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（纳斯达克股票代码：AMD）正在战略上准备利用其广泛的产品范围来满足对人工智能计算不断增长的需求。
CTO Mark Papermaster emphasized AMD's robust portfolio of compute engines, strong relationships with customers across diverse markets, and open software capabilities.
首席技术官Mark Papermaster强调了AMD强大的计算引擎产品组合、与不同市场客户的牢固关系以及开放软件功能。
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.
据《商业标准》报道，他回顾了AMD55年的历史，重点介绍了其向由全面的人工智能软件堆栈统一的模块化IP产品组合的转变，这将使公司能够更有效地适应不断变化的技术需求。
Papermaster also noted that AMD plans to make significant announcements at Computex, emphasizing the importance of open ecosystems and deep industry partnerships.
Papermaster还指出，AMD计划在Computex上发布重要公告，强调开放生态系统和深度行业合作伙伴关系的重要性。
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.
他进一步解释说，AMD的研发投资几乎翻了两番，从2019年的15亿美元增加到2023年的59亿美元，这与不断增长的计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 增加了其市场份额，尤其是在收购赛灵思之后，赛灵思为自适应计算市场贡献了大量的知识产权、人才和市场扩张。
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 分析师警告说，游戏板块的疲软将抵消其他领域的增长，收入预期目前低于市场预期。他们表示，英伟达公司（纳斯达克股票代码：NVDA）的激进定价可能会影响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，他们指出，尽管有来自Nvidia的竞争，但对人工智能的强劲需求以及AMD数据中心GPU增长的巨大潜力。他们还强调了对 MI300 和服务器业务的强劲需求，尽管存在不利因素，但服务器业务仍在继续改善。
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).
在过去的12个月中，AMD的股票上涨了58％以上。投资者可以通过AOT增长与创新ETF（纳斯达克股票代码：AOTG）和AOT增长与创新ETF（纳斯达克股票代码：AOTG）获得股票敞口。
Price Action: AMD shares traded higher by 1.99% at $153.60 premarket on the last check Monday.
价格走势：周一最后一次支票，AMD股价盘前上涨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.
免责声明： 该内容部分是在人工智能工具的帮助下制作的，并由Benzinga编辑审阅和发布。
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译文内容由第三方软件翻译。