力拼英伟达，AMD AI芯片新品亮相，全线围攻AI领域

格隆汇10-11

美东时间10月10日周四，在AI算力领域，一直活在英伟达阴影里的AMD在举办了一场人工智能主题发布会。然而，随着大会进行股价由涨转跌，一路下行，最终收盘时跌至一周最低点，报162美元，日内最大跌幅约5.3%，收盘跌幅为4%，为连续第二天下跌，也是9月3日以来的最大单日跌幅。多款芯片齐发人工智能主题发布会上，AMD掌门苏姿丰宣布了一系列针对AI市场的新产品，彰显了AMD在AI算力领域的雄心。其中，...

网页链接

免责声明：本文观点仅代表作者个人观点，不构成本平台的投资建议，本平台不对文章信息准确性、完整性和及时性做出任何保证，亦不对因使用或信赖文章信息引发的任何损失承担责任。

精彩评论

我们需要你的真知灼见来填补这片空白

发表看法

{"i18n":{"language":"zh_CN"},"isChannel":false,"data":{"share":"https://www.laohu8.com/m/news/2474085055?lang=zh_CN&edition=full","thumbnail":"https://img3.gelonghui.com/733f4-18d1b246-02b2-4be9-b320-6fbaa68c670c.jpg?guru_height=716&guru_width=1280","is_english":false,"pubTime":"2024-10-11 09:26","share_image_url":"https://static.laohu8.com/6b8fa6424aebe95f6781d04ef17a1852","id":"2474085055","market":"sg","top_or_hot":-1,"title":"力拼英伟达，AMD AI芯片新品亮相，全线围攻AI领域","media":"格隆汇","content":"<div>\n<p>美东时间10月10日周四，在AI算力领域，一直活在英伟达阴影里的AMD在举办了一场人工智能主题发布会。然而，随着大会进行股价由涨转跌，一路下行，最终收盘时跌至一周最低点，报162美元，日内最大跌幅约5.3%，收盘跌幅为4%，为连续第二天下跌，也是9月3日以来的最大单日跌幅。多款芯片齐发人工智能主题发布会上，AMD掌门苏姿丰宣布了一系列针对AI市场的新产品，彰显了AMD在AI算力领域的雄心。其中，...</p>\n\n<a href=\"https://www.gelonghui.com/p/1143148\">网页链接</a>\n\n</div>\n","source":"gelonghui_highlight","html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>力拼英伟达，AMD AI芯片新品亮相，全线围攻AI领域</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n力拼英伟达，AMD AI芯片新品亮相，全线围攻AI领域\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-10-11 09:26 北京时间&nbsp;&nbsp;&nbsp;<a href=https://www.gelonghui.com/p/1143148><strong>格隆汇</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>美东时间10月10日周四，在AI算力领域，一直活在英伟达阴影里的AMD在举办了一场人工智能主题发布会。然而，随着大会进行股价由涨转跌，一路下行，最终收盘时跌至一周最低点，报162美元，日内最大跌幅约5.3%，收盘跌幅为4%，为连续第二天下跌，也是9月3日以来的最大单日跌幅。多款芯片齐发人工智能主题发布会上，AMD掌门苏姿丰宣布了一系列针对AI市场的新产品，彰显了AMD在AI算力领域的雄心。其中，...</p>\n\n<a href=\"https://www.gelonghui.com/p/1143148\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"IE00B7KXQ091.USD","symbol_name":"Janus Henderson Balanced A Inc USD","start_time":0,"source_url":"https://www.gelonghui.com/p/1143148","article_id":"2474085055","we_media_id":null,"thumbnails":["https://img3.gelonghui.com/733f4-18d1b246-02b2-4be9-b320-6fbaa68c670c.jpg?guru_height=716&guru_width=1280"],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2474085055","pubTimestamp":1728609967,"columns":[],"sourceInfo":{"source_id":"gelonghui_highlight","name":"格隆汇"},"weMediaInfo":null,"summary":"全面布局AI市场","collect":0,"end_time":0,"defaultTopTitle":"gelonghui.com","property":[],"viewcount":null,"language":"zh","relate_stocks":{"IE00B7KXQ091.USD":"Janus