{"id":715159,"date":"2026-02-04T10:41:33","date_gmt":"2026-02-04T02:41:33","guid":{"rendered":"https:\/\/www.alphaseek.cn\/?p=715159"},"modified":"2026-02-04T10:41:33","modified_gmt":"2026-02-04T02:41:33","slug":"amd%e9%87%8d%e8%bf%94%e4%b8%ad%e5%9b%bd%ef%bc%8cq4%e8%bf%9b%e8%b4%a63-9%e4%ba%bf%e7%be%8e%e5%85%83","status":"publish","type":"post","link":"https:\/\/www.alphaseek.cn\/?p=715159","title":{"rendered":"AMD\u91cd\u8fd4\u4e2d\u56fd\uff0cQ4\u8fdb\u8d263.9\u4ebf\u7f8e\u5143"},"content":{"rendered":"<p><img src=\"https:\/\/images.tmtpost.com\/uploads\/images\/2026\/02\/f10b7c0b6dc07ac89d4ada2a67ff3fc7_1770170793.png?imageMogr2\/auto-orient\/strip\/interlace\/1\/quality\/85\/format\/jpg\/thumbnail\/720x441\/gravity\/center\/crop\/!720x441&ext=.png\" alt=\"AMD\u91cd\u8fd4\u4e2d\u56fd\uff0cQ4\u8fdb\u8d263.9\u4ebf\u7f8e\u5143\" style=\"display:block; margin-left:auto; margin-right:auto\" \/><\/p>\n<p>\u622a\u56fe\u6765\u81eaAMD\u5b98\u7f51<\/p>\n<p><a href=\"https:\/\/www.alphaseek.cn\/?tag=%e7%be%8e%e5%9b%bd\" title=\"View all posts in \u7f8e\u56fd\" target=\"_blank\" class=\"tag_link\">\u7f8e\u56fd<\/a>AI<a href=\"https:\/\/www.alphaseek.cn\/?tag=%e8%8a%af%e7%89%87\" title=\"View all posts in \u82af\u7247\" target=\"_blank\" class=\"tag_link\">\u82af\u7247<\/a>\u5de8\u5934\u6b63\u79ef\u6781\u91cd\u8fd4\u4e2d\u56fd\u5e02\u573a\u3002\u5728\u6700\u65b0\u516c\u5e03\u7684\u8d22\u62a5\u53ca\u7535\u8bdd\u4f1a\u8bae\u4e2d\uff0cAMD\u9996\u6b21\u62ab\u9732\u4e86\u53bb\u5e74\u56db\u5b63\u5ea6\u5bf9\u534e\u9500\u552e\u60c5\u51b5\uff0c\u5e76\u5728\u65f6\u9694\u4e09\u4e2a\u5b63\u5ea6\u540e\uff0c\u518d\u6b21\u5728<a href=\"https:\/\/www.alphaseek.cn\/?tag=%e4%b8%9a%e7%bb%a9\" title=\"View all posts in \u4e1a\u7ee9\" target=\"_blank\" class=\"tag_link\">\u4e1a\u7ee9<\/a>\u6307\u5f15\u4e2d\u5305\u542b\u4e86\u6b63\u9762\u7684\u5bf9\u534e\u9884\u671f\u9500\u552e\u6536\u5165\u3002<\/p>\n<p>2\u67083\u65e5\uff0c\u7f8e\u80a1\u76d8\u540e\uff0cAMD\u53d1\u5e032025\u5e74Q4\u53ca\u5168\u5e74\u8d22\u62a5\uff0c\u4e1a\u7ee9\u6253\u7834\u4e86\u516c\u53f8\u5386\u53f2\u4e0a\u591a\u9879\u7eaa\u5f55\u3002<\/p>\n<p>\u56db\u5b63\u5ea6\uff0cAMD\u8425\u6536102.7\u4ebf\u7f8e\u5143\uff08\u540c\u6bd4\u589e\u957f34%\uff0c\u73af\u6bd4\u589e\u957f11%\uff09\uff0c\u975eGAAP\u53e3\u5f8425.2\u4ebf\u7f8e\u5143\u7684\u51c0\u5229\u6da6\uff08\u540c\u6bd