{"id":730402,"date":"2026-02-25T20:09:37","date_gmt":"2026-02-25T12:09:37","guid":{"rendered":"https:\/\/www.alphaseek.cn\/?p=730402"},"modified":"2026-02-25T20:09:37","modified_gmt":"2026-02-25T12:09:37","slug":"amd%e7%bd%95%e8%a7%81%e5%8d%96%e8%ba%ab%ef%bc%8c1%e7%be%8e%e5%88%86%e9%94%81%e5%ae%9a%e4%b8%a4%e5%a4%a7ai%e5%b7%a8%e5%a4%b4","status":"publish","type":"post","link":"https:\/\/www.alphaseek.cn\/?p=730402","title":{"rendered":"AMD\u7f55\u89c1\u201c\u5356\u8eab\u201d\uff0c1\u7f8e\u5206\u9501\u5b9a\u4e24\u5927AI\u5de8\u5934"},"content":{"rendered":"
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\u6587 | \u534a\u5bfc\u4f53\u4ea7\u4e1a\u7eb5\u6a2a<\/p>\n<\/blockquote>\n<\/div>\n

\u6628\u5929\uff0cAMD\u7f55\u89c1\u7b7e\u4e86\u4e00\u4efd“\u5356\u8eab\u5951”\u3002<\/p>\n

Mata\u548cAMD\u8fbe\u6210\u534f\u8bae\uff0cMeta\u672a\u6765\u51e0\u5e74\u8981\u4e70\u6700\u591a6\u5409\u74e6\uff08\u76f8\u5f53\u4e8e500\u4e07\u7f8e\u56fd<\/a>\u5bb6\u5ead\u4e00\u5e74\u7684\u7528\u7535\u91cf\uff09\u7684AMD AI\u82af\u7247<\/a>\uff0c\u8fd9\u7b14\u4ea4\u6613\u7684\u4ef7\u503c\u9884\u8ba1\u5c06\u8d85\u8fc7\u5343\u4ebf\u7f8e\u5143\u3002<\/p>\n

\u4f5c\u4e3a\u4ea4\u6362\uff0cAMD\u7ed9\u4e86Mata\u4e00\u4e2a\u8ba4\u80a1\u6743\u8bc1\uff1a\u5141\u8bb8Meta\u4ee5\u6bcf\u80a11\u7f8e\u5206\u7684\u4ef7\u683c\uff0c\u4e70\u5165\u6700\u591a1.6\u4ebf\u80a1AMD\u80a1\u7968\uff0c<\/strong>\u7ea6\u5360AMD\u603b\u80a1\u672c\u768410%\u3002\u8fd9\u4e9b\u80a1\u7968\u5206\u6279\u5f52\u5c5e\uff0c\u524d\u63d0\u662fMeta\u7684\u91c7\u8d2d\u91cf\u8fbe\u5230\u7ea6\u5b9a\u76ee\u6807\uff0c\u540c\u65f6AMD\u80a1\u4ef7\u8981\u6da8\u5230600\u7f8e\u5143<\/strong>\uff0c\u6b64\u6b21\u516c\u544a\u53d1\u51fa\u7684\u5f53\u65e5AMD\u6536\u76d8\u4ef7196\u7f8e\u5143\u3002<\/p>\n

\u6b63\u56e0\u4e3a\u548cMeta\u7684\u534f\u8bae\uff0cAMD\u7f8e\u80a1\u76d8\u524d\u80a1\u4ef7\u66b4\u6da8\u8d8510%\u3002\u503c\u5f97\u6ce8\u610f\u7684\u662f\uff0c\u8fd9\u4e2a\u534f\u8bae\u8d76\u5728\u4e86\u82f1\u4f1f\u8fbe\u53d1\u5e03\u8d22\u62a5\u7684\u524d\u4e00\u5929\u516c\u5e03\u3002<\/p>\n

\n

\"AMD\u7f55\u89c1\u201c\u5356\u8eab\u201d\uff0c1\u7f8e\u5206\u9501\u5b9a\u4e24\u5927AI\u5de8\u5934\"<\/p>\n<\/div>\n

01 AI\u73a9\u5bb6\uff0c\u65b0\u7684\u5bf9\u8d4c<\/h2>\n

\u51e0\u4e2a\u6708\u524d\uff0cAMD\u548cOpenAI<\/a>\u4e5f\u7b7e\u4e86\u4e00\u4e2a\u4e00\u6a21\u4e00\u6837\u7684\u534f\u8bae\uff0c\u4f7f\u7528“\u80a1\u6743\u6362\u91c7\u8d2d”\u3002<\/strong><\/p>\n

