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TheElec(韩国电子产业媒体)原文发布 10-18 07:21Radar 收录 10-18 07:46查看原文 ↗

英伟达在韩国推出RTX Spark AI笔记本电脑,起售价580万韩元

Nvidia Launches RTX Spark AI Laptops in Korea, Starting at 5.8 Million Won
中文摘要

英伟达在韩国推出RTX Spark AI笔记本电脑,起售价580万韩元。RTX Spark是英伟达面向人工智能PC设计的系统级芯片(SoC),目标指向端侧AI市场,使Windows PC能够运行大型AI模型。原文未披露上市日期、合作厂商及出货量等信息。

原文深度解读

文章报道英伟达于10月16日在韩国首尔COEX发布面向AI PC的系统级芯片RTX Spark,并联合华硕、戴尔、惠普、联想、微软、微星同日开售相关笔记本电脑。韩国市场最低价机型为微星Prestige N16,售价579.9万韩元,英伟达将高价归因于内存成本上涨。RTX Spark整合Arm架构20核Grace CPU(联发科设计)与Blackwell架构GPU(6144个CUDA核心、第五代Tensor Core),通过NVLink-C2C互连,FP4精度AI算力达1 PFLOP,TDP约80瓦,支持最高128GB LPDDR5X内存,可在本地运行约700亿参数开放模型及AI代理。该产品属于AI PC核心计算芯片,其内存配置与定价直接关联存储器件供应与成本,是电子元器件供应链中处理器与内存协同设计的代表性案例。

  • RTX Spark是英伟达6月正式公布的Windows PC用SoC,将Arm架构20核Grace CPU与Blackwell架构GPU封装于单一封装内,通过NVLink-C2C芯片间互连技术连接,CPU由台湾联发科设计。
  • GPU具备6144个CUDA核心和第五代Tensor Core,FP4精度下AI算力达1 PFLOP,整体TDP约80瓦;英伟达称集成设计比分离CPU加独立GPU的方案功耗更低,因而可装入轻薄笔记本。
  • RTX Spark支持最高128GB LPDDR5X内存,CPU与GPU共享大容量内存池,使其可在本地运行约700亿参数的开放AI模型和AI代理;原文称传统独立显卡受GDDR7显存容量限制难以独立运行大模型。
  • 华硕、戴尔、惠普、联想、微软和微星于10月16日开始销售搭载RTX Spark的笔记本电脑;韩国当前最便宜机型为微星Prestige N16,售价579.9万韩元。
  • 英伟达将高售价归因于内存成本上涨,其官员称开发产品时128GB内存价格合理且被视为最优配置,但未预料内存价格涨幅如此之大。
  • 除AI外,该芯片支持内容创作与游戏,TensorRT推理加速引擎可缩短Adobe Photoshop、Premiere、Substance的后期制作时间,支持无外接电源下8K视频编辑和最高90GB大型3D场景渲染,并支持DLSS 5等技术,可在2560×1440分辨率下以超过100 FPS运行最新AAA游戏。

供应链影响

  • RTX Spark单机支持最高128GB LPDDR5X内存,若终端出货放量,可能增加对LPDDR5X高容量内存颗粒的需求,具体影响取决于实际出货规模与配置结构。
  • 英伟达明确将终端高价部分归因于内存价格上涨,表明内存采购成本可能影响AI PC整机的定价与配置选择,厂商或需在容量与价格间权衡。
  • CPU由联发科设计、GPU由英伟达提供并采用NVLink-C2C互连,意味着该产品的供应链可能同时涉及台系设计资源与先进封装互连环节,产能与良率取决于相关代工与封装能力。
  • 首批覆盖华硕、戴尔、惠普、联想、微软、微星六家品牌,可能使AI PC整机端的元器件备货与产品节奏围绕该平台展开,但实际销售表现尚待观察。
  • 集成SoC以约80瓦TDP替代分离CPU加独立GPU方案,可能改变轻薄笔记本内部电源与散热相关器件的选型需求,具体取决于终端设计与功耗验证结果。

系统解读,仅作为判断线索,不构成备货、出货、涨价或投资建议。

正文内容 · AI翻译

英伟达副总裁Ida Keita介绍RTX Spark。(图片来源:THE ELEC)

英伟达正以RTX Spark瞄准一个新市场,这是一款为人工智能(AI)PC设计的系统级芯片(SoC)。

该公司瞄准端侧AI市场,使Windows PC能够在本地运行大型AI模型和AI代理。

华硕、戴尔、惠普、联想、微软和微星于10月16日开始销售搭载RTX Spark的笔记本电脑。

“英伟达将其在游戏PC、笔记本电脑、工作站和超级计算机领域的专长结合起来,打造出单一超级芯片RTX Spark,”英伟达副总裁Ida Keita在10月16日于首尔COEX举行的RTX Spark发布会上表示。“我们正迈向一个人人都拥有个人AI代理的时代,RTX Spark将实现安全的端侧AI,且没有token使用限制。”