4\u589e\u957f42%\uff0c\u73af\u6bd4\u589e\u957f28%\uff09\uff0c1.53\u7f8e\u5143\u7684\u7a00\u91ca\u6bcf\u80a1\u6536\u76ca\uff0c\u4ee5\u53ca\uff0c\u5168\u5e74346.4\u4ebf\u7f8e\u5143\u7684\u8425\u6536\uff08\u540c\u6bd4\u589e\u957f34%\uff09\uff0c\u975eGAAP\u53e3\u5f8468.3\u4ebf\u7f8e\u5143\u7684\u51c0\u5229\u6da6\uff08\u540c\u6bd4\u589e\u957f26%\uff09\u548c4.17\u7f8e\u5143\u7684\u7a00\u91ca\u6bcf\u80a1\u6536\u76ca\u3002<\/p>\n<p>AMD\u516c\u53f8\u8463\u4e8b\u957f\u517cCEO\u82cf\u59ff\u4e30\u79f0\uff0c\u8fd9\u4e3b\u8981\u5f97\u76ca\u4e8e&ldquo;\u5f3a\u52b2\u7684\u6267\u884c\u529b\u548c\u5e02\u573a\u5bf9\u9ad8\u6027\u80fd\u8ba1\u7b97\u548cAI\u4ea7\u54c1\u5e7f\u6cdb\u9700\u6c42&rdquo;\u3002<\/p>\n<p>\u56db\u5b63\u5ea6\uff0cAMD\u6570\u636e\u4e2d\u5fc3\u90e8\u95e8\u7684\u8425\u6536\u540c\u6bd4\u589e\u957f39%\uff0c\u8fbe\u5230\u521b\u7eaa\u5f55\u768454\u4ebf\u7f8e\u5143\uff0c\u4e3b\u8981\u7531Instinct MI350\u7cfb\u5217GPU\u90e8\u7f72\u52a0\u901f\u548c\u670d\u52a1\u5668\u5e02\u573a\u4efd\u989d\u589e\u957f\u5e26\u52a8\u3002<\/p>\n<p>\u82cf\u59ff\u4e30\u6301\u7eed\u770b\u597dAI\u9700\u6c42\u5bf9CPU\u3001GPU\u7b49\u7684\u63d0\u632f\u4f5c\u7528\uff0c\u5bf9\u516c\u53f8\u4e0b\u4e00\u4ee3MI400\u7cfb\u5217\u548cHelios\u5e73\u53f0\u7684\u5e02\u573a\u524d\u666f\u5145\u6ee1\u4fe1\u5fc3\uff0c\u91cd\u7533\u516c\u53f8\u5728\u672a\u67653\u52305\u5e74\u5185\u6709\u671b\u5b9e\u73b0\u8d85\u8fc735%\u7684\u590d\u5408\u5e74\u589e\u957f\u7387\uff0c\u5176\u4e2d\uff0c\u6570\u636e\u4e2d\u5fc3\u90e8\u95e8\u8425\u6536\u5e74\u589e\u957f\u9884\u8ba1\u8d85\u8fc760%\uff0c\u52302027\u5e74AI\u4e1a\u52a1\u6269\u5927\u81f3\u6bcf\u5e74\u6570\u767e\u4ebf\u7f8e\u5143\u3002<\/p>\n<p>\u4f46\u5b9e\u9645\u4e0a\uff0c\u516c\u53f8\u7ed9\u51fa\u768498\u4ebf\u7f8e\u5143\uff08\u4e0a\u4e0b\u5dee\u503c3\u4ebf\u7f8e\u5143\uff09\u7684Q1\u8425\u6536\u4e1a\u7ee9\u6307\u5f15\uff0c\u4e0d\u53ca\u6b64\u524d\u5e02\u573a\u7684\u4e50\u89c2\u9884\u671f\uff0c\u518d\u53e0\u52a0&ldquo;AI\u6ce1\u6cab\u8bba&rdquo;\u56de\u6f6e\uff0c\u4ee5\u53caAnthropic\u6700\u65b0AI\u6cd5\u5f8b\u63d2\u4ef6\u5bfc\u81f4\u7684\u79d1\u6280\u677f\u5757\u5f02\u52a8\uff0cAMD\u80a1\u4ef7\u5728\u76d8\u540e<a href=\"https:\/\/www.alphaseek.cn\/?tag=%e5%a4%a7%e8%b7%8c\" title=\"View all posts in \u5927\u8dcc\" target=\"_blank\" class=\"tag_link\">\u5927\u8dcc<\/a>\u903e8%\u3002<\/p>\n<p>\u5728\u8d22\u62a5\u7535\u8bdd\u4f1a\u8bae\u4e0a\uff0cAMD\u7684\u5bf9\u534e\u4e1a\u52a1\u5f15\u53d1\u91cd\u70b9\u5173\u6ce8\u3002<\/p>\n<p>\u7b2c\u56db\u5b63\u5ea6\uff0cAMD MI308\u5728\u4e2d\u56fd\u5e02\u573a\u53d6\u5f97\u4e86\u7ea63.9\u4ebf\u7f8e\u5143\u7684\u6536\u5165\u3002Q1\u4e1a\u7ee9\u6307\u5f15\u4e2d\uff0c\u7279\u522b\u63d0\u53ca\u5305\u542b1\u4ebf\u7f8e\u5143\u7684\u5bf9\u534e\u9500\u552eMI308\u7684\u9884\u671f\u6536\u5165\u3002<\/p>\n<p>\u81ea<a href=\"https:\/\/www.alphaseek.cn\/?tag=%e7%89%b9%e6%9c%97%e6%99%ae\" title=\"View all posts in \u7279\u6717\u666e\" target=\"_blank\" class=\"tag_link\">\u7279\u6717\u666e<\/a>\u653f\u5e9c2025\u5e744\u6708\u5bf9\u82f1\u4f1f\u8fbe\u3001AMD\u7b49\u5bf9\u534e\u51fa\u53e3\u5b9e\u65bd\u9650\u5236\u4ee4\u540e\uff0cAMD\u7684GPU\u5c31\u96be\u4ee5\u5728\u4e2d\u56fd\u5e02\u573a\u53d6\u5f97\u89c4\u6a21\u5316\u6536\u5165\uff0c\u8be5\u516c\u53f8\u5728\u53d1\u5e032025\u5e74\u4e00\u5b63\u5ea6\u8d22\u62a5\u65f6\uff0c\u5bf9\u672a\u6765\u7684\u4e2d\u56fd\u5e02\u573a\u4e1a\u52a1\u7ed9\u51fa\u4e86\u91cf\u5316\u8d1f\u9762\u6307\u5f15\uff0c\u6b64\u540e\uff0c\u4e1a\u7ee9\u6307\u5f15\u4e5f\u5747\u672a\u5305\u62ec\u4e2d\u56fd\u6570\u636e\u4e2d\u5fc3\u4e1a\u52a1\u3002<\/p>\n<p>AMD\u6267\u884c\u526f\u603b\u88c1\u517cCFO\u80e1\u9526\u8fd8\u8868\u793a\uff0c\u53d7\u76ca\u4e8e\u5148\u524d\u8ba1\u63d0\u76843.6\u4ebf\u7f8e\u5143MI308\u5e93\u5b58\u51cf\u503c\u51c6\u5907\u7684\u8f6c\u56de\uff0c\u516c\u53f8\u56db\u5b63\u5ea6\u975eGAAP\u6bdb\u5229\u7387\u540c\u73af\u6bd4\u5747\u63d0\u53473%\u8fbe\u523057%\uff0c\u5982\u679c\u6392\u9664\u76f8\u5173\u56e0\u7d20\uff0c\u6bdb\u5229\u7387\u5219\u964d\u4e3a55%\u3002<\/p>\n<p>\u82cf\u59ff\u4e30\u5219\u8868\u793a\uff0c\u516c\u53f8\u5bf9\u56db\u5b63\u5ea6\u80fd\u591f\u5728\u4e2d\u56fd\u5e02\u573a\u5b9e\u73b0\u4e00\u5b9a\u7684MI308\u51fa\u8d27\u611f\u5230\u6ee1\u610f\u3002\u5979\u900f\u9732\uff0c\u8fd9\u4e9b\u8ba2\u5355\u5b9e\u9645\u4e0a\u6765\u81ea2025\u5e74\u66f4\u65e9\u4e9b\u65f6\u5019\uff0c\u56db\u5b63\u5ea6\u5728\u7f8e\u56fd\u653f\u5e9c\u5904\u83b7\u6279\u51fa\u53e3\u8bb8\u53ef\u8bc1\u540e\u624d\u5b9e\u73b0\u51fa\u8d27\u3002<\/p>\n<p>\u5bf9\u4e8eAMD\u5728\u4e2d\u56fd\u5e02\u573a\u7684\u672a\u6765\uff0c\u82cf\u59ff\u4e30\u79f0\uff0c&ldquo;\u8fd9\u662f\u4e00\u4e2a\u975e\u5e38\u52a8\u6001\u7684\u60c5\u51b5\uff0c\u6211\u4eec\u4ecd\u5728\u7b49\u5f85&rdquo;\uff0c\u5e76