{"id":25796,"date":"2025-07-30T11:30:05","date_gmt":"2025-07-30T04:30:05","guid":{"rendered":"https:\/\/vbee.vn\/blog\/?p=25796"},"modified":"2025-08-18T08:33:17","modified_gmt":"2025-08-18T01:33:17","slug":"doi-thu-cua-nvidia","status":"publish","type":"post","link":"https:\/\/vbee.vn\/blog\/nvidia\/doi-thu-cua-nvidia\/","title":{"rendered":"\u0110\u1ed1i th\u1ee7 c\u1ee7a NVIDIA l\u00e0 ai? To\u00e0n c\u1ea3nh h\u1ee3p t\u00e1c v\u00e0 c\u1ea1nh tranh trong cu\u1ed9c \u0111ua AI"},"content":{"rendered":"<div id=\"ez-toc-container\" class=\"ez-toc-v2_0_82_2 counter-hierarchy ez-toc-counter ez-toc-grey ez-toc-container-direction\"><div class=\"ez-toc-title-container\"><p class=\"ez-toc-title\" style=\"cursor:inherit\">N\u1ed9i dung ch\u00ednh<\/p><span class=\"ez-toc-title-toggle\"><a href=\"#\" class=\"ez-toc-pull-right ez-toc-btn ez-toc-btn-xs ez-toc-btn-default ez-toc-toggle\" aria-label=\"Toggle Table of Content\"><span class=\"ez-toc-js-icon-con\"><span class=\"\"><span class=\"eztoc-hide\" style=\"display:none;\">Toggle<\/span><span class=\"ez-toc-icon-toggle-span\"><svg style=\"fill: #999;color:#999\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\" class=\"list-377408\" width=\"20px\" height=\"20px\" viewBox=\"0 0 24 24\" fill=\"none\"><path d=\"M6 6H4v2h2V6zm14 0H8v2h12V6zM4 11h2v2H4v-2zm16 0H8v2h12v-2zM4 16h2v2H4v-2zm16 0H8v2h12v-2z\" fill=\"currentColor\"><\/path><\/svg><svg style=\"fill: #999;color:#999\" class=\"arrow-unsorted-368013\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\" width=\"10px\" height=\"10px\" viewBox=\"0 0 24 24\" version=\"1.2\" baseProfile=\"tiny\"><path d=\"M18.2 9.3l-6.2-6.3-6.2 6.3c-.2.2-.3.4-.3.7s.1.5.3.7c.2.2.4.3.7.3h11c.3 0 .5-.1.7-.3.2-.2.3-.5.3-.7s-.1-.5-.3-.7zM5.8 14.7l6.2 6.3 6.2-6.3c.2-.2.3-.5.3-.7s-.1-.5-.3-.7c-.2-.2-.4-.3-.7-.3h-11c-.3 0-.5.1-.7.3-.2.2-.3.5-.3.7s.1.5.3.7z\"\/><\/svg><\/span><\/span><\/span><\/a><\/span><\/div><nav><ul class='ez-toc-list ez-toc-list-level-1 eztoc-toggle-hide-by-default' ><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-1\" href=\"https:\/\/vbee.vn\/blog\/nvidia\/doi-thu-cua-nvidia\/#1_NVIDIA_va_vi_the_hien_tai\" >1. NVIDIA v\u00e0 v\u1ecb th\u1ebf hi\u1ec7n t\u1ea1i<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-2\" href=\"https:\/\/vbee.vn\/blog\/nvidia\/doi-thu-cua-nvidia\/#2_Nhung_doi_thu_canh_tranh_lon_nhat_cua_NVIDIA\" >2. Nh\u1eefng \u0111\u1ed1i th\u1ee7 c\u1ea1nh tranh l\u1edbn nh\u1ea5t c\u1ee7a NVIDIA<\/a><ul class='ez-toc-list-level-3' ><li class='ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-3\" href=\"https:\/\/vbee.vn\/blog\/nvidia\/doi-thu-cua-nvidia\/#21_Huawei_canh_tranh_NVIDIA\" >2.1. Huawei c\u1ea1nh tranh NVIDIA<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-4\" href=\"https:\/\/vbee.vn\/blog\/nvidia\/doi-thu-cua-nvidia\/#22_AMD_%E2%80%93_Doi_thu_truyen_thong_tang_toc_voi_chip_AI_moi\" >2.2 AMD \u2013 \u0110\u1ed1i th\u1ee7 truy\u1ec1n th\u1ed1ng, t\u0103ng t\u1ed1c v\u1edbi chip AI m\u1edbi<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-5\" href=\"https:\/\/vbee.vn\/blog\/nvidia\/doi-thu-cua-nvidia\/#23_Intel_Doi_thu_truyen_thong_trong_nganh_Chip\" >2.3. Intel: \u0110\u1ed1i th\u1ee7 truy\u1ec1n th\u1ed1ng trong ng\u00e0nh Chip<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-6\" href=\"https:\/\/vbee.vn\/blog\/nvidia\/doi-thu-cua-nvidia\/#24_Cac_%E2%80%9COng_lon%E2%80%9D_cong_nghe_tu_phat_trien_Chip\" >2.4. C\u00e1c &#8220;\u00d4ng l\u1edbn&#8221; c\u00f4ng ngh\u1ec7 t\u1ef1 ph\u00e1t tri\u1ec3n Chip<\/a><ul class='ez-toc-list-level-4' ><li class='ez-toc-heading-level-4'><a class=\"ez-toc-link ez-toc-heading-7\" href=\"https:\/\/vbee.vn\/blog\/nvidia\/doi-thu-cua-nvidia\/#241_Google_TPU\" >2.4.1 Google TPU<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-4'><a class=\"ez-toc-link ez-toc-heading-8\" href=\"https:\/\/vbee.vn\/blog\/nvidia\/doi-thu-cua-nvidia\/#242_Amazon_Trainium_va_Inferentia\" >2.4.2 Amazon Trainium v\u00e0 Inferentia<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-4'><a class=\"ez-toc-link ez-toc-heading-9\" href=\"https:\/\/vbee.vn\/blog\/nvidia\/doi-thu-cua-nvidia\/#243_Microsoft_Athena_Chip\" >2.4.3 Microsoft Athena Chip<\/a><\/li><\/ul><\/li><\/ul><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-10\" href=\"https:\/\/vbee.vn\/blog\/nvidia\/doi-thu-cua-nvidia\/#4_Cac_doi_tac_hien_tai_cua_NVIDIA\" >4. C\u00e1c \u0111\u1ed1i t\u00e1c hi\u1ec7n t\u1ea1i c\u1ee7a NVIDIA<\/a><ul class='ez-toc-list-level-3' ><li class='ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-11\" href=\"https:\/\/vbee.vn\/blog\/nvidia\/doi-thu-cua-nvidia\/#41_NVIDIA_hop_tac_voi_Microsoft\" >4.1. NVIDIA h\u1ee3p t\u00e1c v\u1edbi Microsoft<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-12\" href=\"https:\/\/vbee.vn\/blog\/nvidia\/doi-thu-cua-nvidia\/#42_NVIDIA_tren_nen_tang_Google_Cloud\" >4.2. NVIDIA tr\u00ean n\u1ec1n t\u1ea3ng Google Cloud<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-13\" href=\"https:\/\/vbee.vn\/blog\/nvidia\/doi-thu-cua-nvidia\/#43_NVIDIA_va_moi_quan_he_voi_Amazon_AWS\" >4.3. NVIDIA