[{"data":1,"prerenderedAt":-1},["ShallowReactive",2],{"content-doc-dciob7689c6b":3},{"user":4,"document":8,"mainDocument":27,"columnUrl":29,"subscription":30,"footer":42,"text":77},{"isAuthenticated":5,"isAdmin":5,"displayName":6,"avatarUrl":6,"nid":6,"groupLevel":7},false,"",-10,{"id":9,"fullTitle":10,"subTitle":6,"url":11,"columnId":12,"columnName":13,"columnUrl":14,"summary":6,"contentHtml":15,"mainContentHtml":6,"posterUrl":16,"createDate":17,"displayDate":18,"displayDateSlash":19,"pageviews":20,"tags":21,"hidden":5,"isSubContent":5,"replyDocOrTargetId":6,"contentType":23,"videoId":6,"liveVideoUrl":6,"duration":24,"price":24,"priceText":25,"priceBadgeText":25,"priceBadgeClass":26,"freeForMinGroupLevel":24,"redirectUrl":6,"readyToStream":5},"dciob7689c6b","AMD 与多家巨头达成合作，发布全新 AI 芯片","\u002Fdoc\u002Fdciob7689c6b","col18178739ee","美股资讯","\u002Fcol\u002Fcol18178739ee","\u003Cdiv class=\"itemFullText\">\n\u003Cp>AMD年度活动上，AMD的CEO苏姿丰发布了号称速度超过英伟达竞品的人工智能（AI）芯片新品，MI350 AI 芯片比英伟达同类产品速度更快。推出MI350和MI355芯片；MI400芯片将在明年推出。\u003C\u002Fp>\n\u003Cp>马斯克的人工智能初创公司xAI采用AMD的MI300人工智能芯片。过去一年中公司在人工智能相关公司进行了25项战略投资。\u003C\u002Fp>\n\u003Cp>OpenAI首席执行官Sam Altman：将采用AMD的MI300X和MI450人工智能芯片。\u003C\u002Fp>\n\u003Cp>甲骨文(ORCL)：将在其云服务中提供多达13.1万个AMD的MI355X芯片集群。Meta公司高管：正在使用AMD的MI350芯片进行推荐引擎的训练和部署。\u003C\u002Fp>\n\u003Cp>2028年AI芯片市场规模将超5000亿美元，推理芯片市场增速将更快。宣布推出AMD开发者云，为开发者提供即时访问其芯片的服务，公司将在2027年推出基于MI500的人工智能服务器。\u003C\u002Fp>\n\u003Cp>美东时间6月12日周四举行的Advancing AI 2025大会上，苏姿丰预计，到2028年，AI处理器的市场规模将超过5000亿美元。而从去年10月AMD发布新品时直到上月，苏姿丰都对外表示，到2028年，AI芯片市场的规模将达到5000亿美元。\u003C\u002Fp>\n\u003Cp>苏姿丰在大会上描绘了更为乐观的市场前景，显示AMD更加看好AI芯片赛道的潜力。之前她表示，未来三年，AI加速器市场每年将增长约 60%。本周四她说，AI加速器领域正以超过60%的复合年增长率（CAGR）持续增长，并预测，推理芯片的市场“将增长得更快”。\u003C\u002Fp>\n\u003Cp>苏姿丰上述预测背后的逻辑并不复杂：全球科技巨头正在向新基础设施投入数百亿美元，而供需失衡已将单颗芯片的价格推高至数万美元。在今年5月的财报电话会议上，苏姿丰表示，尽管对华AI芯片出口限制趋严，AMD仍预期，AI芯片业务将实现强劲的两位数增长。\u003C\u002Fp>\n\u003Cp>媒体提到，AMD最近几周进行了一系列小规模的收购，为公司芯片设计和AI软件团队注入了人才。