{"id":715521,"date":"2026-02-04T16:51:54","date_gmt":"2026-02-04T08:51:54","guid":{"rendered":"https:\/\/www.alphaseek.cn\/?p=715521"},"modified":"2026-02-04T16:51:54","modified_gmt":"2026-02-04T08:51:54","slug":"%e7%87%a7%e5%8e%9f%e7%a7%91%e6%8a%80%ef%bc%8c%e8%85%be%e8%ae%af%e4%be%9b%e5%85%bb%e7%9a%84%e4%b8%ad%e5%9b%bdamd","status":"publish","type":"post","link":"https:\/\/www.alphaseek.cn\/?p=715521","title":{"rendered":"\u71e7\u539f\u79d1\u6280\uff0c\u817e\u8baf\u4f9b\u517b\u7684\u4e2d\u56fdAMD"},"content":{"rendered":"
\n

\u6587 | \u5de8\u6f6eWAVE\uff0c\u4f5c\u8005 | \u8c22\u6cfd\u950b\uff0c\u7f16\u8f91 | \u6768\u65ed\u7136<\/p>\n<\/blockquote>\n

\u5f88\u4e45\u4e0d\u89c1\u7684“BAT”\u8bf4\u6cd5\uff0c\u5728\u4eba\u5de5\u667a\u80fd<\/a>\u65f6\u4ee3\u4f3c\u4e4e\u5927\u6709\u56de\u5f52\u7684\u67b6\u52bf\u3002<\/p>\n

\u767e\u5ea6<\/a>\u6587\u5fc3\u4e00\u8a00\u6301\u7eed\u66f4\u65b0\uff0c\u5e76\u8ba1\u5212\u5206\u62c6\u767e\u5ea6\u6606\u4ed1\u82af\u5728\u6e2f\u4e0a\u5e02<\/a>\uff1b\u963f\u91cc\u5343\u95ee\u5ba3\u5e03\u6295\u516530\u4ebf\u5143\u542f\u52a8“\u6625\u8282\u8bf7\u5ba2\u8ba1\u5212”\uff0c\u5e76\u4f20\u51fa\u5206\u62c6\u82af\u7247<\/a>\u4e1a\u52a1\u5e73\u5934\u54e5\u72ec\u7acb\u4e0a\u5e02\u7684\u6d88\u606f\u3002<\/p>\n

\u4e09\u5bb6\u4e2d\u6700\u5927\u4f53\u91cf\u7684\u817e\u8baf<\/a>\u4e5f\u6ca1\u95f2\u7740\u3002\u773c\u4e0b\u9a6c\u5316\u817e\u643a\u817e\u8baf\u5143\u5b9d“\u75af\u72c2\u6492\u94b1”\uff0c\u800c\u9e45\u5382\u91cd\u8d44\u62bc\u6ce8\u3001\u6df1\u5ea6\u5408\u4f5c\u7684AI\u82af\u7247\u516c\u53f8\u71e7\u539f\u79d1\u6280\uff0c\u4e5f\u5f00\u59cb\u51b2\u523a\u79d1\u521b\u677f\u3002<\/p>\n

1\u670822\u65e5\uff0cAI\u82af\u7247\u72ec\u89d2\u517d\u71e7\u539f\u79d1\u6280\u5728\u79d1\u521b\u677f\u7684IPO<\/a>\u7533\u8bf7\u83b7\u53d7\u7406\uff0c\u62df\u52df\u8d4460\u4ebf\u5143\uff0c\u7528\u4e8e\u5148\u8fdbAI\u4ea7\u54c1\u7684\u7814\u53d1\u548c\u5546\u4e1a\u843d\u5730\u3002<\/p>\n

\"\u71e7\u539f\u79d1\u6280\uff0c\u817e\u8baf\u4f9b\u517b\u7684\u4e2d\u56fdAMD\"<\/p>\n

\u6765\u6e90\uff1a\u4e0a\u4ea4\u6240<\/p>\n

\u71e7\u539f\u79d1\u6280\u662f\u56fd\u4ea7GPU“\u56db\u5c0f\u9f99”\u4e2d\u6700\u65e9\u6210\u7acb\u7684\u4e00\u5bb6\uff0c\u6b64\u524d\uff0c\u9760\u540e\u6210\u7acb\u7684\u6469\u5c14\u7ebf\u7a0b\u3001\u6c90\u66e6\u80a1\u4efd\u3001\u58c1\u4ede\u79d1\u6280\u4ee5\u90fd\u5df2\u4e0a\u5e02\uff0c\u5e76\u4e14\u4f30\u503c\u6781\u9ad8\u3002\u71e7\u539f\u79d1\u6280\u6210\u529f\u4e0a\u5e02\u540e\uff0c\u5c06\u610f\u5473\u7740\u56fd\u4ea7GPU\u4ea7\u4e1a\u5c06\u8fdb\u5165\u5168\u9762\u8d44\u672c\u5316\u7684\u65b0\u9636\u6bb5\u3002<\/p>\n

