力拼英伟达，AMD AI芯片新品亮相，全线围攻AI领域_老虎社区_美港股上老虎

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，...

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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 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