二、AMD发力AI芯片,挑战英伟达霸主地位,打开更大成长空间。 面对数据中心海量AI算力需求,AMD积极发力布局,主要通过服务器CPU、AI芯片等产品,合力构建AI算力解决方案,争夺AI产业发展红利。 服务器CPU方面,AMD传统优势业务,通过持续升级产品,不断蚕食英特尔份额。 AI芯片方面,市场关注焦点,AMD推出全新CDNA架构与系列AI芯片...
AMD的EPYC CPU已逐步侵蚀英特尔(Intel)在服务器CPU市场的主导地位,并为AMD带来了持续的市场份额增长。 在GPU方面,AMD的Instinct加速器,如MI300X和MI325X,已开始缩小与英伟达之间的差距,考虑到英伟达在GPU领域的主导地位,这一表现令人印象深刻。此外,AMD基于ROCm的开放软件生态系统发展迅速,有望与英伟达的CUDA生态系统...
AMD(NASDAQ: AMD) announced a groundbreaking series of next-generation architecture and products aimed at ushering in a new era of AI experiences. AMD is introducing new AMD Ryzen™ AI 300 Series processors with the world’s most powerful Neural Processing Unit (NPU)1 for next-...
我们预计,AMD 2025年的AI收入可能达到140亿至150亿美元,超出市场预期。 产品性价比优势相较Nvidia动辄数万美元的高端GPU,AMD芯片价格低约三至四倍,同时提供更大的灵活性,特别适合超大规模客户(如云服务提供商)使用。在这些领域,AMD的高性价比使其成为客户寻求降低成本的理想选择。 未来市场展望AMD预计到2028年,AI数...
Tim Keating Joins AMD as Senior Vice President, Government Relations and Regulatory Affairs Dec 9, 2024 AMD Announces Upcoming Events for the Financial Community Nov 19, 2024 AMD Accelerates Exascale Computing to New Heights Powering the Fastest Supercomputer Ever, El Capitan ...
另一只可能很快出现抛售的公司是半导体制造商Advanced Micro Devices(AMD)。根据分析师的平均预测,该股去年上涨了约150%,但可能会下跌7%。Raymond James在一月份将其评级从强力买入降级为跑赢大盘,并提及人工智能收入预期提高。分析师Srini Pajjuri的目标价为195美元,比之前的190美元高,预示着相较于上周五收盘价...
NASDAQ:AMD实时 114.17-0.52-0.45%2025-02-20 16:00:00 今开:115.01 昨收:114.69 今日区间:113.11-116.55 52周区间:116.37-227.30 成交量:2718.80万 成交额:310577.79万 市值:1849.55亿 市盈率:112.73 贝塔系数: 每股收益:1.0128 盘后113.90-0.27-0.24%成交量251.23万2025-02-20 20:00...
(nasdaq: amd ) is down 8% after reporting first quarter earnings results, though i think the results were good enough to justify the current valuation at the very least. the current quarter was solid, and guidance also beat consensus estimates, both on the back of strong ryzen demand. amd...
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Semiconductor company Advanced Micro Devices (NASDAQ:AMD) is a renowned name in the chip industry. The company’s AI (artificial intelligence)-driven efforts have helped its stock soar 68% year-to-date, clearly outperforming the tech-led Nasdaq Index’s (NDX) 26% gain. While AMD’s Q3 r...