目前在韩国可买到的最便宜RTX Spark笔记本电脑是微星Prestige N16,售价579.9万韩元。英伟达将高价归因于内存成本上涨。“我们开发产品时,128GB内存价格还算合理,我们认为那是最优配置,”一位英伟达官员在活动上表示。“我们没想到内存价格会涨这么多。”

RTX Spark是英伟达6月正式公布的Windows PC用SoC。它将基于Arm架构的20核Grace中央处理器(CPU)与Blackwell架构图形处理器(GPU)整合在单一封装中,并通过NVLink-C2C芯片间互连技术连接。

CPU由台湾联发科设计,GPU则具备6144个CUDA核心和第五代Tensor Core。AI算力在FP4精度下达到1 petaflop(PFLOP),整体热设计功耗(TDP)约为80瓦。英伟达表示,这种集成设计比使用分离CPU和独立GPU的配置功耗更低,因此可装入轻薄笔记本电脑。

RTX Spark支持最高128GB LPDDR5X内存。传统独立显卡因显存(GDDR7)容量限制,难以独立运行大型AI模型。通过让CPU和GPU共享大容量内存池,RTX Spark可在PC本地运行约700亿参数的开放AI模型和AI代理。

英伟达代表演示搭载RTX Spark的笔记本电脑。(图片来源:THE ELEC)

除AI外,该芯片还支持内容创作和游戏。英伟达表示,其TensorRT推理加速引擎可缩短Adobe Photoshop、Premiere和Substance等创意应用的后期制作时间。

该平台还支持8K视频编辑,以及无需外接电源即可渲染最高90GB的大型3D场景。它支持英伟达游戏技术,包括DLSS 5的3D引导神经渲染,并可在2560×1440分辨率下以超过100帧每秒(FPS)运行最新AAA游戏。

Nvidia Vice President Ida Keita introduces RTX Spark. (Photo: THE ELEC)

Nvidia is targeting a new market with RTX Spark, a system-on-chip (SoC) designed for artificial intelligence (AI) PCs.

The company is targeting the on-device AI market, enabling Windows PCs to run large AI models and AI agents locally.

Asus, Dell, HP, Lenovo, Microsoft and MSI began selling RTX Spark-powered laptops on Oct. 16.

"Nvidia has combined its expertise in gaming PCs, laptops, workstations and supercomputers to create a single superchip, RTX Spark," Nvidia Vice President Ida Keita said at the RTX Spark launch event held at COEX in Seoul on Oct. 16. "We are approaching an era when everyone will have a personal AI agent, and RTX Spark will enable secure on-device AI without token usage limits."

The least expensive RTX Spark laptop currently available in Korea is the MSI Prestige N16, priced at 5.799 million won. Nvidia attributed the high price to rising memory costs. "When we were developing the product, 128GB of memory was reasonably affordable, and we considered it the optimal configuration," an Nvidia official said at the event. "We didn't expect memory prices to rise this much."

RTX Spark is an SoC for Windows PCs that Nvidia officially announced in June. It combines an Arm-based 20-core Grace central processing unit (CPU) and a Blackwell-architecture graphics processing unit (GPU) in a single package, connecting them through NVLink-C2C chip-to-chip interconnect technology.

The CPU was designed by Taiwan's MediaTek, while the GPU features 6,144 CUDA cores and fifth-generation Tensor Cores. AI computing performance reaches 1 petaflop (PFLOP) at FP4 precision, with total thermal design power (TDP) of approximately 80 watts. Nvidia said the integrated design consumes less power than configurations using separate CPUs and discrete GPUs, allowing it to fit into thin laptops.

RTX Spark supports up to 128GB of LPDDR5X memory. Conventional discrete graphics cards struggle to run large AI models independently because of graphics memory (GDDR7) capacity limitations. By allowing the CPU and GPU to share a large memory pool, RTX Spark can run open AI models with approximately 70 billion parameters and AI agents locally on a PC.

An Nvidia representative demonstrates an RTX Spark-powered laptop. (Photo: THE ELEC)

Beyond AI, the chip supports content creation and gaming. Nvidia said its TensorRT inference acceleration engine reduces post-production time in creative applications such as Adobe Photoshop, Premiere and Substance.

The platform also supports 8K video editing and rendering of large 3D scenes of up to 90GB without an external power connection. It supports Nvidia gaming technologies, including DLSS 5's 3D-guided neural rendering, and can run the latest AAA games at more than 100 frames per second (FPS) at a resolution of 2560×1440.

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