Henderson Balanced A Inc USD","BK4512":"苹果概念","LU1923623000.USD":"Natixis Thematics AI & Robotics Fund R/A USD","IE00BFSS7M15.SGD":"Janus Henderson Balanced A Acc SGD-H","IE0004086264.USD":"BNY MELLON GLOBAL OPPORTUNITIES \"A\" (USD) ACC","BK4529":"IDC概念","LU1988902786.USD":"FULLERTON LUX FUNDS GLOBAL ABSOLUTE ALPHA \"I\" (USD) ACC","IE00B19Z9505.USD":"美盛-美国大盘成长股A Acc","LU0053666078.USD":"摩根大通基金-美国股票A（离岸）美元","LU0082616367.USD":"摩根大通美国科技A（dist）","3NVD.UK":"LS 3X NVIDIA","LU0889565833.HKD":"FRANKLIN TECHNOLOGY \"A\" (HKD) ACC","LU0823421333.USD":"BNP PARIBAS DISRUPTIVE TECHNOLOGY \"C\" (USD) ACC","IE0009356076.USD":"JANUS HENDERSON GLOBAL TECHNOLOGY AND INNOVATION \"A2\" (USD) ACC","LU1880398471.USD":"AMUNDI FUNDS GLOBAL EQUITY \"A2\" (USD) ACC","IE0005OL40V9.USD":"JANUS HENDERSON BALANCED \"A6M\" (USD) INC","LU0823421416.USD":"BNP PARIBAS DISRUPTIVE TECHNOLOGY \"C\" (USD) INC","LU0061474960.USD":"天利环球焦点基金AU Acc","L":"洛斯公司","BK4567":"ESG概念","BK4585":"ETF&股票定投概念","AMD":"美国超微公司","IE00BMPRXR70.SGD":"Neuberger Berman 5G Connectivity A Acc SGD-H","HK0000306701.USD":"TAIKANG KAITAI CHINA NEW OPPORTUNITIES FUND \"A\" (USD) INC","IE00BDRTCR15.USD":"PINEBRIDGE GLOBAL DYNAMIC ASSET ALLOCATION \"ADC\" (USD) INC A","IE00BKPKM429.USD":"NEUBERGER BERMAN GLOBAL SUSTAINABLE EQUITY \"A\" (USD) ACC","BK4566":"资本集团","IE00BK4W5L77.USD":"HSBC GLOBAL FUNDS ICAV US EQUITY INDEX \"HC\" (USD) ACC","2NVD.UK":"2X NVIDIA ETP","LU0057025933.USD":"SUSTAINABLE GLOBAL THEMATIC PORTFOLIO \"AX\" (USD) ACC","LU0006306889.USD":"SCHRODER ISF US LARGE CAP \"A\" (USD) INC AV","LU0061474705.USD":"THREADNEEDLE (LUX) GLOBAL DYNAMIC REAL RETURN \"AU\" (USD) ACC","IE00BWXC8680.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5\" (SGD) ACC","IE00BK4W5M84.HKD":"HSBC GLOBAL FUNDS ICAV US EQUITY INDEX \"HC\" (HKD) ACC","LU0979878070.USD":"FULLERTON LUX FUNDS - ASIA ABSOLUTE ALPHA \"A\" (USD) ACC","BK4550":"红杉资本持仓","BK4141":"半导体产品","LU1852331112.SGD":"Blackrock World Technology Fund A2 SGD-H","IE00B1BXHZ80.USD":"Legg Mason ClearBridge - US Appreciation A Acc USD","IE00BMPRXQ63.HKD":"NEUBERGER BERMAN NEXT GENERATION CONNECTIVITY FUND \"A\" (HKDHDG) ACC","LU0823434583.USD":"BNP PARIBAS US GROWTH \"C\" (USD) ACC","LU1951198990.SGD":"Natixis Thematics AI & Robotics Fund H-R/A SGD-H","BK4551":"寇图资本持仓","IE00BFSS8Q28.SGD":"Janus