AI临界点到来！不是英伟达买不起，是AMD更有性价比

智通财经02-23

2月23日，英伟达在昨晚公布了井喷式的第四季度财报后，投资者对其芯片行业的竞争对手进行了重新定价，AMD(AMD.US)股价周四走高，延续了今年以来令人印象深刻的涨幅。在CEO苏姿丰的领导下，AMD凭借其新型MI300X芯片，成为英伟达在人工智能芯片领域占据全球市场主导地位的唯一真正竞争对手。去年年底，该集团推出了旨在支持生成式人工智能技术的MI300系列，并推出了专注于超级计算的下一代半导体...

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精彩评论

毕竟欧神
02-24
毕竟欧神
无语，不买高通买联发科?
狗一样的东哥
02-23
狗一样的东哥
你就是英伟达买不起（800美金一股[开心] [开心] [开心] ）还扯什么AMD性价比。@陈友谅
- winsomegold:
  倾家荡产做空Intel了吗？毕竟I占了75%份额呢
- 陈友谅:
  呵呵
- 火火兔爸:
  就是，AMD传统服务器死翘翘

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It is not NVIDIA that can't afford it, but AMD is more cost-effective","themeId":"","isJumpTheme":false,"ttsUrl":"https://static.tigerbbs.com/803af0abe58914e223d7387feb35bca1","symbols_score_info":{"NVDA":1,"AMD":1,"GFS":1},"content_text":"2月23日，英伟达在昨晚公布了井喷式的第四季度财报后，投资者对其芯片行业的竞争对手进行了重新定价，AMD(AMD.US)股价周四走高，延续了今年以来令人印象深刻的涨幅。在CEO苏姿丰的领导下，AMD凭借其新型MI300X芯片，成为英伟达在人工智能芯片领域占据全球市场主导地位的唯一真正竞争对手。去年年底，该集团推出了旨在支持生成式人工智能技术的MI300系列，并推出了专注于超级计算的下一代半导体Instinct M1300A。分析师表示，MI300X可能会挑战英伟达在大型语言模型人工智能市场占据主导地位的H100图形处理单元芯片。华泰研究的分析师Purdy Ho表示：“我们相信AMD的MI300是最有能力挑战英伟达的产品之一。”值得注意的是，Lamini AI已经宣布使用MI300，并计划将其用于训练大型模型。”他补充说:“微软、Meta、甲骨文等科技巨头也承诺使用MI300系列。”上个月，AMD表示，新芯片在未来一年可能产生约35亿美元的销售额，因为该集团利用其新产品来对抗英伟达，并满足全球需求激增的能力。AMD：人工智能市场可能达到4000亿美元AMD CEO表示，人工智能芯片市场在未来四年可能达到4000亿美元，是苏姿丰去年8月份预期的两倍，这是对之前预测的更大升级。AMD首席技术官Mark Papermaster本周稍早在一次活动上表示，\"当我们想到4,000亿美元时，这是一个加速器(潜在市场)。\"“你可以把它想象成互联网刚推出时的一次扩建，你需要进行整个扩建，不仅是计算，还有网络、基础设施等。这是一个新的平台。”不过，为满足激增的需求，AMD的产能已经紧张，尽管苏姿丰上月对投资者表示，AMD已\"与供应链合作伙伴取得重大进展，并已获得额外产能以支持上行需求。\"这一声明虽然没有直接提及其规模更大的竞争对手，但确实凸显了英伟达近期面临的主要阻力之一。晶圆基板上芯片(Chip-on-wafer-on-substrate，简称coos)是人工智能芯片制造的一个关键组成部分，在过去一年的大部分时间里，它一直在拖累英伟达的交付。全球最大的芯片承包商台积电(TSM.US)一直在努力满足其高端堆叠和封装技术的需求激增，并警告投资者“这种情况可能会持续到明年”。供应链问题给英伟达蒙上了阴影英伟达表示，预计其下一代芯片，包括价格较高的B100 Blackwell，在短期内“供不应求”。英伟达首席执行官黄仁勋在周三晚些时候的电话会议上告诉投资者:“我们预计今年需求将继续强于我们的供应，我们将尽最大努力。”“周期正在改善，我们将继续尽最大努力。”英伟达表示，将在今年晚些时候推出符合新出口规定的H20芯片。英伟达在更广泛的人工智能芯片市场上的垄断地位，在未来一年甚至更久的时间里，不太可能受到AMD的挑战。但随着公司(以及越来越多的政府)希望利用人工智能技术的潜力，他们将寻找新的GPU来源，以免排在其他高薪客户后面。这可能会大大加快AMD的近期增长率。FOMO可能会提振AMD的销售CFRA分析师Angelo Zino在最近的一份客户报告中表示:“随着AMD将其MI300x推向云提供商，我们对数据中心(图形处理单元)的前景感到鼓舞。”“我们认为对GPU的预期较为保守，2024年和2025年的数据都有上行空间。”Zino补充说，AMD将很快为个人电脑市场推出新的Zen 5芯片，使它们能够直接在笔记本电脑上管理人工智能任务。AMD的股价也比英伟达便宜，预期市盈率为44倍(英伟达的预期市盈率为57倍)，不过这也反映出英伟达的销售增长速度要快得多，整体利润率也更高。尽管如此，AMD的股价还是上涨了65%，而英伟达的股价则上涨了152%。去年5月，英伟达发布了令人震惊的第一财季财报，实际上打响了全球人工智能投资竞赛的发枪。KeyBanc Capital Markets分析师John Vinh表示，\"我们坚信AMD重振产品路线图战略，其产品吸引力令人信服。\"他对AMD股票的评级为增持，目标价为270美元。“然而，市场对股价上涨和增长的预期很高。我们担心，基于远高于同行的估值水平，预期的任何温和下滑都可能给该股带来巨大风险。”","kind":null,"is_publish_news":null,"is_publish_highlight":null,"is_publish_live":null,"is_publish_wemedia":null,"editions":null,"symbols":[],"gpt_button":0},"commentList":[{"id":277199281877104,"gmtCreate":1708704874420,"gmtModify":1708704876120,"author":{"id":"4147402019253410","authorId":"4147402019253410","name":"毕竟欧神","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"crmLevel":2,"crmLevelSwitch":0},"htmlText":"无语，不买高通买联发科?","listText":"无语，不买高通买联发科?","text":"无语，不买高通买联发科?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/277199281877104","repostId":2413006282,"repostType":2,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"},{"id":277182111875360,"gmtCreate":1708700566574,"gmtModify":1708700901335,"author":{"id":"3569968827736584","authorId":"3569968827736584","name":"狗一样的东哥","avatar":"https://static.tigerbbs.com/efab18c85c3be5514993af138c3a4f31","vip":1,"crmLevel":2,"crmLevelSwitch":0},"htmlText":"你就是英伟达买不起（800美金一股[开心]&nbsp;[开心]&nbsp;[开心]&nbsp;&nbsp;）还扯什么AMD性价比。<a 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