arXiv:2601.20115cs.ARcs.AI2026-01被引 1

分析英伟达数据中心GPU十年性能演进,揭示算力增速与出口管制影响。

How Much Progress Has There Been in NVIDIA Datacenter GPUs?

  • 按浮点精度分项测算算力翻倍周期,FP16最快约1.4年
  • 内存带宽增速慢于算力,每3.3年翻倍,价格与功耗则更慢
  • 美国出口管制导致性能差距缩小,但英伟达仍具显著优势

随着现代图形处理单元(GPU)在各类计算任务中日益关键,分析其历史与现状进展对于判断未来科研瓶颈至关重要。本文聚焦2000年代中期至2025年期间英伟达数据中心GPU的技术演进。主要结果表明,FP16和FP32密集运算的算力翻倍时间分别为1.43年和1.67年,而FP64的翻倍时间介于2.05至3.79年之间。片外内存容量与带宽的增长速度低于计算性能,每3.29至3.41年翻倍一次;发布价格与功耗分别约每5.03年和15年翻倍。此外,跨厂商年度顶级芯片对比显示,英伟达性能优势正逐步缩小,但尚未引发市场根本性转变。最后,我们量化了当前美国出口管制政策及其带来的性能差距,新政策可能使性能差距从23.6倍降至3.54倍。

原文摘要 · Abstract (English)

As the role of modern Graphics Processing Units (GPUs) becomes increasingly essential for several computing tasks, analyzing their past and current progress is paramount for determining future constraints on scientific research. This is particularly compelling in the Artificial Intelligence (AI) domain, where rapid technological advancements and fierce global competition have led the United States to recently implement export control regulations limiting international access to advanced AI chips. Consequently, this paper examines technical progress in NVIDIA datacenter GPUs from the mid-2000s through 2025. Our main results identify doubling times of 1.43 and 1.67 years for FP16 and FP32 dense operations, while FP64 doubling times range from 2.05 to 3.79 years. Off-chip memory size and bandwidth have grown at slower rates than computing performance, doubling every 3.29 to 3.41 years, whereas the release prices and power consumption roughly doubled every 5.03 and 15 years, respectively. Moreover, our cross-vendor comparison of the top-performing GPUs per year shows that NVIDIA's performance advantage is narrowing, but not enough to compel a major market shift. Finally, we quantify the potential implications of current U.S. export control regulations and the consequent performance gaps, which the recently proposed policy changes could shrink from 23.6X to 3.54X.

GPU演进算力分析出口管制

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