{"id":18746,"date":"2023-12-25T07:44:32","date_gmt":"2023-12-25T00:44:32","guid":{"rendered":"https:\/\/www.thegioimaychu.vn\/blog\/?p=18746"},"modified":"2023-12-25T08:07:44","modified_gmt":"2023-12-25T01:07:44","slug":"nvidia-va-ai-da-thay-doi-cuc-dien-nganh-cong-nghiep-chip-va-cac-doi-thu-gio-day-phai-chay-theo","status":"publish","type":"post","link":"https:\/\/thegioimaychu.vn\/blog\/tin-tuc\/nvidia-va-ai-da-thay-doi-cuc-dien-nganh-cong-nghiep-chip-va-cac-doi-thu-gio-day-phai-chay-theo-p18746\/","title":{"rendered":"NVIDIA v\u00e0 AI \u0111\u00e3 thay \u0111\u1ed5i c\u1ee5c di\u1ec7n ng\u00e0nh c\u00f4ng nghi\u1ec7p chip v\u00e0 c\u00e1c \u0111\u1ed1i th\u1ee7 gi\u1edd \u0111\u00e2y ph\u1ea3i ch\u1ea1y theo"},"content":{"rendered":"<style>.iblink{color:#975!important;}.iblink:hover{color:orange!important;}<\/style><p>S\u1ef1 b\u00f9ng n\u1ed5 c\u1ee7a <a class=\"iblink\" href=\"\/blog\/tag\/ai\/\">tr\u00ed tu\u1ec7 nh\u00e2n t\u1ea1o<\/a> trong n\u0103m nay \u0111\u00e3 l\u00e0m \u0111\u1ea3o l\u1ed9n c\u1ee5c di\u1ec7n ng\u00e0nh c\u00f4ng nghi\u1ec7p b\u00e1n d\u1eabn, n\u00e2ng NVIDIA tr\u1edf th\u00e0nh v\u1ecb vua m\u1edbi c\u1ee7a c\u00e1c c\u00f4ng ty chip v\u00e0 g\u00e2y th\u00eam \u00e1p l\u1ef1c cho m\u1ecdi c\u00f4ng ty kh\u00e1c trong n\u0103m t\u1edbi.<\/p>\n<p>Intel t\u1eeb l\u00e2u \u0111\u00e3 l\u00e0 nh\u00e0 s\u1ea3n xu\u1ea5t chip s\u1ed1 1 t\u1ea1i M\u1ef9, l\u1ea7n \u0111\u1ea7u ti\u00ean m\u1ea5t ng\u00f4i v\u01b0\u01a1ng to\u00e0n c\u1ea7u v\u1edbi t\u01b0 c\u00e1ch l\u00e0 nh\u00e0 s\u1ea3n xu\u1ea5t chip l\u1edbn nh\u1ea5t v\u00e0o tay TSMC v\u00e0i n\u0103m tr\u01b0\u1edbc. Gi\u1edd \u0111\u00e2y, c\u00e1c nh\u00e0 ph\u00e2n t\u00edch Ph\u1ed1 Wall \u01b0\u1edbc t\u00ednh r\u1eb1ng doanh thu h\u00e0ng n\u0103m c\u1ee7a NVIDIA trong n\u0103m d\u01b0\u01a1ng l\u1ecbch hi\u1ec7n t\u1ea1i s\u1ebd l\u1ea7n \u0111\u1ea7u v\u01b0\u1ee3t qua Intel, gi\u00fap c\u00f4ng ty tr\u1edf th\u00e0nh s\u1ed1 1 t\u1ea1i M\u1ef9. Intel d\u1ef1 ki\u1ebfn s\u1ebd \u0111\u1ea1t doanh thu n\u0103m 2023 l\u00e0 53,9 t\u1ef7 USD, trong khi NVIDIA d\u1ef1 ki\u1ebfn doanh thu cho n\u0103m 2023 l\u00e0 56,2 t\u1ef7 USD, theo FactSet.<\/p>\r\n\t\t\t\t<div class=\"tgmcad hor\" style=\"text-align:center;margin:30px 0; padding: 10px 0; border-radius:5px; border-top:solid 1px #ccc; border-bottom:solid 1px #ccc; \">\r\n\t\t\t\t<a href=\"https:\/\/thegioimaychu.vn\/giai-phap\/deep-learning\/\"><img decoding=\"async\" alt=\"Gi\u1ea3i ph\u00e1p h\u1ea1 t\u1ea7ng Deep Learning, Tr\u00ed tu\u1ec7 Nh\u00e2n t\u1ea1o - AI\" src=\"https:\/\/thegioimaychu.vn\/blog\/wp-content\/uploads\/2019\/11\/tgmc-deep-learning.jpg\" \/><\/a>\r\n\t\t\t\t<\/div>\n<p>Karl Freund, nh\u00e0 ph\u00e2n t\u00edch ch\u00ednh c\u1ee7a Cambrian AI Research cho bi\u1ebft:\u00a0\u201cM\u1ecdi th\u1ee9 \u0111\u00e3 t\u1eadp h\u1ee3p l\u1ea1i th\u00e0nh m\u1ed9t th\u1ecb tr\u01b0\u1eddng