{"id":18871,"date":"2026-09-01T09:00:16","date_gmt":"2026-08-31T23:00:16","guid":{"rendered":"https:\/\/geoffreychen.com\/ai-technology-observation-2026-09-01-08\/"},"modified":"2026-09-01T09:00:16","modified_gmt":"2026-08-31T23:00:16","slug":"ai-technology-observation-2026-09-01-08","status":"publish","type":"post","link":"https:\/\/geoffreychen.com\/zh\/ai-technology-observation-2026-09-01-08\/","title":{"rendered":"AI\u6280\u672f\u89c2\u5bdf\uff5c2026\u5e749\u67081\u65e5 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One\u7f51\u7edc\u53ca800G\u5149\u5b66\u7ec4\u4ef6\u4e92\u8fde\uff0c\u53ef\u901a\u8fc7GPU\u5373\u670d\u52a1\u65b9\u5f0f\u652f\u6301\u6a21\u578b\u8bad\u7ec3\u548c\u63a8\u7406\u3002Telecompaper\u540c\u6b65\u62a5\u9053\u4e86\u5e73\u53f0\u4e0a\u7ebf\u53ca\u5ba2\u6237\u670d\u52a1\u72b6\u6001\uff0c\u4f46\u76ee\u524d\u6ca1\u6709\u516c\u5f00GPU\u6570\u91cf\u3001\u5df2\u4e0a\u7ebf\u529f\u7387\u3001\u5ba2\u6237\u8d1f\u8f7d\u6570\u636e\u6216\u7b2c\u4e09\u65b9\u6027\u80fd\u6d4b\u8bd5\u3002<\/p>\n<p>\u8fd9\u6b21\u53d8\u5316\u628a2025\u5e7411\u6708\u516c\u5e03\u7684\u5408\u8d44\u548c\u5efa\u8bbe\u8ba1\u5212\u63a8\u8fdb\u5230\u4e86\u5b9e\u9645\u8fd0\u884c\u3002\u5f53\u65f6Reuters\u786e\u8ba4\u4e09\u65b9\u8ba1\u5212\u5efa\u8bbe\u9996\u4e2a100MW\u9879\u76ee\uff0c\u5e76\u4ee52030\u5e74\u524d\u8fbe\u52301GW\u4e3a\u76ee\u6807\uff1b\u5f53\u65f6\u5de5\u7a0b\u5c1a\u672a\u5f00\u5de5\u30028\u670831\u65e5\u4e0a\u7ebf\u7684\u662f\u4f7f\u7528MI355X\u7684\u73b0\u6709\u751f\u4ea7\u90e8\u7f72\uff0c\u4e0d\u80fd\u4e0e\u540e\u7eed\u89c4\u5212\u6df7\u4e3a\u4e00\u9879\u3002AMD\u540c\u65f6\u8868\u793a\uff0c\u91c7\u7528MI400\u7cfb\u5217\u3001EPYC\u548cROCm\u7684\u4e0b\u4e00\u9636\u6bb5\u6700\u9ad8250MW\u5efa\u8bbe\u8ba1\u5212\u5c06\u4e8e2027\u5e74\u542f\u52a8\uff0c\u5e76\u9884\u8ba1\u4ece\u4e0b\u534a\u5e74\u5f00\u59cb\u9646\u7eed\u4e0a\u7ebf\u3002\u8fd9\u4e9b\u5bb9\u91cf\u4ecd\u5c5e\u4e8e\u8ba1\u5212\uff0c\u4e0d\u662f\u76ee\u524d\u53ef\u7528\u7b97\u529b\u3002<\/p>\n<p>HUMAIN\u4e0eDataVolt\u542f\u52a8NEOM Oxagon\u6570\u636e\u4e2d\u5fc3\u65bd\u5de5<\/p>\n<p>HUMAIN\u548cDataVolt\u4e8e8\u670831\u65e5\u6269\u5927\u5408\u4f5c\uff0c\u5e76\u5ba3\u5e03NEOM Oxagon AI\u6570\u636e\u4e2d\u5fc3\u5df2\u7ecf\u5f00\u59cb\u65bd\u5de5\u3002HUMAIN\u53c2\u4e0e\u5efa\u8bbe\u5176\u4e2d100MW\uff0c\u8be5\u90e8\u5206\u5c5e\u4e8eDataVolt\u89c4\u5212\u7684360MW\u7b2c\u4e00\u9636\u6bb5\uff1b\u66f4\u5927\u7684\u56ed\u533a\u89c4\u5212\u4e3a1.5GW\u3002NEOM\u7684\u6b63\u5f0f\u8bf4\u660e\u548cReuters\u5747\u786e\u8ba4\u9996\u4e2a100MW\u9884\u8ba12028\u5e74\u53ef\u7528\uff0c\u8bbe\u8ba1\u76ee\u6807\u5305\u62ec\u53ef\u518d\u751f\u80fd\u6e90\u3001\u51b7\u5374\u7cfb\u7edf\u3001\u9ad8\u6027\u80fd\u8ba1\u7b97\u96c6\u7fa4\u53ca\u6d77\u5e95\u7535\u7f06\u8fde\u63a5\u3002<\/p>\n<p>\u672c\u6b21\u65b0\u589e\u4e8b\u5b9e\u662f\u9879\u76ee\u4ece\u89c4\u5212\u8fdb\u5165\u65bd\u5de5\uff0c\u800c\u4e0d\u662f100MW\u5bb9\u91cf\u5df2\u7ecf\u6295\