瞄准英伟达GPU，AMD今年四季度量产AI芯片MI325X

澎湃新闻10-11

·AMD夺取市场份额的最大障碍是，英伟达的芯片使用自己的编程语言CUDA，这已成为人工智能开发者的标准语言，也将开发者锁定在了英伟达的生态系统中。当地时间10月10日，AMD推出新AI芯片MI325X，今年四季度量产。新AI芯片直接瞄准英伟达的数据中心图形处理器，与英伟达今年推出的Blackwell芯片竞争。MI325X是去年发布的MI300X的继任者，采用和MI300X相同的架构。新芯片包含一种...

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AMD mass-produced AI chip MI325X in the fourth quarter of this year","themeId":"fa5bc3a6b1b5055bc080168ecd5df1dd","isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"GFS":1,"AMD":1,"NVDA":0.7,"L":0.6,"3NVD.UK":0.6,"2NVD.UK":0.6},"content_text":"·AMD夺取市场份额的最大障碍是，英伟达的芯片使用自己的编程语言CUDA，这已成为人工智能开发者的标准语言，也将开发者锁定在了英伟达的生态系统中。当地时间10月10日，AMD推出新AI芯片MI325X，今年四季度量产。新AI芯片直接瞄准英伟达的数据中心图形处理器，与英伟达今年推出的Blackwell芯片竞争。MI325X是去年发布的MI300X的继任者，采用和MI300X相同的架构。新芯片包含一种新型内存，AMD称这将加快人工智能计算的速度。据The Register报道，192GB的HBM3模块换成了256GB的更快、更高容量的HBM3e模块，这种方法在很多方面与英伟达去年推出的H200芯片类似，后者保持了原有的计算能力，但增加了内存容量和带宽。AMD试图通过在芯片上嵌入更多HBM（高带宽内存）来与英伟达区分，让自己成为像微软这样的云提供商的选择。过去几年，英伟达一直占据数据中心GPU市场，AMD居于第二。AMD首席执行官苏姿丰表示，MI325平台在Meta的大语言模型Llama 3.1上的推理性能比英伟达H200高出40%。AMD没有透露MI325X的定价。AMD 2025年的芯片将被称为MI350，2026年的芯片将被称为MI400。下一代MI350系列芯片将于2025年下半年发布，芯片将增加内存，采用新的底层架构，AMD表示，与之前的MI300X和MI250X相比性能将显著提升。苏姿丰表示，人工智能需求持续增长，实际上超出了预期，各地的投资率明显都在持续增长。微软和Meta等大型科技公司对人工智能处理器的需求远远超过了英伟达和AMD的供应，两家半导体公司能生产多少就卖多少。过去几年，英伟达一直占据数据中心GPU市场，AMD居于第二。据CNBC报道，如果AMD的人工智能芯片被开发人员和云计算巨头视为英伟达产品的紧密替代品，这可能会给英伟达带来定价压力，英伟达的GPU在过去一年的需求高涨，毛利率约为75%。但AMD夺取市场份额的最大障碍是，其竞争对手的芯片使用自己的编程语言CUDA，这已成为人工智能开发者的标准语言，也将开发者锁定在了英伟达的生态系统中。作为回应，AMD本周表示一直在改进其软件ROCm，这样开发人员就可以轻松将更多人工智能模型切换到AMD的芯片上。","kind":"news","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; 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