ch\u1ee7 y\u1ebfu do NVIDIA ki\u1ec3m so\u00e1t. B\u1edfi v\u00ec NVIDIA \u0111ang chi\u1ebfm ph\u1ea7n l\u1edbn c\u1ee7a m\u1ed9t th\u1ecb tr\u01b0\u1eddng th\u1eadm ch\u00ed c\u00f2n kh\u00f4ng t\u1ed3n t\u1ea1i hai n\u0103m tr\u01b0\u1edbc, tr\u01b0\u1edbc khi c\u00f3 ChatGPT v\u00e0 c\u00e1c m\u00f4 h\u00ecnh ng\u00f4n ng\u1eef l\u1edbn\u2026. H\u1ecd \u0111\u00e3 t\u0103ng g\u1ea5p \u0111\u00f4i th\u1ecb ph\u1ea7n c\u1ee7a m\u00ecnh tr\u00ean th\u1ecb tr\u01b0\u1eddng trung t\u00e2m d\u1eef li\u1ec7u. Trong 40 n\u0103m, t\u00f4i ch\u01b0a bao gi\u1edd th\u1ea5y th\u1ecb tr\u01b0\u1eddng bi\u1ebfn \u0111\u1ed5i nh\u01b0 v\u1eady.\u201d<\/p>\n<p>NVIDIA \u0111\u00e3 tr\u1edf th\u00e0nh v\u1ecb vua c\u1ee7a l\u0129nh v\u1ef1c li\u1ec1n k\u1ec1 v\u1edbi l\u0129nh v\u1ef1c b\u1ed9 x\u1eed l\u00fd do Intel th\u1ed1ng tr\u1ecb. Chip \u0111\u1ed3 h\u1ecda c\u1ee7a NVIDIA, \u0111\u01b0\u1ee3c s\u1eed d\u1ee5ng \u0111\u1ec3 t\u0103ng t\u1ed1c c\u00e1c c\u00f4ng c\u1ee5 AI, \u0111\u00e3 kh\u01a1i d\u1eady th\u1ecb tr\u01b0\u1eddng trung t\u00e2m d\u1eef li\u1ec7u m\u1edbi.<\/p>\n<figure style=\"width: 1600px\" class=\"wp-caption alignnone\"><img loading=\"lazy\" decoding=\"async\" src=\"https:\/\/thegioimaychu.vn\/blog\/wp-content\/uploads\/2023\/12\/tgmc-blog-6588cfef34a3a.jpg\" alt=\"\" width=\"1600\" height=\"1109\" \/><figcaption class=\"wp-caption-text\">CEO Jensen Huang \u0111\u00e3 d\u1eabn d\u1eaft NVIDIA th\u1ed1ng tr\u1ecb th\u1ecb tr\u01b0\u1eddng GPU trung t\u00e2m d\u1eef li\u1ec7u<\/figcaption><\/figure>\n<p>Intel t\u1eeb l\u00e2u \u0111\u00e3 th\u1ed1ng tr\u1ecb th\u1ecb tr\u01b0\u1eddng m\u00e1y ch\u1ee7 v\u1edbi d\u00f2ng CPU Xeon, v\u1ed1n l\u00e0 tr\u00e1i tim c\u1ee7a m\u00e1y ch\u1ee7. N\u0103m n\u0103m tr\u01b0\u1edbc, AMD, \u0111\u1ed1i th\u1ee7 c\u1ee7a Intel trong l\u0129nh v\u1ef1c chip PC, \u0111\u00e3 t\u00e1i gia nh\u1eadp th\u1ecb tr\u01b0\u1eddng m\u00e1y ch\u1ee7 b\u00e9o b\u1edf sau nhi\u1ec1u n\u0103m v\u1eafng b\u00f3ng v\u00e0 k\u1ec3 t\u1eeb \u0111\u00f3 AMD \u0111\u00e3 chi\u1ebfm \u0111\u01b0\u1ee3c 23% th\u1ecb ph\u1ea7n m\u00e1y ch\u1ee7, theo Mercury Research, m\u1eb7c d\u00f9 Intel v\u1eabn th\u1ed1ng tr\u1ecb v\u1edbi 76,7% th\u1ecb ph\u1ea7n.<\/p>\n<h3>Chip \u0111\u1ed3 h\u1ecda trung t\u00e2m d\u1eef li\u1ec7u<\/h3>\n<p>Tuy nhi\u00ean, ng\u00e0y nay, nh\u1eefng trung t\u00e2m d\u1eef li\u1ec7u \u0111ang t\u1eadp trung v\u00e0o GPU v\u00e0 NVIDIA \u0111\u00e3 tr\u1edf n\u00ean \u0111\u01b0\u1ee3c \u01b0a chu\u1ed9ng cho c\u00e1c \u1ee9ng d\u1ee5ng AI. Doanh s\u1ed1 b\u00e1n GPU \u0111ang t\u0103ng v\u1edbi t\u1ed1c \u0111\u1ed9 nhanh h\u01a1n nhi\u1ec1u so v\u1edbi CPU m\u00e1y ch\u1ee7.