\u548c\u5176\u4ed6\u51e0\u5bb6\u4e00\u6837\uff0c\u71e7\u539f\u79d1\u6280\u4ea6\u62e5\u6709\u6df1\u539a\u7684\u6d77\u5916\u80cc\u666f\u3002\u4e24\u5927\u521b\u59cb\u4eba\u5747\u66fe\u5728AMD\u62c5\u4efb\u6280\u672f\u9aa8\u5e72\uff0c\u79ef\u7d2f\u4e86\u4e30\u5bcc\u7684GPU\u4ea7\u4e1a\u94fe\u6761\u7ecf\u9a8c\u3002<\/p>\n

\u518d\u52a0\u4e0a\u817e\u8baf\u7684\u5927\u8ba2\u5355\u548c\u8d44\u91d1\u8f93\u8840\uff0c\u8ba9\u5176\u5728IPO\u524d\u5c31\u65a9\u83b7\u4e86200\u4ebf\u5143\u7684\u4f30\u503c\u3002<\/p>\n

\u7ee7\u6c90\u66e6\u80a1\u4efd\u4e4b\u540e\uff0c\u53c8\u4e00\u5bb6\u627f\u8499“AMD\u5149\u73af”\u52a0\u6301\u7684\u56fd\u4ea7\u4eba\u5de5\u667a\u80fd\u786c\u4ef6\u65b0\u8d35\uff0c\u5373\u5c06\u6a2a\u7a7a\u51fa\u4e16\u3002<\/p>\n

\n

\u672c\u6587\u662f\u6765\u81ea\u300a\u5de8\u6f6eWAVE\u300b\u5185\u5bb9\u56e2\u961f\u7684\u6df1\u5ea6\u4ef7\u503c\u6587\u7ae0\uff0c\u6b22\u8fce\u60a8\u591a\u5e73\u53f0\u5173\u6ce8\u3002<\/p>\n<\/blockquote>\n

01 AMD\u5149\u73af<\/strong><\/h2>\n

\u548c\u5176\u4ed6\u56fd\u4ea7GPU\u9f99\u5934\u4f01\u4e1a\u4e00\u6837\uff0c\u71e7\u539f\u79d1\u6280\u4e5f\u662f\u4e00\u5bb6\u7531\u5177\u6709\u6d53\u539a\u6d77\u5916\u80cc\u666f\u7684“\u534a\u5bfc\u4f53\u6d77\u5f52”\u4eec\u521b\u529e\u7684\u4f01\u4e1a\u3002\u71e7\u539f\u7684\u8bde\u751f\uff0c\u79bb\u4e0d\u5f00\u8d75\u7acb\u4e1c\u548c\u5f20\u4e9a\u6797\u8fd9\u5bf9“AMD\u53cc\u5b50\u661f”\u3002<\/p>\n

\"\u71e7\u539f\u79d1\u6280\uff0c\u817e\u8baf\u4f9b\u517b\u7684\u4e2d\u56fdAMD\"<\/p>\n

\u8d75\u7acb\u4e1c\uff08\u5de6\uff09\u4e0e\u5f20\u4e9a\u6797\uff08\u53f3\uff09\u53d1\u5e03“\u4e91\u71e7T20”\u8bad\u7ec3\u52a0\u901f\u5361\u548c“\u9083\u601d2.0”\u82af\u7247<\/p>\n

\u8d75\u7acb\u4e1c\u662f\u4e1a\u754c\u95fb\u540d\u7684\u6e05\u534e\u65e0\u7ebf\u7535\u7cfb\uff08\u73b0\u4e3a\u7535\u5b50\u5de5\u7a0b\u7cfb\uff09EE85\u73ed\u7684\u4e00\u5458\uff0c\u8fd9\u4e2a\u73ed\u7ea7\uff0c\u8d70\u51fa\u4e86\u865e\u4ec1\u8363\uff08\u97e6\u5c14\u80a1\u4efd\uff09\u3001\u6731\u4e00\u660e\uff08\u5146\u6613\u521b\u65b0<\/a>\uff09\u3001\u51af\u6668\u6656\uff08\u5353\u80dc\u5fae\uff09\u7b49\u4e2d\u56fd\u82af\u7247\u7fd8\u695a\u3002<\/p>\n

\u6e05\u534e\u6bd5\u4e1a\u4e4b\u540e\uff0c\u8d75\u7acb\u4e1c\u4fbf\u8fdc\u8d74\u7f8e\u56fd<\/a>\uff0c\u5148\u5728\u72b9\u4ed6\u5dde\u7acb\u5927\u5b66\u83b7\u5f97\u7535\u5b50\u4e0e\u8ba1\u7b97\u673a\u7855\u58eb\u5b66\u4f4d\uff0c\u968f\u5373\u72ec\u95ef\u7845\u8c37<\/a>20\u5e74\uff0c\u671f\u95f4\u83b7\u5f97\u7f8e\u56fd\u56fd\u7c4d\u3002<\/p>\n