OpenAI<\/strong>\u5ba3\u5e03\u5c06\u91c7\u8d2d\u548c\u90e8\u7f72\u591a\u8fbe6\u5409\u74e6\u7684AMD Instinct\u7cfb\u5217GPU\uff0c\u6f5c\u5728\u9500\u552e\u989d\u9ad8\u8fbe900\u4ebf\u7f8e\u5143\u3002\u4f5c\u4e3a\u4ea4\u6362\uff0cAMD\u5411OpenAI\u53d1\u884c\u4e86\u4ee5\u6bcf\u80a10.01\u7f8e\u5143\u884c\u6743\u4ef7\u8d2d\u4e70\u81f3\u591a1.6\u4ebf\u80a1AMD\u80a1\u7968\u7684\u8ba4\u80a1\u6743\u8bc1\u3002\u5982\u679c\u8bf4\uff0cAMD\u7684\u80a1\u4ef7\u8fbe\u5230600\u7f8e\u5143\u5e76\u4e14\u8fbe\u5230GPU\u90e8\u7f72\u91cc\u7a0b\u7891\uff0cOpenAI\u5c06\u514d\u8d39\u83b7\u5f9710%\u7684\u80a1\u4efd\u3002<\/p>\n

\u5b9e\u9645\u4e0a\uff0c\u8fd9\u79cd\u65b9\u5f0f\u540d\u4e3a\u91c7\u8d2d\uff0c\u5b9e\u4e3a\u6df1\u5ea6\u6346\u7ed1\u3002\u5c06\u4f20\u7edf\u7684\u6298\u6263\u8f6c\u5316\u4e3a“\u80a1\u6743\u5bf9\u8d4c”\uff0c\u8fd9\u80fd\u591f\u4e3a\u534f\u8bae\u53cc\u65b9\u521b\u9020\u663e\u8457\u4ef7\u503c\u3002<\/p>\n

\n

\"AMD\u7f55\u89c1\u201c\u5356\u8eab\u201d\uff0c1\u7f8e\u5206\u9501\u5b9a\u4e24\u5927AI\u5de8\u5934\"<\/p>\n<\/div>\n

\u5bf9\u4e8eAMD\u800c\u8a00\uff0c\u662f\u4e00\u79cd\u521b\u65b0<\/a>\u7684\u5ba2\u6237\u83b7\u53d6\u65b9\u5f0f\u3002<\/strong><\/p>\n

\u7b2c\u4e00\uff0c\u628a\u4f20\u7edf\u524d\u671f\u6298\u6263\u3001\u8fd4\u70b9\u8fd9\u7c7b\u521a\u6027\u6210\u672c\uff0c\u8f6c\u6362\u6210\u4e0e\u672a\u6765\u4e1a\u7ee9<\/a>\u76f4\u63a5\u6302\u94a9\u7684\u80a1\u6743\u6210\u672c\u3002\u540c\u65f6\u4e3aMI450 GPU\u53caHelios\u5e73\u53f0\u521b\u9020\u65d7\u8230\u5ba2\u6237\u9a8c\u8bc1\u673a\u4f1a\u3002\u7528\u8fd9\u4e00\u62db\uff0cAMD\u6210\u529f\u7684\u7ed1\u5b9a\u4e86Meta\u3001OpenAI\u3002<\/p>\n

\u7b2c\u4e8c\uff0c\u76ee\u524dAMD\u7684AI\u82af\u7247\u5e02\u5360\u7387\u4ec55%-10%\uff0cROCm\u8f6f\u4ef6\u751f\u6001\u6210\u719f\u5ea6\u4e5f\u4e0d\u8db3CUDA\uff0c\u7ed1\u5b9aOpenAI\u548cMeta\uff0c\u53ef\u76f4\u63a5\u83b7\u5f97\u9876\u7ea7AI\u5b9e\u9a8c\u5ba4\u7684\u6a21\u578b\u80cc\u4e66\u4e0e\u6280\u672f\u534f\u540c\uff0c\u52a0\u901f\u751f\u6001\u5efa\u8bbe\u3002<\/p>\n

\u7b2c\u4e09\uff0c\u5373\u4fbf\u672a\u8fbe\u80a1\u4ef7\u76ee\u6807\uff0c\u4e5f\u80fd\u64bc\u52a8\u82f1\u4f1f\u8fbe\u5784\u65ad\u5730\u4f4d\uff0c\u63a8\u52a8\u81ea\u8eab\u751f\u6001\u53d1\u5c55\u3002<\/p>\n