v\u00e0 m\u1ed1i quan h\u1ec7 v\u1edbi Amazon AWS<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-14\" href=\"https:\/\/vbee.vn\/blog\/nvidia\/doi-thu-cua-nvidia\/#44_Cac_doi_tac_khac_cua_NVIDIA_CoreWeave_BMW_Toyota_Mercedes-Benz_BYD\" >4.4. C\u00e1c \u0111\u1ed1i t\u00e1c kh\u00e1c c\u1ee7a NVIDIA: CoreWeave, BMW, Toyota, Mercedes-Benz, BYD<\/a><\/li><\/ul><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-15\" href=\"https:\/\/vbee.vn\/blog\/nvidia\/doi-thu-cua-nvidia\/#5_Cac_cau_hoi_thuong_gap_ve_NVIDIA\" >5. C\u00e1c c\u00e2u h\u1ecfi th\u01b0\u1eddng g\u1eb7p v\u1ec1 NVIDIA<\/a><ul class='ez-toc-list-level-3' ><li class='ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-16\" href=\"https:\/\/vbee.vn\/blog\/nvidia\/doi-thu-cua-nvidia\/#51_Chip_AI_cua_Huawei_co_the_thach_thuc_vi_the_cua_NVIDIA_khong\" >5.1 Chip AI c\u1ee7a Huawei c\u00f3 th\u1ec3 th\u00e1ch th\u1ee9c v\u1ecb th\u1ebf c\u1ee7a NVIDIA kh\u00f4ng?<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-17\" href=\"https:\/\/vbee.vn\/blog\/nvidia\/doi-thu-cua-nvidia\/#52_Intel_co_the_thanh_cong_trong_viec_canh_tranh_voi_NVIDIA_khong\" >5.2 Intel c\u00f3 th\u1ec3 th\u00e0nh c\u00f4ng trong vi\u1ec7c c\u1ea1nh tranh v\u1edbi NVIDIA kh\u00f4ng?<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-18\" href=\"https:\/\/vbee.vn\/blog\/nvidia\/doi-thu-cua-nvidia\/#53_Google_TPU_va_Amazon_Trainium_co_thay_the_duoc_GPU_cua_NVIDIA_khong\" >5.3 Google TPU v\u00e0 Amazon Trainium c\u00f3 thay th\u1ebf \u0111\u01b0\u1ee3c GPU c\u1ee7a NVIDIA kh\u00f4ng?<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-19\" href=\"https:\/\/vbee.vn\/blog\/nvidia\/doi-thu-cua-nvidia\/#54_Su_khac_biet_giua_GPU_va_cac_loai_chip_AI_chuyen_dung_nhu_TPU_Trainium_la_gi\" >5.4 S\u1ef1 kh\u00e1c bi\u1ec7t gi\u1eefa GPU v\u00e0 c\u00e1c lo\u1ea1i chip AI chuy\u00ean d\u1ee5ng nh\u01b0 TPU, Trainium l\u00e0 g\u00ec?<\/a><\/li><\/ul><\/li><\/ul><\/nav><\/div><p><strong>B\u00e0i vi\u1ebft sau \u0111\u00e2y s\u1ebd ph\u00e2n t\u00edch to\u00e0n c\u1ea3nh nh\u1eefng \u0111\u1ed1i th\u1ee7 l\u1edbn nh\u1ea5t c\u1ee7a NVIDIA trong cu\u1ed9c \u0111ua AI t\u1eeb AMD, Intel, Huawei cho \u0111\u1ebfn c\u00e1c \u201c\u00f4ng l\u1edbn\u201d nh\u01b0 Google, Amazon v\u00e0 Microsoft. \u0110\u1ed3ng th\u1eddi, b\u1ea1n s\u1ebd th\u1ea5y r\u00f5 ranh gi\u1edbi gi\u1eefa h\u1ee3p t\u00e1c chi\u1ebfn l\u01b0\u1ee3c v\u00e0 c\u1ea1nh tranh kh\u1ed1c li\u1ec7t trong h\u1ec7 sinh th\u00e1i AI to\u00e0n c\u1ea7u.<\/strong><\/p><p style=\"text-align: center;\"><p><iframe style=\"position: relative; top: 0px; border: none;\" title=\"H\u01b0\u1edbng d\u1eabn s\u1eed d\u1ee5ng\" src=\"https:\/\/vbee.vn\/demo\" width=\"100%\" height=\"320\"><\/iframe><\/p><h2><span class=\"ez-toc-section\" id=\"1_NVIDIA_va_vi_the_hien_tai\"><\/span>1. NVIDIA v\u00e0 v\u1ecb th\u1ebf hi\u1ec7n t\u1ea1i<span class=\"ez-toc-section-end\"><\/span><\/h2><p>NVIDIA \u0111ang l\u00e0 c\u00e1i t\u00ean d\u1eabn \u0111\u1ea7u trong l\u0129nh v\u1ef1c <a href=\"https:\/\/vbee.vn\/blog\/ai\/\">tr\u00ed tu\u1ec7 nh\u00e2n t\u1ea1o<\/a> v\u00e0 b\u00e1n d\u1eabn hi\u1ec7u n\u0103ng cao (HPC). T\u1eeb nh\u1eefng con chip GPU cho game th\u1ee7 \u0111\u1ebfn c\u00e1c si\u00eau m\u00e1y t\u00ednh AI ph\u1ee5c v\u1ee5 c\u00e1c m\u00f4 h\u00ecnh ng\u00f4n ng\u1eef l\u1edbn (LLM) nh\u01b0 <a href=\"https:\/\/vbee.vn\/blog\/openai\/chatgpt\/\">ChatGPT<\/a>, NVIDIA \u0111\u00e3 tr\u1edf th\u00e0nh x\u01b0\u01a1ng s\u1ed1ng c\u00f4ng ngh\u1ec7 c\u1ee7a k\u1ef7 nguy\u00ean AI.<br \/>Nh\u01b0ng kh\u00f4ng ph\u1ea3i con \u0111\u01b0\u1eddng n\u00e0o c\u0169ng b\u1eb1ng ph\u1eb3ng. Trong khi NVIDIA \u0111ang h\u1ee3p t\u00e1c v\u1edbi nh\u1eefng c\u00e1i t\u00ean l\u1edbn nh\u01b0 Microsoft, Amazon v\u00e0 Meta, h\u00e3ng c\u0169ng \u0111\u1ed1i m\u1eb7t v\u1edbi s\u1ef1 c\u1ea1nh tranh kh\u1ed1c li\u1ec7t t\u1eeb c\u00e1c \u0111\u1ed1i th\u1ee7 truy\u1ec1n th\u1ed1ng v\u00e0 m\u1edbi n\u1ed5i, \u0111\u1eb7c bi\u1ec7t l\u00e0 t\u1ea1i Trung Qu\u1ed1c.<\/p><figure id=\"attachment_25800\" aria-describedby=\"caption-attachment-25800\" style=\"width: 768px\" class=\"wp-caption aligncenter\"><img decoding=\"async\" class=\"wp-image-25800 size-full\" src=\"https:\/\/vbee.vn\/blog\/wp-content\/uploads\/2025\/07\/vi-the-cua-NVIDIA.webp\" alt=\"NVIDIA \u0111ang l\u00e0 c\u00e1i t\u00ean d\u1eabn \u0111\u1ea7u trong l\u0129nh v\u1ef1c tr\u00ed tu\u1ec7 nh\u00e2n t\u1ea1o v\u00e0 b\u00e1n d\u1eabn hi\u1ec7u n\u0103ng cao\" width=\"768\" height=\"512\" title=\"\" srcset=\"https:\/\/vbee.vn\/blog\/wp-content\/uploads\/2025\/07\/vi-the-cua-NVIDIA.webp 768w, https:\/\/vbee.vn\/blog\/wp-content\/uploads\/2025\/07\/vi-the-cua-NVIDIA-300x200.webp 300w\" sizes=\"(max-width: 768px) 100vw, 768px\" \/><figcaption id=\"caption-attachment-25800\" class=\"wp-caption-text\">NVIDIA \u0111ang l\u00e0 c\u00e1i t\u00ean d\u1eabn \u0111\u1ea7u trong l\u0129nh v\u1ef1c tr\u00ed tu\u1ec7 nh\u00e2n t\u1ea1o v\u00e0 b\u00e1n d\u1eabn hi\u1ec7u n\u0103ng cao<\/figcaption><\/figure><h2><span