\u81ea1995\u5e74\u5f00\u59cb\uff0c\u8d75\u7acb\u4e1c\u6df1\u8015\u534a\u5bfc\u4f53\u4ea7\u4e1a30\u5e74\uff0c\u62e5\u6709\u4f9b\u804cS3\u3001\u77bb\u535a\u7f51\u7edc\u548cAMD\u7b49\u79d1\u6280\u4f01\u4e1a\u7684\u5149\u9c9c\u5c65\u5386\u3002\u5c24\u5176\u662f\u5728AMD\u62c5\u4efb\u8ba1\u7b97\u4e8b\u4e1a\u90e8\u9ad8\u7ea7\u603b\u76d1\uff0c\u8d1f\u8d23CPU\/APU\u4ea7\u54c1\u89c4\u5212\uff0c\u5e76\u53c2\u4e0e\u6210\u7acb\u4e2d\u56fd\u7814\u53d1\u4e2d\u5fc3\u3002\u671f\u95f4\uff0c\u4ed6\u4eb2\u5386\u4e86AMD\u4e0e\u82f1\u7279\u5c14<\/a>\u65f7\u65e5\u6301\u4e45\u7684\u93d6\u6218\uff0c\u5728AMD\u7684\u7ecf\u8425\u8d77\u4f0f\u4e2d\u6210\u957f\u3002<\/p>\n

2014\u5e7412\u6708\uff0c\u8d75\u7acb\u4e1c\u5165\u804c\u7d2b\u5149\u96c6\u56e2\uff0c\u62c5\u4efb\u9510\u8fea\u79d1\u603b\u88c1\u3001\u7d2b\u5149\u96c6\u56e2\u526f\u603b\u88c1\u7b49\u804c\u52a1\u3002\u7d2b\u5149\u8131\u80ce\u4e8e\u6e05\u534e\u5927\u5b66\uff0c\u9510\u8fea\u79d1\u5219\u5728\u5f53\u5e747\u6708\u88ab\u7d2b\u5149\u96c6\u56e2\u6536\u8d2d<\/a>\uff0c\u540e\u5e76\u5165\u7d2b\u5149\u5c55\u9510\u3002<\/p>\n

\u8d75\u7acb\u4e1c\u7684\u8fd9\u4e00\u5de5\u4f5c\u7ecf\u5386\uff0c\u4e0d\u4ec5\u8ba9\u5176\u79ef\u7d2f\u4e86\u4e30\u539a\u7684\u4e00\u7ebf\u4ea7\u4e1a\u94fe\u7ecf\u9a8c\uff0c\u66f4\u5bf9\u4e2d\u56fd\u5e02\u573a\u6709\u4e86\u6df1\u523b\u7684\u7406\u89e3\u3002<\/p>\n

\u4ed6\u7684\u521b\u4e1a<\/a>\u642d\u6863\u5f20\u4e9a\u6797\uff0c\u4e8e1996\u5e74\u8003\u5165\u590d\u65e6\u5927\u5b66\u7535\u5b50\u5de5\u7a0b\u7cfb\uff0c\u6bd5\u4e1a\u540e\u5c31\u4ece\u4e8bIC\u8bbe\u8ba1\u76f8\u5173\u5de5\u4f5c\uff0c\u79ef\u7d2f\u4e8625\u5e74\u7684\u884c\u4e1a\u7ecf\u9a8c\u3002<\/p>\n

\u4ed6\u5148\u5728\u4e0a\u6d77\u5947\u7801\u6570\u5b57\u4fe1\u606f\u516c\u53f8\u5386\u7ec3\uff0c2008\u5e74\uff0c\u5165\u804cAMD\uff0c\u5728AMD\u4e0a\u6d77\u7814\u53d1\u4e2d\u5fc3\u5de5\u4f5c10\u5e74\u4e4b\u4e45\uff0c\u4f5c\u4e3a\u4e2d\u56fd\u7814\u53d1\u4e2d\u5fc3\u6280\u672f\u603b\u76d1\uff0c\u4ed6\u6210\u529f\u9886\u5bfc\u5e76\u5f00\u53d1\u4e86\u591a\u4e2a\u91cd\u78c5\u4ea7\u54c1\uff0c\u5305\u62ec\u9002\u914d\u5fae\u8f6f<\/a>XBOX-ONE\u7684\u7cfb\u5217\u82af\u7247\u3001\u5e94\u7528\u4e8e\u5c0f\u9738\u738b\u6e38\u620f<\/a>\u673a\u7684\u878d\u5408\u82af\u7247APU\u7b49\uff0c\u8fd8\u53c2\u4e0e\u521b\u7acb\u4e86AMD\u5317\u4eac\u7814\u53d1\u4e2d\u5fc3\u3002<\/p>\n

