不用台積電也能贏？半導體大神Jim Keller挑戰Nvidia的瘋狂計畫，將引爆AI界腥風血雨？
M亿财富MEmoney
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December 17, 2025
M亿财富MEmoney
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Hello 大家好，我是M~ M亿财富❤️~都是围绕着半导体产业的原创故事。活在科技主导时代的我们，都应该关心半导体的发展，因为不管是人工智能还是量子计算，都离不开芯片。 我不会过分吹捧，也不会刻意贬低，给大家带来最中肯的专题故事！ 每周三，下午5点！更新哦~❥(^_-)
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#Tenstorrent #Jim Keller #AI晶片 【訂閱頻道按鈕】https://www.youtube.com/@memoney.M?sub_confirmation=1 在這支影片中，我們將帶您深入了解這家來自多倫多車庫的小公司Tenstorrent，如何由傳奇晶片大神Jim Keller領軍，向半導體霸主Nvidia發起正面挑戰。當Nvidia的AI加速器價格高不可攀，動輒數萬美元時，Tenstorrent卻反其道而行，推出了售價僅999美元的Blackhole AI加速卡，試圖打破被巨頭壟斷的算力遊戲規則，讓一般創業者也能負擔得起強大的AI算力。 影片首先回顧了Jim Keller輝煌的戰績，從AMD的K8與Zen架構、蘋果的A系列晶片，到特斯拉的自動駕駛晶片，這位「矽谷遊俠」每次出手都改變了產業格局。接著我們深入解析Tenstorrent的核心技術優勢：採用開源的RISC-V架構，大膽捨棄昂貴且產能受限的HBM記憶體，改將SRAM直接整合進晶片內部，解決了記憶體牆的瓶頸，並利用Chiplet技術與標準乙太網接口實現低成本的高效擴展。 這場「大衛對決歌利亞」的戰役中，Tenstorrent不與Nvidia在高端訓練市場正面硬碰硬，而是瞄準邊緣運算與客製化晶片的藍海。隨著三星、LG與貝佐斯等巨頭的資金挹注，這場關於AI算力民主化的豪賭才正要開始，這不僅是技術的較量，更是對未來AI硬體定義權的爭奪。 我是M，在M億財富頻道為您解讀半導體產業的最新變局。想掌握更多AI晶片與科技趨勢，歡迎訂閱我們的頻道，與我們一起見證這場精彩的科技革命！
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