<\/p>\n<p>Theo Mercury Research, c\u00f4ng ty \u0111\u00e3 theo d\u00f5i th\u1ecb tr\u01b0\u1eddng GPU k\u1ec3 t\u1eeb n\u0103m 2019, NVIDIA v\u1ec1 c\u01a1 b\u1ea3n l\u00e0 chi\u1ebfm to\u00e0n b\u1ed9 th\u1ecb tr\u01b0\u1eddng trung t\u00e2m d\u1eef li\u1ec7u, b\u00e1n \u0111\u01b0\u1ee3c kho\u1ea3ng 11,1 t\u1ef7 USD chip v\u00e0 ph\u1ea7n c\u1ee9ng li\u00ean quan kh\u00e1c. C\u00f4ng ty chi\u1ebfm t\u1edbi 99,7% th\u1ecb ph\u1ea7n GPU trung t\u00e2m d\u1eef li\u1ec7u, trong khi 0,3% c\u00f2n l\u1ea1i \u0111\u01b0\u1ee3c chia s\u1ebb cho Intel v\u00e0 AMD.<\/p>\n<figure style=\"width: 1600px\" class=\"wp-caption alignnone\"><img loading=\"lazy\" decoding=\"async\" src=\"https:\/\/thegioimaychu.vn\/blog\/wp-content\/uploads\/2023\/12\/tgmc-blog-6588cff262004.jpg\" alt=\"\" width=\"1600\" height=\"855\" \/><figcaption class=\"wp-caption-text\">NVIDIA th\u1ed1ng tr\u1ecb GPU trung t\u00e2m d\u1eef li\u1ec7u<\/figcaption><\/figure>\n<p>N\u00f3i c\u00e1ch kh\u00e1c:\u00a0\u201c\u0110\u00f3 l\u00e0 cu\u1ed9c ch\u01a1i c\u1ee7a NVIDIA v\u00e0 nh\u1eefng k\u1ebb kh\u00e1c,\u201d\u00a0Stacy Rasgon, nh\u00e0 ph\u00e2n t\u00edch c\u1ee7a Bernstein Research cho bi\u1ebft, \u00e1m ch\u1ec9 NVIDIA \u0111\u00e3 ho\u00e0n to\u00e0n chi\u1ebfm l\u0129nh th\u1ecb tr\u01b0\u1eddng v\u00e0 nh\u1eefng c\u00f4ng ty kh\u00e1c ch\u1ec9 l\u00e0 k\u1ebb t\u00ed hon.<\/p>\n<p>Tuy nhi\u00ean, Intel hi\u1ec7n \u0111ang n\u1ed7 l\u1ef1c ch\u1ed1ng ch\u1ecdi, t\u00ecm c\u00e1ch ph\u1ee5c h\u1ed3i s\u1ef1 t\u0103ng tr\u01b0\u1edfng \u1edf th\u1ecb tr\u01b0\u1eddng trung t\u00e2m d\u1eef li\u1ec7u v\u00e0 PC, v\u1ed1n \u0111\u1ec1u \u0111ang suy gi\u1ea3m sau \u0111\u1ee3t b\u00f9ng n\u1ed5 chi ti\u00eau l\u1edbn cho c\u00f4ng ngh\u1ec7 th\u00f4ng tin v\u00e0 PC trong th\u1eddi k\u1ef3 \u0111\u1ea1i d\u1ecbch. Trong th\u00e1ng n\u00e0y, Intel \u0111\u00e3 c\u00f4ng b\u1ed1 c\u00e1c d\u00f2ng chip m\u1edbi cho c\u1ea3 m\u00e1y ch\u1ee7 v\u00e0 PC, \u0111\u01b0\u1ee3c thi\u1ebft k\u1ebf \u0111\u1ec3 t\u0103ng t\u1ed1c AI c\u1ee5c b\u1ed9 tr\u00ean ch\u00ednh c\u00e1c thi\u1ebft b\u1ecb.<\/p>\n<p>CEO Intel Pat Gelsinger cho bi\u1ebft t\u1ea1i s\u1ef1 ki\u1ec7n c\u1ee7a c\u00f4ng ty \u1edf New York h\u1ed3i \u0111\u1ea7u th\u00e1ng n\u00e0y:\u00a0\u201cCh\u00fang t\u00f4i \u0111ang \u0111\u01b0a n\u00f3 (AI) v\u00e0o m\u1ecdi kh\u00eda c\u1ea1nh c\u1ee7a \u1ee9ng d\u1ee5ng c\u0169ng nh\u01b0 m\u1ecdi thi\u1ebft b\u1ecb, trong trung t\u00e2m d\u1eef li\u1ec7u, \u0111\u00e1m m\u00e2y, thi\u1ebft b\u1ecb bi\u00ean (edge device)\u201d.<\/p>\n<p>Trong khi AI v\u00e0 c\u00e1c chip hi\u1ec7u su\u1ea5t cao \u0111ang k\u1ebft h\u1ee3p v\u1edbi nhau \u0111\u1ec3 t\u1ea1o ra th\u1ebf h\u1ec7 \u0111i\u1ec7n to\u00e1n ti\u1ebfp theo, Gelsinger cho bi\u1ebft \u0111i\u1ec1u quan tr\u1ecdng l\u00e0 ph\u1ea3i xem x\u00e9t m\u1ee9c ti\u00eau th\u1ee5 n\u0103ng l\u01b0\u1ee3ng c\u1ee7a c\u00e1c c\u00f4ng ngh\u1ec7 n\u00e0y.