Nvidia's Blackwell Chip Faces AMD's MI350 Challenge In 2025: CEO Lisa Su Says, 'Beginning, Not The End Of The AI Race'
Nvidia's Blackwell Chip Faces AMD's MI350 Challenge In 2025: CEO Lisa Su Says, 'Beginning, Not The End Of The AI Race'
The MI350 series also aims to maintain its leadership in memory capacity, boasting up to 288GB of HBM3E memory per accelerator.To compete with Nvidia Corporation's (NASDAQ:NVDA) upcoming Blackwell system, Advanced Micro Devices, Inc.'s (NASDAQ:AMD) next-generation chip is scheduled to ship in the second half of 2025.
爲了與英偉達公司（納斯達克：NVDA）即將推出的Blackwell系統競爭，美國超微公司（納斯達克：AMD）的下一代芯片計劃於2025年下半年開始供貨。
What Happened: On Thursday, AMD disclosed plans for its next-gen MI350 chip, aimed at competing with Nvidia's new Blackwell system, with shipping anticipated in the second half of 2025.
據悉，AMD週四披露了其下一代MI350芯片的計劃，旨在與英偉達的新Blackwell系統競爭，在2025年下半年開始供貨。
According to AMD, the Instinct MI350 series accelerators, built on the CDNA 4 architecture, are expected to offer up to 35 times better inference performance compared to their CDNA 3-based predecessors.
據AMD稱，基於CDNA 4架構構建的Instinct MI350系列加速卡預計將在推理性能方面比其基於CDNA 3的前身提升高達35倍。
The MI350 series also aims to maintain its leadership in memory capacity, boasting up to 288GB of HBM3E memory per accelerator.
MI350系列還旨在在內存容量方面保持其領先地位，每個加速卡可擁有高達288Gb的HBM3E內存。
AMD CEO Lisa Su's vision is for AMD to become the "end-to-end AI leader" within the next decade, reported Financial Times.
AMD首席執行官Lisa Su的願景是讓AMD在未來十年內成爲「端到端的人工智能領導者」，據《金融時報》報道。
"You have to be extremely ambitious," she said, adding, "This is the beginning, not the end of the AI race."
她表示：「你必須有極大的抱負，這只是AI競賽的開始，而不是結束。」
Despite trailing Nvidia in AI chip sales, AMD has emerged as Nvidia's closest competitor in the race to offer off-the-shelf AI chips. The company projects the total addressable market for AI chips to hit $400 billion by 2027.
儘管在AI芯片銷售方面落後於英偉達，但AMD已崛起爲英偉達在提供現成AI芯片方面最接近的競爭對手。該公司預計到2027年，AI芯片的總可尋址市場規模將達到4000億美元。
"When we first started, that was viewed as a really big number," Su said. "And I think people are moving towards our big number because of the tremendous demand there is for AI infrastructure."
蘇表示：「當我們剛開始時，那被視爲一個非常大的數字。我認爲人們正朝着我們的大數字前進，因爲對AI基礎設施存在巨大需求。」
Why It Matters: On the same day, at the "Advancing AI 2024" event, AMD launched several high-performance computing solutions, including the fifth Gen AMD EPYC server CPUs, AMD Instinct MI325X accelerators, and AMD Pensando Salina DPUs, among others.
同一天，在"2024年人工智能發展"活動上，美國超微公司推出了幾款高性能計算解決方案，包括第五代美國超微公司EPYC服務器CPU、美國超微公司Instinct MI325X加速器和美國超微公司Pensando Salina DPUs等。
Meanwhile, Nvidia has been making waves with its next-gen Blackwell GPU platform. Nvidia CEO Jensen Huang previously confirmed that Blackwell is in full production and progressing as planned, with demand for the platform described as "insane."
與此同時，英偉達通過其下一代Blackwell gpu平台掀起了軒然大波。英偉達首席執行官黃仁勳此前確認，Blackwell正在全面生產並按計劃進行，對該平台的需求被描述爲"瘋狂"。
This development coincides with Nvidia's customers preparing to roll out the Blackwell system in the current quarter. Microsoft Corporation announced earlier this week that it had become the first cloud provider to make the new GB200 chips available to its clients.
這一發展與英偉達的客戶準備在本季度推出Blackwell系統相吻合。微軟-t本週早些時候宣佈成爲首家向其客戶提供新的GB200芯片的雲提供商。
Our long-standing partnership with NVIDIA and deep innovation continues to lead the industry, powering the most sophisticated AI workloads.
— Satya Nadella (@satyanadella) October 8, 2024
我們與英偉達的長期合作和深刻創新將繼續引領該行業，爲最複雜的人工智能工作負荷提供動力。
— Satya Nadella (@satyanadella) 2024年10月8日
Previously, it was also reported that at the Consumer Electronics Show 2025, Huang is scheduled to deliver a keynote address. The timing of the event aligns with speculation about Nvidia's next-generation GPUs expected to launch in 2025.
此前還有報道稱，黃仁勳計劃在2025年的消費電子展上發表主題演講。該活動的時間安排與關於英偉達預計於2025年推出的下一代gpu的猜測吻合。
It's also anticipated that Nvidia may provide updates on its RTX 50 series, including desktop GPUs built on the Blackwell architecture
預計英偉達可能會就其RTX 50系列提供更新，包括基於Blackwell架構的桌面gpu。
譯文內容由第三人軟體翻譯。