class=\"ez-toc-section\" id=\"2_Nhung_doi_thu_canh_tranh_lon_nhat_cua_NVIDIA\"><\/span>2. Nh\u1eefng \u0111\u1ed1i th\u1ee7 c\u1ea1nh tranh l\u1edbn nh\u1ea5t c\u1ee7a NVIDIA<span class=\"ez-toc-section-end\"><\/span><\/h2><h3><span class=\"ez-toc-section\" id=\"21_Huawei_canh_tranh_NVIDIA\"><\/span>2.1. Huawei c\u1ea1nh tranh NVIDIA<span class=\"ez-toc-section-end\"><\/span><\/h3><p>Huawei \u0111\u00e3 n\u1ed5i l\u00ean nh\u01b0 m\u1ed9t \u0111\u1ed1i th\u1ee7 \u0111\u00e1ng g\u1eddm c\u1ee7a NVIDIA, \u0111\u1eb7c bi\u1ec7t trong l\u0129nh v\u1ef1c chip AI v\u00e0 trung t\u00e2m d\u1eef li\u1ec7u. G\u00e3 kh\u1ed5ng l\u1ed3 c\u00f4ng ngh\u1ec7 Trung Qu\u1ed1c n\u00e0y \u0111\u00e3 ph\u00e1t tri\u1ec3n d\u00f2ng chip AI Ascend, nh\u1eafm tr\u1ef1c ti\u1ebfp v\u00e0o th\u1ecb tr\u01b0\u1eddng m\u00e0 NVIDIA \u0111ang th\u1ed1ng tr\u1ecb. Chip Ascend 910 c\u1ee7a Huawei \u0111\u01b0\u1ee3c qu\u1ea3ng c\u00e1o l\u00e0 c\u00f3 kh\u1ea3 n\u0103ng x\u1eed l\u00fd AI v\u01b0\u1ee3t tr\u1ed9i, v\u1edbi hi\u1ec7u su\u1ea5t trong m\u1ed9t s\u1ed1 t\u00e1c v\u1ee5 c\u00f3 th\u1ec3 so s\u00e1nh v\u1edbi chip A100 c\u1ee7a NVIDIA.<\/p><p>Chi\u1ebfn l\u01b0\u1ee3c c\u1ee7a Huawei t\u1eadp trung v\u00e0o vi\u1ec7c cung c\u1ea5p gi\u1ea3i ph\u00e1p t\u1ed5ng th\u1ec3 t\u1eeb ph\u1ea7n c\u1ee9ng \u0111\u1ebfn ph\u1ea7n m\u1ec1m. H\u1ecd kh\u00f4ng ch\u1ec9 ph\u00e1t tri\u1ec3n chip m\u00e0 c\u00f2n x\u00e2y d\u1ef1ng n\u1ec1n t\u1ea3ng Mindspore &#8211; m\u1ed9t framework AI c\u1ea1nh tranh tr\u1ef1c ti\u1ebfp v\u1edbi <a href=\"https:\/\/vbee.vn\/blog\/nvidia\/cuda\/\">CUDA<\/a> c\u1ee7a NVIDIA. Huawei c\u0169ng \u0111ang t\u00edch c\u1ef1c m\u1edf r\u1ed9ng h\u1ec7 sinh th\u00e1i c\u1ee7a m\u00ecnh th\u00f4ng qua c\u00e1c ch\u01b0\u01a1ng tr\u00ecnh h\u1ed7 tr\u1ee3 nh\u00e0 ph\u00e1t tri\u1ec3n v\u00e0 \u0111\u1ed1i t\u00e1c.<\/p><p>D\u00f9 v\u1eady, Huawei v\u1eabn \u0111ang ph\u1ea3i \u0111\u1ed1i m\u1eb7t v\u1edbi nh\u1eefng <a href=\"https:\/\/vbee.vn\/blog\/chuyen-van-ban-thanh-giong-noi\/thach-thuc-han-che\/\">th\u00e1ch th\u1ee9c<\/a> l\u1edbn t\u1eeb c\u00e1c l\u1ec7nh tr\u1eebng ph\u1ea1t c\u1ee7a M\u1ef9, \u0111i\u1ec1u n\u00e0y \u0111\u00e3 h\u1ea1n ch\u1ebf kh\u1ea3 n\u0103ng ti\u1ebfp c\u1eadn c\u1ee7a h\u1ecd v\u1edbi c\u00f4ng ngh\u1ec7 ti\u00ean ti\u1ebfn v\u00e0 th\u1ecb tr\u01b0\u1eddng qu\u1ed1c t\u1ebf.<\/p><figure id=\"attachment_25803\" aria-describedby=\"caption-attachment-25803\" style=\"width: 768px\" class=\"wp-caption aligncenter\"><img decoding=\"async\" class=\"wp-image-25803 size-full\" src=\"https:\/\/vbee.vn\/blog\/wp-content\/uploads\/2025\/07\/huawei-vs-nvidia.webp\" alt=\"Huawei l\u00e0 m\u1ed9t trong nh\u1eefng \u0111\u1ed1i th\u1ee7 \u0111\u00e1ng g\u1eddm c\u1ee7a NVIDIA\" width=\"768\" height=\"480\" title=\"\" srcset=\"https:\/\/vbee.vn\/blog\/wp-content\/uploads\/2025\/07\/huawei-vs-nvidia.webp 768w, https:\/\/vbee.vn\/blog\/wp-content\/uploads\/2025\/07\/huawei-vs-nvidia-300x188.webp 300w\" sizes=\"(max-width: 768px) 100vw, 768px\" \/><figcaption id=\"caption-attachment-25803\" class=\"wp-caption-text\">Huawei l\u00e0 m\u1ed9t trong nh\u1eefng \u0111\u1ed1i th\u1ee7 \u0111\u00e1ng g\u1eddm c\u1ee7a NVIDIA<\/figcaption><\/figure><h3><span class=\"ez-toc-section\" id=\"22_AMD_%E2%80%93_Doi_thu_truyen_thong_tang_toc_voi_chip_AI_moi\"><\/span>2.2 AMD \u2013 \u0110\u1ed1i th\u1ee7 truy\u1ec1n th\u1ed1ng, t\u0103ng t\u1ed1c v\u1edbi chip AI m\u1edbi<span class=\"ez-toc-section-end\"><\/span><\/h3><p>AMD l\u00e0 \u0111\u1ed1i th\u1ee7 l\u00e2u n\u0103m v\u00e0 b\u1ec1n b\u1ec9 nh\u1ea5t c\u1ee7a NVIDIA trong l\u0129nh v\u1ef1c GPU. V\u1edbi l\u1ee3i th\u1ebf cung c\u1ea5p c\u1ea3 CPU v\u00e0 GPU, AMD mang \u0111\u1ebfn gi\u1ea3i ph\u00e1p t\u00ednh to\u00e1n to\u00e0n di\u1ec7n cho gaming, m\u00e1y tr\u1ea1m v\u00e0 trung t\u00e2m d\u1eef li\u1ec7u.<\/p><p>\u1ede m\u1ea3ng <a href=\"https:\/\/vbee.vn\/blog\/nvidia\/gpu-cua-nvidia\/\">card \u0111\u1ed3 h\u1ecda<\/a>, d\u00f2ng Radeon RX 6000 v\u00e0 RX 7000 v\u1edbi ki\u1ebfn tr\u00fac RDNA 2\/3 \u0111\u00e3 gi\u00fap AMD thu h\u1eb9p kho\u1ea3ng c\u00e1ch v\u1edbi NVIDIA c\u1ea3 v\u1ec1 hi\u1ec7u n\u0103ng l\u1eabn gi\u00e1 th\u00e0nh. Trong m\u1ea3ng AI v\u00e0 HPC \u2013 v\u1ed1n l\u00e0 l\u00e3nh \u0111\u1ecba c\u1ee7a NVIDIA \u2013 AMD \u0111ang m\u1edf r\u1ed9ng v\u1edbi ki\u1ebfn tr\u00fac CDNA, n\u1ec1n t\u1ea3ng ph\u1ea7n m\u1ec1m m\u00e3 ngu\u1ed3n m\u1edf ROCm, v\u00e0 \u0111\u1eb7c bi\u1ec7t l\u00e0 c\u00e1c d\u00f2ng chip AI trung t\u00e2m d\u1eef li\u1ec7u nh\u01b0 MI300X v\u00e0 s\u1eafp t\u1edbi l\u00e0 MI350, \u0111\u01b0\u1ee3c thi\u1ebft k\u1ebf \u0111\u1ec3 hu\u1ea5n luy\u1ec7n v\u00e0 suy lu\u1eadn c\u00e1c m\u00f4 h\u00ecnh AI l\u1edbn, c\u1ea1nh tranh tr\u1ef1c ti\u1ebfp v\u1edbi H100 v\u00e0 H200 c\u1ee7a NVIDIA.<\/p><p>Tuy nhi\u00ean, \u0111i\u1ec3m y\u1ebfu c\u1ee7a AMD v\u1eabn l\u00e0 h\u1ec7 sinh th\u00e1i ph\u1ea7n m\u1ec1m. Trong khi CUDA c\u1ee7a NVIDIA \u0111\u00e3 tr\u1edf th\u00e0nh ti\u00eau chu\u1ea9n trong c\u1ed9ng \u0111\u1ed3ng AI, ROCm d\u00f9 \u0111ang c\u1ea3i thi\u1ec7n nhanh nh\u01b0ng v\u1eabn c\u00f2n thi\u1ebfu \u0111\u1ed9 ph\u1ed5 bi\u1ebfn v\u00e0 h\u1ed7 tr\u1ee3 r\u1ed9ng r\u00e3i t\u1eeb c\u00e1c nh\u00e0 ph\u00e1t tri\u1ec3n.