Nvidia Rivalry Pushes AMD To Shift Focus Away From Flagship Gaming GPUs As Lisa Su Chases AI Supercycle: $4.5B In MI300X AI Chip Sales Projected For 2024
Nvidia Rivalry Pushes AMD To Shift Focus Away From Flagship Gaming GPUs As Lisa Su Chases AI Supercycle: $4.5B In MI300X AI Chip Sales Projected For 2024
Advanced Micro Devices, Inc. (NASDAQ:AMD) CEO Lisa Su highlighted the start of an artificial intelligence supercycle during the Goldman Sachs Communacopia & Technology Conference on Monday.
美國超微公司(AMD)首席執行官Lisa Su在高盛Communacopia科技大會上強調了人工智能超週期的開始。
What Happened: Su highlighted that AMD has accelerated its AI roadmap, aiming to release new AI chips annually. The company plans to unveil the MI325 AI chip later this year, followed by the MI350 in 2025 and the MI400 in 2026, challenging NVIDIA Corp. (NASDAQ:NVDA), reported Yahoo Finance on Monday.
Su指出，AMD加速了其人工智能路線圖，計劃每年推出新的AI芯片。根據Yahoo Finance的報道，該公司計劃在今年晚些時候推出MI325 AI芯片，2025年推出MI350，2026 年推出MI400，挑戰NVIDIA公司(NVDA)。
Su stated, "We believe we can have a very significant piece of the training and inference of these large language models." The MI300x, launched last year, features 192GB of memory and 153 billion transistors, making it suitable for training large language models like OpenAI's ChatGPT.
Su表示，「我們相信我們能在這些大型語言模型的訓練和推理中佔據非常重要的位置。」去年推出的MI300x擁有192Gb的內存和1530億個晶體管，非常適合訓練像OpenAI的ChatGPt這樣的大型語言模型。
AMD anticipates $4.5 billion in sales from the MI300x in 2024, a significant increase from $100 million in AI-related chip revenue last year. Jefferies analyst Blayne Curtis noted that AMD's MI300 guidance raise is positive, with expectations of $5 billion in sales this year.
AMD預計MI300x芯片在2024年的銷售額將達到45億美元，相比去年的1億美元的AI芯片收入大幅增加。傑富瑞分析師Blayne Curtis指出，AMD的MI300指引提高是積極的，預計今年銷售額將達到50億美元。
Second quarter sales and earnings for AMD rose 9% and 19% year over year, respectively. The company projects a 16% year-over-year growth in third-quarter revenue. Su emphasized, "AI is a much larger cycle than I would have expected five years ago," according to the report.
AMD的第二季度銷售額和利潤同比分別增長了9%和19%。該公司預計第三季度收入將同比增長16%。Su表示，「與五年前的預期相比，人工智能是一個更大的週期。」
In an interview with Tom's Hardware, AMD's computing and graphics chief, Jach Huynh, underscored the company's focus is on AI GPUs. According to AMD's new strategy, it has merged its RDNA gaming graphics and CNDA data center efforts into a new one called "UDNA" that has AI at the center of it.
在接受Tom's Hardware的採訪中，AMD的計算和圖形部門負責人Jach Huynh強調公司的重點是人工智能GPU。根據AMD的新策略，它將RDNA遊戲圖形和CNDA數據中心的工作合併爲一個名爲「UDNA」的新計劃，其中人工智能處於核心位置。
When asked about flagship gaming GPUs that AMD was chasing, Huynh explained that the priority is to "build scale" first to take on rival Nvidia, instead of focusing only on the flagship segment.
當被問及AMD正在追求的旗艦遊戲GPU時，Huynh解釋說，首要任務是首先「建立規模」，以應對競爭對手英偉達，而不是隻專注於旗艦市場部分。
Why It Matters: The announcement from Su comes at a crucial time for the semiconductor industry. Intel Corp. (NASDAQ:INTC) is reportedly under pressure to overhaul its AI strategy to keep pace with competitors like AMD and Nvidia. Intel is evaluating significant strategic shifts to regain its competitive edge in the AI chip market.
此次Su的公告對於半導體行業來說具有重要意義。據報道，英特爾公司(INTC)正面臨調整其人工智能戰略以跟上AMD和英偉達等競爭對手的壓力。英特爾正在評估重大戰略轉變，以重新贏得在AI芯片市場上的競爭優勢。
Additionally, CNBC's "Mad Money," host Jim Cramer recently highlighted that Intel is "getting whacked" by AMD, emphasizing the latter's growing dominance in the AI sector.
此外，CNBC的《瘋狂金錢》主持人吉姆·克拉默最近強調，英特爾被美國超微公司"狠狠打擊"，強調後者在人工智能領域的日益增長的主導地位。
Earlier this year, Su had already indicated that AI is the "most important" technology of the last 50 years and predicted that "everyone" would want an AI PC in the future.
今年早些時候，蘇姿豐已經表示AI是過去50年中"最重要"的技術，並預測"每個人"將來都會想要一臺人工智能電腦。
Price Action: Advanced Micro Devices closed at $138.15 on Monday, up 2.83% for the day. In after-hours trading, the stock edged higher by 0.47%. Year to date, AMD's stock is down 0.31%, according to data from Benzinga Pro.
價格走勢：美國超微公司週一收盤價爲138.15美元，當天上漲2.83%。盤後交易中，股票上漲了0.47%。今年以來，根據彭博專業信息機構的數據，美國超微公司的股價下跌了0.31%。
譯文內容由第三人軟體翻譯。