视频科普了全球微处理器市场的格局变迁。曾经由英特尔x86架构长期主导的PC和服务器领域,正面临ARM架构的强力冲击。ARM不仅已统治移动设备市场,更凭借其高能效的优势,在数据中心领域迅速崛起。亚马逊、谷歌、微软等巨头纷纷自研ARM服务器芯片以优化自身业务,连英伟达的AI计算平台也采用ARM CPU。同时,开源的RISC-V架构也在嵌入式领域崭露头角,整个芯片市场的旧有格局正在被彻底重塑。
视频参考文献(按呈现 / 引用顺序):
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福布斯文章:The ISA Wars Have Ended And The Heterogeneous CPU Era Has Arrived
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苹果采用 x86 处理器的新闻稿:Apple to Use Intel Microprocessors Beginning in 2006 - Apple (UK)
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2006 年全球售出 10 亿部手机:One billion mobiles sold in 2006 | ZDNET
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苹果 iPhone 新闻稿:Apple Reinvents the Phone with iPhone - Apple (UK)
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英特尔晶圆代工服务:Semiconductor Manufacturing Company for the AI Era
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台积电:Manufacturing - Taiwan Semiconductor Manufacturing Company Limited
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苹果 M5 芯片新闻稿:Apple unleashes M5, the next big leap in AI performance for Apple silicon - Apple (UK)
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Copilot + 个人电脑发布公告:Introducing Copilot+ PCs - The Official Microsoft Blog
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RISC-V 市场渗透率达 25%:NewElectronics: RISC-V International to Announce 25% Market Penetration - RISC-V International
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格罗方德晶圆厂投产公告:GLOBALFOUNDRIES Worlds First Global Semiconductor Foundry Company Opens for Business | Mubadala
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Arm 据称将推出自研处理器:Arm Beats Estimates, but Its New Plan to Build Chips Is the Real Story Here | The Motley Fool
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Arm 在服务器市场份额达 25%,由英伟达 Grace-Blackwell 服务器推动:Intel outside as Arm’s data center CPU share grows to 25% • The Register
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Arm Neoverse 计算子系统:Neoverse Compute Subsystems (CSS): Fast-Track to Production – Arm®
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AWS 格莱维顿处理器:ARM 处理器 — 性能处理器 — AWS EC2 Graviton — AWS
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《格莱维顿 4 处理器上市(含发展历程)》:AWS cloud computing chip Graviton4 is generally available
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谷歌 Axion Arm 处理器发布公告:Introducing Google’s new Arm-based CPU | Google Cloud Blog
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谷歌 Axion 处理器:Google Axion 处理器 | Google Cloud
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微软 Azure Cobalt 100 处理器发布公告:Announcing the preview of new Azure VMs based on the Azure Cobalt 100 processor | Microsoft Community Hub
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微软 Azure Cobalt 200 处理器发布公告:Announcing Cobalt 200: Azure’s next cloud-native CPU | Microsoft Community Hub
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英伟达 GB300 NVL72 人工智能服务器:Designed for AI Reasoning Performance & Efficiency | NVIDIA GB300 NVL72
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英伟达 Grace CPU 发布公告:NVIDIA Announces CPU for Giant AI and High Performance Computing Workloads | NVIDIA Newsroom
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英伟达 Grace CPU:NVIDIA Grace CPU C1 Gains Broad Support in Edge, Telco and Storage | NVIDIA Blog
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英伟达 Grace 超级芯片:NVIDIA Introduces Grace CPU Superchip | NVIDIA Newsroom
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英伟达对英特尔的投资公告:NVIDIA and Intel to Develop AI Infrastructure and Personal Computing Products | NVIDIA Newsroom
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2025 年 11 月 AMD 的 x86 市场份额:AMD continues to chip away at Intel’s X86 market share — company now sells over 25% of all x86 chips and powers 33% of all desktop systems | Tom’s Hardware
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Meta 与 Arm 的合作公告:Arm and Meta Deepen Strategic Partnership to Power the Next Era of AI, from Megawatts to Milliwatts, for Billions Worldwide - Arm Newsroom
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英伟达市值突破 5 万亿美元:Nvidia hits $5 trillion valuation as AI boom powers meteoric rise | Reuters