\u636e\u8bf4\u4ed6\u5f53\u5e74\u52a0\u5165AMD\u65f6\uff0c\u5c31\u662f\u7531\u8d75\u7acb\u4e1c\u4eb2\u81ea\u62db\u8058\uff0c\u4e24\u4eba\u4e4b\u95f4\u6709\u6bd4\u540c\u4e8b\u66f4\u52a0\u7d27\u5bc6\u7684\u5173\u7cfb\u3002<\/p>\n

2018\u5e74\uff0c\u4e24\u4eba\u4e00\u62cd\u5373\u5408\u5728\u4e0a\u6d77\u5f20\u6c5f\u7684\u4e34\u65f6\u529e\u516c\u5ba4\u521b\u7acb\u71e7\u539f\u79d1\u6280\u3002“\u71e7”\u6e90\u81ea\u4e8e\u4e0a\u53e4\u795e\u8bdd“\u71e7\u4eba\u53d6\u706b”\uff0c\u8bb2\u7684\u662f\u71e7\u4eba\u6c0f\u53d1\u660e\u94bb\u6728\u53d6\u706b\uff0c\u5f00\u542f\u4eba\u7c7b\u6587\u660e\u7684\u6545\u4e8b\u3002\u4e24\u4eba\u4ece\u4e2d\u6c72\u53d6\u7075\u611f\uff0c\u53d6\u540d\u4e3a“\u71e7\u539f”\uff0c\u5bd3\u610f“\u70b9\u71c3\u79d1\u6280\u4e4b\u706b\uff0c\u82af\u706b\u53ef\u4ee5\u71ce\u539f”\u3002<\/p>\n

\u6b64\u5916\uff0c\u7ffb\u9605\u62db\u80a1\u4e66\uff0c\u516c\u53f8\u5176\u4ed6\u9ad8\u7ba1\u6210\u5458\u4e5f\u51e0\u4e4e\u90fd\u6765\u81eaAMD\uff08\u4e0a\u6d77\uff09\u3002<\/p>\n

\u8d1f\u8d23\u4eba\u529b\u8d44\u6e90<\/a>\u7684\u526f\u603b\u7ecf\u7406\u5f20\u654f\uff0c\u66fe\u5728AMD\u548c\u62dc\u8033\u4ece\u4e8bHR\u5de5\u4f5c\uff1b\u786c\u4ef6\u82af\u7247\u90e8\u8d1f\u8d23\u4eba\u67f4\u83c1\u66fe\u5728AMD\uff08\u4e0a\u6d77\uff09\u6709\u8fc711\u5e74\u7684\u5de5\u4f5c\u7ecf\u9a8c\uff0c\u4efb\u804c\u9ad8\u7ea7\u82af\u7247\u7814\u53d1\u7ecf\u7406\uff1b\u89e3\u51b3\u65b9\u6848\u5de5\u7a0b\u90e8\u8d1f\u8d23\u4eba\u9ad8\u7b11\u5929\u66fe\u5728AMD\u4efb\u9879\u76ee\u7ecf\u7406\uff1b\u5de7\u5408\u7684\u662f\uff0c\u5979\u4eec\u90fd\u662f\u57282018\u5e74\u4e00\u540c\u79bb\u5f00AMD\uff0c\u968f\u540e\u4fbf\u6210\u4e3a\u71e7\u539f\u7684\u521d\u521b\u9aa8\u5e72\u3002<\/strong><\/p>\n

\u53ea\u6709CFO\u5510\u4f1f\u5e76\u975eAMD\u8001\u4eba\uff0c\u4ed6\u66fe\u5728\u9ad8\u76db<\/a>\u9ad8\u534e\u8bc1\u5238\u3001\u4e2d\u91d1\u3001\u56fd\u65b0\u56fd\u9645\u8d1f\u8d23\u6295\u8d44<\/a>\u5de5\u4f5c\uff0c\u540e\u8f97\u8f6c\u4e8e\u56db\u7ef4\u56fe\u65b0\u3001\u4e9a\u4fe1\u79d1\u6280\u3001\u6982\u4f26\u7535\u5b50\u7b49\u4e0a\u5e02\u516c\u53f8<\/a>\uff0c\u76f4\u52302025\u5e7410\u6708\u52a0\u5165\u71e7\u539f\u79d1\u6280\u3002<\/p>\n

\u53ef\u89c1\uff0c\u76f8\u6bd4\u6469\u5c14\u3001\u6c90\u66e6\u3001\u58c1\u4ede\u7b49\uff0c\u71e7\u539f\u79d1\u6280\u7684“AMD\u542b\u91cf”\u66f4\u9ad8\uff0c\u6218\u7565\u3001\u7814\u53d1\u3001\u4eba\u529b\u3001\u9879\u76ee\u3001\u5e02\u573a\u8d1f\u8d23\u4eba\u90fd\u6e90\u4e8eAMD\uff0c\u582a\u79f0\u4e00\u5bb6\u59a5\u59a5\u7684\u4e2d\u56fd“AMD\u7ffb\u7248”\u3002<\/p>\n