\u00a0\u201cKhi ngh\u0129 v\u1ec1 \u0111i\u1ec1u n\u00e0y, ch\u00fang ta c\u0169ng ph\u1ea3i th\u1ef1c hi\u1ec7n n\u00f3 m\u1ed9t c\u00e1ch b\u1ec1n v\u1eefng. Li\u1ec7u ch\u00fang ta c\u00f3 d\u00e0nh m\u1ed9t ph\u1ea7n ba, m\u1ed9t n\u1eeda t\u1ed5ng n\u0103ng l\u01b0\u1ee3ng c\u1ee7a Tr\u00e1i \u0111\u1ea5t cho nh\u1eefng c\u00f4ng ngh\u1ec7 \u0111i\u1ec7n to\u00e1n n\u00e0y kh\u00f4ng? Kh\u00f4ng, ch\u00fang ph\u1ea3i ho\u1ea1t \u0111\u1ed9ng b\u1ec1n v\u1eefng.\u201d<\/p>\n<figure style=\"width: 1336px\" class=\"wp-caption alignnone\"><img loading=\"lazy\" decoding=\"async\" src=\"https:\/\/thegioimaychu.vn\/blog\/wp-content\/uploads\/2023\/12\/tgmc-blog-6588cff3b431c.jpg\" alt=\"\" width=\"1336\" height=\"808\" \/><figcaption class=\"wp-caption-text\">AMD ra m\u1eaft chip AI \u0111\u1ed1i \u0111\u1ea7u NVIDIA<\/figcaption><\/figure>\n<p>Trong khi \u0111\u00f3, AMD \u0111ang tr\u1ef1c ti\u1ebfp theo \u0111u\u1ed5i c\u1ea3 th\u1ecb tr\u01b0\u1eddng GPU v\u00e0 th\u1ecb tr\u01b0\u1eddng PC. C\u00f4ng ty c\u0169ng \u0111\u00e3 c\u00f3 m\u1ed9t bu\u1ed5i ra m\u1eaft s\u1ea3n ph\u1ea9m l\u1edbn trong th\u00e1ng n\u00e0y, ra m\u1eaft d\u00f2ng GPU m\u1edbi c\u00f9ng v\u1edbi c\u00e1c b\u1ed9 x\u1eed l\u00fd m\u1edbi d\u00e0nh cho trung t\u00e2m d\u1eef li\u1ec7u v\u00e0 PC. H\u1ecd d\u1ef1 b\u00e1o s\u1ebd b\u00e1n \u0111\u01b0\u1ee3c \u00edt nh\u1ea5t 2 t\u1ef7 USD GPU AI trong n\u0103m \u0111\u1ea7u ti\u00ean c\u00f3 m\u1eb7t tr\u00ean th\u1ecb tr\u01b0\u1eddng. Theo Rasgon, d\u1ef1 b\u00e1o \u0111\u00f3 \u201c\u1ed5n \u0111\u1ed1i v\u1edbi AMD\u201d, nh\u01b0ng ch\u1ec9 l\u00e0 con s\u1ed1 l\u1ebb \u0111\u1ed1i v\u1edbi NVIDIA.<\/p>\n<h3>Cu\u1ed9c \u0111ua Arm<\/h3>\n<p>M\u1ed9t s\u1ef1 ph\u00e1t tri\u1ec3n kh\u00e1c s\u1ebd \u0111\u1ecbnh h\u00ecnh h\u01a1n n\u1eefa b\u1ed1i c\u1ea3nh ph\u1ea7n c\u1ee9ng m\u00e1y t\u00ednh l\u00e0 s\u1ef1 n\u1ed5i l\u00ean c\u1ee7a ki\u1ebfn tr\u00fac c\u1ea1nh tranh x86, \u0111\u01b0\u1ee3c g\u1ecdi l\u00e0 Reduced Instructions Set Computer &#8211; M\u00e1y t\u00ednh v\u1edbi t\u1eadp l\u1ec7nh \u0111\u01a1n gi\u1ea3n h\u00f3a (RISC). Tr\u01b0\u1edbc \u0111\u00e2y, RISC ch\u1ee7 y\u1ebfu x\u00e2m nh\u1eadp v\u00e0o l\u0129nh v\u1ef1c \u0111i\u1ec7n to\u00e1n tr\u00ean \u0111i\u1ec7n tho\u1ea1i di \u0111\u1ed9ng, m\u00e1y t\u00ednh b\u1ea3ng v\u00e0 h\u1ec7 th\u1ed1ng t\u00edch h\u1ee3p d\u00e0nh ri\u00eang cho m\u1ed9t t\u00e1c v\u1ee5 duy nh\u1ea5t, th\u00f4ng qua c\u00e1c thi\u1ebft k\u1ebf chip c\u1ee7a Arm v\u00e0 Qualcomm.<\/p>\n<p>NVIDIA \u0111\u00e3 c\u1ed1 g\u1eafng mua Arm v\u1edbi gi\u00e1 40 t\u1ef7 USD v\u00e0o n\u0103m ngo\u00e1i nh\u01b0ng th\u01b0\u01a1ng v\u1ee5 n\u00e0y kh\u00f4ng gi\u00e0nh \u0111\u01b0\u1ee3c s\u1ef1 ch\u1ea5p thu\u1eadn c\u1ee7a c\u01a1 quan qu\u1ea3n l\u00fd. Thay v\u00e0o \u0111\u00f3, Arm \u0111\u00e3 b\u1eaft \u0111\u1ea7u ph\u00e1t h\u00e0nh c\u1ed5 phi\u1ebfu v\u00e0o \u0111\u1ea7u n\u0103m nay v\u00e0 \u0111ang qu\u1ea3ng b\u00e1 ki\u1ebfn tr\u00fac c\u1ee7a m\u00ecnh nh\u01b0 m\u1ed9t l\u1ef1a ch\u1ecdn ti\u00eau th\u1ee5 \u0111i\u1ec7n n\u0103ng th\u1ea5p