f6f\u4ef6\u548c\u7cfb\u7edf\u8bbe\u8ba1\u7b49\u65b9\u9762\u7684\u6240\u6709\u6280\u672f\u6295\u5165\u90fd\u5f97\u5230\u4e86\u9a8c\u8bc1\uff0c\u5e76\u5efa\u7acb\u4e86\u6240\u6709\u5fc5\u8981\u7684\u5408\u4f5c\u4f19\u4f34\u5173\u7cfb\uff0c\u4ece\u800c\u5f00\u53d1\u51fa\u4e86\u6211\u4eec\u7684\u82af\u7247\u3002<\/p>\n

\u51ed\u501f\u8fd9\u4e00\u8f6e\u6295\u8d44\uff0c\u6211\u4eec\u73b0\u5728\u62e5\u6709\u8db3\u591f\u7684\u8d44\u91d1\u5c06\u6211\u4eec\u7684\u7cfb\u7edf\u63a8\u5411\u5e02\u573a\u3002<\/p>\n

\u800c\u5728\u5feb\u901f\u53d1\u5c55\u8fd1\u4e00\u5e74\u540e\uff0c\u89c4\u6a21\u63a5\u8fd1100\u4eba\u7684MatX\u8fd9\u6b21\u53c8\u83b7\u5f97\u4e86\u6700\u65b05\u4ebf\u7f8e\u5143\uff08\u7ea6\u5408\u4eba\u6c11\u5e0134\u4ebf\u5143\uff09B\u8f6e\u878d\u8d44\uff0c\u800c\u4e14\u9635\u5bb9\u8fd8\u5728\u589e\u52a0\u3002<\/p>\n

\u5177\u4f53\u800c\u8a00\uff0cB\u8f6e\u9886\u6295\u65b9\u53d8\u6210\u4e86\u4e24\u5bb6\uff1aJane Street\u548cSituational Awareness LP\u3002<\/p>\n

\u539f\u6709\u6295\u8d44\u65b9Spark Capital\u3001Triatomic Capital\u3001Harpoon Ventures\u7b49\u7ee7\u7eed\u8ddf\u6295\uff0c\u800c\u4e14\u8fd8\u65b0\u589e\u4e86Dwarkesh Patel\u3001\u5361\u5e15\u897f\u3001 Stripe\u8054\u521b\u517cCEO Patrick Collison\u53ca\u5176\u5f1f\u5f1f\u7b49\u4eba\u3002<\/p>\n

Reiner Pope\u7ee7\u7eed\u603b\u7ed3\u9648\u8bcd\uff1a<\/p>\n

\u521b\u7acbMatX\u7684\u521d\u8877\u662f\uff0c\u6211\u4eec\u8ba4\u4e3a\u6700\u9002\u5408LLM\u7684\u82af\u7247\u5e94\u8be5\u4ece\u6839\u672c\u4e0a\u8fdb\u884c\u8bbe\u8ba1\uff0c\u5e76\u6df1\u523b\u7406\u89e3LLM\u7684\u9700\u6c42\u53ca\u5176\u53d1\u5c55\u8d8b\u52bf\u3002\u4e3a\u4e86\u6253\u9020\u8fd9\u6837\u4e00\u6b3e\u82af\u7247\uff0c\u6211\u4eec\u751a\u81f3\u613f\u610f\u653e\u5f03\u5c0f\u6a21\u578b\u6027\u80fd\u3001\u4f4e\u5bb9\u91cf\u5de5\u4f5c\u8d1f\u8f7d\uff0c\u4ee5\u53ca\u7f16\u7a0b\u7684\u4fbf\u6377\u6027\u3002<\/p>\n

\u53ef\u4ee5\u8bf4\uff0c\u6b64\u4e3e\u5df2\u7ecf\u5c06\u4eba\u4eec\u5bf9MatX One\u7684\u597d\u5947\u5fc3\u62c9\u6ee1\u4e86\u3002<\/p>\n

\u5185\u90e8\u6d4b\u8bd5\u8868\u660e\uff0c\u6839\u636e\u6bcf\u5e73\u65b9\u6beb\u7c73\u7684\u8ba1\u7b97\u6027\u80fd\u6307\u6807\uff0c\u5176\u82af\u7247\u6027\u80fd\u53ef\u4ee5\u8d85\u8d8a\u82f1\u4f1f\u8fbe\u5373\u5c06\u63a8\u51fa\u7684Rubin Ultra\u4ea7\u54c1\u3002<\/p>\n

\u636e\u6089MatX\u5c06\u4e0e\u53f0\u79ef\u7535\u5c55\u5f00\u5408\u4f5c\uff0c\u76ee\u6807\u662f\u4eca\u5e74\u5b8c\u6210\u82af\u7247\u7684\u5168\u90e8\u8bbe\u8ba1\uff0c\u5e76\u4e8e2027\u5e74\u5f00\u59cb\u51fa\u8d27\uff0c\u4e3b\u8981\u9500\u552e\u5bf9\u8c61\u4e3a\u5c11\u6570\u51e0\u5bb6\u9886\u5148\u7684\u4eba\u5de5\u667a\u80fd\u5b9e\u9a8c\u5ba4\u3002<\/p>\n

MatX\u8868\u793a\uff0c\u8fd9\u7b14\u878d\u8d44\u5c06\u5e2e\u52a9\u516c\u53f8\u9884\u7559\u4ea7\u80fd\u548c\u96f6\u90e8\u4ef6\uff0c\u4ee5\u786e\u4fdd\u4e00\u65e6\u51c6\u5907\u5c31\u7eea\u5c31\u80fd\u8fc5\u901f\u53d1\u8d27\u3002<\/p>\n

\u8fd9\u4e00\u8f6e\u878d\u8d44\u8ba9\u6211\u4eec\u51e0\u4e4e\u4e0e\u90a3\u4e9b\u62e5\u6709\u5de8\u989d\u8d44\u91d1\u7684\u516c\u53f8\u7ad9\u5728\u4e86\u540c\u4e00\u8d77\u8dd1\u7ebf\u4e0a\u3002<\/p>\n

\u8054\u60f3\u5230\u521a\u88ab\u8001\u9ec4\u6253\u5305\u6536\u8d2d\u7684Groq\uff0c\u6211\u4eec\u5b9e\u5728\u60f3\u770bMatX\u7684\u672a\u6765\u3002<\/p>\n

\u6bd5\u7adf\u8fd9\u4e24\u5bb6\u624b\u4e0a\u62ff\u7684\u5267\u672c\u53ef\u592a\u4e00\u81f4\u4e86\u2014\u2014<\/p>\n

\u540c\u662f\u8c37\u6b4cTPU\u6838\u5fc3\u6210\u5458\u521b\u4e1a\u3001\u540c\u662f\u8981\u6311\u6218\u82f1\u4f1f\u8fbe\u82af\u7247\u9738\u4e3b\u5730\u4f4d\u3002<\/p>\n

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