02 \u817e\u8baf\u5582\u517b<\/strong><\/h2>\n

\u9ad8\u6027\u80fdGPU\u662f\u4e00\u4e2a\u6781\u5ea6\u70e7\u94b1\u7684\u5de8\u5927\u5de5\u7a0b\uff0c\u71e7\u539f\u79d1\u6280\u5c31\u662f\u4ef0\u4ed7\u817e\u8baf\u8fd9\u9897\u5927\u6811\u7684\u4f9b\u517b\uff0c\u624d\u5b9e\u73b0\u4e86\u5feb\u901f\u751f\u957f\u3002<\/p>\n

\u817e\u8baf\u4e0d\u4ec5\u662f\u516c\u53f8\u7b2c\u4e00\u5927\u80a1\u4e1c\uff0c\u8fd8\u662f\u6700\u5927\u5ba2\u6237\u3002<\/strong>\u68b3\u7406\u6765\u770b\uff0c\u81ea\u6210\u7acb\u4ee5\u6765\uff0c\u817e\u8baf\u5c31\u50cf\u5bf9\u5f85“\u5e72\u513f\u5b50”\u4e00\u6837\u5582\u517b\u71e7\u539f\u79d1\u6280\u3002<\/p>\n

\"\u71e7\u539f\u79d1\u6280\uff0c\u817e\u8baf\u4f9b\u517b\u7684\u4e2d\u56fdAMD\"<\/p>\n

2018\u5e743\u6708\uff0c\u71e7\u539f\u79d1\u6280\u6210\u7acb\uff0c4\u4e2a\u6708\u540e\uff0c\u4ee5\u817e\u8baf\u9886\u8854\u7684\u6295\u8d44\u65b9\uff0c\u5c31\u7ed9\u5176\u6ce8\u8d443.4\u4ebf\u5143\uff08Pre-A\u8f6e\u878d\u8d44<\/a>\uff09\uff0c\u5e76\u5728A\u8f6e\u3001B\u8f6e\u3001C\u8f6e\u3001C+\u8f6e\u3001D\u8f6e\u4e43\u81f3E\u8f6e\u90fd\u8fdb\u884c\u4e86\u62bc\u6ce8\u3002\u8db3\u89c1\"AMD\u53cc\u5b50\u661f”\u7684\u6280\u672f\u5e95\u8574\u5bf9\u9e45\u5382\u7684\u5438\u5f15\u529b\u3002<\/p>\n

\u6210\u7acb18\u4e2a\u6708\uff0c\u71e7\u539f\u5c31\u53d1\u5e03\u4e86“\u9083\u601d1.0”\uff0c\u8fd9\u6b3eAI\u8bad\u7ec3\u82af\u7247\u4e00\u6b21\u6027\u6d41\u7247\u5c31\u83b7\u6210\u529f\uff0c\u76f4\u63a5\u8ba9\u5176\u5728\u56fd\u4ea7GPU\u521d\u521b\u4f01\u4e1a\u4e2d\u5360\u5f97\u5148\u673a\u3002<\/p>\n

\u9664\u4e86\u817e\u8baf\uff0c\u7ea2\u70b9\u521b\u6295<\/a>\u3001\u6b66\u5cb3\u5cf0\u8d44\u672c\u3001CPE\u6e90\u5cf0\u3001\u4e0a\u6d77\u56fd\u6295\u7b49\u673a\u6784\u4e5f\u4e00\u63b7\u5343\u91d1\uff0c\u516c\u53f8\u7d2f\u8ba1\u878d\u8d44\u8d85\u8fc770\u4ebf\u5143\uff0c\u6309\u7167E\u8f6e\u878d\u8d44\u7684\u60c5\u51b5\uff0c\u71e7\u539f\u79d1\u6280\u5728IPO\u524d\u7684\u4f30\u503c\u987a\u5229\u8d85\u8fc7200\u4ebf\u3002<\/strong><\/p>\n

\u6839\u636e\u62db\u80a1\u4e66\uff0c\u817e\u8baf\u4ee520.26%\u7684\u6301\u80a1\u6bd4\u4f8b\u6210\u4e3a\u6700\u5927\u5355\u4e00\u80a1\u4e1c\uff0c\u8d85\u8fc7\u4e86\u4e24\u4f4d\u521b\u59cb\u4eba\u76f4\u63a5\u6301\u80a1\u7684\u603b\u548c\u3002<\/p>\n

\u4e0d\u4ec5\u6295\u5165\u91cd\u8d44\u8f93\u8840\uff0c\u817e\u8baf\u8fd8\u53cc\u624b\u5949\u4e0a\u5927\u5355\u3002\u71e7\u539f\u65e9\u5728\u516c\u53f8\u6210\u7acb\u7684\u7b2c\u4e8c\u5e74\u5c31\u5f00\u5c55\u4e1a\u52a1\u5408\u4f5c\uff0c\u7ecf\u5386\u4e86\u4ece\u5355\u4e00\u573a\u666f\u5c0f\u89c4\u6a21\u9a8c\u8bc1\u5230\u591a\u573a\u666f\u5927\u89c4\u6a21\u9a8c\u8bc1\uff0c\u6700\u540e\u5b9e\u73b0\u6df1\u5ea6\u6218\u7565\u5408\u4f5c\u3002<\/p>\n

