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.（納斯達克股票代碼：AMD）首席執行官麗莎·蘇在今年第一季度業績電話會議上強調了該公司的人工智能硬件優於英偉達公司（納斯達克股票代碼：NVDA）的優異表現以及削減客戶成本的潛力。
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.
發生了什麼：蘇聲稱，與英偉達的H100 GPU相比，AMD的 MI300X GPU具有更好的推理性能和顯著的總擁有成本（TCO）優勢。
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%.
她還指出，MI300X GPU 可以提供相同數量的計算，服務器數量比競爭對手少 45%，這有可能將初始資本支出減少多達一半，並將年度運營支出降低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.
“我們的合作伙伴的AI工作負載表現非常強勁。當我們共同優化他們的模型時，MI300X GPU 與 H100 相比處於領先地位、推斷性能和顯著的總擁有成本優勢，” 蘇說。
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."
她補充說：“例如，與H100相比，我們的一些合作伙伴在 MI300X 上運行旗艦LLM時，每秒的代幣數量顯著增加。”
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.
爲何重要：AMD的第一季度業績電話會議是在溫和的走勢和不冷不熱的指導之後舉行的，這導致了該股的回調。儘管如此，蘇關於 MI300X GPU 性能和成本優勢的言論可能有助於增強投資者對該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，分析師對 MI300 芯片在服務器市場的強勁增長和成功的預測已經爲 AMD 的人工智能硬件定下了積極的基調。蘇最近的言論進一步強化了AMD人工智能硬件在市場上的潛力。
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.
價格走勢：AMD股價在盤後交易中下跌，週二下跌6.91％，至147.43美元。儘管如此，根據Benzinga Pro的數據，該股今年迄今已上漲14.29％。
Image Via Shutterstock
圖片來自 Shutterstock
This content was partially produced with the help of Benzinga Neuro and was reviewed and published by Benzinga editors.
該內容部分是在Benzinga Neuro的幫助下製作的，並由Benzinga編輯審查和出版。
譯文內容由第三人軟體翻譯。