u5165\u8fd0\u884c\u3002\u516c\u544a\u6ca1\u6709\u7ed9\u51faGPU\u4f9b\u5e94\u5546\u3001\u52a0\u901f\u5668\u578b\u53f7\u3001\u670d\u52a1\u5668\u6570\u91cf\u3001\u65bd\u5de5\u5b8c\u6210\u6bd4\u4f8b\u6216\u5df2\u7b7e\u7ea6\u5ba2\u6237\uff0c\u56e0\u6b64\u76ee\u524d\u80fd\u591f\u786e\u8ba4\u7684\u662f\u5730\u70b9\u3001\u5efa\u8bbe\u72b6\u6001\u3001\u5bb9\u91cf\u8303\u56f4\u548c\u76ee\u6807\u4ea4\u4ed8\u5e74\u4efd\u3002<\/p>\n<p>NVIDIA\u6295\u8d44MediaTek\u5e76\u5f00\u653eNVLink Fusion\u5b9a\u5236XPU\u8def\u5f84<\/p>\n<p>NVIDIA\u4e0eMediaTek\u4e8e8\u670831\u65e5\u6269\u5927\u5408\u4f5c\u3002MediaTek\u5c06\u91c7\u7528NVLink Fusion\uff0c\u4e3a\u4e91\u670d\u52a1\u5546\u3001\u8d85\u5927\u89c4\u6a21\u8ba1\u7b97\u4f01\u4e1a\u548c\u6a21\u578b\u5f00\u53d1\u673a\u6784\u63d0\u4f9b\u5b9a\u5236XPU\u8bbe\u8ba1\u57fa\u7840\uff0c\u4f7f\u5ba2\u6237\u82af\u7247\u80fd\u591f\u63a5\u5165NVIDIA\u7684NVLink\u673a\u67b6\u7ea7\u7cfb\u7edf\u3002\u516c\u5f00\u7684\u6280\u672f\u7ec4\u6210\u5305\u62ecNVLink Fusion chiplet\u3001NVLink-C2C\u3001\u5b9a\u5236\u5185\u5b58\u67b6\u6784\u4ee5\u53ca\u4e0eMGX\u673a\u67b6\u4f53\u7cfb\u7684\u96c6\u6210\u3002\u53cc\u65b9\u8fd8\u5c06\u7ee7\u7eed\u5f00\u53d1RTX Spark\u3001DGX Spark\u76f8\u5173PC\u82af\u7247\u548c\u8f66\u8f7d\u8ba1\u7b97\u5e73\u53f0\u3002<\/p>\n<p>NVIDIA\u540c\u65f6\u4ee5\u53ef\u8f6c\u6362\u503a\u5238\u5f62\u5f0f\u5411MediaTek\u6295\u8d4435\u4ebf\u7f8e\u5143\u3002Reuters\u6838\u9a8c\u4e86\u91d1\u989d\u548c\u5e73\u53f0\u91c7\u7528\u5173\u7cfb\u3002\u5f53\u524d\u516c\u544a\u786e\u5b9a\u7684\u662f\u6295\u8d44\u3001\u5408\u4f5c\u8303\u56f4\u548c\u8bbe\u8ba1\u8def\u5f84\uff0c\u6ca1\u6709\u516c\u5e03\u91c7\u7528\u8be5\u65b9\u6848\u7684\u5ba2\u6237\u82af\u7247\u3001\u6d41\u7247\u65f6\u95f4\u3001\u91cf\u4ea7\u65e5\u671f\u6216\u5b9e\u6d4b\u6027\u80fd\uff1b\u56e0\u6b64\u4e0d\u80fd\u628a\u5408\u4f5c\u534f\u8bae\u5199\u6210\u5b9a\u5236XPU\u5df2\u7ecf\u4ea4\u4ed8\u3002<\/p>\n<p>\u6765\u6e90<\/p>\n<p>AMD\uff0cAMD, Cisco and HUMAIN Expand Saudi Arabia\u2019s AI Infrastructure as AMD Instinct Systems Go Live\uff0c2026\u5e748\u670831\u65e5<br \/><a href=\"https:\/\/ir.amd.com\/news-events\/press-releases\/detail\/1298\/amd-cisco-and-humain-expand-saudi-arabias-ai-infrastructure-as-amd-instinct-systems-go-live\" rel=\"nofollow\">https:\/\/ir.amd.com\/news-events\/press-releases\/detail\/1298\/amd-cisco-and-humain-expand-saudi-arabias-ai-infrastructure-as-amd-instinct-systems-go-live<\/a><\/p>\n<p>Telecompaper\uff0cAMD, Cisco and Humain say Saudi AI infrastructure goes live\uff0c2026\u5e748\u670831\u65e5<br \/><a href=\"https:\/\/www.telecompaper.com\/news\/amd-cisco-and-humain-say-saudi-ai-infrastructure-goes-live&#8211;1581231\" rel=\"nofollow\">https:\/\/www.telecompaper.com\/news\/amd-cisco-and-humain-say-saudi-ai-infrastructure-goes-live&#8211;1581231<\/a><\/p>\n<p>Reuters\uff0cAMD, Cisco and Saudi&#39;s Humain launch AI joint venture, land first major