本周四，苏姿丰透露了AMD加码押注AI的动向。她说，过去一年，AMD收购了25家与AMD AI计划相关的公司。\u003C\u002Fp>\n\u003Cp>苏姿丰表示，过去一年，AMD已经建立了25 个合作伙伴关系，提升其在AI领域的能力，其中包括与OpenAI的合作。她还强调，马斯克旗下的AI初创公司 xAI 使用了AMD 的 MI300 AI芯片。\u003C\u002Fp>\n\u003Cp>评论称，AMD今年一些收购的核心目标是解决AMD最大的软肋——软件生态。AMD的ROCm软件平台在与英伟达CUDA的竞争中一直处于劣势，而CUDA被业内人士视为英伟达保护其市场主导地位的关键护城河。\u003C\u002Fp>\n\u003Cp>MI350系列新品号称推理和训练工作负载中均超越英伟达1倍多\u003C\u002Fp>\n\u003Cp>本次Advancing AI 大会上，AMD发布了专为 AI 工作负载打造的全新MI350系列GPU：MI350X 和 MI355X，称新款加速器的性能比上一代 MI300X 提升了3倍，瞄准英伟达的Blackwell架构产品线发起冲击。两款新品在技术规格上展现了AMD挑战英伟达的雄心。\u003C\u002Fp>\n\u003Cp>MI350X 和 MI355X采用相同的底层设计，配备高达288GB的HBM3E内存、8TB\u002Fs的内存带宽，并新增对FP4和FP6数据类型的支持。两者的区别在于，MI350X针对风冷解决方案优化，功耗相对较低；而MI355X则专为液冷系统设计，追求极致性能表现。\u003C\u002Fp>\n\u003Cp>在与英伟达的直接对比中，AMD展现出自信，称MI355X的HBM3E内存容量是英伟达GB200和B200 GPU的1.6倍，在峰值FP64\u002FFP32性能上，声称拥有2倍优势。更值得关注的是，AMD声称，在同类推理基准测试中，MI350系列芯片新品的性能最高超越英伟达竞品1.3倍，在特定训练工作负载中，最高领先1.13倍。\u003C\u002Fp>\n\u003Cp>值得注意的是，AMD放弃了上一代MI300A中CPU和GPU融合设计的APU版本，这一代将专注于纯GPU设计，显示出对AI专用处理器路线的坚定投入。\u003C\u002Fp>\n\u003Cp>AMD称，与上一代 AMD MI300X 型号相比，MI350系列的“AI 计算性能”提升了 4 倍，推理性能提升了 35 倍，这主要得益于其向 CDNA 4 架构过渡，并采用了更小、更先进的计算芯片工艺节点。AMD的MI350 量产平台已于上个月开始出货。\u003C\u002Fp>\n\u003Cp> \u003C\u002Fp>\n\u003C\u002Fdiv>\n\u003Cdiv 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buy@TradesMax.com 美国电话 626-378-3637","公司介绍","\u003Cp class=\"MsoNormal\">美股大数据 StockWe.com 是一个美国领先的金融和美股信息大数据提供商，紧盯华尔街金融市场和行情，2008年成立于美国硅谷，创始人是前纽约证券交易所资深分析师Ken，联合多位摩根斯坦利分析师，谷歌 Meta工程师利用AI和大数据，配合十多年美股实战经验和业内量化交易模型，每天处理千万级股票数据：挖掘潜力大牛股，捕捉期权异动大单，实时主力资金流向、机构持仓变化、川普突发新闻，精准买卖信号第一时间发到您手机APP。\u003C\u002Fp>","专业美股投资者都在这里",{"loading":78,"search":79,"searchPlaceholder":79,"hotContent":80,"draft":81,"noData":82,"searchNoData":83,"edit":84,"editVideo":85,"courseContent":86,"more":87,"buyNow":88,"subscribeNow":89,"encoding":90,"paidContent":91},"Loading...","搜索","热门内容","草稿","目前没有任何内容公布","当前检索内容没有数据","编辑","编辑视频","课程内容","更多","立即购买后观看","- 立即订阅 -","视频编码中...","付费内容"]