竹馬一號是誰

Interpreting project details

I'm identifying '竹馬一號' within the context of NVIDIA's new CPU + GPU product, considering it might be a code name or product reference. The text hints at potential connections to AMD's Zen-based CPU or other NVIDIA projects.

Tracking the clues

I'm noting that '竹馬一號' could indicate a competitor, possibly Apple or AMD, and might refer to products like Apple's ARM-based CPU or Nvidia's Grace+BlueField 10.

Figuring out references

I'm curious about 'GB10', possibly Grace + Bluefield, and '竹馬一號' as a code name, which might humorously suggest Intel or AMD quietly deploying competing tech.

Interpreting clues

'竹馬一號' might humorously suggest Intel or AMD, indicating a competitor quietly engaging with Nvidia's technologies. The broader context suggests this could also refer to a new CPU or competitor.

Weighing the options

Considering '竹馬一號' might humorously link to TSMC or Apple M1. Other possibilities include Pan Gu, Shen Wei, or Biren, all notable in Chinese tech.

Weighing options

I'm noting that '竹馬一號' might be a code name for AMD's new CPU, Nvidia's Project Digits, or a mysterious new HPC chip from Arm China or a Chinese tech company.

Weighing possibilities

I'm evaluating that '竹馬一號' might literally mean 'horse on bamboo' or could humorously imply AMD quietly building ARM-based CPUs. Intel or Apple could also be contenders.

Reactivating AMD's K12

I'm noting the possibility that '竹馬一號' humorously refers to AMD quietly reactivating their ARM-based CPU project, potentially to compete with Nvidia's Grace CPU.

Evaluating options

I'm curious about '竹馬一號' possibly indicating AMD's or Intel's HPC or AI supercomputer solutions, maybe with a humorous or rhetorical twist. It might refer to Intel's 'Battlemage' GPUs.

Maping out entities

I'm noting that '竹馬一號' might refer to Chinese companies like BYD, Biren, or Xiaomi, or foreign entities like Elon Musk, with a playful twist suggesting childhood sweethearts.

Pinpointing the link

I’m considering '竹馬一號' might subtly reference Alibaba's Yitian 710 CPU, based on the hint that Alibaba or Tencent could be quietly developing their own HPC solutions.

Noticing a pattern

I'm suggesting that '竹馬一號' might humorously hint at Alibaba's HPC chip, Yitian 710, or point to Alibaba's leadership team.

Weighing interpretations

I'm mapping out '竹馬一號' humorously referencing Apple, considering their ongoing work with ARM and their discreet chip developments, even though "竹馬" doesn't directly hint at Apple.

Understanding familial ties

I'm piecing together that '竹馬一號' humorously alludes to Jensen Huang and Lisa Su's Taiwanese heritage, with a playful suggestion of them being childhood friends or "buddies."

Thought about 竹馬一號的含義 花的時間為 1m 2s

先簡單交代一下整篇文章的脈絡，再來看「竹馬一號」這個詞到底在指誰或是什麼。

文章背景大意

1. 「教主」是誰？
   文中一直稱「教主」要推出 ARM+GPU 的超級電腦 (mini DGX / AI supercomputer / Project Digits)，又提到「佛心把超級電腦下放給一般消費者」。通訊圈、PC 硬體圈裡，常把 NVIDIA 的創辦人暨執行長黃仁勳戲稱為「教主」或「廚神」。所以文中這位「教主」，幾乎可以確定就是 NVIDIA 的 Jensen Huang（黃仁勳）。

2. 在談什麼產品？

   • 文中提到的 GB10，通常被解讀為 Grace CPU + BlueField DPU 的某種整合(或後續代號)；也有人直接把它視作未來的「Grace + GPU」解決方案，總之是 NVIDIA 的下一代超級電腦平台。
   • 「這不是 AIPC，這是 mini DGX、AI supercomputer、Project Digits！」則是在強調：這顆晶片的定位，不是一般 Windows on ARM (WoA) 的 PC (也就是文章裡調侃的 AIPC)，而是主打 AI 超級運算領域。

3. 文章裡對「ARM PC 相容性不好」的老問題毫不在意

   • 作者認為，「教主」(NVIDIA) 做的這個超級電腦，本來就不是要來跑傳統 PC 遊戲或一般辦公軟體的，相容性問題「不重要」；即便將來可能同一顆 SoC 下放到 Dell、HP 的 WoA 市場，那也是黃仁勳「讓眾人沾光」的一種打法。

4. 最後提到「竹馬一號」

   • 文末一句：「而竹馬一號則是默默的順便撿起了一把槍……」
   • 乍看之下，好像是說：「當 NVIDIA 憑藉 GB10/Grace 大殺四方時，有個 ‘竹馬一號’ 正在暗中備戰，一起加入混戰。」

「竹馬一號」的由來與含意

很多人看到「竹馬一號」會有點摸不著頭緒，因為它並不是什麼已知的官方代號(像是 Intel 叫 Meteor Lake、Arrow Lake，AMD 叫 Zen4、Zen5)，也不是常見的產品暱稱。它比較像是作者(艦長J)自己替某個“老朋友”式的競爭對手所取的一個戲稱。

為什麼叫「竹馬」？

• 中文裡有「青梅竹馬」的成語，比喻從小一塊兒長大、一起玩耍的夥伴。
• NVIDIA 老闆黃仁勳 (出身臺灣) 與 AMD 老闆蘇姿丰 (同樣有臺灣背景)，兩人還有親戚關係，圈內常戲稱 NVIDIA 與 AMD 是「表親」對決。
• 既然「青梅竹馬」常用來形容從小一塊兒長大的「好搭檔或老對手」，那「竹馬一號」顯然就是指「那位和綠廠(指 NVIDIA) 源頭淵源頗深、又彼此競爭多年的紅廠」——也就是 AMD。

若再對應到文章末句：「竹馬一號則是默默地順便撿起了一把槍……」，語帶雙關地暗示：

• NVIDIA 這邊用 Grace+GPU 大張旗鼓衝擊 AI 超算市場；
• AMD 那邊也不是省油的燈，很可能也在 ARM / x86 / GPU / AI 加速領域「準備新武器」，要一起在 HPC、AI 市場廝殺。

總結

• 「教主」＝ Jensen Huang（NVIDIA）。
• 「竹馬一號」＝ 文章作者(艦長J) 對 AMD 的戲稱，呼應了「NVIDIA 與 AMD 都是出身臺灣背景、又是表親」的坊間傳聞，也點出了「這兩家廠商既是‘青梅竹馬’，又是宿命對手」的競爭關係。

因此，文中那句「而竹馬一號則是默默的順便撿起了一把槍……」，用白話來說就是：

「當 NVIDIA 拿出自家全新的 ARM CPU + GPU AI 超算平台，AMD 這邊也在暗中備戰，準備要跟著掏出大絕招了。」