Henderson Balanced A Inc SGD-H","LU0823434740.USD":"BNP PARIBAS US GROWTH \"C\" (USD) INC","GFS":"GLOBALFOUNDRIES Inc.","LU1951200564.SGD":"Natixis Thematics AI & Robotics Fund R/A SGD","IE0034235303.USD":"PINEBRIDGE US RESEARCH ENHANCED CORE EQUITY \"A\" (USD) ACC","IE00BN29S564.USD":"JANUS HENDERSON BALANCED \"A3\" (USD) INC","NVDA":"英伟达"},"translate_title":"Fighting for Nvidia, AMD's new AI chip products are unveiled, besieging the AI field across the board","themeId":"fa5bc3a6b1b5055bc080168ecd5df1dd","isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"AMD":1,"GFS":1,"NVDA":0.7,"L":0.6,"3NVD.UK":0.6,"2NVD.UK":0.6},"content_text":"美东时间10月10日周四，在AI算力领域，一直活在英伟达阴影里的AMD在举办了一场人工智能主题发布会。然而，随着大会进行股价由涨转跌，一路下行，最终收盘时跌至一周最低点，报162美元，日内最大跌幅约5.3%，收盘跌幅为4%，为连续第二天下跌，也是9月3日以来的最大单日跌幅。多款芯片齐发人工智能主题发布会上，AMD掌门苏姿丰宣布了一系列针对AI市场的新产品，彰显了AMD在AI算力领域的雄心。其中，MI325X算力芯片作为最受市场关注的产品之一，基于CDNA 3架构，配备了256GB的HBM3e内存，内存带宽最高可达6TB/秒。苏姿丰指出，这款芯片在运行Llama 3.1时，性能比英伟达H200高出多达40%，提供1.3倍的峰值理论FP16和FP8计算性能。身为数据中心CPU领域的挑战者，AMD不仅在GPU领域发力，还推出了第五代EPYC服务器CPU，这是苏姿丰领导下的又一项重要成果。这款处理器采用了台积电3/4nm制程和Zen 5架构，拥有高达192核心和384线程，时钟频率可达5GHz。在性能上，EPYC 9965在多项指标上超越了英特尔的旗舰服务器CPU Xeon 8592+，显示了AMD在数据中心CPU领域的竞争力。苏姿丰强调，EPYC 9965的多项性能表现比英特尔的旗舰服务器CPU Xeon 8592+“强上数倍”。训练方面，AMD Instinct MI325X平台的表现也毫不逊色于NVIDIA H200 HGX。如图所示，无论是在单GPU还是在8 GPU的Meta Llama-2训练场景，AMD Instinct MI325X平台的表现都不逊色于后者，这让公司在这个市场上拥有了更多的筹码。为了满足日益增长的 AI 计算需求，AMD强调，公司Instinct 加速器将执行年度更新的节奏。这就意味着公司该系列的下一代产品——AMD Instinct MI350系列或将于2025年上市。此外，AMD还发布了第三代DPU Pensando系列，旨在解决AI数据传输瓶颈问题。苏姿丰强调，这些DPU产品在性能和可编程性上都有显著提升，支持400G吞吐量，优化数据驱动型AI应用的性能和效率。苏姿丰对AI市场的预期非常乐观，预计到2028年，数据中心人工智能加速器的市场规模将增长至5000亿美元，而2023年时为450亿美元。这一预期不仅反映了AI技术在各行业的广泛应用，也显示了对高性能计算资源的迫切需求。尽管AMD在发布会上展示了强大的产品阵容和技术实力，但市场反应相对平淡，股价甚至出现了下跌。对于大跌，市场分析指出，华尔街今天失望的原因是，没有听到什么大客户下订单，或者在财务表现方面提供投资者盼望的信息。所以股价被抛售。可能要等到该公司季报公布之时。该公司预计将在本月底前后公布季报。还有评论称，AMD新GPU MI325X无法有效挑战英伟达的霸主地位，号称对标Blackwell，实际表现可能不如Blackwell。不过，券商KeyBanc的分析师John Vinh认为，就算远落后于英伟达，AMD的发展轨迹显然是乐观的，预计今年将出货50万片Instinct MI300X AI加速器，在AI市场上愈发占有一席之地。","kind":"highlight","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"1","news_tag":"productRelease","news_rank":0,"symbols":[],"gpt_button":0},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":false,"deviceId":"web-server-community-laohu8-v3","version":"4.29.3","shortVersion":"4.29.3","platform":"web","vendor":"web","appName":"laohu8","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2474085055"}