\u5bf9\u4e8eMeta\u548cOpenAI\u800c\u8a00\uff0c\u53ef\u4ee5\u7834\u89e3\u4e24\u5927\u56f0\u5c40\u3002<\/strong>\u4e00\u65b9\u9762\uff0c\u53ef\u4ee5\u786e\u4fdd\u975e\u82f1\u4f1f\u8fbe\u7684\u82af\u7247\u4f9b\u5e94\uff0c\u5b9e\u73b0\u4f9b\u5e94\u5546\u7684\u591a\u5143\u5316\uff0c\u53e6\u4e00\u65b9\u9762\uff0c\u901a\u8fc7\u80a1\u7968\u589e\u503c\u5bf9\u51b2AI\u57fa\u5efa<\/a>\u7684\u5929\u4ef7\u6295\u5165\uff0c\u5f62\u6210“\u81ea\u7b79\u8d44\u91d1”\u8def\u5f84\u3002\u884c\u4e1a\u4eba\u58eb\u6307\u51fa\uff1a“\u5927\u5382AI\u82af\u7247\u91c7\u8d2d\u4e0d\u53ef\u80fd\u7ed1\u5b9a\u5355\u4e00\u4f9b\u5e94\u5546\uff0c\u4f9b\u5e94\u94fe\u5b89\u5168\u3001\u5546\u52a1\u8c08\u5224\u3001\u4ea4\u4ed8\u5468\u671f\u4e0e\u6210\u672c\u90fd\u662f\u6838\u5fc3\u8003\u91cf\u3002AMD\u4e0eMeta\u7684\u7ed1\u5b9a\uff0c\u672c\u8d28\u662f‘\u53bb\u82f1\u4f1f\u8fbe\u4f9d\u8d56’\u7684\u6218\u7565\u5c1d\u8bd5\u3002”<\/p>\n

02 AMD\u7684\u7b79\u7801<\/h2>\n

\u5728\u4e24\u6b21\u5408\u4f5c\u4e2d\uff0cAMD\u90fd\u62ff\u51fa\u7684\u7b79\u7801\u662fMI450\u7cfb\u5217\u82af\u7247\u3002<\/strong><\/p>\n

MI450\u57fa\u4e8eAMD\u65b0\u4e00\u4ee3CDNA 4\u67b6\u6784\u6253\u9020\uff0c\u5b9a\u4f4d\u9ad8\u7aefAI\u8bad\u7ec3\u4e0e\u63a8\u7406\u573a\u666f\u3002\u4e0e\u4f20\u7edf\u7684\u5355\u4e00\u5236\u7a0b\u7b56\u7565<\/a>\u4e0d\u540c\uff0cMI450\u91c7\u7528\u4e86\u521b\u65b0\u7684\u6df7\u5408\u5de5\u827a\u8bbe\u8ba1\u65b9\u6848<\/strong>\uff1aXCD\u8ba1\u7b97\u6838\u5fc3\u4f7f\u7528\u53f0\u79ef\u7535N2P 2nm\u5de5\u827a\uff0c\u800cAID\u4e2d\u4ecb\u5c42\u548cMID\u63a5\u53e3\u82af\u7247\u5219\u91c7\u7528N3P 3nm\u5de5\u827a\u3002<\/p>\n

\u5728\u5173\u952e\u6027\u80fd\u6307\u6807\u4e0a\uff0cMI450\u7cfb\u5217\u76f4\u63a5\u5bf9\u6807NVIDIA\u4e0b\u4e00\u4ee3\u4ea7\u54c1\u3002AMD\u5ba3\u79f0\uff0cMI450\u7cfb\u5217\u5bf9\u6bd4NVIDIA Rubin\uff0c\u5185\u5b58\u5bb9\u91cf\u3001\u7eb5\u5411\u5e26\u5bbd\u90fd\u5c06\u9886\u514850\uff05\uff0c\u5185\u5b58\u5e26\u5bbd\u3001FP4\/FP8\u6027\u80fd\u3001\u6a2a\u5411\u5e26\u5bbd\u5747\u5728\u540c\u4e00\u6c34\u5e73\u4e4b\u4e0a\u3002<\/strong><\/p>\n

\n

\"AMD\u7f55\u89c1\u201c\u5356\u8eab\u201d\uff0c1\u7f8e\u5206\u9501\u5b9a\u4e24\u5927AI\u5de8\u5934\"<\/p>\n<\/div>\n

\u540c\u65f6\uff0cAMD\u5bf9\u6807\u7684\u4e0d\u6b62\u53ea\u5355\u9897\u82af\u7247\u7684\u6027\u80fd\uff0c\u66f4\u662f\u60f3\u8981\u4f7f\u7528\u6700\u65b0\u7684“Helios”\u673a\u67b6\u548cNVIDIA Vera Rubin NVL72\u673a\u67b6\u6297\u8861\u3002<\/p>\n

\n

\"AMD\u7f55\u89c1\u201c\u5356\u8eab\u201d\uff0c1\u7f8e\u5206\u9501\u5b9a\u4e24\u5927AI\u5de8\u5934\"<\/p>\n<\/div>\n