<\/p><figure id=\"attachment_25804\" aria-describedby=\"caption-attachment-25804\" style=\"width: 768px\" class=\"wp-caption aligncenter\"><img decoding=\"async\" class=\"wp-image-25804 size-full\" src=\"https:\/\/vbee.vn\/blog\/wp-content\/uploads\/2025\/07\/amd-vs-nvidia.webp\" alt=\"AMD l\u00e0 \u0111\u1ed1i th\u1ee7 l\u00e2u n\u0103m c\u1ee7a NVIDIA trong l\u0129nh v\u1ef1c GPU\" width=\"768\" height=\"345\" title=\"\" srcset=\"https:\/\/vbee.vn\/blog\/wp-content\/uploads\/2025\/07\/amd-vs-nvidia.webp 768w, https:\/\/vbee.vn\/blog\/wp-content\/uploads\/2025\/07\/amd-vs-nvidia-300x135.webp 300w\" sizes=\"(max-width: 768px) 100vw, 768px\" \/><figcaption id=\"caption-attachment-25804\" class=\"wp-caption-text\">AMD l\u00e0 \u0111\u1ed1i th\u1ee7 l\u00e2u n\u0103m c\u1ee7a NVIDIA trong l\u0129nh v\u1ef1c GPU<\/figcaption><\/figure><h3><span class=\"ez-toc-section\" id=\"23_Intel_Doi_thu_truyen_thong_trong_nganh_Chip\"><\/span>2.3. Intel: \u0110\u1ed1i th\u1ee7 truy\u1ec1n th\u1ed1ng trong ng\u00e0nh Chip<span class=\"ez-toc-section-end\"><\/span><\/h3><p>Intel, t\u1eeb l\u00e2u \u0111\u00e3 l\u00e0 &#8220;vua&#8221; trong ng\u00e0nh s\u1ea3n xu\u1ea5t CPU, gi\u1edd \u0111\u00e2y \u0111ang m\u1edf r\u1ed9ng sang th\u1ecb tr\u01b0\u1eddng GPU \u0111\u1ec3 c\u1ea1nh tranh v\u1edbi NVIDIA. S\u1ef1 ra m\u1eaft c\u1ee7a d\u00f2ng GPU Intel Arc \u0111\u00e1nh d\u1ea5u b\u01b0\u1edbc \u0111i chi\u1ebfn l\u01b0\u1ee3c quan tr\u1ecdng c\u1ee7a Intel trong vi\u1ec7c th\u00e2m nh\u1eadp v\u00e0o th\u1ecb tr\u01b0\u1eddng card \u0111\u1ed3 h\u1ecda r\u1eddi.<\/p><p>Chi\u1ebfn l\u01b0\u1ee3c c\u1ee7a Intel t\u1eadn d\u1ee5ng th\u1ebf m\u1ea1nh t\u00edch h\u1ee3p gi\u1eefa CPU v\u00e0 GPU, cung c\u1ea5p cho kh\u00e1ch h\u00e0ng gi\u1ea3i ph\u00e1p to\u00e0n di\u1ec7n t\u1eeb m\u1ed9t nh\u00e0 cung c\u1ea5p. Intel c\u00f3 l\u1ee3i th\u1ebf to l\u1edbn v\u1ec1 m\u1eb7t s\u1ea3n xu\u1ea5t v\u1edbi c\u00f4ng ngh\u1ec7 ti\u00ean ti\u1ebfn v\u00e0 n\u0103ng l\u1ef1c s\u1ea3n xu\u1ea5t quy m\u00f4 l\u1edbn. Gi\u1edd \u0111\u00e2y, h\u1ecd \u0111ang ph\u00e1t tri\u1ec3n c\u00f4ng ngh\u1ec7 OneAPI \u0111\u1ec3 c\u1ea1nh tranh v\u1edbi n\u1ec1n t\u1ea3ng CUDA c\u1ee7a NVIDIA, nh\u1eb1m t\u1ea1o ra m\u00f4i tr\u01b0\u1eddng ph\u00e1t tri\u1ec3n th\u1ed1ng nh\u1ea5t cho c\u1ea3 CPU v\u00e0 GPU.<\/p><p>M\u1eb7c d\u00f9 Intel \u0111i sau trong cu\u1ed9c \u0111ua GPU, nh\u01b0ng v\u1edbi ngu\u1ed3n l\u1ef1c t\u00e0i ch\u00ednh m\u1ea1nh m\u1ebd v\u00e0 kinh nghi\u1ec7m l\u00e2u n\u0103m trong ng\u00e0nh b\u00e1n d\u1eabn, h\u1ecd c\u00f3 th\u1ec3 tr\u1edf th\u00e0nh \u0111\u1ed1i th\u1ee7 \u0111\u00e1ng g\u1eddm c\u1ee7a NVIDIA trong t\u01b0\u01a1ng lai, \u0111\u1eb7c bi\u1ec7t l\u00e0 trong c\u00e1c th\u1ecb tr\u01b0\u1eddng doanh nghi\u1ec7p v\u00e0 trung t\u00e2m d\u1eef li\u1ec7u.<\/p><figure id=\"attachment_25805\" aria-describedby=\"caption-attachment-25805\" style=\"width: 768px\" class=\"wp-caption aligncenter\"><img decoding=\"async\" class=\"wp-image-25805 size-full\" src=\"https:\/\/vbee.vn\/blog\/wp-content\/uploads\/2025\/07\/intel-vs-nvidia.webp\" alt=\"T\u1eeb l\u00e2u Intel \u0111\u00e3 l\u00e0 &quot;vua&quot; trong ng\u00e0nh s\u1ea3n xu\u1ea5t CPU\" width=\"768\" height=\"420\" title=\"\" srcset=\"https:\/\/vbee.vn\/blog\/wp-content\/uploads\/2025\/07\/intel-vs-nvidia.webp 768w, https:\/\/vbee.vn\/blog\/wp-content\/uploads\/2025\/07\/intel-vs-nvidia-300x164.webp 300w\" sizes=\"(max-width: 768px) 100vw, 768px\" \/><figcaption id=\"caption-attachment-25805\" class=\"wp-caption-text\">T\u1eeb l\u00e2u Intel \u0111\u00e3 l\u00e0 &#8220;vua&#8221; trong ng\u00e0nh s\u1ea3n xu\u1ea5t CPU<\/figcaption><\/figure><h3><span class=\"ez-toc-section\" id=\"24_Cac_%E2%80%9COng_lon%E2%80%9D_cong_nghe_tu_phat_trien_Chip\"><\/span>2.4. C\u00e1c &#8220;\u00d4ng l\u1edbn&#8221; c\u00f4ng ngh\u1ec7 t\u1ef1 ph\u00e1t tri\u1ec3n Chip<span class=\"ez-toc-section-end\"><\/span><\/h3><h4><span class=\"ez-toc-section\" id=\"241_Google_TPU\"><\/span>2.4.1 Google TPU<span class=\"ez-toc-section-end\"><\/span><\/h4><p>Google \u0111\u00e3 ph\u00e1t tri\u1ec3n Tensor Processing Units (TPU) &#8211; m\u1ed9t d\u00f2ng chip AI chuy\u00ean d\u1ee5ng \u0111\u01b0\u1ee3c thi\u1ebft k\u1ebf \u0111\u1eb7c bi\u1ec7t cho c\u00e1c thu\u1eadt to\u00e1n <a href=\"https:\/\/vbee.vn\/blog\/ai\/machine-learning\/\">h\u1ecdc m\u00e1y<\/a>. TPU \u0111\u01b0\u1ee3c t\u1ed1i \u01b0u h\u00f3a cho framework <a href=\"https:\/\/vbee.vn\/blog\/google\/tensorflow\/\">TensorFlow<\/a> c\u1ee7a Google, mang l\u1ea1i hi\u1ec7u su\u1ea5t cao h\u01a1n nhi\u1ec1u so v\u1edbi GPU truy\u1ec1n th\u1ed1ng trong m\u1ed9t s\u1ed1 t\u00e1c v\u1ee5 AI c\u1ee5 th\u1ec3.