\u5f53\u524d\uff0c\u4f9b\u5e94\u817e\u8baf\u7cfb\u5df2\u662f\u516c\u53f8\u4e1a\u7ee9<\/a>\u7684\u6838\u5fc3\u652f\u6491\u30022022\u5e74\uff0c\u817e\u8baf\u8d21\u732e\u4e868.53%\u7684\u8425\u6536\uff0c2023\u5e74\u4e0a\u5347\u523033.34%\uff0c2024\u5e74\u4e3a37.77%\uff0c\u800c\u5230\u4e862025\u5e74\u524d9\u4e2a\u6708\uff0c\u8fd9\u4e00\u6570\u5b57\u76f4\u63a5\u98d9\u523071.84%\u3002<\/p>\n

\u8fd9\u610f\u5473\u7740\uff0c\u71e7\u539f\u6bcf\u5356\u51fa10\u5f20\u5361\uff0c\u5c31\u67097\u5f20\u662f\u4f9b\u5e94\u7ed9\u817e\u8baf\u7684\u3002<\/p>\n

\"\u71e7\u539f\u79d1\u6280\uff0c\u817e\u8baf\u4f9b\u517b\u7684\u4e2d\u56fdAMD\"<\/p>\n

\u71e7\u539f\u4e0d\u4ec5\u76f4\u63a5\u5411\u817e\u8baf\u9500\u552eAI\u52a0\u901f\u5361\u5916\uff0c\u8fd8\u901a\u8fc7AVAP\u6a21\u5f0f\u5411\u817e\u8baf\u6307\u5b9a\u7684\u56db\u5bb6\u4f01\u4e1a\u4f9b\u8d27\u3002AVAP\u6a21\u5f0f\u88ab\u79f0\u4e3a\u9ad8\u7ea7\u4f9b\u5e94\u5546\u7ba1\u7406\u91c7\u8d2d\uff0c\u5176\u6838\u5fc3\u5728\u4e8e\u6574\u5408\u91c7\u8d2d\u4e0e\u5236\u9020\u73af\u8282\uff0c\u4f9b\u5e94\u5546\u7684\u89d2\u8272\u4ece\u5355\u7eaf\u7684\u7269\u8d44\u63d0\u4f9b\u8005\u8f6c\u53d8\u4e3a\u548c\u91c7\u8d2d\u65b9\u4e00\u540c\u4f18\u5316\u4f9b\u5e94\u94fe\u7684\u7ba1\u7406\u8005\uff0c\u4ee5\u63d0\u5347\u4f9b\u5e94\u9002\u914d\u6027\u548c\u6548\u7387\u3002<\/p>\n

\u8fd9\u4e00\u7b56\u7565<\/a>\u5341\u5206\u5951\u5408\u817e\u8baf\u7684\u9700\u6c42\uff0c\u817e\u8baf\u4e0d\u4ec5\u8c6a\u7838“10\u4ebf\u6625\u8282\u7ea2\u5305”\u6765\u4e89\u593a\u65b0\u7684AI\u6d41\u91cf\u5165\u53e3\uff0c\u65d7\u4e0b\u8fd8\u6709\u793e\u4ea4\uff08\u5fae\u4fe1<\/a>\uff09\u3001\u89c6\u9891\u3001\u4e91\u670d\u52a1<\/a>\u548c\u6e38\u620f\u4e1a\u52a1\uff0c\u90fd\u9700\u8981AI\u8d4b\u80fd\u5347\u7ea7\uff0c\u8fd9\u4e9b\u571f\u58e4\u90fd\u662f\u71e7\u539f\u79d1\u6280\u7684\u8bd5\u9a8c\u7530\u3002<\/p>\n

2025\u817e\u8baf\u5168\u7403\u6570\u5b57\u751f\u6001\u5927\u4f1a\u4e0a\uff0c\u817e\u8baf\u526f\u603b\u88c1\u3001\u817e\u8baf\u4e91\u603b\u88c1\u90b1\u8dc3\u9e4f\u5c31\u5ba3\u5e03\uff0c\u817e\u8baf\u4e91\u5df2\u5168\u9762\u9002\u914d\u4e3b\u6d41\u56fd\u4ea7\u82af\u7247\u3002\u5218\u70bd\u5e73\u5728\u53bb\u5e74\u7684Q2\u8d22\u62a5\u7535\u8bdd\u4f1a\u8bae\u4e0a\u8868\u793a\uff0c\u817e\u8baf\u6709\u8db3\u591f\u7684AI GPU\u82af\u7247\u6765\u5e94\u5bf9\u672a\u6765\u6a21\u578b\u8bad\u7ec3\u9700\u6c42\uff0c\u4e0d\u5fc5\u56e4\u79ef\u82f1\u4f1f\u8fbeH20\u3002<\/strong><\/p>\n

