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楷登电子推出芯片制造商可在内部运行的AI模型套件Cadence unveils suite of AI models that chipmakers can run in-house

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2020年1月31日,美国加利福尼亚州圣何塞,Cadence设计系统公司办公室外可见该公司标志。路透社/斯蒂芬·内利斯The logo of Cadence Design Systems is pictured outside the company's offices in San Jose, California, U.S., January 31, 2020. REUTERS/Stephen Nellis

旧金山,10月26日:Cadence Design Systems(楷登电子系统公司)周一推出了一组经过调优、用于辅助设计计算机芯片的AI模型组合,深化了其与Nvidia(英伟达)在开源模型方面的合作,并与竞争对手Synopsys(新思科技)近期与OpenAI达成的交易形成分野。

SAN FRANCISCO, Oct 26 : Cadence Design Systems on Monday launched a portfolio of AI models tuned to help design computer chips, deepening its open-source model work with Nvidia and diverging from rival Synopsys' recent deal with OpenAI.

这两家公司都生产用于设计计算芯片的软件——这一过程涉及精确排列数十亿个晶体管,以满足成本和性能目标——并正竞相让AI“智能体”代表人类工程师使用这些工具,以加快设计进程。

Both companies make software used to design computing chips — a process that involves arranging billions of transistors precisely to meet cost and performance targets — and are racing to have AI "agents" use those tools on behalf of human engineers to speed up the process.

两家公司表示,周一推出的名为Cadence Maestro(楷登Maestro)的新套件,部分基于Nvidia的开放权重Nemotron模型构建,并采用Nvidia的OpenShell安全技术进行防护。

The new suite, called Cadence Maestro, introduced on Monday, was built in part on Nvidia's open-weight Nemotron model and secured with Nvidia's OpenShell safety technology, the companies said.

Cadence表示,客户可以在其自有云端或任何公共云上运行这些模型,也可以将它们完全保留在自己的防火墙和数据中心内部。

Cadence said customers can run the models on its own cloud or any public cloud, or keep them entirely in-house behind their own firewalls and data centers.

周一盘后将发布财报的Cadence,股价在宣布消息后上涨了3.9%。

Shares of Cadence, which reports earnings after market close on Monday, rose 3.9 per cent after the announcement.

公司补充说,客户还可以利用自己的芯片设计对模型进行微调,早期结果显示,其质量比通用模型最高可提升30%,成本效率最高可提升五倍。

Customers can also fine-tune the models on their own chip designs, and early results show up to 30 per cent higher quality and up to five times better cost-efficiency than general-purpose models, it added.

Cadence的做法与其最大竞争对手Synopsys形成对比,后者于9月30日表示,将与OpenAI共同开发AI模型,并与ChatGPT制造商分享收入。该模型名为GPT-Synopsys,将运行在OpenAI托管的基础设施上。

The Cadence approach contrasts with that of its largest competitor, Synopsys, which on September 30 said it would develop an AI model with OpenAI and share revenue with the ChatGPT maker. That model, GPT-Synopsys, will run on OpenAI-hosted infrastructure.

Cadence高级副总裁Paul Cunningham将Maestro定位为模型无关,他表示:“AI模型供应商的数量比芯片设计软件供应商还要多。”当被问及Cadence是否可能与专有AI实验室达成自己的交易时,Cunningham表示,开放权重和闭源权重两种路径都在“同等推进”,与商业实验室合作“是Maestro愿景的一部分”,但他拒绝进一步详述。

Paul Cunningham, a Cadence senior vice president, framed Maestro as model-agnostic, saying, "there are more (AI) model providers out there than there are (chip design software) vendors." When asked whether Cadence might strike its own deals with proprietary AI labs, Cunningham said both open- and closed-weight approaches were being "pursued equally," and that working with commercial labs was "part of the Maestro vision," though he declined to elaborate.

Cadence 表示,首批 Maestro 型号将在第四季度交付给部分早期访问客户。

The first Maestro models will reach select early-access customers in the fourth quarter, Cadence said.

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