Nvidia's AI Leadership Challenged As AMD Claims Superior Inference Performance With MI300 Chip: 'Partners Are Seeing Very Strong Performance'
Nvidia's AI Leadership Challenged As AMD Claims Superior Inference Performance With MI300 Chip: 'Partners Are Seeing Very Strong Performance'
Advanced Micro Devices Inc. (NASDAQ:AMD) CEO Lisa Su highlighted the company's AI hardware's superior performance over NVIDIA Corp (NASDAQ:NVDA) and its potential to cut customer costs during the first quarter earnings call this year.
Advanced Micro Devices Inc.（纳斯达克股票代码：AMD）首席执行官丽莎·苏在今年第一季度财报电话会议上强调了该公司的人工智能硬件优于英伟达公司（纳斯达克股票代码：NVDA）的优异表现以及削减客户成本的潜力。
What Happened: Su claimed that AMD's MI300X GPUs offer better inferencing performance and significant total cost of ownership (TCO) advantages compared to Nvidia's H100 GPUs.
发生了什么：苏声称，与英伟达的H100 GPU相比，AMD的 MI300X GPU具有更好的推理性能和显著的总拥有成本（TCO）优势。
She also noted that the MI300X GPUs could deliver the same amount of compute with 45% fewer servers than the competition, potentially reducing initial capex by up to half and lowering annual opex by more than 40%.
她还指出，MI300X GPU 可以提供相同数量的计算，服务器数量比竞争对手少 45%，这有可能将初始资本支出减少多达一半，并将年度运营支出降低40％以上。
"Our partners are seeing very strong performance in their AI workloads. As we jointly optimize for their models, MI300X GPUs are delivering leadership, inferencing performance and substantial TCO advantages compared to H100," Su said.
“我们的合作伙伴的AI工作负载表现非常强劲。当我们共同优化他们的模型时，MI300X GPU 与 H100 相比处于领先地位、推断性能和显著的总拥有成本优势，” 苏说。
She added, "For instance, several of our partners are seeing significant increases in tokens per second when running their flagship LLMs on MI300X compared to H100."
她补充说：“例如，与H100相比，我们的一些合作伙伴在 MI300X 上运行旗舰LLM时，每秒的代币数量显著增加。”
Why It Matters: AMD's first quarter earnings call comes on the heels of a modest beat and lukewarm guidance, which caused a pullback in the stock. Despite this, Su's remarks about the MI300X GPUs' performance and cost advantages could help bolster investor confidence in the company's AI hardware.
为何重要：AMD的第一季度财报电话会议是在温和的走势和不冷不热的指导之后举行的，这导致了该股的回调。尽管如此，苏关于 MI300X GPU 性能和成本优势的言论可能有助于增强投资者对该公司人工智能硬件的信心。
Earlier in April, analyst predictions about the MI300 chip's strong growth and success in the server market had already set a positive tone for AMD's AI hardware. Su's recent comments further reinforce the potential of AMD's AI hardware in the market.
4月初，分析师对 MI300 芯片在服务器市场的强劲增长和成功的预测已经为 AMD 的人工智能硬件定下了积极的基调。苏最近的言论进一步强化了AMD人工智能硬件在市场上的潜力。
Price Action: AMD stock traded lower in after-hours trading, with a decrease of 6.91% to $147.43 on Tuesday. Nonetheless, the stock has seen a 14.29% increase year-to-date, according to the data from Benzinga Pro.
价格走势：AMD股价在盘后交易中下跌，周二下跌6.91％，至147.43美元。尽管如此，根据Benzinga Pro的数据，该股今年迄今已上涨14.29％。
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This content was partially produced with the help of Benzinga Neuro and was reviewed and published by Benzinga editors.
该内容部分是在Benzinga Neuro的帮助下制作的，并由Benzinga编辑审查和出版。
译文内容由第三方软件翻译。