\u800c\u6b64\u524d\uff0c\u9a6c\u5316\u817e\u4e5f\u8868\u793a\u8fc7\u4f1a\u6301\u7eed\u6295\u5165\u8d44\u6e90\u8fdb\u884c\u7b97\u529b\u50a8\u5907\u3002\u8fd9\u79cd\u4e0d\u518d\u8fc7\u5ea6\u4f9d\u8d56“\u897f\u65b9\u9635\u8425”\u7684\u8f6c\u5411\uff0c\u9884\u793a\u7740\u9e45\u5382\u672a\u6765\u5c06\u7ee7\u7eed\u52a0\u5927\u5bf9\u56fd\u4ea7\u82af\u7247\u7684\u91c7\u8d2d\u529b\u5ea6\u3002<\/strong><\/p>\n

03 \u72ec\u7279\u8def\u7ebf<\/strong><\/h2>\n

\u548c\u5176\u4ed6\u4f01\u4e1a\u4e0d\u540c\uff0c\u71e7\u539f\u79d1\u6280\u8d70\u4e86\u4e00\u6761\u66f4\u4e3a\u72ec\u7279\u4e14\u8270\u96be\u7684\u8def\u7ebf\u3002<\/p>\n

\u4e00\u662f\u82af\u7247\u8bbe\u8ba1\u4e0a\uff0c\u4e0e\u53e6\u5916\u4e09\u5bb6\u9009\u62e9\u901a\u7528\u578bGPU\u8def\u7ebf\u4e0d\u540c\uff0c\u71e7\u539f\u6210\u7acb\u4e4b\u521d\u5c31\u575a\u6301\u4e13\u7528\u578b\u8ba1\u7b97\u67b6\u6784\uff08ASIC\/DSA\uff09\u82af\u7247\u8bbe\u8ba1\u8def\u7ebf\uff0c\u5bd2\u6b66\u7eaa\u3001\u534e\u4e3a<\/a>\u6d77\u601d\u3001\u6606\u4ed1\u82af\u7b49\u4e5f\u662f\u8fd9\u4e00\u7b56\u7565\u3002<\/p>\n

“\u4e13\u7528\u67b6\u6784”\u7406\u5ff5\u7684\u601d\u8def\u662f\u4e0d\u76f2\u76ee\u8ffd\u6c42GPU\u7684\u901a\u7528\u6027\uff0c\u800c\u662f\u805a\u7126AI\u8bad\u63a8\u573a\u666f\u8fdb\u884c\u6df1\u5ea6\u4f18\u5316\uff0c\u4ee5\u6362\u53d6\u66f4\u9ad8\u7684\u6027\u80fd\u548c\u80fd\u6548\u8868\u73b0\u3002<\/strong><\/p>\n

\u82f1\u4f1f\u8fbe\u56fa\u7136\u5f3a\u5927\uff0c\u4f46\u901a\u7528\u578b\u4e5f\u610f\u5473\u7740\u5728\u7279\u5b9a\u573a\u666f\u4e0b\u4f1a\u51fa\u73b0\u6027\u80fd\u5197\u4f59\u3002\u56e0\u6b64\uff0c\u79d1\u6280\u5de8\u5934\u4eec\u7eb7\u7eb7\u4e0b\u573a\u81ea\u7814\uff0c\u8c37\u6b4cTPU\u6b63\u662f\u901a\u8fc7ASIC\u8def\u7ebf\uff0c\u5728AI\u8bad\u7ec3\u573a\u666f\u4e2d\u5b9e\u73b0\u4e86\u5bf9GPU\u7684\u8d85\u8d8a\uff1b\u4e9a\u9a6c\u900a<\/a>\u63a8\u51faTrainium\u82af\u7247\u4ee5\u4f18\u5316\u8bad\u7ec3\u6027\u80fd\u3002<\/p>\n

\u800c\u5728\u63a8\u7406\u9700\u6c42\u7206\u70b8\u7684\u65f6\u4ee3\uff0c\u7b97\u529b\u6295\u5165\u9700\u8981\u82b1\u8d39\u5de8\u989d\u8d44\u91d1\uff0c\u6b64\u65f6\uff0c\u6027\u4ef7\u6bd4\u53ef\u80fd\u6bd4\u7edd\u5bf9\u6027\u80fd\u66f4\u91cd\u8981\uff0cASIC\u5728\u8fd9\u65f6\u5c31\u6709\u4e86\u7528\u6b66\u4e4b\u5730\uff0c\u5176\u5c24\u5176\u9002\u5408\u9884\u7b97\u6709\u9650\u7684\u4e91\u670d\u52a1\u5546\u3002<\/p>\n

\"\u71e7\u539f\u79d1\u6280\uff0c\u817e\u8baf\u4f9b\u517b\u7684\u4e2d\u56fdAMD\"<\/p>\n

