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.
美國超微公司首席執行官Lisa Su分享了有關近期圖形處理單元（gpu芯片）發展前景的見解，幾乎可以說是在嘲諷競爭對手英偉達公司和亞馬遜（納斯達克：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.
隨着人工智能模型的標準化，有可能創造出提供更高能效、更小尺寸和更低成本的自定義芯片。
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.
根據《華爾街日報》的報道，Su強調了這一機遇，指出雖然由於gpu在並行處理效率方面的優勢，gpu仍然是大型語言模型的首選，但未來可能會看到芯片架構範圍更廣泛的轉變。
Also Read: Nvidia, AMD, and Broadcom Stocks Jump, Fed Rate Cut Boosts AI Chip Sector
另請參閱：英偉達、美國超微公司和博通股價飆升，聯邦利率下調提振ai芯片板塊。
Recent reports indicated AMD focusing on the mainstream and mid-range GPUs, ditching the premium gaming GPU market led by Nvidia.
近期的報告顯示，美國超微公司將把重點放在主流和中端gpu上，放棄由英偉達主導的高端遊戲gpu市場。
Nvidia GPUs, designed for gaming graphics, have been instrumental in helping the company reach a trillion-dollar valuation and counting.
英偉達gpu芯片旨在處理遊戲圖形，在幫助公司達到萬億美元估值的過程中發揮了重要作用，而且還在不斷增長。
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.
科技投資者James Anderson預計英偉達將在未來十年內達到50萬億美元的市值。摩根大通分析師Harlan Sur預計美國超微公司來自idc概念的收入將在當前財政年度增長50億美元。
Su emphasizes that the future of AI computing will involve a combination of different chip types, including GPUs and new specialized chips.
蘇指出，人工智能計算的未來將涉及多種芯片類型的組合，包括gpu芯片-雲計算和新的專用芯片。
For context, large cloud providers like Amazon and Google have developed their custom AI chips for internal use.
舉例來說，亞馬遜和谷歌等大型雲服務提供商已經爲內部使用開發了他們定製的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）和亞馬遜在內的對手超大型企業最近一直在合作，這引發了美國銀行證券分析師賈斯汀·普斯特的預期，預計這將釋放對基礎設施和應用程序的需求，意味着對ai芯片的需求將增加。
AMD stock gained over 60% in the last 12 months versus Nvidia's 175%.
在過去12個月中，amd股票上漲了超過60％，而英偉達的漲幅爲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).
投資者可以通過第一信託納斯達克半導體etf（NASDAQ:FTXL）和哥倫比亞半導體和科技etf（紐約證券交易所:SEMI）獲得對半導體行業的曝光。
Price Actions: AMD stock is up 0.28% at $156.39 premarket at the last check Monday.
價格走勢：截至上週一最後一次檢查，AMD股價上漲0.28％，報156.39美元。
Photo courtesy of AMD
圖片由AMD提供
譯文內容由第三人軟體翻譯。