cho c\u00e1c \u1ee9ng d\u1ee5ng AI. NVIDIA \u0111\u00e3 l\u00e0m vi\u1ec7c nhi\u1ec1u n\u0103m v\u1edbi Arm. CPU d\u1ef1a tr\u00ean ki\u1ebfn tr\u00fac Arm c\u00f3 t\u00ean Grace, \u0111\u01b0\u1ee3c gh\u00e9p n\u1ed1i v\u1edbi GPU Hopper trong b\u1ed9 t\u0103ng t\u1ed1c AI \u201cGrace-Hopper\u201d, \u0111\u01b0\u1ee3c s\u1eed d\u1ee5ng trong c\u00e1c m\u00e1y ch\u1ee7 v\u00e0 si\u00eau m\u00e1y t\u00ednh hi\u1ec7u su\u1ea5t cao. Nh\u01b0ng nh\u1eefng con chip n\u00e0y v\u1eabn th\u01b0\u1eddng \u0111\u01b0\u1ee3c gh\u00e9p n\u1ed1i v\u1edbi CPU x86 c\u1ee7a Intel ho\u1eb7c AMD trong c\u00e1c h\u1ec7 th\u1ed1ng, Kevin Krewell, nh\u00e0 ph\u00e2n t\u00edch t\u1ea1i Tirias Research, cho bi\u1ebft.<\/p>\n<p>Cho \u0111\u1ebfn g\u1ea7n \u0111\u00e2y, c\u00e1c h\u1ec7 th\u1ed1ng d\u1ef1a tr\u00ean Arm RISC ch\u1ec9 chi\u1ebfm m\u1ed9t ph\u1ea7n nh\u1ecf tr\u00ean th\u1ecb tr\u01b0\u1eddng m\u00e1y ch\u1ee7. Nh\u01b0ng gi\u1edd \u0111\u00e2y, phi\u00ean b\u1ea3n ngu\u1ed3n m\u1edf c\u1ee7a RISC, m\u1eb7c d\u00f9 \u0111\u00e3 kho\u1ea3ng 10 n\u0103m tu\u1ed5i, \u0111\u01b0\u1ee3c g\u1ecdi l\u00e0 RISC-V, \u0111ang thu h\u00fat s\u1ef1 ch\u00fa \u00fd c\u1ee7a c\u1ea3 c\u00e1c c\u00f4ng ty Internet v\u00e0 truy\u1ec1n th\u00f4ng x\u00e3 h\u1ed9i l\u1edbn c\u0169ng nh\u01b0 c\u00e1c c\u00f4ng ty kh\u1edfi nghi\u1ec7p. Ti\u00eau th\u1ee5 \u0111i\u1ec7n n\u0103ng \u0111\u00e3 tr\u1edf th\u00e0nh m\u1ed9t v\u1ea5n \u0111\u1ec1 l\u1edbn trong c\u00e1c trung t\u00e2m d\u1eef li\u1ec7u v\u00e0 m\u00e1y gia t\u1ed1c AI ng\u1ed1n r\u1ea5t nhi\u1ec1u n\u0103ng l\u01b0\u1ee3ng, v\u00ec v\u1eady c\u00e1c c\u00f4ng ty \u0111ang t\u00ecm ki\u1ebfm gi\u1ea3i ph\u00e1p thay th\u1ebf \u0111\u1ec3 ti\u1ebft ki\u1ec7m \u0111i\u1ec7n n\u0103ng s\u1eed d\u1ee5ng.<\/p>\n<figure style=\"width: 1600px\" class=\"wp-caption alignnone\"><img loading=\"lazy\" decoding=\"async\" src=\"https:\/\/thegioimaychu.vn\/blog\/wp-content\/uploads\/2023\/12\/tgmc-blog-6588cff529d4d.jpg\" alt=\"\" width=\"1600\" height=\"891\" \/><figcaption class=\"wp-caption-text\">RISC-V \u0111ang thu h\u00fat s\u1ef1 ch\u00fa \u00fd c\u1ee7a c\u1ea3 c\u00e1c c\u00f4ng ty Internet v\u00e0 truy\u1ec1n th\u00f4ng x\u00e3 h\u1ed9i l\u1edbn c\u0169ng nh\u01b0 c\u00e1c c\u00f4ng ty kh\u1edfi nghi\u1ec7p<\/figcaption><\/figure>\n<p>\u01af\u1edbc t\u00ednh th\u1ecb ph\u1ea7n trung t\u00e2m d\u1eef li\u1ec7u c\u1ee7a Arm thay \u0111\u1ed5i \u0111\u00f4i ch\u00fat, dao \u0111\u1ed9ng t\u1eeb kho\u1ea3ng 8% theo Mercury Research \u0111\u1ebfn kho\u1ea3ng 10% theo IDC. Mercury cho bi\u1ebft g\u1ea7n nh\u01b0 m\u1ecdi g\u00e3 kh\u1ed5ng l\u1ed3 \u0111\u1ec1u s\u1eed d\u1ee5ng ki\u1ebfn tr\u00fac c\u1ee7a Arm, t\u1eeb nh\u1eefng CPU n\u1ed9i b\u1ed9 c\u1ee7a Amazon, \u0111\u1ebfn Google, \u0111\u1ebfn Microsoft. \u201c\u00a0Trong ba n\u0103m n\u1eefa, t\u00f4i ngh\u0129 m\u1ecdi ng\u01b0\u1eddi c\u0169ng s\u1ebd c\u00f3 CPU RISC-V\u2026 N\u00f3 linh ho\u1ea1t h\u01a1n nhi\u1ec1u so v\u1edbi Arm,\u201d\u00a0Freund d\u1ef1 \u0111o\u00e1n.