<\/p><p>TPU \u0111ang \u0111\u01b0\u1ee3c s\u1eed d\u1ee5ng r\u1ed9ng r\u00e3i trong h\u1ec7 sinh th\u00e1i c\u1ee7a Google, cung c\u1ea5p s\u1ee9c m\u1ea1nh x\u1eed l\u00fd cho c\u00e1c d\u1ecbch v\u1ee5 nh\u01b0 <a href=\"https:\/\/vbee.vn\/blog\/google\/google-search\/\">Google Search<\/a>, <a href=\"https:\/\/vbee.vn\/blog\/google\/google-photos\/\">Google Photos<\/a>, <a href=\"https:\/\/vbee.vn\/blog\/google\/google-dich-la-gi\/\">Google Translate<\/a> v\u00e0 <a href=\"https:\/\/vbee.vn\/blog\/google\/google-assistant\/\">Google Assistant<\/a>. Google c\u0169ng cung c\u1ea5p TPU cho kh\u00e1ch h\u00e0ng th\u00f4ng qua n\u1ec1n t\u1ea3ng Google Cloud, t\u1ea1o ra s\u1ef1 c\u1ea1nh tranh tr\u1ef1c ti\u1ebfp v\u1edbi c\u00e1c d\u1ecbch v\u1ee5 AI d\u1ef1a tr\u00ean GPU c\u1ee7a NVIDIA.<\/p><p>\u0110i\u1ec3m m\u1ea1nh c\u1ee7a TPU l\u00e0 kh\u1ea3 n\u0103ng x\u1eed l\u00fd ma tr\u1eadn th\u00f4ng l\u01b0\u1ee3ng cao v\u00e0 hi\u1ec7u qu\u1ea3 n\u0103ng l\u01b0\u1ee3ng v\u01b0\u1ee3t tr\u1ed9i. Tuy nhi\u00ean, TPU \u00edt linh ho\u1ea1t h\u01a1n GPU c\u1ee7a NVIDIA khi x\u1eed l\u00fd c\u00e1c t\u00e1c v\u1ee5 \u0111a d\u1ea1ng ngo\u00e0i AI.<\/p><h4><span class=\"ez-toc-section\" id=\"242_Amazon_Trainium_va_Inferentia\"><\/span>2.4.2 Amazon Trainium v\u00e0 Inferentia<span class=\"ez-toc-section-end\"><\/span><\/h4><p>Amazon Web Services (AWS) \u0111\u00e3 ph\u00e1t tri\u1ec3n hai d\u00f2ng chip AI chuy\u00ean d\u1ee5ng: Trainium cho vi\u1ec7c hu\u1ea5n luy\u1ec7n m\u00f4 h\u00ecnh AI v\u00e0 Inferentia cho vi\u1ec7c suy lu\u1eadn (inference). Nh\u1eefng chip n\u00e0y \u0111\u01b0\u1ee3c thi\u1ebft k\u1ebf \u0111\u1ec3 t\u1ed1i \u01b0u h\u00f3a hi\u1ec7u su\u1ea5t v\u00e0 chi ph\u00ed cho c\u00e1c kh\u00e1ch h\u00e0ng AWS khi tri\u1ec3n khai v\u00e0 ch\u1ea1y c\u00e1c m\u00f4 h\u00ecnh AI\/ML.<\/p><p>AWS qu\u1ea3ng c\u00e1o r\u1eb1ng Trainium cung c\u1ea5p hi\u1ec7u su\u1ea5t cao h\u01a1n t\u1edbi 40% v\u00e0 ti\u1ebft ki\u1ec7m chi ph\u00ed t\u1edbi 70% so v\u1edbi c\u00e1c gi\u1ea3i ph\u00e1p GPU t\u01b0\u01a1ng \u0111\u01b0\u01a1ng t\u1eeb NVIDIA. T\u01b0\u01a1ng t\u1ef1, Inferentia gi\u00fap kh\u00e1ch h\u00e0ng ti\u1ebft ki\u1ec7m chi ph\u00ed \u0111\u00e1ng k\u1ec3 khi tri\u1ec3n khai m\u00f4 h\u00ecnh \u0111\u00e3 \u0111\u01b0\u1ee3c hu\u1ea5n luy\u1ec7n.<\/p><p>B\u1eb1ng c\u00e1ch ph\u00e1t tri\u1ec3n chip ri\u00eang, Amazon kh\u00f4ng ch\u1ec9 gi\u1ea3m s\u1ef1 ph\u1ee5 thu\u1ed9c v\u00e0o NVIDIA m\u00e0 c\u00f2n t\u1ea1o ra l\u1ee3i th\u1ebf c\u1ea1nh tranh cho d\u1ecbch v\u1ee5 \u0111\u00e1m m\u00e2y c\u1ee7a m\u00ecnh. Tuy nhi\u00ean, gi\u1ed1ng nh\u01b0 TPU c\u1ee7a Google, chip c\u1ee7a Amazon \u0111\u01b0\u1ee3c t\u1ed1i \u01b0u h\u00f3a cho c\u00e1c workload c\u1ee5 th\u1ec3 v\u00e0 c\u00f3 th\u1ec3 kh\u00f4ng linh ho\u1ea1t nh\u01b0 GPU \u0111a n\u0103ng c\u1ee7a NVIDIA.<\/p><figure id=\"attachment_25819\" aria-describedby=\"caption-attachment-25819\" style=\"width: 768px\" class=\"wp-caption aligncenter\"><img decoding=\"async\" class=\"wp-image-25819 size-full\" src=\"https:\/\/vbee.vn\/blog\/wp-content\/uploads\/2025\/07\/AmazonTrainium-Inferentia.webp\" alt=\"Amazon ph\u00e1t tri\u1ec3n chip AI ri\u00eang l\u00e0 Trainium v\u00e0 Inferentia nh\u1eb1m t\u1ed1i \u01b0u hi\u1ec7u su\u1ea5t v\u00e0 chi ph\u00ed cho kh\u00e1ch h\u00e0ng\" width=\"768\" height=\"525\" title=\"\" srcset=\"https:\/\/vbee.vn\/blog\/wp-content\/uploads\/2025\/07\/AmazonTrainium-Inferentia.webp 768w, https:\/\/vbee.vn\/blog\/wp-content\/uploads\/2025\/07\/AmazonTrainium-Inferentia-300x205.webp 300w\" sizes=\"(max-width: 768px) 100vw, 768px\" \/><figcaption id=\"caption-attachment-25819\" class=\"wp-caption-text\">Amazon ph\u00e1t tri\u1ec3n chip AI ri\u00eang l\u00e0 Trainium v\u00e0 Inferentia nh\u1eb1m t\u1ed1i \u01b0u hi\u1ec7u su\u1ea5t v\u00e0 chi ph\u00ed cho kh\u00e1ch h\u00e0ng<\/figcaption><\/figure><h4><span class=\"ez-toc-section\" id=\"243_Microsoft_Athena_Chip\"><\/span>2.4.3 Microsoft Athena Chip<span class=\"ez-toc-section-end\"><\/span><\/h4><p>Microsoft \u0111\u00e3 \u0111\u1ea7u t\u01b0 v\u00e0o d\u1ef1 \u00e1n Athena &#8211; m\u1ed9t n\u1ed7 l\u1ef1c ph\u00e1t tri\u1ec3n chip AI n\u1ed9i b\u1ed9 nh\u1eb1m t\u0103ng c\u01b0\u1eddng hi\u1ec7u su\u1ea5t cho d\u1ecbch v\u1ee5 \u0111\u00e1m m\u00e2y Azure. M\u1ee5c ti\u00eau c\u1ee7a d\u1ef1 \u00e1n n\u00e0y l\u00e0 gi\u1ea3m s\u1ef1 ph\u1ee5 thu\u1ed9c v\u00e0o c\u00e1c nh\u00e0 cung c\u1ea5p chip b\u00ean ngo\u00e0i nh\u01b0 NVIDIA v\u00e0 t\u1ed1i \u01b0u h\u00f3a chi ph\u00ed v\u00e0 hi\u1ec7u su\u1ea5t cho c\u00e1c d\u1ecbch v\u1ee5 AI c\u1ee7a Microsoft.<\/p><p>Theo c\u00e1c b\u00e1o c\u00e1o, Microsoft \u0111\u00e3 s\u1eed d\u1ee5ng chip Athena \u0111\u1ec3 h\u1ed7 tr\u1ee3 c\u00e1c d\u1ecbch v\u1ee5 AI nh\u01b0 Bing, ChatGPT (th\u00f4ng qua quan h\u1ec7 \u0111\u1ed1i t\u00e1c v\u1edbi <a href=\"https:\/\/vbee.vn\/blog\/openai\/\">OpenAI<\/a>) v\u00e0 c\u00e1c \u1ee9ng d\u1ee5ng Microsoft 365. Vi\u1ec7c ph\u00e1t tri\u1ec3n chip ri\u00eang cho ph\u00e9p Microsoft t\u00f9y ch\u1ec9nh ph\u1ea7n c\u1ee9ng theo nhu c\u1ea7u c\u1ee5 th\u1ec3 c\u1ee7a m\u00ecnh v\u00e0 ti\u1ec1m n\u0103ng ti\u1ebft ki\u1ec7m chi ph\u00ed \u0111\u00e1ng k\u1ec3 trong d\u00e0i h\u1ea1n.