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AMD Chief Lisa Su Foresees Massive Gains in AI and Data Center Efficiency

AMD Chief Lisa Su Foresees Massive Gains in AI and Data Center Efficiency

AMD 首席執行官 Lisa Su 預計 AI 和數據中心效率將大幅提高
Benzinga ·  05/24 22:25

Advanced Micro Devices, Inc (NASDAQ:AMD) CEO Lisa Su emphasized the chip designer's progress toward its 30×25 goal, aiming for a 30x increase in compute node power efficiency by 2025 and now foreseeing a potential 100x improvement by 2026-2027 at a recent event.

Advanced Micro Devices, Inc(納斯達克股票代碼:AMD)首席執行官麗莎·蘇在最近的一次活動中強調了芯片設計師在實現其30×25目標方面的進展,目標是到2025年將計算節點的能效提高30倍,現在預計到2026-2027年可能會提高100倍。

Su highlighted AMD's foresight in addressing AI's power consumption issues since 2021, focusing on improving data center power efficiency. She noted that the explosion of generative AI models like ChatGPT had intensified concerns about AI's power appetite, Tom's Hardware reports.

蘇強調了自2021年以來,AMD在解決人工智能功耗問題方面的遠見卓識,重點是提高數據中心能效。她指出,湯姆的硬件報道,ChatGPT等生成式人工智能模型的爆炸式增長加劇了人們對人工智能力量需求的擔憂。

Also Read: Nvidia's Leading Position Challenged as Industry Giants Support OpenAI's New Developer Software

另請閱讀: 由於行業巨頭支持 OpenAI 的新開發者軟件,英偉達的領先地位受到挑戰

AMD set its 30×25 goal to improve data center efficiency, specifically targeting AI and HPC power consumption as critical challenges.

AMD 設定了 30×25 的目標是提高數據中心效率,特別將人工智能和 HPC 功耗作爲關鍵挑戰。

Su explained that the rapid expansion of data centers, driven by AI advancements, is straining public power grids.

蘇解釋說,在人工智能進步的推動下,數據中心的快速擴張給公共電網帶來了壓力。

Su pointed out that the computing requirements for AI model training are increasing at an unprecedented rate, outpacing advancements in computing and memory technology.

蘇指出,人工智能模型訓練的計算需求正以前所未有的速度增長,超過了計算和內存技術的進步。

To address these challenges, AMD employs a multi-pronged strategy that includes silicon advancements, AI-specific architectures, system-level tuning, and hardware-software co-design initiatives.

爲了應對這些挑戰,AMD 採用了多管齊下的戰略,其中包括芯片進步、人工智能特定架構、系統級調整和軟硬件協同設計計劃。

Su highlighted the role of 3nm Gate All Around (GAA) transistors in improving power efficiency and performance, along with advanced packaging techniques to maximize compute-per-watt efficiency.

蘇強調了3nm Gate All Around (GAA) 晶體管在提高功率效率和性能方面的作用,以及用於最大限度地提高每瓦計算效率的先進封裝技術。

Su also emphasized the importance of data locality in reducing power consumption, citing AMD's MI300X chip as an example of efficient design.

蘇還強調了數據定位在降低功耗方面的重要性,並以 AMD 的 MI300X 芯片爲高效設計的例子。

Moreover, Su stressed the benefits of hardware and software co-optimization, significantly boosting power efficiency and performance.

此外,蘇還強調了軟硬件協同優化的好處,顯著提高了能效和性能。

Recent reports indicated that Microsoft Corp (NASDAQ:MSFT) is considering integrating AMD's MI300X AI chips into Azure.

最近的報道顯示,微軟公司(納斯達克股票代碼:MSFT)正在考慮將AMD的 MI300X AI芯片集成到Azure中。

Recent reports also flagged AMD gaining market share in the x86 processor market for client and server categories.

最近的報告還顯示,AMD在x86處理器市場的客戶端和服務器類別的市場份額有所增加。

Analysts highlighted AMD's, the next most vital AI beneficiary after Nvidia Corp (NASDAQ:NVDA) gains in the server CPU market and its successful capture of market share in the merchant accelerator sector.

分析師強調了AMD,它是繼英偉達公司(納斯達克股票代碼:NVDA)在服務器CPU市場的增長及其成功佔領商用加速器領域的市場份額之後的第二重要的人工智能受益者。

AMD stock gained over 48% in the last 12 months. Investors can gain exposure to the stock via Advisor Managed Portfolios Trenchless Fund ETF (NYSE:RVER) and REX FANG & Innovation Equity Premium Income ETF (NASDAQ:FEPI).

在過去的12個月中,AMD的股票上漲了48%以上。投資者可以通過Advisor Managed Portfolios非開挖基金ETF(紐約證券交易所代碼:RVER)和REX FANG & Innovation股票溢價收益ETF(納斯達克股票代碼:FEPI)獲得股票敞口。

Price Actions: AMD shares traded higher by 3.18% at $165.53 at the last check on Friday.

價格走勢:在週五的最後一次支票中,AMD股價上漲3.18%,至165.53美元。

Also Read: Nvidia Set For Steady Gains With Software-Centric Shift And Blackwell Transition, Analysts Say

另請閱讀: 分析師稱,Nvidia將通過以軟件爲中心的轉變和布萊克韋爾的過渡實現穩步增長

Disclaimer: This content was partially produced with the help of AI tools and was reviewed and published by Benzinga editors.

免責聲明: 該內容部分是在人工智能工具的幫助下製作的,並由Benzinga編輯審閱和發佈。

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