AMD新一代AI芯片MI325X对标英伟达，微美全息积极布局高增长核心赛道

砍柴网10-16

获悉，当地时间10月10日，芯片大厂AMD在旧金山召开了ADVANCING AI 2024发布会，推出了一系列新芯片，包括Instinct MI325X GPU、第五代EPYC服务器CPU、DPU Pensando系列、AI PC处理器锐龙AI PRO 300系列等。作为英伟达在GPU领域的主要竞争对手，这些产品的发布展示了AMD在AI计算和数据中心市场的竞争野心，是直接对标英伟达、英特尔等老对手...

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Blackwell 的需求情况，黄仁勋公开表示，Blackwell 的需求 \"疯狂\"，芯片售价预计在 3 万至 4 万美元之间。全球 AI 芯片供不应求，AMD 已成为 GPU 领域的重要玩家，目前公开宣布采购AMD的客户有微软、甲骨文、Meta。上个月，三星购买了价值2000万美元的AMD Instinct MI300X GPU，以满足其AI数据中心的需求。对此，AMD CEO苏姿丰在演讲中预测，到2028年，数据中心、AI和加速器市场将增长至5000亿美元。尤其生成式AI在其中起到关键作用，为支持AI训练和推理，需要大量投资新的基础设施。而在这样的前提下，未来四年内市场将以每年70%以上的速度增长。微美全息布局高增长核心赛道眼下，AI芯片巨头之间的追赶竞争变得愈发紧迫。资料显示，AI芯片独角兽微美全息正加快追赶步伐，紧跟生成式AI潮流，覆盖数字经济、互联网、AI大模型等诸多领域，业绩得到飞跃式提高，AI芯片也成为了其业务增长的新引擎，在这股人工智能(AI)的强劲趋势中将充分获益。AI是科技发展的主力方向，加之正值AI芯片研发的热潮，微美全息可以说是被看好的芯片企业之一。截止目前，微美全息在AI模型、技术内容中更具有竞争力，已经研发出基于AI数据中心的训练芯片，能够支持更高性能计算需求，适合大规模AI模型的训练，同时通过软硬件协同优化提升产品的整体性能和易用性，综合优势极为明显。结尾整体来看，2025年将是一个竞争非常激烈的关键一年。英伟达的Blackwell架构即将大规模投入市场，而AMD也将在新一代芯片上发力，力图在数据中心市场占据更大份额。AMD正在持续挑战英伟达，而英伟达也在强化其在市场上的长期领导地位。相信未来几年内，这场AI芯片科技巨头间的竞赛不仅关乎硬件性能，更关乎整体解决方案的成熟度和市场的长期需求。","kind":null,"is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"1","news_tag":"Product 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