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AMD对AI芯片业务的展望逊于预期,英伟达霸主地位仍不可撼动

AMD's outlook on the AI chip business falls short of expectations, and Nvidia's dominance is still unshakable

Zhitong Finance ·  May 1 06:47
Chip manufacturer AMD fell 9.1% after the market, and the company's predictions for artificial intelligence processors disappointed the market. The company expects the MI300 series chips — so-called artificial intelligence accelerators — to generate around $4 billion in revenue this year, which is higher than the previous forecast of $3.5 billion, but the highest expectation from some analysts is $8 billion. AMD is seen as Nvidia's main competitor in the accelerator market, and the company is working to close the gap with the former. CEO Su Zifeng said in a conference call that one of the challenges facing the company is how to produce enough chips to meet demand. She said, “We have a tight supply. In the short term, there is no doubt that as soon as there is more supply, demand will appear.” AMD's revenue forecast for the current quarter is also tepid. The company expects sales of around $5.7 billion, which is largely in line with analysts' average estimate of $5.72 billion. Weak customer demand for chips in video game hardware hindered growth.

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