对于投资者来说,AMD MI300X的成功推出可能意味着其股价在短期内会有所回暖。根据市场调研机构的分析,AMD股价在未来几个月内或可实现逆转,特别是若MI300X能在性能上超越H100,其在AI处理器市场的份额将可望进一步提升。 不过,投资者需警惕市场波动与技术更新迭代的风险。AI及相关技术的发展迅速,NVIDIA若采取加速迭代...
The demand for advanced chips in AI data centers has surged due to the development of generative AI programs. AMD aims to compete with Nvidia, which dominates about 80% of the AI semiconductor market. Since last year, Nvidia has committed to an annual release cycle, a strategy AMD now adopt...
The demand for advanced chips in AI data centers has surged due to the development of generative AI programs. AMD aims to compete with Nvidia, which dominates about 80% of the AI semiconductor market. Since last year, Nvidia has committed to an annual release cycle, a strategy AMD now adopt...
The demand for advanced chips in AI data centers has surged due to the development of generative AI programs. AMD aims to compete with Nvidia, which dominates about 80% of the AI semiconductor market. Since last year, Nvidia has committed to an annual release cycle, a strategy AMD now adopt...
The demand for advanced chips in AI data centers has surged due to the development of generative AI programs. AMD aims to compete with Nvidia, which dominates about 80% of the AI semiconductor market. Since last year, Nvidia has committed to an annual release cycle, a strategy AMD now adopt...
topreventandstillattempttosuffocateChina'ssemiconductorandAIindustry.Afterall,someMiddleEasterncountrieshavecloserelationswithChina.TheUSbelievesthatbyrestrictingthesecountriesfromobtainingadvancedAIchipsfromUSchipmanufacturerslikeNVIDIA,itmayalsopreventthecirculationoftheseadvancedAIchipsintheChinesemarket.However,the...
Do AI Chip Stocks Have More Room to Grow? Nvidia and AMD in Focus Michael Marcus A+ A- Artificial intelligence (AI) and semiconductor chips have been capturing investors’ collective imagination – and for good reason. Together, they’re driving the tec...
Like Nvidia NVDA, AMD has been swept up in the hype of artificial-intelligence technology going mainstream amid the popularity of Microsoft Corp. MSFT-backed OpenAI’s generative-AI ChatGPT, because all those large-language models and other AI technologies require a lot of c...
根据对 FactSet 的一致估计,AMD 目前的市盈率为 1.8 倍 EV / 18,29 倍 2018 年的 P / E,Nvidia 的市盈率是 11.1 倍 2018 年的 EV ,38 倍 18 年的 P / E。 很明显,Nvidia 的较高市场价值主要归功于其高利润率和收益。 加密挖矿通过 GPU 业务对两个公司都有影响。两个公司报告显示,来自加密相关...
AMD Unlike MI300X, which is only a GPU, the existing MI300A is going up against Nvidia's Grace Hopper combo chip, which uses Nvidia's Grace CPU and its Hopper GPU, which the companyannounced last monthis in full production. MI300A is being built into the El Capitan supercomputer under...