AMD Chief Predicts Custom Chips Will Outperform GPUs, Sees Shift in AI Chip Demand: Report
AMD Chief Predicts Custom Chips Will Outperform GPUs, Sees Shift in AI Chip Demand: Report
Advanced Micro Devices, Inc. (NASDAQ:AMD) chief Lisa Su shared insight into the prospects of graphics processing units (GPUs) in the near term, almost to the extent of taking a dig at rival Nvidia Corp (NASDAQ:NVDA) and hyperscalers like Amazon.com Inc (NASDAQ:AMZN) and Alphabet Inc (NASDAQ:GOOG) (NASDAQ:GOOGL) Google.
美国超微公司首席执行官Lisa Su分享了有关近期图形处理单元（gpu芯片）发展前景的见解，几乎可以说是在嘲讽竞争对手英伟达公司和亚马逊（纳斯达克：AMZN）以及谷歌的 alphabet inc。
As AI models become more standardized, there's potential to create custom chips that offer greater energy efficiency, smaller sizes, and lower costs.
随着人工智能模型的标准化，有可能创造出提供更高能效、更小尺寸和更低成本的自定义芯片。
According to the WSJ report, Su highlighted this opportunity, noting that while GPUs remain the top choice for large language models due to their efficiency in parallel processing, the future will likely see a shift toward a broader range of chip architectures.
根据《华尔街日报》的报道，Su强调了这一机遇，指出虽然由于gpu在并行处理效率方面的优势，gpu仍然是大型语言模型的首选，但未来可能会看到芯片架构范围更广泛的转变。
Also Read: Nvidia, AMD, and Broadcom Stocks Jump, Fed Rate Cut Boosts AI Chip Sector
另请参阅：英伟达、美国超微公司和博通股价飙升，联邦利率下调提振ai芯片板块。
Recent reports indicated AMD focusing on the mainstream and mid-range GPUs, ditching the premium gaming GPU market led by Nvidia.
近期的报告显示，美国超微公司将把重点放在主流和中端gpu上，放弃由英伟达主导的高端游戏gpu市场。
Nvidia GPUs, designed for gaming graphics, have been instrumental in helping the company reach a trillion-dollar valuation and counting.
英伟达gpu芯片旨在处理游戏图形，在帮助公司达到万亿美元估值的过程中发挥了重要作用，而且还在不断增长。
Tech investor James Anderson expects Nvidia to reach a market cap of $50 trillion within the next decade. JPMorgan analyst Harlan Sur expects AMD's revenue from data center GPUs to grow by $5 billion in the current fiscal.
科技投资者James Anderson预计英伟达将在未来十年内达到50万亿美元的市值。摩根大通分析师Harlan Sur预计美国超微公司来自idc概念的收入将在当前财政年度增长50亿美元。
Su emphasizes that the future of AI computing will involve a combination of different chip types, including GPUs and new specialized chips.
苏指出，人工智能计算的未来将涉及多种芯片类型的组合，包括gpu芯片-云计算和新的专用芯片。
For context, large cloud providers like Amazon and Google have developed their custom AI chips for internal use.
举例来说，亚马逊和谷歌等大型云服务提供商已经为内部使用开发了他们定制的ai芯片。
Rival hyperscalers, including Oracle Corp (NYSE:ORCL) and Amazon, have been collaborating lately, which BofA Securities analyst Justin Post expects to unlock demand for infrastructure and applications, implying higher demand for AI chips.
包括甲骨文公司（NYSE:ORCL）和亚马逊在内的对手超大型企业最近一直在合作，这引发了美国银行证券分析师贾斯汀·普斯特的预期，预计这将释放对基础设施和应用程序的需求，意味着对ai芯片的需求将增加。
AMD stock gained over 60% in the last 12 months versus Nvidia's 175%.
在过去12个月中，amd股票上涨了超过60％，而英伟达的涨幅为175％。
Investors can gain exposure to the semiconductor sector through First Trust Nasdaq Semiconductor ETF (NASDAQ:FTXL) and Columbia Semiconductor and Technology ETF (NYSE:SEMI).
投资者可以通过第一信托纳斯达克半导体etf（NASDAQ:FTXL）和哥伦比亚半导体和科技etf（纽约证券交易所:SEMI）获得对半导体行业的曝光。
Price Actions: AMD stock is up 0.28% at $156.39 premarket at the last check Monday.
价格走势：截至上周一最后一次检查，AMD股价上涨0.28％，报156.39美元。
Photo courtesy of AMD
图片由AMD提供
译文内容由第三方软件翻译。