\u8868\u793a&ldquo;\u9664\u4e86\u5728Q1\u6307\u5f15\u4e2d\u63d0\u5230\u76841\u4ebf\u7f8e\u5143\u5916\uff0c\u4e0d\u9884\u6d4b\u4efb\u4f55\u989d\u5916\u8425\u6536\u662f\u5ba1\u614e\u7684\u505a\u6cd5&rdquo;\u3002<\/p>\n<p>\u6b64\u5916\uff0c\u5979\u8fd8\u900f\u9732\uff0c\u516c\u53f8\u5df2\u7ecf\u4e3a\u6027\u80fd\u66f4\u5f3a\u7684MI325\u82af\u7247\u63d0\u4ea4\u4e86\u51fa\u53e3\u8bb8\u53ef\u8bc1\uff0c\u4f1a\u7ee7\u7eed\u4e0e\u5ba2\u6237\u5408\u4f5c\u3002<\/p>\n<p>MI325\u4e8e2024\u5e74\u56db\u5b63\u5ea6\u63a8\u51fa\uff0c\u662f\u76ee\u524dAMD\u5728\u552eAI\u82af\u7247\u4e2d\u4ec5\u6b21\u4e8e\u4e3b\u529b\u4ea7\u54c1MI350\u7cfb\u5217\u7684\u4e0a\u4e00\u4ee3\u82af\u7247\uff0c\u4ece\u672a\u8fdb\u5165\u4e2d\u56fd\u5e02\u573a\u3002<\/p>\n<p>\u53bb\u5e7412\u67088\u65e5\uff0c\u7279\u6717\u666e\u5ba3\u5e03<a title=\"\u5141\u8bb8\u82f1\u4f1f\u8fbe\u5728\u7f34\u7eb325%\u9500\u552e\u6240\u5f97\u540e\u5bf9\u534e\u51fa\u53e3H200\u82af\u7247\uff08\u6bd4\u6b64\u524d\u5bf9\u534e\u51fa\u53e3\u7684H20\u66f4\u5148\u8fdb\uff09\uff0cAMD\u3001\u82f1\u7279\u5c14\u540c\u6837\u9002\u7528\u76f8\u5173\u89c4\u5219\" href=\"https:\/\/www.tmtpost.com\/7801970.html\" target=\"_blank\" rel=\"noopener\">\u5141\u8bb8\u82f1\u4f1f\u8fbe\u5728\u7f34\u7eb325%\u9500\u552e\u6240\u5f97\u540e\u5bf9\u534e\u51fa\u53e3H200\u82af\u7247\uff0cAMD\u3001\u82f1\u7279\u5c14\u540c\u6837\u9002\u7528\u76f8\u5173\u89c4\u5219<\/a>\u540e\uff0cAMD\u7acb\u5373\u79ef\u6781\u884c\u52a8\u3002<\/p>\n<p>\u4e00\u65b9\u9762<a title=\"\u52a0\u5f3a\u4e0e\u4e2d\u56fd\u7684\u8054\u7cfb\uff0c\u9891\u7e41\u4f1a\u89c1\u653f\u4f01\u9ad8\u5c42\" href=\"https:\/\/www.tmtpost.com\/7811581.html\" target=\"_blank\" rel=\"noopener\">\u52a0\u5f3a\u4e0e\u4e2d\u56fd\u7684\u8054\u7cfb\uff0c\u82cf\u59ff\u4e30\u9891\u7e41\u4f1a\u89c1\u653f\u4f01\u9ad8\u5c42<\/a>\uff0c\u53e6\u4e00\u65b9\u9762\u5c31MI325\u63d0\u8d77\u51fa\u53e3\u8bb8\u53ef\u7533\u8bf7\u3002<\/p>\n<p>1\u670813\u65e5\uff0c<a title=\"\u7f8e\u56fd\u5546\u52a1\u90e8\u5de5\u4e1a\u4e0e\u5b89\u5168\u5c40\u51fa\u53f0\u65b0\u89c4\uff0c\u5c06\u5bf9\u534eAI\u82af\u7247\u51fa\u53e3\u7531&ldquo;\u9ed8\u8ba4\u62d2\u7edd&rdquo;\uff08presumption of denial\uff09\u6539\u4e3a&ldquo;\u9010\u6848\u5ba1\u67e5&rdquo;\uff08case-by-case