AMD Positions for AI Leadership With Expanded Portfolio, Quadrupled R&D Investment Ahead of Major Computex Announcements
AMD Positions for AI Leadership With Expanded Portfolio, Quadrupled R&D Investment Ahead of Major Computex Announcements
Advanced Micro Devices, Inc (NASDAQ:AMD) is strategically preparing to address the growing demand for AI computing by leveraging its extensive product range.
Advanced Micro Devices, Inc（納斯達克股票代碼：AMD）正在戰略上準備利用其廣泛的產品範圍來滿足對人工智能計算不斷增長的需求。
CTO Mark Papermaster emphasized AMD's robust portfolio of compute engines, strong relationships with customers across diverse markets, and open software capabilities.
首席技術官Mark Papermaster強調了AMD強大的計算引擎產品組合、與不同市場客戶的牢固關係以及開放軟件功能。
He reflected on AMD's 55-year history, highlighting its shift to a modular IP portfolio unified by a comprehensive AI software stack, which will enable the company to adapt more efficiently to evolving technological needs, Business Standard reports.
據《商業標準》報道，他回顧了AMD55年的歷史，重點介紹了其向由全面的人工智能軟件堆棧統一的模塊化IP產品組合的轉變，這將使公司能夠更有效地適應不斷變化的技術需求。
Papermaster also noted that AMD plans to make significant announcements at Computex, emphasizing the importance of open ecosystems and deep industry partnerships.
Papermaster還指出，AMD計劃在Computex上發佈重要公告，強調開放生態系統和深度行業合作伙伴關係的重要性。
He further explained that AMD's R&D investment has nearly quadrupled from $1.5 billion in 2019 to $5.9 billion in 2023, aligning with growing computing performance and efficiency demands.
他進一步解釋說，AMD的研發投資幾乎翻了兩番，從2019年的15億美元增加到2023年的59億美元，這與不斷增長的計算性能和效率需求保持一致。
AMD has increased its market presence, especially following the acquisition of Xilinx, which contributed significant IP, talent, and market expansion to adaptive computing markets.
AMD 增加了其市場份額，尤其是在收購賽靈思之後，賽靈思爲自適應計算市場貢獻了大量的知識產權、人才和市場擴張。
AMD analysts warned against gaming segment weakness offsetting growth in other areas, with revenue expectations now below consensus. They flagged aggressive pricing from Nvidia Corp (NASDAQ:NVDA) could impact AMD.
AMD 分析師警告說，遊戲板塊的疲軟將抵消其他領域的增長，收入預期目前低於市場預期。他們表示，英偉達公司（納斯達克股票代碼：NVDA）的激進定價可能會影響AMD。
However, they noted strong demand for AI and significant potential in AMD's data center GPU growth despite competition from Nvidia. They also emphasized strong demand for MI300 and the server business, which continue to improve despite headwinds.
但是，他們指出，儘管有來自Nvidia的競爭，但對人工智能的強勁需求以及AMD數據中心GPU增長的巨大潛力。他們還強調了對 MI300 和服務器業務的強勁需求，儘管存在不利因素，但服務器業務仍在繼續改善。
AMD stock gained over 58% in the last 12 months. Investors can gain exposure to the stock via AOT Growth And Innovation ETF (NASDAQ:AOTG) and AOT Growth And Innovation ETF (NASDAQ:AOTG).
在過去的12個月中，AMD的股票上漲了58％以上。投資者可以通過AOT增長與創新ETF（納斯達克股票代碼：AOTG）和AOT增長與創新ETF（納斯達克股票代碼：AOTG）獲得股票敞口。
Price Action: AMD shares traded higher by 1.99% at $153.60 premarket on the last check Monday.
價格走勢：週一最後一次支票，AMD股價盤前上漲1.99％，至153.60美元。
Disclaimer: This content was partially produced with the help of AI tools and was reviewed and published by Benzinga editors.
免責聲明： 該內容部分是在人工智能工具的幫助下製作的，並由Benzinga編輯審閱和發佈。
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譯文內容由第三人軟體翻譯。