“Helios”\u673a\u67b6\u4f7f\u7528\u6700\u65b0\u7684MI455X GPU\uff0c\u5e76\u4e14\u57fa\u4e8e72\u9897MI455X GPU\u548c18\u9897Venice CPU\uff0c\u7b97\u529b\u8868\u73b0\u60ca\u4eba\u3002\u5355\u673a\u67b6\u53ef\u63d0\u4f9b\u9ad8\u8fbe 2.9 ExaFLOPS \u7684AI\u7b97\u529b\u3002\u518d\u6765\u770b\u82f1\u4f1f\u8fbeVera Rubin NVL72\u673a\u67b6\u63d0\u4f9b 3.6 exaFLOPS \u7684 NVFP4 \u63a8\u7406\u6027\u80fd\u30012.5exaFLOPS \u7684 NVFP4 \u8bad\u7ec3\u6027\u80fd\u3001\u8fde\u63a5\u5230 Vera CPU \u7684 54 TB LPDDR5X \u5185\u5b58\u4ee5\u53ca 20.7 TB HBM4\uff0c\u63d0\u4f9b 1.6 PB\/s \u7684\u5e26\u5bbd\u3002<\/p>\n

AI\u4ea7\u54c1\u5546\u4e1a\u5316\u843d\u5730\u8282\u594f\uff0c\u76f4\u63a5\u51b3\u5b9a\u4e86AMD\u80fd\u5426\u57282026-2027\u5e74\u7684AI\u7b97\u529b\u7a97\u53e3\u671f\u4e2d\u62a2\u5360\u5148\u673a\u3002<\/p>\n

\u5728AMD Q1\u7684\u4e1a\u7ee9\u4f1a\u4e0a\uff0c\u82cf\u59ff\u4e30\u8ba4\u4e3a\u771f\u6b63\u7684AI\u653e\u91cf\u5728\u4e0b\u534a\u5e74\u3002<\/strong>\u82cf\u59ff\u4e30\u786e\u8ba4\uff1a“MI450\u7cfb\u5217\u6b63\u6309\u8ba1\u5212\u5728\u4e0b\u534a\u5e74\u53d1\u5e03\u5e76\u5f00\u59cb\u91cf\u4ea7……\u6536\u5165\u5c06\u4ece\u7b2c\u4e09\u5b63\u5ea6\u5f00\u59cb\uff0c\u5e76\u5728\u7b2c\u56db\u5b63\u5ea6\u968f\u7740\u6211\u4eec\u8fdb\u51652027\u5e74\u800c\u5927\u5e45\u653e\u91cf\uff08ramp significant volume\uff09\u3002”\u800c\u5173\u4e8e\u548cOpenAI\u7684\u5408\u4f5c\uff0c\u4e5f\u8ba1\u5212\u4ece\u4eca\u5e74\u4e0b\u534a\u5e74\u5f00\u59cb\u8fdb\u51652027\u5e74\u7684\u63d0\u5347\u9636\u6bb5\u3002<\/strong><\/p>\n

03 \u7834\u91dc\u6210\u821f\u7684\u5999\u624b\uff1f<\/h2>\n

\u76ee\u524d\uff0c\u5404\u5bb6\u884c\u4e1a\u5de8\u5934\u7684\u7b56\u7565\u6709\u6240\u4e0d\u540c\u3002\u4ece\u76ee\u524d\u7684\u884c\u4e1a\u7ed3\u6784\u6765\u770b\uff0c\u82f1\u4f1f\u8fbe<\/strong>\u7684\u661f\u9645\u4e4b\u95e8\u7b49\u9879\u76ee\uff0c\u4f9d\u8d56\u4e8e\u4e0e\u5fae\u8f6f<\/a>\u3001\u7532\u9aa8\u6587\u7b49\u5de8\u5934\u76f4\u63a5\u5171\u540c\u6295\u8d44<\/a>\uff0c\u901a\u8fc7\u5927\u89c4\u6a21\u8d44\u672c\u90e8\u7f72\u5c06\u5408\u4f5c\u4f19\u4f34\u9501\u5b9a\u5728\u5176\u5782\u76f4\u6574\u5408\u7684\u57fa\u7840\u8bbe\u65bd\u4e2d\u3002<\/strong>\u5982\u82f1\u4f1f\u8fbe\u4e5f\u5ba3\u5e03\u5728\u672a\u6765\u5341\u5e74\u5185\u5411OpenAI\u6295\u8d44\u81f3\u591a1000\u4ebf\u7f8e\u5143\u3002\u4f5c\u4e3a\u5bf9\u5e94\uff0cOpenAI\u540c\u610f\u6784\u5efa\u5e76\u90e8\u7f72\u91c7\u7528\u82f1\u4f1f\u8fbe\u7cfb\u7edf\u7684\u8fd0\u7b97\u8bbe\u65bd\uff0c\u8be5\u8bbe\u65bd\u6240\u9700\u80fd\u8017\u8fbe10\u5409\u74e6\u3002<\/p>\n