customer\uff0c2025\u5e7411\u670819\u65e5<br \/><a href=\"https:\/\/www.reuters.com\/world\/middle-east\/amd-cisco-saudis-humain-launch-ai-joint-venture-land-first-major-customer-2025-11-19\/\" rel=\"nofollow\">https:\/\/www.reuters.com\/world\/middle-east\/amd-cisco-saudis-humain-launch-ai-joint-venture-land-first-major-customer-2025-11-19\/<\/a><\/p>\n<p>NEOM\uff0cHUMAIN partners with DataVolt to jointly develop 100MW of a 360MW AI data center project in NEOM\uff0c2026\u5e748\u670831\u65e5<br \/><a href=\"https:\/\/www.neom.com\/en-us\/newsroom\/HUMAIN-and-DataVolt-to-develop-AI-data-center-in-NEOM\" rel=\"nofollow\">https:\/\/www.neom.com\/en-us\/newsroom\/HUMAIN-and-DataVolt-to-develop-AI-data-center-in-NEOM<\/a><\/p>\n<p>Reuters\uff0cSaudi AI firms Humain, DataVolt partner for data center on kingdom&#39;s Red Sea coast\uff0c2026\u5e748\u670831\u65e5<br \/><a href=\"https:\/\/www.reuters.com\/business\/energy\/saudi-ai-firms-humain-datavolt-partner-data-center-kingdoms-red-sea-coast-2026-08-31\/\" rel=\"nofollow\">https:\/\/www.reuters.com\/business\/energy\/saudi-ai-firms-humain-datavolt-partner-data-center-kingdoms-red-sea-coast-2026-08-31\/<\/a><\/p>\n<p>NVIDIA\uff0cNVIDIA and MediaTek Deepen Long-Standing Partnership to Build AI Edge to Cloud Computing Platforms\uff0c2026\u5e748\u670831\u65e5<br \/><a href=\"https:\/\/nvidianews.nvidia.com\/news\/nvidia-and-mediatek-deepen-long-standing-partnership-to-build-ai-edge-to-cloud-computing-platforms\" rel=\"nofollow\">https:\/\/nvidianews.nvidia.com\/news\/nvidia-and-mediatek-deepen-long-standing-partnership-to-build-ai-edge-to-cloud-computing-platforms<\/a><\/p>\n<p>Reuters\uff0cNvidia to invest $3.5 billion in chipmaker MediaTek, expand partnership\uff0c2026\u5e748\u670831\u65e5<br \/><a href=\"https:\/\/www.reuters.com\/world\/asia-pacific\/nvidia-invests-35-billion-mediatek-convertible-bonds-2026-08-31\/\" rel=\"nofollow\">https:\/\/www.reuters.com\/world\/asia-pacific\/nvidia-invests-35-billion-mediatek-convertible-bonds-2026-08-31\/<\/a><\/p>\n<p>","protected":false},"excerpt":{"rendered":"","protected":false},"author":17897162,"featured_media":0,"comment_status":"","ping_status":"","sticky":false,"template":"","format":"standard","meta":{"_coblocks_attr":"","_coblocks_dimensions":"","_coblocks_responsive_height":"","_coblocks_accordion_ie_support":"","_jetpack_newsletter_access":"","_jetpack_dont_email_post_to_subs":true,"_jetpack_newsletter_tier_id":0,"_jetpack_memberships_contains_paywalled_content":false,"_geoff_meta_description_en":"This edition records HUMAIN bringing AMD MI355X production compute online, construction starting on a 100 MW AI data centre at NEOM Oxagon, and MediaTek adopting NVIDIA NVLink Fusion for custom XPU development.","_geoff_meta_description_zh":"\u672c\u671f\u8bb0\u5f55HUMAIN\u7684AMD MI355X\u751f\u4ea7\u7ea7\u7b97\u529b\u4e0a\u7ebf\u3001NEOM Oxagon 100MW 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