<\/p>\n<p>Ngo\u00e0i ra, m\u1ed9t s\u1ed1 c\u00f4ng ty kh\u1edfi nghi\u1ec7p v\u1ec1 h\u1ec7 th\u1ed1ng v\u00e0 chip AI \u0111ang thi\u1ebft k\u1ebf xung quanh RISC-V, ch\u1eb3ng h\u1ea1n nh\u01b0 Tenstorrent Inc., c\u00f4ng ty kh\u1edfi nghi\u1ec7p \u0111\u01b0\u1ee3c \u0111\u1ed3ng s\u00e1ng l\u1eadp b\u1edfi nh\u00e0 thi\u1ebft k\u1ebf chip n\u1ed5i ti\u1ebfng Jim Keller, ng\u01b0\u1eddi t\u1eebng l\u00e0m vi\u1ec7c t\u1ea1i AMD, Apple, Tesla v\u00e0 Intel.<\/p>\n<h3>C\u01a1 h\u1ed9i cho AI PC<\/h3>\n<p>Gi\u1ed1ng nh\u01b0 Intel, Qualcomm c\u0169ng \u0111\u00e3 tung ra to\u00e0n b\u1ed9 d\u00f2ng s\u1ea3n ph\u1ea9m xoay quanh m\u00e1y t\u00ednh c\u00e1 nh\u00e2n, m\u1ed9t n\u1ed7 l\u1ef1c ho\u00e0n to\u00e0n m\u1edbi c\u1ee7a c\u00f4ng ty n\u1ed5i ti\u1ebfng v\u1edbi b\u1ed9 x\u1eed l\u00fd di \u0111\u1ed9ng. C\u00f4ng ty mu\u1ed1n n\u1eafm b\u1eaft c\u01a1 h\u1ed9i v\u00e0 nhu c\u1ea7u \u0111\u01b0a kh\u1ea3 n\u0103ng x\u1eed l\u00fd AI v\u00e0o c\u00e1c thi\u1ebft b\u1ecb c\u1ee5c b\u1ed9.<\/p>\n<figure style=\"width: 1600px\" class=\"wp-caption alignnone\"><img loading=\"lazy\" decoding=\"async\" src=\"https:\/\/thegioimaychu.vn\/blog\/wp-content\/uploads\/2023\/12\/tgmc-blog-6588cff660b4a.jpg\" alt=\"\" width=\"1600\" height=\"908\" \/><figcaption class=\"wp-caption-text\">C\u00e1c nh\u00e0 s\u1ea3n xu\u1ea5t \u0111ang h\u01b0\u1edbng \u0111\u1ebfn m\u00e1y t\u00ednh AI<\/figcaption><\/figure>\n<p>V\u00e0o th\u00e1ng 10, h\u00e3ng cho bi\u1ebft h\u1ecd s\u1ebd b\u01b0\u1edbc v\u00e0o l\u0129nh v\u1ef1c kinh doanh PC v\u1ed1n b\u1ecb chi ph\u1ed1i b\u1edfi ki\u1ebfn tr\u00fac x86 c\u1ee7a Intel, v\u1edbi phi\u00ean b\u1ea3n ki\u1ebfn tr\u00fac Arm c\u1ee7a ri\u00eang m\u00ecnh c\u00f3 t\u00ean l\u00e0 n\u1ec1n t\u1ea3ng Snapdragon X Elite. H\u1ecd \u0111\u00e3 thi\u1ebft k\u1ebf b\u1ed9 x\u1eed l\u00fd m\u1edbi d\u00e0nh ri\u00eang cho th\u1ecb tr\u01b0\u1eddng PC, h\u1ee9a h\u1eb9n m\u1ee9c ti\u00eau th\u1ee5 \u0111i\u1ec7n n\u0103ng th\u1ea5p h\u01a1n v\u00e0 kh\u1ea3 n\u0103ng x\u1eed l\u00fd nhanh h\u01a1n nhi\u1ec1u d\u00e0nh cho doanh nghi\u1ec7p v\u00e0 ng\u01b0\u1eddi ti\u00eau d\u00f9ng, \u0111\u1eb7c bi\u1ec7t l\u00e0 nh\u1eefng ng\u01b0\u1eddi l\u00e0m \u1ee9ng d\u1ee5ng AI.<\/p>\n<p>Qualcomm c\u0169ng \u0111\u00e3 h\u1ee3p t\u00e1c v\u1edbi Microsoft \u0111\u1ec3 ph\u00e1t tri\u1ec3n ph\u1ea7n m\u1ec1m m\u00f4 ph\u1ecfng v\u00e0 \u0111\u00e3 gi\u1edbi thi\u1ec7u v\u1edbi nhi\u1ec1u nh\u00e0 cung c\u1ea5p PC c\u00e1c k\u1ebf ho\u1ea1ch \u0111\u1ec3 PC c\u1ee7a h\u1ecd s\u1eb5n s\u00e0ng cho \u0111i\u1ec7n to\u00e1n v\u00e0 AI v\u00e0o n\u1eeda cu\u1ed1i n\u0103m 2024.