<\/p><p>D\u00f9 v\u1eabn l\u00e0 \u0111\u1ed1i t\u00e1c quan tr\u1ecdng c\u1ee7a NVIDIA, Microsoft \u0111ang d\u1ea7n tr\u1edf th\u00e0nh \u0111\u1ed1i th\u1ee7 c\u1ea1nh tranh ti\u1ec1m n\u0103ng trong l\u0129nh v\u1ef1c chip AI, \u0111\u1eb7c bi\u1ec7t l\u00e0 trong h\u1ec7 sinh th\u00e1i \u0111\u00e1m m\u00e2y c\u1ee7a ri\u00eang h\u1ecd.<\/p><figure id=\"attachment_25807\" aria-describedby=\"caption-attachment-25807\" style=\"width: 768px\" class=\"wp-caption aligncenter\"><img decoding=\"async\" class=\"wp-image-25807 size-full\" src=\"https:\/\/vbee.vn\/blog\/wp-content\/uploads\/2025\/07\/Microsoft-Athena-Chip.webp\" alt=\"Microsoft \u0111\u00e3 s\u1eed d\u1ee5ng chip Athena \u0111\u1ec3 h\u1ed7 tr\u1ee3 c\u00e1c d\u1ecbch v\u1ee5 AI c\u1ee7a m\u00ecnh\" width=\"768\" height=\"432\" title=\"\" srcset=\"https:\/\/vbee.vn\/blog\/wp-content\/uploads\/2025\/07\/Microsoft-Athena-Chip.webp 768w, https:\/\/vbee.vn\/blog\/wp-content\/uploads\/2025\/07\/Microsoft-Athena-Chip-300x169.webp 300w\" sizes=\"(max-width: 768px) 100vw, 768px\" \/><figcaption id=\"caption-attachment-25807\" class=\"wp-caption-text\">Microsoft \u0111\u00e3 s\u1eed d\u1ee5ng chip Athena \u0111\u1ec3 h\u1ed7 tr\u1ee3 c\u00e1c d\u1ecbch v\u1ee5 AI c\u1ee7a m\u00ecnh<\/figcaption><\/figure><h2><span class=\"ez-toc-section\" id=\"4_Cac_doi_tac_hien_tai_cua_NVIDIA\"><\/span>4. C\u00e1c \u0111\u1ed1i t\u00e1c hi\u1ec7n t\u1ea1i c\u1ee7a NVIDIA<span class=\"ez-toc-section-end\"><\/span><\/h2><h3><span class=\"ez-toc-section\" id=\"41_NVIDIA_hop_tac_voi_Microsoft\"><\/span>4.1. NVIDIA h\u1ee3p t\u00e1c v\u1edbi Microsoft<span class=\"ez-toc-section-end\"><\/span><\/h3><p>NVIDIA v\u00e0 Microsoft c\u00f3 m\u1ed1i quan h\u1ec7 \u0111\u1ed1i t\u00e1c chi\u1ebfn l\u01b0\u1ee3c l\u00e2u d\u00e0i trong nhi\u1ec1u l\u0129nh v\u1ef1c. Microsoft Azure \u0111\u00e3 t\u00edch h\u1ee3p GPU NVIDIA A100 v\u00e0 H100 v\u00e0o c\u00e1c d\u1ecbch v\u1ee5 \u0111\u00e1m m\u00e2y c\u1ee7a m\u00ecnh, cung c\u1ea5p hi\u1ec7u su\u1ea5t cao cho c\u00e1c \u1ee9ng d\u1ee5ng AI, h\u1ecdc m\u00e1y v\u00e0 t\u00ednh to\u00e1n hi\u1ec7u n\u0103ng cao (HPC).<\/p><p>M\u1ed9t trong nh\u1eefng d\u1ef1 \u00e1n n\u1ed5i b\u1eadt l\u00e0 s\u1ef1 h\u1ee3p t\u00e1c trong ph\u00e1t tri\u1ec3n Metaverse c\u00f4ng nghi\u1ec7p. NVIDIA Omniverse v\u00e0 Microsoft Azure t\u1ea1o n\u1ec1n t\u1ea3ng cho c\u00e1c m\u00f4i tr\u01b0\u1eddng 3D \u1ea3o, m\u00f4 ph\u1ecfng v\u00e0 c\u1ed9ng t\u00e1c th\u1ef1c t\u1ebf \u1ea3o t\u0103ng c\u01b0\u1eddng. NVIDIA cung c\u1ea5p c\u00f4ng ngh\u1ec7 x\u1eed l\u00fd \u0111\u1ed3 h\u1ecda trong khi Microsoft cung c\u1ea5p n\u1ec1n t\u1ea3ng \u0111\u00e1m m\u00e2y v\u00e0 c\u00e1c gi\u1ea3i ph\u00e1p doanh nghi\u1ec7p.<\/p><p>S\u1ef1 h\u1ee3p t\u00e1c n\u00e0y mang l\u1ea1i l\u1ee3i \u00edch cho c\u1ea3 hai b\u00ean: NVIDIA m\u1edf r\u1ed9ng t\u1ea7m v\u1edbi c\u1ee7a c\u00f4ng ngh\u1ec7 GPU trong h\u1ec7 sinh th\u00e1i doanh nghi\u1ec7p, trong khi Microsoft n\u00e2ng cao hi\u1ec7u su\u1ea5t c\u1ee7a n\u1ec1n t\u1ea3ng \u0111\u00e1m m\u00e2y Azure v\u1edbi c\u00f4ng ngh\u1ec7 ti\u00ean ti\u1ebfn c\u1ee7a NVIDIA.<\/p><h3><span class=\"ez-toc-section\" id=\"42_NVIDIA_tren_nen_tang_Google_Cloud\"><\/span>4.2. NVIDIA tr\u00ean n\u1ec1n t\u1ea3ng Google Cloud<span class=\"ez-toc-section-end\"><\/span><\/h3><p><a href=\"https:\/\/vbee.vn\/blog\/google\/google-cloud-platform\/\">Google Cloud Platform<\/a> (GCP) \u0111\u00e3 t\u00edch h\u1ee3p GPU NVIDIA cho c\u00e1c d\u1ecbch v\u1ee5 m\u00e1y \u1ea3o v\u00e0 AI c\u1ee7a m\u00ecnh. GCP cung c\u1ea5p nhi\u1ec1u lo\u1ea1i m\u00e1y \u1ea3o trang b\u1ecb GPU NVIDIA nh\u01b0 T4, V100 v\u00e0 A100, gi\u00fap kh\u00e1ch h\u00e0ng x\u1eed l\u00fd c\u00e1c t\u00e1c v\u1ee5 h\u1ecdc m\u00e1y, ph\u00e2n t\u00edch d\u1eef li\u1ec7u v\u00e0 \u0111\u1ed3 h\u1ecda hi\u1ec7u su\u1ea5t cao.<\/p><p>S\u1ef1 k\u1ebft h\u1ee3p n\u00e0y mang l\u1ea1i l\u1ee3i \u00edch \u0111\u00e1ng k\u1ec3 cho kh\u00e1ch h\u00e0ng trong vi\u1ec7c ti\u1ebft ki\u1ec7m th\u1eddi gian hu\u1ea5n luy\u1ec7n m\u00f4 h\u00ecnh AI v\u00e0 t\u1ed1i \u01b0u h\u00f3a chi ph\u00ed. D\u1ecbch v\u1ee5 Google Kubernetes Engine (GKE) v\u1edbi GPU NVIDIA cho ph\u00e9p kh\u00e1ch h\u00e0ng tri\u1ec3n khai v\u00e0 m\u1edf r\u1ed9ng quy m\u00f4 c\u00e1c \u1ee9ng d\u1ee5ng AI m\u1ed9t c\u00e1ch linh ho\u1ea1t v\u00e0 hi\u1ec7u qu\u1ea3.<\/p><p>NVIDIA v\u00e0 Google c\u0169ng h\u1ee3p t\u00e1c trong vi\u1ec7c t\u1ed1i \u01b0u h\u00f3a c\u00e1c framework AI ph\u1ed5 bi\u1ebfn nh\u01b0 TensorFlow (\u0111\u01b0\u1ee3c ph\u00e1t tri\u1ec3n b\u1edfi Google) \u0111\u1ec3 t\u1eadn d\u1ee5ng t\u1ed1i \u0111a hi\u1ec7u su\u1ea5t c\u1ee7a GPU NVIDIA, t\u1ea1o ra m\u1ed9t h\u1ec7 sinh th\u00e1i AI m\u1ea1nh m\u1ebd cho c\u1ea3 nh\u00e0 ph\u00e1t tri\u1ec3n v\u00e0 doanh nghi\u1ec7p.