\u8c37\u6b4c\u5728Gemini3\u5927\u6a21\u578b\u5c31\u91c7\u7528\u81ea\u7814\u7684TPU\u8bad\u7ec3\u5b8c\u6210\uff0c\u6253\u7834\u4e86\u82f1\u4f1f\u8fbe\u7684\u5784\u65ad\uff0c\u800c\u4e9a\u9a6c\u900a\u3001META \u548c\u5fae\u8f6f\u7b49\u5747\u5728\u81ea\u7814\u975eGPGPU\u67b6\u6784\u82af\u7247\u3002\u9ad8\u76db\u5c31\u9884\u8ba1\u672a\u6765\u975eGPGPU\u7684\u5360\u6bd4\u5c06\u9010\u6b65\u62ac\u5347\uff0c\u8fd9\u4e5f\u662f\u5f53\u524d\u82f1\u4f1f\u8fbe\u80a1\u4ef7\u627f\u538b\u7684\u4e00\u5927\u539f\u56e0\u3002<\/p>\n

\u5176\u4e8c\uff0c\u6216\u8bb8\u662fAMD\u70d9\u5370\u8fc7\u4e8e\u6df1\u523b\uff0c\u71e7\u539f\u79d1\u6280\u653e\u5f03\u4e86\u5176\u4ed6\u56fd\u4ea7GPU\u4f01\u4e1a\u517c\u5bb9\u82f1\u4f1f\u8fbeCUDA\u751f\u6001\u7684\u8def\u7ebf\uff0c\u800c\u662f\u81ea\u7814“\u9a6d\u7b97TopsRider”\uff0c\u6784\u5efa\u81ea\u4e3b\u751f\u6001\u3002<\/strong>\u8d75\u7acb\u4e1c\u66fe\u76f4\u8a00\uff0c\u82f1\u4f1f\u8fbe\u5728\u4e2d\u56fd\u7684\u670d\u52a1\u6df1\u5ea6\u4e0d\u8db3\uff0c\u8fd9\u6b63\u662f\u4ed6\u7684“\u5f31\u70b9”\u6240\u5728\uff0c\u56e0\u6b64\u7ed9\u4e86\u56fd\u4ea7\u82af\u7247\u5dee\u5f02\u5316\u7ade\u4e89\u7684\u673a\u4f1a\u3002<\/p>\n

\u6784\u5efa\u81ea\u6709\u56fa\u7136\u53ef\u8d35\uff0c\u4f46\u653e\u5f03\u6574\u4e2aCUDA\u751f\u6001\uff0c\u610f\u5473\u7740\u71e7\u539f\u5fc5\u987b\u8981\u8bf4\u670d\u6240\u6709\u5ba2\u6237\u548c\u4f7f\u7528\u8005\u653e\u5f03\u6210\u719f\u7684CUDA\uff0c\u8f6c\u800c\u5b66\u4e60\u4e00\u5957\u5168\u65b0\u7684\u7f16\u7a0b\u4f53\u7cfb\u3002<\/p>\n

\u8981\u60f3\u6311\u6218\u82f1\u4f1f\u8fbe\uff0c\u66ff\u4ee3CUDA\u7edd\u975e\u6613\u4e8b\uff0c\u9700\u8981\u8017\u8d39\u5de8\u5927\u7cbe\u529b\u548c\u8d44\u91d1\uff0c\u4e0d\u662f\u4e00\u5bb6\u8fd8\u5728\u4e8f\u635f\u4e2d\u7684\u521d\u521b\u4f01\u4e1a\u80fd\u8f7b\u6613\u5b9e\u73b0\u7684\u3002<\/p>\n

\u71e7\u539f\u4e5f\u5766\u8a00\u516c\u53f8“\u672a\u5355\u72ec\u9500\u552eAI\u8ba1\u7b97\u53ca\u7f16\u7a0b\u8f6f\u4ef6”\uff0c\u4e5f\u5c31\u662f\u8bf4\u9a6d\u7b97TopsRider\u4ec5\u9650\u4e8e\u71e7\u539f\u81ea\u6709\u82af\u7247\u3002\u800c\u6469\u5c14\u7ebf\u7a0b\u3001\u6c90\u66e6\u80a1\u4efd\u5219\u53ef\u517c\u5bb9CUDA\uff0c\u8fc1\u79fb\u6210\u672c\u66f4\u4f4e\u3002<\/p>\n

\"\u71e7\u539f\u79d1\u6280\uff0c\u817e\u8baf\u4f9b\u517b\u7684\u4e2d\u56fdAMD\"<\/p>\n

2024\u5e74\uff0c\u82f1\u4f1f\u8fbe\u5728\u56fd\u5185\u51fa\u8d27190\u4e07\u5f20AI\u52a0\u901f\u5361\uff0c\u5360\u636e70%\u7684\u5e02\u573a\u4efd\u989d\uff0c\u71e7\u539f\u9500\u552e\u91cf\u4e3a3.88\u4e07\u5f20\uff0c\u5360\u6709\u7387\u7ea61.4%\u3002<\/p>\n

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