Nvidia Rival AMD's CEO Says 'There's No One Size Fits All' As AI Chip Race Heats Up
Nvidia Rival AMD's CEO Says 'There's No One Size Fits All' As AI Chip Race Heats Up
Su highlighted that the semiconductor industry benefits from both competition and collaboration among companies.AMD (NASDAQ:AMD) CEO Lisa Su emphasized the importance of diverse computing solutions in the face of competition with Nvidia (NASDAQ:NVDA) led by her cousin Jensen Huang.
AMD（納斯達克：AMD）首席執行官蘇姿（Lisa Su）強調了面對英偉達（納斯達克：NVDA）帶領的競爭中多樣化計算解決方案的重要性。
What Happened: Su stated on Wednesday that there is "no one size fits all in computing."
發生了什麼：蘇姿在週三表示，計算中不存在「一刀切」。
"There's no, you know, only one architecture. Actually, you're going to need the right compute for each application," she added, during an interview with CNBC's Jim Cramer.
她還在接受CNBC的戴勃拉姆（Jim Cramer）採訪時補充道：「你需要爲每個應用程序選擇合適的計算方案。」
Su highlighted that the semiconductor industry benefits from both competition and collaboration among companies.
蘇姿強調，半導體行業受益於公司間的競爭與合作。
Su also discussed the future impact of artificial intelligence (AI), predicting that AI will become integral to everyday life across sectors such as business, education, and healthcare. She forecasted the AI accelerator market to reach $400 billion by 2027.
蘇姿還討論了人工智能（AI）的未來影響，預測AI將成爲日常生活的一部分，涵蓋業務、教育和醫療等各個領域。她預測到2027年，AI加速器市場將達到4000億美元。
Su concluded by urging patience with tech trends, noting that significant advancements unfold over years, not months.
蘇姿最後敦促對技術趨勢保持耐心，並指出重大進展需要數年時間，而非數月時間。
Why It Matters: The rivalry between AMD and Nvidia has intensified, particularly in the AI sector. Recently, Su highlighted AMD's shift away from flagship gaming GPUs to focus on AI, projecting $4.5 billion in MI300X AI chip sales for 2024. She emphasized that AMD's AI roadmap includes the annual release of new AI chips, starting with the MI325 later this year, followed by the MI350 in 2025 and the MI400 in 2026. This move aims to challenge Nvidia's dominance in AI chip technology.
重要性：AMD與英偉達之間的競爭日益加劇，特別是在人工智能領域。最近，蘇姿強調AMD從旗艦遊戲GPU轉向人工智能，並預計2024年AI芯片銷售額將達到45億美元。她強調AMD的人工智能路線圖包括每年發佈新的AI芯片，從今年晚些時候的MI325開始，然後是2025年的MI350和2026年的MI400。此舉旨在挑戰英偉達在人工智能芯片技術方面的主導地位。
The competition is heating up as both companies vie for a larger share of the AI market. As of Sep. 13, AMD's stock has risen 39.98% over the past year, while Nvidia's has surged 161.90%. Year-to-date, AMD is up 8.80%, and Nvidia has soared 147.33%. Nvidia's first-mover advantage in the AI space has helped it amass a market cap of over $2.9 trillion, with AMD trailing at around $245 billion.
兩家公司爭奪人工智能市場份額的競爭越來越激烈。截至9月13日，AMD的股價在過去一年上漲了39.98％，而英偉達的股價飆升了161.90％。截至今年到目前爲止，AMD股價上漲了8.80％，而英偉達股價飆升了147.33％。英偉達在人工智能領域的先發優勢幫助其市值超過2.9萬億美元，而AMD市值約爲2450億美元。
Price Action: At the time of writing, AMD was trading 3.18% higher during pre-market on Thursday while Nvidia was up by 2.80%, according to Benzinga Pro.
價格走勢：在撰寫本文時，AMD週四盤前交易上漲3.18%，而英偉達則上漲了2.80%，據彭博社專業版報導。
譯文內容由第三人軟體翻譯。