AMD(AMD.US)发布新人工智能芯片旨在与英伟达(NVDA.US)Blackwell展开竞争_老虎社区_美港股上老虎

AMD(AMD.US)发布新人工智能芯片旨在与英伟达(NVDA.US)Blackwell展开竞争

智通财经10-11

智通财经APP获悉，AMD(AMD.US)宣布计划在今年第四季度开始量产新款MI325X人工智能芯片，以增强其在由英伟达(NVDA.US)主导的市场中的竞争力。该公司在周四于旧金山举行的活动中公布了这一消息，目前微软(MSFT.US)和Meta(META.US)等大型科技公司对人工智能处理器的需求大幅超出供应量。AMD表示，MI325X采用与去年推出的MI300X相同的架构，配备了一种全新的内存...

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5架构，可为高级人工智能数据计算提供高达37%的速度提升。虽然AMD推出新产品，预计短期内不会对英伟达的数据中心营收产生重大影响。根据市场分析，今年7月AMD将其AI芯片的收入预期从40亿美元上调至45亿美元，受益于生成式人工智能产品的热潮以及对MI300X芯片的强劲需求。分析师预计，AMD今年的数据中心收入将达到128.3亿美元，而英伟达的数据中心收入预期则高达1103.6亿美元。截至周四收盘，AMD股价跌4%，报164.18美元。","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 Release","news_rank":0,"symbols":[],"gpt_button":0},"commentList":[],"hasMoreComments":false,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false}}