<\/p>\n<p>Kh\u00f4ng ch\u1ec9 Qualcomm, Intel c\u0169ng r\u1ea5t ch\u00fa \u00fd \u0111\u1ebfn s\u1ef1 ph\u00e1t tri\u1ec3n c\u1ee7a AI PC. T\u1ea1i bu\u1ed5i ra m\u1eaft chip h\u1ed3i \u0111\u1ea7u th\u00e1ng n\u00e0y, Intel d\u1ef1 b\u00e1o r\u1eb1ng \u0111\u1ebfn n\u0103m 2028, PC AI s\u1ebd chi\u1ebfm 80% th\u1ecb tr\u01b0\u1eddng PC.<\/p>\n<figure style=\"width: 1600px\" class=\"wp-caption alignnone\"><img loading=\"lazy\" decoding=\"async\" src=\"https:\/\/thegioimaychu.vn\/blog\/wp-content\/uploads\/2023\/12\/tgmc-blog-6588cff762f3a.jpg\" alt=\"\" width=\"1600\" height=\"883\" \/><figcaption class=\"wp-caption-text\">Intel d\u1ef1 \u0111o\u00e1n m\u1ed9t th\u1eddi k\u1ef3 AI PC s\u1ebd \u0111\u1ebfn<\/figcaption><\/figure>\n<p>T\u1ea5t c\u1ea3 nh\u1eefng thay \u0111\u1ed5i n\u00e0y s\u1ebd mang \u0111\u1ebfn nh\u1eefng th\u1ee9c m\u1edbi cho nh\u1eefng c\u00f4ng ty d\u1eabn \u0111\u1ea7u nh\u01b0 NVIDIA v\u00e0 Intel trong c\u00e1c l\u0129nh v\u1ef1c t\u01b0\u01a1ng \u1ee9ng c\u1ee7a h\u1ecd. C\u00e1c nh\u00e0 \u0111\u1ea7u t\u01b0 c\u0169ng h\u01a1i lo l\u1eafng v\u1ec1 kh\u1ea3 n\u0103ng c\u1ee7a NVIDIA trong vi\u1ec7c duy tr\u00ec t\u1ed1c \u0111\u1ed9 t\u0103ng tr\u01b0\u1edfng hi\u1ec7n t\u1ea1i, nh\u01b0ng qu\u00fd tr\u01b0\u1edbc NVIDIA \u0111\u00e3 n\u00f3i v\u1ec1 c\u00e1c th\u1ecb tr\u01b0\u1eddng m\u1edbi v\u00e0 \u0111ang m\u1edf r\u1ed9ng, bao g\u1ed3m l\u00e0m vi\u1ec7c c\u00e1c qu\u1ed1c gia v\u00e0 ch\u00ednh ph\u1ee7 c\u00f3 y\u00eau c\u1ea7u ph\u00e1p l\u00fd ph\u1ee9c t\u1ea1p.<\/p>\n<p>Nh\u00ecn chung, c\u00e1c nh\u00e0 ph\u00e2n t\u00edch nh\u1eadn x\u00e9t ng\u00e0nh c\u00f4ng nghi\u1ec7p chip \u0111ang tr\u1edf n\u00ean th\u00fa v\u1ecb h\u01a1n bao gi\u1edd h\u1ebft v\u00e0 c\u00e1c c\u00f4ng ty \u0111ang t\u00edch c\u1ef1c thay \u0111\u1ed5i \u0111\u1ec3 c\u1ea1nh tranh nhau v\u00e0 h\u01b0\u1edbng \u0111\u1ebfn cu\u1ed9c ch\u01a1i s\u00f2ng ph\u1eb3ng v\u1edbi NVIDIA.<\/p>\n<p><em>Theo<\/em> <a href=\"https:\/\/genk.vn\/nvidia-va-ai-da-thay-doi-cuc-dien-nganh-cong-nghiep-chip-va-cac-doi-thu-gio-day-phai-chay-theo-20231223112822849.chn\" target=\"_blank\" rel=\"nofollow noopener\">GenK<\/a><\/p>\n<div>____<br \/><b>B\u00e0i vi\u1ebft li\u00ean quan<\/b><\/div>\n<ul>\n<li><a href=\"https:\/\/thegioimaychu.vn\/blog\/?post_type=post&#038;p=23415\">B\u01b0\u1edbc v\u00e0o k\u1ef7 nguy\u00ean tr\u1ee3 l\u00fd AI c\u00e1 nh\u00e2n &#8211; so s\u00e1nh chi ti\u1ebft NVIDIA RTX Spark v\u00e0 DGX Spark<\/a><\/li>\n<li><a href=\"https:\/\/thegioimaychu.vn\/blog\/?post_type=post&#038;p=23322\">NVIDIA RTX PRO 4500 Blackwell Server Edition: B\u01b0\u1edbc nh\u1ea3y v\u1ecdt t\u1eeb th\u1ebf h\u1ec7 L4 cho h\u1ea1 t\u1ea7ng AI suy lu\u1eadn hi\u1ec7u n\u0103ng cao<\/a><\/li>\n<li><a href=\"https:\/\/thegioimaychu.vn\/blog\/?post_type=post&#038;p=23119\">NVIDIA NGC\u2011ready Low\u2011latency Edge AI: Gi\u1ea3i ph\u00e1p cho Retail, Manufacturing v\u00e0 Smart Cities<\/a><\/li>\n<li><a href=\"https:\/\/thegioimaychu.vn\/blog\/?post_type=post&#038;p=23110\">So s\u00e1nh