review\uff09\" href=\"https:\/\/www.tmtpost.com\/7841743.html\" target=\"_blank\" rel=\"noopener\">\u7f8e\u56fd\u5546\u52a1\u90e8\u5de5\u4e1a\u4e0e\u5b89\u5168\u5c40\u51fa\u53f0\u65b0\u89c4\uff0c\u5c06\u5bf9\u534eAI\u82af\u7247\u51fa\u53e3\u7531&ldquo;\u9ed8\u8ba4\u62d2\u7edd&rdquo;\uff08presumption of denial\uff09\u6539\u4e3a&ldquo;\u9010\u6848\u5ba1\u67e5&rdquo;\uff08case-by-case review\uff09<\/a>\u540e\uff0c\u4f9d\u636e\u76f8\u5173\u6587\u4ef6\u6240\u5217\u53c2\u6570\uff0cH200\u4e0eMI325\u90fd\u7b26\u5408\u51fa\u53e3\u8d44\u683c\u3002<\/p>\n<p>\u4e0d\u8fc7\uff0c\u4ece\u8fd1\u671f\u5e02\u573a\u79cd\u79cd\u6d88\u606f\u53ef\u4ee5\u770b\u51fa\uff0c\u82f1\u4f1f\u8fbe\u4e0eAMD\u5728\u534e\u5f00\u5c55\u4e1a\u52a1\u7684\u65b9\u5f0f\u548c\u9762\u4e34\u7684\u73af\u5883\u5c06\u4f1a\u6709\u660e\u663e\u5dee\u5f02\u3002<strong>\uff08\u4f5c\u8005\uff5c\u80e1\u73c8\u840c\uff0c\u7f16\u8f91\uff5c\u674e\u7a0b\u7a0b\uff09<\/strong><\/p>\n<p>(\u6765\u6e90\uff1a\u949b\u5a92\u4f53)<\/p>\n","protected":false},"excerpt":{"rendered":"<p>\u622a\u56fe\u6765\u81eaAMD\u5b98\u7f51 \u7f8e\u56fdAI\u82af\u7247\u5de8\u5934\u6b63\u79ef\u6781\u91cd\u8fd4\u4e2d\u56fd\u5e02\u573a\u3002\u5728\u6700\u65b0\u516c\u5e03\u7684\u8d22\u62a5\u53ca\u7535\u8bdd\u4f1a\u8bae\u4e2d\uff0cAMD\u9996\u6b21\u62ab\u9732\u4e86\u53bb\u5e74\u56db\u5b63 [&hellip;]<\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":[],"categories":[6],"tags":[266,308,79,367,339,159],"views":53,"_links":{"self":[{"href":"https:\/\/www.alphaseek.cn\/index.php?rest_route=\/wp\/v2\/posts\/715159"}],"collection":[{"href":"https:\/\/www.alphaseek.cn\/index.php?rest_route=\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.alphaseek.cn\/index.php?rest_route=\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.alphaseek.cn\/index.php?rest_route=\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/www.alphaseek.cn\/index.php?rest_route=%2Fwp%2Fv2%2Fcomments&post=715159"}],"version-history":[{"count":0,"href":"https:\/\/www.alphaseek.cn\/index.php?rest_route=\/wp\/v2\/posts\/715159\/revisions"}],"wp:attachment":[{"href":"https:\/\/www.alphaseek.cn\/index.php?rest_route=%2Fwp%2Fv2%2Fmedia&parent=715159"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.alphaseek.cn\/index.php?rest_route=%2Fwp%2Fv2%2Fcategories&post=715159"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.alphaseek.cn\/index.php?rest_route=%2Fwp%2Fv2%2Ftags&post=715159"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}