\u5f53\u5f97\u77e5AMD\u613f\u610f\u62ff\u51fa 10% \u80a1\u4efd\u4f5c\u4e3a\u4e0e OpenAI \u5408\u4f5c\u7684\u6761\u4ef6\u4e4b\u4e00\u65f6\uff0c\u9ec4\u4ec1\u52cb\u611f\u5230\u5341\u5206\u610f\u5916\u3002\u4ed6\u8868\u793a\uff1a“\u8003\u8651\u5230AMD\u5bf9\u5176\u4e0b\u4e00\u4ee3\u4ea7\u54c1\u539f\u672c\u5145\u6ee1\u671f\u5f85\uff0c\u8fd9\u4efd\u5408\u4f5c\u65b9\u6848\u5bcc\u6709\u60f3\u8c61\u529b\u3001\u72ec\u7279\u4e14\u51fa\u4eba\u610f\u6599\u3002\u4ed6\u4eec\u7adf\u4f1a\u5728\u4ea7\u54c1\u5c1a\u672a\u843d\u5730\u524d\u5c31\u51fa\u8ba910%\u7684\u516c\u53f8\u80a1\u4efd\uff0c\u8fd9\u8ba9\u6211\u5f88\u60ca\u8bb6\u3002\u4e0d\u8fc7\uff0c\u6211\u8ba4\u4e3a\u8fd9\u786e\u5b9e\u662f\u4e2a\u5de7\u5999\u7684\u505a\u6cd5\u3002”<\/p>\n

\u82f1\u7279\u5c14<\/a><\/strong>\u5219\u901a\u8fc7\u5f15\u5165\u82f1\u4f1f\u8fbe\u3001\u8f6f\u94f6<\/a>\u548c\u7f8e\u56fd\u653f\u5e9c\u7684\u5171\u540c\u6ce8\u8d44<\/strong>\uff0c\u6765\u5206\u644a\u5176\u6676\u5706\u5382\u6269\u5efa\u7684\u8d22\u52a1\u538b\u529b\uff0c\u6a21\u7cca\u4e86\u4f9b\u5e94\u5546\u3001\u5ba2\u6237\u4e43\u81f3\u7ade\u4e89\u5bf9\u624b\u7684\u754c\u9650\u3002<\/p>\n

AMD<\/strong>\u5de7\u5999\u5c06\u5ba2\u6237\u91c7\u8d2d\u8f6c\u5316\u4e3a\u6295\u8d44\u884c\u4e3a\uff1aAI\u5382\u5546\u4ee5\u672a\u6765\u8ba2\u5355\u6362\u53d6AMD\u80a1\u6743\u589e\u503c\uff0cAMD\u4ee5\u672a\u6765\u80a1\u7968\u9501\u5b9a\u957f\u671f\u8ba2\u5355\u3002\u4e24\u5927\u4e07\u4ebf\u7ea7\u73a9\u5bb6\u5f7c\u6b64\u5bf9\u8d4c\u3001\u6df1\u5ea6\u7ed1\u5b9a\u3002AMD\u8fd9\u4e00\u4e3e\u63aa\u4e5f\u53ef\u770b\u4f5c\u7834\u91dc\u6210\u821f\u7684\u5999\u624b\u3002\u82cf\u59ff\u4e30\u5728\u63a5\u53d7\u91c7\u8bbf\u65f6\u8868\u793a\uff0c\u8fd9\u4e2a\u7ed3\u6784\u5bf9\u4e8e\u80a1\u4e1c\u662f\u53cc\u8d62\uff0c\u8fd9\u610f\u5473\u7740\u53cc\u65b9\u6709\u975e\u5e38\u6fc0\u8fdb\u7684\u8ba1\u5212\u548c\u8d22\u52a1\u6a21\u578b\uff0c\u5979\u8ba4\u4e3a\u6b64\u6b21\u4ea4\u6613\u5177\u6709\u53d8\u9769\u6027\u3002<\/strong><\/p>\n