s\u1ee9c m\u1ea1nh c\u1ee7a m\u00e1y t\u00ednh AI DGX Spark v\u1edbi c\u00e1c card GPU m\u00e1y tr\u1ea1m chuy\u00ean nghi\u1ec7p c\u1ee7a NVIDIA<\/a><\/li>\n<li><a href=\"https:\/\/thegioimaychu.vn\/blog\/?post_type=post&#038;p=22969\">T\u1eeb Orin \u0111\u1ebfn Thor: B\u01b0\u1edbc nh\u1ea3y v\u1ecdt ki\u1ebfn tr\u00fac c\u1ee7a NVIDIA JetPack 7.0 v\u00e0 t\u01b0\u01a1ng lai c\u1ee7a robot h\u00ecnh ng\u01b0\u1eddi<\/a><\/li>\n<li><a href=\"https:\/\/thegioimaychu.vn\/blog\/?post_type=post&#038;p=22887\">T\u1ea1i sao g\u1ecdi NVIDIA DGX Spark l\u00e0 Si\u00eau m\u00e1y t\u00ednh AI c\u00e1 nh\u00e2n?<\/a><\/li>\n<\/ul>\n<\/p>","protected":false},"excerpt":{"rendered":"<p>S&#7921; b&ugrave;ng n&#7893; c&#7911;a tr&iacute; tu&#7879; nh&acirc;n t&#7841;o trong n&#259;m nay &#273;&atilde; l&agrave;m &#273;&#7843;o l&#7897;n c&#7909;c di&#7879;n ng&agrave;nh c&ocirc;ng nghi&#7879;p b&aacute;n d&#7851;n, n&acirc;ng NVIDIA tr&#7903; th&agrave;nh v&#7883; vua m&#7899;i c&#7911;a c&aacute;c c&ocirc;ng ty chip v&agrave; g&acirc;y th&ecirc;m &aacute;p l&#7921;c cho m&#7885;i c&ocirc;ng ty kh&aacute;c trong n&#259;m t&#7899;i. Intel t&#7915; l&acirc;u &#273;&atilde; l&agrave; nh&agrave; s&#7843;n xu&#7845;t&#8230;<\/p>\n","protected":false},"author":2,"featured_media":18754,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"inline_featured_image":false,"footnotes":""},"categories":[1153],"tags":[7,1314],"class_list":["post-18746","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-tin-tuc","tag-ai","tag-nvidia"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v28.3 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>NVIDIA v\u00e0 AI \u0111\u00e3 thay \u0111\u1ed5i c\u1ee5c di\u1ec7n ng\u00e0nh c\u00f4ng nghi\u1ec7p chip v\u00e0 c\u00e1c \u0111\u1ed1i th\u1ee7 gi\u1edd \u0111\u00e2y ph\u1ea3i ch\u1ea1y theo - Blog | TheGioiMayChu<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/thegioimaychu.vn\/blog\/tin-tuc\/nvidia-va-ai-da-thay-doi-cuc-dien-nganh-cong-nghiep-chip-va-cac-doi-thu-gio-day-phai-chay-theo-p18746\/\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:title\" content=\"NVIDIA v\u00e0 AI \u0111\u00e3 thay \u0111\u1ed5i c\u1ee5c di\u1ec7n ng\u00e0nh c\u00f4ng nghi\u1ec7p chip v\u00e0 c\u00e1c \u0111\u1ed1i th\u1ee7 gi\u1edd \u0111\u00e2y ph\u1ea3i ch\u1ea1y theo - Blog | TheGioiMayChu\" \/>\n<meta name=\"twitter:description\" content=\"S&#7921; b&ugrave;ng n&#7893; c&#7911;a tr&iacute; tu&#7879; nh&acirc;n t&#7841;o trong n&#259;m nay &#273;&atilde; l&agrave;m &#273;&#7843;o l&#7897;n c&#7909;c di&#7879;n ng&agrave;nh c&ocirc;ng nghi&#7879;p b&aacute;n d&#7851;n, n&acirc;ng NVIDIA tr&#7903; th&agrave;nh v&#7883; vua m&#7899;i c&#7911;a c&aacute;c c&ocirc;ng ty chip v&agrave; g&acirc;y th&ecirc;m &aacute;p l&#7921;c cho m&#7885;i c&ocirc;ng ty kh&aacute;c trong n&#259;m t&#7899;i. 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