<\/p><h3><span class=\"ez-toc-section\" id=\"43_NVIDIA_va_moi_quan_he_voi_Amazon_AWS\"><\/span>4.3. NVIDIA v\u00e0 m\u1ed1i quan h\u1ec7 v\u1edbi Amazon AWS<span class=\"ez-toc-section-end\"><\/span><\/h3><p>Amazon Web Services (AWS) l\u00e0 m\u1ed9t trong nh\u1eefng \u0111\u1ed1i t\u00e1c quan tr\u1ecdng c\u1ee7a NVIDIA trong l\u0129nh v\u1ef1c \u0111\u00e1m m\u00e2y. AWS cung c\u1ea5p nhi\u1ec1u lo\u1ea1i instance trang b\u1ecb GPU NVIDIA, bao g\u1ed3m P3, P4 v\u00e0 P5 \u0111\u01b0\u1ee3c trang b\u1ecb GPU V100 v\u00e0 A100, ph\u1ee5c v\u1ee5 cho c\u00e1c t\u00e1c v\u1ee5 AI, h\u1ecdc m\u00e1y v\u00e0 HPC \u0111\u00f2i h\u1ecfi hi\u1ec7u su\u1ea5t cao.<\/p><p>AWS v\u00e0 NVIDIA \u0111\u00e3 ph\u1ed1i h\u1ee3p ph\u00e1t tri\u1ec3n c\u00e1c gi\u1ea3i ph\u00e1p Deep Learning AMI (Amazon Machine Images) \u0111\u01b0\u1ee3c t\u1ed1i \u01b0u h\u00f3a s\u1eb5n v\u1edbi c\u00e1c framework AI ph\u1ed5 bi\u1ebfn v\u00e0 th\u01b0 vi\u1ec7n CUDA. \u0110i\u1ec1u n\u00e0y gi\u00fap c\u00e1c nh\u00e0 ph\u00e1t tri\u1ec3n v\u00e0 nh\u00e0 khoa h\u1ecdc d\u1eef li\u1ec7u tri\u1ec3n khai m\u00f4i tr\u01b0\u1eddng <a href=\"https:\/\/vbee.vn\/blog\/ai\/deep-learning\/\">h\u1ecdc s\u00e2u<\/a> nhanh ch\u00f3ng v\u00e0 hi\u1ec7u qu\u1ea3.<\/p><p>M\u1eb7c d\u00f9 Amazon \u0111ang ph\u00e1t tri\u1ec3n chip AI ri\u00eang (Trainium v\u00e0 Inferentia), h\u1ecd v\u1eabn duy tr\u00ec m\u1ed1i quan h\u1ec7 v\u1edbi NVIDIA \u0111\u1ec3 \u0111\u00e1p \u1ee9ng nhu c\u1ea7u \u0111a d\u1ea1ng c\u1ee7a kh\u00e1ch h\u00e0ng. \u0110i\u1ec1u n\u00e0y cho th\u1ea5y vai tr\u00f2 kh\u00f4ng th\u1ec3 thay th\u1ebf c\u1ee7a GPU NVIDIA trong h\u1ec7 sinh th\u00e1i AI hi\u1ec7n nay.<\/p><h3><span class=\"ez-toc-section\" id=\"44_Cac_doi_tac_khac_cua_NVIDIA_CoreWeave_BMW_Toyota_Mercedes-Benz_BYD\"><\/span>4.4. C\u00e1c \u0111\u1ed1i t\u00e1c kh\u00e1c c\u1ee7a NVIDIA: CoreWeave, BMW, Toyota, Mercedes-Benz, BYD<span class=\"ez-toc-section-end\"><\/span><\/h3><p>CoreWeave l\u00e0 nh\u00e0 cung c\u1ea5p d\u1ecbch v\u1ee5 \u0111\u00e1m m\u00e2y chuy\u00ean bi\u1ec7t d\u1ef1a tr\u00ean GPU NVIDIA, t\u1eadp trung v\u00e0o c\u00e1c \u1ee9ng d\u1ee5ng AI, rendering v\u00e0 HPC. H\u1ecd cung c\u1ea5p m\u1ed9t trong nh\u1eefng c\u1ee5m GPU NVIDIA l\u1edbn nh\u1ea5t, \u0111\u00e1p \u1ee9ng nhu c\u1ea7u t\u00ednh to\u00e1n hi\u1ec7u su\u1ea5t cao cho c\u00e1c c\u00f4ng ty AI, studio \u0111\u1ed3 h\u1ecda v\u00e0 nghi\u00ean c\u1ee9u khoa h\u1ecdc.<\/p><p>Trong ng\u00e0nh \u00f4 t\u00f4, NVIDIA c\u00f3 quan h\u1ec7 \u0111\u1ed1i t\u00e1c m\u1ea1nh m\u1ebd v\u1edbi nhi\u1ec1u nh\u00e0 s\u1ea3n xu\u1ea5t h\u00e0ng \u0111\u1ea7u. BMW, Toyota, Mercedes-Benz v\u00e0 BYD \u0111ang s\u1eed d\u1ee5ng n\u1ec1n t\u1ea3ng NVIDIA DRIVE \u0111\u1ec3 ph\u00e1t tri\u1ec3n h\u1ec7 th\u1ed1ng tr\u1ee3 l\u00e1i n\u00e2ng cao (ADAS) v\u00e0 c\u00f4ng ngh\u1ec7 <a href=\"https:\/\/vbee.vn\/blog\/nvidia\/nvidia-drive\/\">xe t\u1ef1 l\u00e1i<\/a>. N\u1ec1n t\u1ea3ng NVIDIA DRIVE Orin cung c\u1ea5p s\u1ee9c m\u1ea1nh t\u00ednh to\u00e1n c\u1ea7n thi\u1ebft cho vi\u1ec7c x\u1eed l\u00fd d\u1eef li\u1ec7u t\u1eeb nhi\u1ec1u c\u1ea3m bi\u1ebfn v\u00e0 \u0111\u01b0a ra quy\u1ebft \u0111\u1ecbnh l\u00e1i xe an to\u00e0n trong th\u1eddi gian th\u1ef1c.<\/p><p>Nh\u1eefng m\u1ed1i quan h\u1ec7 \u0111\u1ed1i t\u00e1c n\u00e0y kh\u00f4ng ch\u1ec9 m\u1edf r\u1ed9ng ph\u1ea1m vi \u1ee9ng d\u1ee5ng c\u1ee7a c\u00f4ng ngh\u1ec7 NVIDIA m\u00e0 c\u00f2n c\u1ee7ng c\u1ed1 v\u1ecb th\u1ebf c\u1ee7a h\u1ecd nh\u01b0 m\u1ed9t nh\u00e0 cung c\u1ea5p c\u00f4ng ngh\u1ec7 thi\u1ebft y\u1ebfu trong nhi\u1ec1u ng\u00e0nh c\u00f4ng nghi\u1ec7p kh\u00e1c nhau.<\/p><h2><span class=\"ez-toc-section\" id=\"5_Cac_cau_hoi_thuong_gap_ve_NVIDIA\"><\/span>5. C\u00e1c c\u00e2u h\u1ecfi th\u01b0\u1eddng g\u1eb7p v\u1ec1 NVIDIA<span class=\"ez-toc-section-end\"><\/span><\/h2><h3><span class=\"ez-toc-section\" id=\"51_Chip_AI_cua_Huawei_co_the_thach_thuc_vi_the_cua_NVIDIA_khong\"><\/span>5.1 Chip AI c\u1ee7a Huawei c\u00f3 th\u1ec3 th\u00e1ch th\u1ee9c v\u1ecb th\u1ebf c\u1ee7a NVIDIA kh\u00f4ng?<span class=\"ez-toc-section-end\"><\/span><\/h3><p>Chip Ascend c\u1ee7a Huawei \u0111ang d\u1ea7n tr\u1edf th\u00e0nh \u0111\u1ed1i th\u1ee7 \u0111\u00e1ng g\u1eddm v\u1edbi NVIDIA trong l\u0129nh v\u1ef1c AI, \u0111\u1eb7c bi\u1ec7t t\u1ea1i th\u1ecb tr\u01b0\u1eddng Trung Qu\u1ed1c. Tuy nhi\u00ean, Huawei v\u1eabn \u0111ang b\u1ecb h\u1ea1n ch\u1ebf b\u1edfi c\u00e1c l\u1ec7nh tr\u1eebng ph\u1ea1t c\u1ee7a M\u1ef9 v\u00e0 h\u1ec7 sinh th\u00e1i ph\u1ea7n m\u1ec1m ch\u01b0a ph\u00e1t tri\u1ec3n m\u1ea1nh nh\u01b0 CUDA. Trong ng\u1eafn h\u1ea1n, Huawei kh\u00f3 c\u00f3 th\u1ec3 th\u00e1ch th\u1ee9c v\u1ecb th\u1ebf to\u00e0n c\u1ea7u c\u1ee7a NVIDIA, nh\u01b0ng trong d\u00e0i h\u1ea1n, v\u1edbi s\u1ef1 \u0111\u1ea7u t\u01b0 m\u1ea1nh m\u1ebd c\u1ee7a Trung Qu\u1ed1c v\u00e0o c\u00f4ng ngh\u1ec7 b\u00e1n d\u1eabn, h\u1ecd c\u00f3 th\u1ec3 tr\u1edf th\u00e0nh \u0111\u1ed1i th\u1ee7 \u0111\u00e1ng k\u1ec3.<\/p><h3><span class=\"ez-toc-section\" id=\"52_Intel_co_the_thanh_cong_trong_viec_canh_tranh_voi_NVIDIA_khong\"><\/span>5.2 Intel c\u00f3 th\u1ec3 th\u00e0nh c\u00f4ng trong vi\u1ec7c c\u1ea1nh tranh v\u1edbi NVIDIA kh\u00f4ng?