\u884c\u4e1a\u4eba\u58eb\u6307\u51fa\uff1a“\u534f\u8bae\u9ad8\u95e8\u69db\u89e3\u9501\u6761\u4ef6\u82e5\u8fbe\u6210\uff0cAMD\u6536\u76ca\u7206\u70b8\uff1b\u5373\u4fbf\u672a\u5b8c\u5168\u8fbe\u6807\uff0c\u4e5f\u80fd\u64bc\u52a8\u82f1\u4f1f\u8fbe\u5784\u65ad\uff0c\u63a8\u52a8\u81ea\u8eab\u751f\u6001\u53d1\u5c55\u3002\u77ed\u671f\u51b2\u9500\u91cf\u662f\u8868\u8c61\uff0c\u6838\u5fc3\u662f\u7ed1\u5b9a\u672a\u6765\u751f\u6001\u4f4d\uff1a\u5f53\u524d\u6a21\u5f0f\u52a9\u9500\u91cf\u6fc0\u589e\uff0c\u957f\u671f\u770b\uff0cAMD\u901a\u8fc7\u8054\u5408\u5b9a\u4e49\u4ea7\u54c1\u8fdb\u5165\u5927\u5ba2\u6237\u6280\u672f\u6808\uff0c\u82e5\u9a8c\u8bc1\u6210\u529f\uff0c\u5c06\u5438\u5f15\u66f4\u591a\u4e2d\u5927\u5382\u91c7\u7528\uff0c\u524a\u5f31CUDA\u751f\u6001\u7c98\u6027\u3002”<\/p>\n

\u5206\u6790\u5e08\u8ba4\u4e3a\uff0c\u8868\u9762\u4e0a\u8fd9\u53ea\u662f\u4e00\u9879\u4f9b\u5e94\u534f\u8bae\u3002\u4f46\u5176\u672c\u8d28\u53ef\u4ee5\u88ab\u89c6\u4e3a\u4e00\u79cd\u91d1\u878d\u5de5\u5177\uff0c\u5c06AI\u786c\u4ef6\u9500\u552e\u8f6c\u5316\u4e3a\u80a1\u6743\u914d\u7f6e\uff0c\u5c06AMD\u7684\u957f\u671f\u4f30\u503c\u4e0eOpenAI\u3001Meta\u7684\u57fa\u7840\u8bbe\u65bd\u589e\u957f\u76f4\u63a5\u6302\u94a9\u3002<\/strong><\/p>\n

04 \u56fd\u5185AI\u82af\u7247\u4f01\u4e1a\uff0c\u662f\u5426\u53ef\u4ee5\u501f\u9274\uff1f<\/h2>\n

AMD\u4e0eMeta\u7684“\u80a1\u6743\u5bf9\u8d4c”\u534f\u8bae\uff0c\u4e3a\u56fd\u5185AI\u82af\u7247\u4f01\u4e1a\u63d0\u4f9b\u4e86\u6781\u5177\u4ef7\u503c\u7684\u89c2\u5bdf\u6837\u672c\u3002\u5f53\u524d\u4e2d\u56fd\u6b63\u5904\u4e8e\u56fd\u4ea7\u5316\u7684\u9ec4\u91d1<\/a>\u671f\uff0c\u901a\u8fc7“\u6df1\u5ea6\u7ed1\u5b9a+\u5229\u76ca\u5171\u751f”\u6a21\u5f0f\u66f4\u6709\u5229\u4e8e\u82af\u7247\u521b\u4f01\u628a\u91cf\u4ea7\u843d\u5730\u7684\u7b2c\u4e00\u6b65\u8d70\u7684\u66f4\u52a0\u575a\u5b9e\u3002<\/p>\n

\u7b2c\u4e00\uff0c\u4ece“\u5356\u94f2\u5b50”\u5230“\u5408\u4f19\u5f00\u77ff”\u3002<\/strong>\u501f\u9274\u8fd9\u79cd“\u4ee5\u7a7a\u95f4\u6362\u65f6\u95f4”\u7684\u7b56\u7565\uff0c\u4e0e\u4e92\u8054\u7f51\u5927\u5382\uff08\u5982\u963f\u91cc\u3001\u817e\u8baf<\/a>\u3001\u5b57\u8282\uff09\u8fdb\u884c\u6df1\u5ea6\u7ed1\u5b9a\u3002\u4e0d\u518d\u662f\u7b80\u5355\u7684\u4e70\u5356\u5173\u7cfb\uff0c\u800c\u662f\u50cfAMD\u4e3aMeta\u5b9a\u5236MI450\u4e00\u6837\uff0c\u9488\u5bf9\u56fd\u5185\u5927\u6a21\u578b\u7684\u7279\u5b9a\u63a8\u7406\u6216\u8bad\u7ec3\u573a\u666f\u8fdb\u884c\u8054\u5408\u5b9a\u4e49\u3001\u8054\u5408\u5f00\u53d1\u3002\u8fd9\u80fd\u786e\u4fdd\u82af\u7247\u6d41\u7247\u5373\u6709\u5ba2\u6237\uff0c\u964d\u4f4e\u5e02\u573a\u63a8\u5e7f\u6210\u672c\u3002\u867d\u7136\u56fd\u5185\u76ee\u524d\u5f88\u96be\u76f4\u63a5\u7167\u642c“1\u7f8e\u5206\u8d2d\u80a1”\u7684\u91d1\u878d\u64cd\u4f5c\uff0c\u4f46\u53ef\u4ee5\u901a\u8fc7\u4ea4\u53c9\u6301\u80a1\u3001\u6210\u7acb\u5408\u8d44\u7b97\u529b\u516c\u53f8\u3001\u6216“\u91c7\u8d2d\u8fd4\u70b9+\u6280\u672f\u5206\u7ea2”\u7684\u6df7\u5408\u6a21\u5f0f\uff0c\u5c06\u82af\u7247\u5382\u5546\u7684\u547d\u8fd0\u4e0e\u4e92\u8054\u7f51\u5927\u5382\u7684AI\u6218\u7565\u6df1\u5ea6\u7ed1\u5b9a\u3002<\/p>\n

