AMD Gains Ground in AI Chip Market, Oracle Exec Confirms Growing Demand: Report
AMD Gains Ground in AI Chip Market, Oracle Exec Confirms Growing Demand: Report
Advanced Micro Devices, Inc (NASDAQ:AMD) client Oracle Corp (NYSE:ORCL) acknowledged the chip designer gaining traction in the data center chip market for artificial intelligence despite Nvidia Corp's moat.
Advanced Micro Devices, Inc（納斯達克股票代碼：AMD）的客戶甲骨文公司（紐約證券交易所代碼：ORCL）承認，儘管英偉達公司有護城河，但該芯片設計師在人工智能數據中心芯片市場獲得了越來越多的關注。
Oracle cloud business executive Karan Batta told the Information regarding customers' openness to multiple vendors for inference computing implying opportunities for AMD and rivals.
甲骨文雲業務主管卡蘭·巴塔告訴《信息》，客戶對多家供應商的推理計算持開放態度，這意味着AMD和競爭對手都有機會。
Recent reports indicated AMD is currently ditching the premium gaming GPU market for the mainstream and mid-range GPUs. The update followed after AMD hired Nvidia's Keith Strier to helm AMD's AI vision.
最近的報告顯示，AMD目前正在放棄高端遊戲GPU市場，轉而使用主流和中端GPU。此次更新是在AMD聘請英偉達的基思·斯特里爾來掌管AMD的人工智能願景之後發佈的。
BofA Securities analyst Justin Post hailed the recent Oracle and Amazon.Com Inc (NASDAQ:AMZN) partnership. This partnership offers cloud providers a sizable opportunity to unlock demand for infrastructure and applications, which in turn implies demand for Nvidia and AMD AI chips.
美銀證券分析師賈斯汀·波斯特對甲骨文和亞馬遜公司（納斯達克股票代碼：AMZN）最近的合作表示歡迎。這種合作關係爲雲提供商提供了釋放對基礎設施和應用程序需求的巨大機會，這反過來又意味着對Nvidia和AMD AI芯片的需求。
Mai Capital Management portfolio manager Chris Grisanti, in a CNBC interview, cold-shouldered the recent semiconductor and AI chip stock selloff, citing sustained AI ambitions of cash-rich Big Tech giants.
Mai Capital Management投資組合經理克里斯·格里桑蒂在接受CNBC採訪時對最近的半導體和人工智能芯片股票拋售持冷淡，理由是現金充裕的大型科技巨頭持續的人工智能野心。
JPMorgan analyst Harlan Sur projects AMD's revenue from data center GPUs to grow by $5 billion in the current fiscal year.
摩根大通分析師哈蘭·蘇爾預計，在本財年，AMD的數據中心GPU收入將增長50億美元。
AMD stock gained 35% in the last 12 months. Investors can gain exposure to AMD through iShares Core S&P 500 ETF (NYSE:IVV) and Vanguard Total Stock Market ETF (NYSE:VTI).
在過去的12個月中，AMD的股票上漲了35％。投資者可以通過iShares Core標準普爾500指數ETF（紐約證券交易所代碼：IVV）和Vanguard Total Stock Market ETF（紐約證券交易所代碼：VTI）獲得對AMD的敞口。
Price Actions: AMD stock is up 2.32% at $156.15 at the last check Wednesday.
價格走勢：在週三的最後一次檢查中，AMD股價上漲2.32％，至156.15美元。
Photo by jamesonwu1972 via Shutterstock
照片由 jamesonwu1972 通過 Shutterstock 拍攝
譯文內容由第三人軟體翻譯。