AMD and Intel Lead the AI Revolution in Data Centers, Highlighting Advanced GPU Breakthroughs
AMD and Intel Lead the AI Revolution in Data Centers, Highlighting Advanced GPU Breakthroughs
Advanced Micro Devices, Inc (NASDAQ:AMD) and Intel Corp (NASDAQ:INTC) executives at Data Center World 2024 highlighted the crucial role of artificial intelligence (AI) and advanced graphics processing units (GPUs) in revolutionizing data center operations.
They discussed the latest AI and GPU advancements, energy efficiency improvements, AI-driven automation, and the shift in data center infrastructure to accommodate growing AI demands.
Intel's Jennifer Majernik Huffstetler emphasized that AI's transformative power relies on a mix of more substantial processors, energy-efficient hardware and software, and GenAI models tailored to specific applications.
She pointed out that most data still needs to be utilized on-premises, and the future lies in developing smaller, domain-specific models for business-specific needs, such as creating AI models trained on company documents to assist consultants with security and accuracy parameters.
Huffstetler stressed the need for innovative cooling solutions, like liquid cooling, to reduce energy consumption by up to 40%.
Laura Smith from AMD said that existing data centers are ill-equipped for AI integration due to structural limitations but urged upgrades to accommodate AI advancements, emphasizing strategic planning with management to understand the investment's return.
Analysts have highlighted AMD's strategic positioning in the evolving computing landscape, emphasizing its significant gains in the server CPU market and its successful market share capture in the merchant accelerator sector with the Mi300 series.
This strengthened AMD's role as a formidable competitor to Nvidia Corp (NASDAQ:NVDA) in the merchant accelerators market. They also flagged the untapped potential of revenue synergies from the acquisition of Xilinx, suggesting a long-term upside of over $10 billion.
Price Actions: AMD shares traded higher by 0.35% at $154.50 at the last check Thursday.
Also Read: Intel and Nvidia Reveal New Products for China, Adapt AI Chip Strategies in Response to US Sanctions
Photo by cebbi from Pixabay
Advanced Micro Devices, Inc (NASDAQ:AMD) and Intel Corp (NASDAQ:INTC) executives at Data Center World 2024 highlighted the crucial role of artificial intelligence (AI) and advanced graphics processing units (GPUs) in revolutionizing data center operations.
先進微設備公司（納斯達克股票代碼：AMD）和英特爾公司（納斯達克股票代碼：INTC）的高管在2024年數據中心世界會議上強調了人工智能（AI）和高級圖形處理單元（GPU）在徹底改變數據中心運營中的關鍵作用。
They discussed the latest AI and GPU advancements, energy efficiency improvements, AI-driven automation, and the shift in data center infrastructure to accommodate growing AI demands.
他們討論了最新的人工智能和GPU進步、能效改進、人工智能驅動的自動化以及數據中心基礎設施爲適應不斷增長的人工智能需求而進行的轉變。
Intel's Jennifer Majernik Huffstetler emphasized that AI's transformative power relies on a mix of more substantial processors, energy-efficient hardware and software, and GenAI models tailored to specific applications.
英特爾的 Jennifer Majernik Huffstetler 強調說，人工智能的變革力量依賴於更堅固的處理器、節能的硬件和軟件以及爲特定應用量身定製的 GenAI 模型的組合。
She pointed out that most data still needs to be utilized on-premises, and the future lies in developing smaller, domain-specific models for business-specific needs, such as creating AI models trained on company documents to assist consultants with security and accuracy parameters.
她指出，大多數數據仍需要在本地使用，未來在於開發針對特定業務需求的較小的、針對特定領域的模型，例如創建根據公司文件進行訓練的人工智能模型，以幫助顧問確定安全性和準確性參數。
Huffstetler stressed the need for innovative cooling solutions, like liquid cooling, to reduce energy consumption by up to 40%.
Huffstetler強調需要創新的冷卻解決方案，例如液體冷卻，以減少多達40％的能耗。
Laura Smith from AMD said that existing data centers are ill-equipped for AI integration due to structural limitations but urged upgrades to accommodate AI advancements, emphasizing strategic planning with management to understand the investment's return.
AMD的勞拉·史密斯表示，由於結構限制，現有的數據中心沒有足夠的能力進行人工智能集成，但他敦促進行升級以適應人工智能的進步，強調與管理層進行戰略規劃，以了解投資的回報。
Analysts have highlighted AMD's strategic positioning in the evolving computing landscape, emphasizing its significant gains in the server CPU market and its successful market share capture in the merchant accelerator sector with the Mi300 series.
分析師強調了AMD在不斷變化的計算格局中的戰略定位，強調了其在服務器CPU市場的顯著增長以及憑藉Mi300系列成功佔領了商用加速器領域的市場份額。
This strengthened AMD's role as a formidable competitor to Nvidia Corp (NASDAQ:NVDA) in the merchant accelerators market. They also flagged the untapped potential of revenue synergies from the acquisition of Xilinx, suggesting a long-term upside of over $10 billion.
這加強了AMD作爲英偉達公司（納斯達克股票代碼：NVDA）在商業加速器市場的強大競爭對手的作用。他們還指出，收購賽靈思帶來的收入協同效應潛力尚未開發，這表明長期上漲幅度超過100億美元。
Price Actions: AMD shares traded higher by 0.35% at $154.50 at the last check Thursday.
價格走勢：在週四的最後一次支票中，AMD股價上漲0.35％，至154.50美元。
Also Read: Intel and Nvidia Reveal New Products for China, Adapt AI Chip Strategies in Response to US Sanctions
另請閱讀：英特爾和英偉達發佈針對中國的新產品，調整人工智能芯片策略以應對美國的制裁
Photo by cebbi from Pixabay
來自 Pixabay 的 cebbi 拍的照片
譯文內容由第三人軟體翻譯。
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