\u7b2c\u4e8c\uff0c\u907f\u5f00“\u5168\u80fd\u51a0\u519b”\uff0c\u4e89\u505a“\u5355\u9879\u51a0\u519b”\u3002<\/strong>\u4e13\u5bb6\u8868\u793a\uff0c\u5f53\u524d\u4e2d\u56fdAI\u82af\u7247\u4ea7\u4e1a\u53d1\u5c55\u5c1a\u5904\u4e8e\u5206\u6563\u5316\u3001\u70b9\u72b6\u7a81\u7834\u9636\u6bb5\uff0c\u5c1a\u672a\u5f62\u6210\u80fd\u4e0eAMD\u5bf9\u6807\u7684\u4f01\u4e1a\u4e3b\u4f53\u3002\u5373\u4f7f\u6709\u5982Meta\u7684AI\u5382\u5546\uff0c\u90a3\u4e5f\u9700\u8981\u540c\u65f6\u7ed1\u5b9a\u591a\u4e2aAI\u82af\u7247\u4f01\u4e1a\u3002\u56e0\u6b64\uff0c\u4e0e\u5176\u5728\u901a\u7528\u8bad\u7ec3\u5361\u4e0a\u786c\u78b0\u786c\uff0c\u4e0d\u5982\u6293\u4f4f“\u63a8\u7406”\u548c“\u7279\u5b9a\u573a\u666f”\u8fd9\u4e00\u7a81\u7834\u53e3\u3002Meta\u6b64\u6b21\u4e0eAMD\u5408\u4f5c\uff0c\u5f88\u5927\u4e00\u90e8\u5206\u9700\u6c42\u662f\u9488\u5bf9AI\u63a8\u7406\uff08\u7528\u6237\u63d0\u95ee\u3001\u6a21\u578b\u56de\u7b54\uff09\u3002\u56fd\u5185\u4e92\u8054\u7f51\u5de8\u5934\u62e5\u6709\u6d77\u91cf\u7684\u5728\u7ebf\u670d\u52a1\uff08\u63a8\u8350\u7b97\u6cd5\u3001\u641c\u7d22\u3001AIGC\u751f\u6210\uff09\uff0c\u5bf9\u63a8\u7406\u82af\u7247\u7684\u9700\u6c42\u662f\u6301\u7eed\u4e14\u5de8\u5927\u7684\u3002\u56fd\u4ea7\u82af\u7247\u82e5\u80fd\u5728\u80fd\u6548\u6bd4\u3001\u6210\u672c\u63a7\u5236\u4e0a\u4f18\u4e8e\u8bad\u7ec3\u82af\u7247\uff0c\u5c31\u80fd\u5728\u63a8\u7406\u5e02\u573a\u5360\u636e\u4e00\u5e2d\u4e4b\u5730\u3002<\/p>\n

\u5fc5\u987b\u6e05\u9192\u5730\u8ba4\u8bc6\u5230\uff0c\u56fd\u5185AI\u82af\u7247\u884c\u4e1a\u867d\u7136\u770b\u4f3c\u70ed\u95f9\uff0c\u4f46\u666e\u904d\u5b58\u5728“\u6709\u6280\u672f\u3001\u7f3a\u4ea7\u54c1\uff0c\u6709\u6837\u7247\u3001\u7f3a\u597d\u7528”\u7684\u5c34\u5c2c\u5c40\u9762\u3002AMD\u80fd\u591f\u8c6a\u8d4c10%\u80a1\u6743\u6240\u5c55\u73b0\u51fa\u7684\u5e95\u6c14——\u5b83\u62e5\u6709\u80fd\u4e0e\u82f1\u4f1f\u8fbe\u6b63\u9762\u786c\u521a\u7684“\u786c\u901a\u8d27”\u3002\u76f8\u6bd4\u4e4b\u4e0b\uff0c\u56fd\u5185\u591a\u6570AI\u82af\u7247\u516c\u53f8\u4ecd\u5904\u4e8e“\u8bb2\u6545\u4e8b”\u9636\u6bb5\uff0c\u4e0e\u5e02\u573a\u7684\u5b9e\u9645\u9700\u6c42\u5b58\u5728\u5de8\u5927\u9e3f\u6c9f\u3002<\/p>\n