<span class=\"ez-toc-section-end\"><\/span><\/h3><p>Intel c\u00f3 ti\u1ec1m n\u0103ng tr\u1edf th\u00e0nh \u0111\u1ed1i th\u1ee7 c\u1ea1nh tranh nghi\u00eam t\u00fac c\u1ee7a NVIDIA nh\u1edd kinh nghi\u1ec7m l\u00e2u n\u0103m trong ng\u00e0nh b\u00e1n d\u1eabn, kh\u1ea3 n\u0103ng s\u1ea3n xu\u1ea5t quy m\u00f4 l\u1edbn v\u00e0 ngu\u1ed3n l\u1ef1c t\u00e0i ch\u00ednh d\u1ed3i d\u00e0o. Tuy nhi\u00ean, Intel v\u1eabn c\u1ea7n th\u1eddi gian \u0111\u1ec3 ph\u00e1t tri\u1ec3n h\u1ec7 sinh th\u00e1i ph\u1ea7n m\u1ec1m, c\u1ea3i thi\u1ec7n hi\u1ec7u su\u1ea5t GPU v\u00e0 x\u00e2y d\u1ef1ng ni\u1ec1m tin t\u1eeb ng\u01b0\u1eddi d\u00f9ng. Th\u00e0nh c\u00f4ng c\u1ee7a Intel s\u1ebd ph\u1ee5 thu\u1ed9c v\u00e0o kh\u1ea3 n\u0103ng th\u1ef1c thi chi\u1ebfn l\u01b0\u1ee3c GPU v\u00e0 \u0111\u1ed5i m\u1edbi li\u00ean t\u1ee5c trong nh\u1eefng n\u0103m t\u1edbi.<\/p><h3><span class=\"ez-toc-section\" id=\"53_Google_TPU_va_Amazon_Trainium_co_thay_the_duoc_GPU_cua_NVIDIA_khong\"><\/span>5.3 Google TPU v\u00e0 Amazon Trainium c\u00f3 thay th\u1ebf \u0111\u01b0\u1ee3c GPU c\u1ee7a NVIDIA kh\u00f4ng?<span class=\"ez-toc-section-end\"><\/span><\/h3><p>TPU (Google) v\u00e0 Trainium (Amazon) \u0111\u01b0\u1ee3c thi\u1ebft k\u1ebf \u0111\u1ec3 t\u1ed1i \u01b0u cho nh\u1eefng t\u00e1c v\u1ee5 AI c\u1ee5 th\u1ec3 nh\u01b0 hu\u1ea5n luy\u1ec7n v\u00e0 suy lu\u1eadn m\u00f4 h\u00ecnh. Tuy nhi\u00ean, ch\u00fang kh\u00f4ng linh ho\u1ea1t b\u1eb1ng GPU c\u1ee7a NVIDIA, v\u1ed1n c\u00f3 th\u1ec3 x\u1eed l\u00fd \u0111a d\u1ea1ng t\u00e1c v\u1ee5 h\u01a1n v\u00e0 c\u00f3 h\u1ec7 sinh th\u00e1i ph\u1ea7n m\u1ec1m m\u1ea1nh m\u1ebd nh\u01b0 CUDA.<\/p><h3><span class=\"ez-toc-section\" id=\"54_Su_khac_biet_giua_GPU_va_cac_loai_chip_AI_chuyen_dung_nhu_TPU_Trainium_la_gi\"><\/span>5.4 S\u1ef1 kh\u00e1c bi\u1ec7t gi\u1eefa GPU v\u00e0 c\u00e1c lo\u1ea1i chip AI chuy\u00ean d\u1ee5ng nh\u01b0 TPU, Trainium l\u00e0 g\u00ec?<span class=\"ez-toc-section-end\"><\/span><\/h3><p>GPU (Graphics Processing Unit) do NVIDIA s\u1ea3n xu\u1ea5t l\u00e0 ph\u1ea7n c\u1ee9ng \u0111a n\u0103ng, x\u1eed l\u00fd t\u1ed1t nhi\u1ec1u t\u00e1c v\u1ee5 nh\u01b0 \u0111\u1ed3 h\u1ecda, h\u1ecdc s\u00e2u, m\u00f4 ph\u1ecfng v\u1eadt l\u00fd\u2026 Trong khi \u0111\u00f3, c\u00e1c chip AI chuy\u00ean d\u1ee5ng nh\u01b0 TPU (Google), Trainium (Amazon) \u0111\u01b0\u1ee3c thi\u1ebft k\u1ebf ri\u00eang cho c\u00e1c t\u00e1c v\u1ee5 AI c\u1ee5 th\u1ec3, t\u1ed1i \u01b0u hi\u1ec7u su\u1ea5t v\u00e0 chi ph\u00ed nh\u01b0ng k\u00e9m linh ho\u1ea1t h\u01a1n GPU.<\/p><p>D\u00f9 \u0111ang gi\u1eef v\u1ecb tr\u00ed d\u1eabn \u0111\u1ea7u trong l\u0129nh v\u1ef1c AI v\u00e0 GPU, NVIDIA v\u1eabn ph\u1ea3i \u0111\u1ed1i m\u1eb7t v\u1edbi s\u1ef1 c\u1ea1nh tranh ng\u00e0y c\u00e0ng gay g\u1eaft t\u1eeb c\u00e1c \u0111\u1ed1i th\u1ee7 l\u1edbn v\u00e0 s\u1ef1 tr\u1ed7i d\u1eady c\u1ee7a c\u00e1c c\u00f4ng ty c\u00f4ng ngh\u1ec7 t\u1ef1 ph\u00e1t tri\u1ec3n chip ri\u00eang. Tuy nhi\u00ean, v\u1edbi h\u1ec7 sinh th\u00e1i m\u1ea1nh m\u1ebd v\u00e0 m\u1ea1ng l\u01b0\u1edbi \u0111\u1ed1i t\u00e1c to\u00e0n c\u1ea7u, NVIDIA v\u1eabn l\u00e0 m\u1ed9t trong nh\u1eefng tr\u1ee5 c\u1ed9t quan tr\u1ecdng nh\u1ea5t c\u1ee7a k\u1ef7 nguy\u00ean AI hi\u1ec7n \u0111\u1ea1i.<\/p>","protected":false},"excerpt":{"rendered":"<p>B\u00e0i vi\u1ebft sau \u0111\u00e2y s\u1ebd ph\u00e2n t\u00edch to\u00e0n c\u1ea3nh nh\u1eefng \u0111\u1ed1i th\u1ee7 l\u1edbn nh\u1ea5t c\u1ee7a NVIDIA trong cu\u1ed9c \u0111ua AI t\u1eeb AMD, Intel, Huawei cho \u0111\u1ebfn c\u00e1c \u201c\u00f4ng l\u1edbn\u201d nh\u01b0 Google, Amazon v\u00e0 Microsoft. \u0110\u1ed3ng th\u1eddi, b\u1ea1n s\u1ebd th\u1ea5y r\u00f5 ranh gi\u1edbi gi\u1eefa h\u1ee3p t\u00e1c chi\u1ebfn l\u01b0\u1ee3c v\u00e0 c\u1ea1nh tranh kh\u1ed1c li\u1ec7t trong h\u1ec7 sinh&#8230;<\/p>\n","protected":false},"author":9,"featured_media":25798,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[227],"tags":[],"class_list":["post-25796","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-nvidia"],"_links":{"self":[{"href":"https:\/\/vbee.vn\/blog\/wp-json\/wp\/v2\/posts\/25796","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/vbee.vn\/blog\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/vbee.vn\/blog\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/vbee.vn\/blog\/wp-json\/wp\/v2\/users\/9"}],"replies":[{"embeddable":true,"href":"https:\/\/vbee.vn\/blog\/wp-json\/wp\/v2\/comments?post=25796"}],"version-history":[{"count":3,"href":"https:\/\/vbee.vn\/blog\/wp-json\/wp\/v2\/posts\/25796\/revisions"}],"predecessor-version":[{"id":25820,"href":"https:\/\/vbee.vn\/blog\/wp-json\/wp\/v2\/posts\/25796\/revisions\/25820"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/vbee.vn\/blog\/wp-json\/wp\/v2\/media\/25798"}],"wp:attachment":[{"href":"https:\/\/vbee.vn\/blog\/wp-json\/wp\/v2\/media?parent=25796"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/vbee.vn\/blog\/wp-json\/wp\/v2\/categories?post=25796"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/vbee.vn\/blog\/wp-json\/wp\/v2\/tags?post=25796"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}