05 \u7ed3\u8bed<\/h2>\n

AMD\u9996\u5e2d\u8d22\u52a1\u5b98\u5199\u9053\uff0c“\u6211\u4eec\u9884\u8ba1\u6b64\u6b21\u5408\u4f5c\u5c06\u63a8\u52a8\u516c\u53f8\u672a\u6765\u591a\u5e74\u8425\u6536\u5927\u5e45\u589e\u957f\uff0c\u5e76\u63d0\u5347\u6211\u4eec\u7684\u975eGAAP\u6bcf\u80a1\u6536\u76ca\uff0c\u8fd9\u6807\u5fd7\u7740\u6211\u4eec\u5728\u5b9e\u73b0\u957f\u671f\u8d22\u52a1\u6a21\u5f0f\u65b9\u9762\u53c8\u8fc8\u51fa\u4e86\u91cd\u8981\u4e00\u6b65\u3002\u8fd9\u79cd\u57fa\u4e8e\u4e1a\u7ee9\u7684\u5408\u4f5c\u6a21\u5f0f\u4e5f\u4f7fAMD\u548cMeta\u5728\u6267\u884c\u529b\u548c\u521b\u9020\u957f\u671f\u4ef7\u503c\u65b9\u9762\u7d27\u5bc6\u7ed3\u5408\u3002”<\/p>\n

Meta\u5168\u7403\u57fa\u7840\u8bbe\u65bd\u8d1f\u8d23\u4ebaSantosh Janardhan\u8868\u793a\uff1a“\u6211\u4eec\u7684\u96c4\u5fc3\u975e\u5e38\u5927\u3002”\u4ed6\u63d0\u5230\uff0c\u516c\u53f8\u5c06\u7ee7\u7eed\u63a8\u8fdb\u81ea\u7814AI\u82af\u7247\u8ba1\u5212\uff0c\u540c\u65f6\u4e5f\u4f1a\u7ee7\u7eed\u91c7\u8d2d\u82f1\u4f1f\u8fbe\u4ea7\u54c1\uff0c\u4ee5\u652f\u6301\u4e0d\u540c\u7c7b\u578b\u7684\u8ba1\u7b97\u8d1f\u8f7d\u3002<\/p>\n

\u5206\u6790\u8ba4\u4e3a\uff0c\u8fd9\u7b14\u91cd\u78c5\u4ea4\u6613\u6807\u5fd7\u7740AMD\u5728\u8ffd\u8d76\u82f1\u4f1f\u8fbe\u7684\u9053\u8def\u4e0a\u53d6\u5f97\u5173\u952e\u8fdb\u6b65\u3002\u8fd9\u4e5f\u663e\u793a\u51fa\uff0c\u5373\u4fbf\u90e8\u5206\u6295\u8d44\u8005\u62c5\u5fc3\u51fa\u73b0\u6295\u8d44\u6ce1\u6cab\uff0c\u6574\u4e2a\u79d1\u6280\u884c\u4e1a<\/a>\u5728AI\u8bbe\u5907\u4e0a\u7684\u652f\u51fa\u4ecd\u5728\u52a0\u901f\u589e\u957f\u3002<\/p>\n

\u503c\u5f97\u6ce8\u610f\u7684\u662f\uff0c\u957f\u671f\u770b\u80a1\u4ef7\u7684\u5bf9\u8d4c\u98ce\u9669<\/a>\u5f88\u5927\u3002\u6709\u884c\u4e1a\u4eba\u58eb\u8868\u793a\uff1a“Meta\u534f\u8bae\u8981\u6c42\u80a1\u4ef7\u8fbe600\u7f8e\u5143\uff08\u5f53\u524d\u7ea6196\u7f8e\u5143\uff09\u3002\u82e5\u80a1\u4ef7\u672a\u8fbe\u6807\uff0cMeta\u53ef\u80fd\u653e\u5f03\u884c\u6743\uff0cAMD\u9762\u4e34\u8ba2\u5355\u6d41\u5931\u548c\u80a1\u6743\u7a00\u91ca\u98ce\u9669\u3002\u5230\u6700\u540e\u53d8\u6210\u8d44\u672c\u6e38\u620f<\/a>\u3002”<\/p>\n

(\u6765\u6e90\uff1a\u949b\u5a92\u4f53)<\/p>\n","protected":false},"excerpt":{"rendered":"

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