{"id":814824,"date":"2026-07-21T10:02:13","date_gmt":"2026-07-21T02:02:13","guid":{"rendered":"https:\/\/www.alphaseek.cn\/?p=814824"},"modified":"2026-07-21T10:02:13","modified_gmt":"2026-07-21T02:02:13","slug":"%e8%8b%b1%e4%bc%9f%e8%be%be%e7%9c%9f%e6%ad%a3%e5%a4%a7%e6%95%8c%ef%bc%81amd%e9%a6%96%e6%ac%be%e6%9c%ba%e6%9e%b6%e7%ba%a7ai%e7%b3%bb%e7%bb%9fhelios%e6%94%b6%e8%8e%b7%e5%a4%a7%e5%ae%a2%e6%88%b7%ef%bc%9a","status":"publish","type":"post","link":"https:\/\/www.alphaseek.cn\/?p=814824","title":{"rendered":"\u82f1\u4f1f\u8fbe\u771f\u6b63\u5927\u654c\uff01AMD\u9996\u6b3e\u673a\u67b6\u7ea7AI\u7cfb\u7edfHelios\u6536\u83b7\u5927\u5ba2\u6237\uff1a\u5fae\u8f6f"},"content":{"rendered":"<p><strong>\u8d22\u8054\u793e7\u670821\u65e5\u8baf\uff08\u7f16\u8f91 \u6f47\u6e58\uff09<\/strong>\u4f5c\u4e3a\u6311\u6218\u82f1\u4f1f\u8fbe\u5728AI<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>\u5e02\u573a\u4e3b\u5bfc\u5730\u4f4d\u7684\u4e00\u5f20\u201c\u738b\u724c\u201d\uff0cAMD\u6b63\u51c6\u5907\u5728\u4eca\u5e74\u4e0b\u534a\u5e74\u4ea4\u4ed8\u5176\u540d\u4e3aHelios\u7684\u9996\u6b3e\u673a\u67b6\u7ea7AI\u7cfb\u7edf\u3002\u800c\u5468\u4e00\uff0cHelios\u65e5\u76ca\u5e9e\u5927\u7684\u5ba2\u6237\u9635\u8425\u518d\u5ea6\u8fce\u6765\u4e86\u4e00\u5bb6\u91cd\u91cf\u7ea7\u7684\u4f01\u4e1a\uff1a<a href=\"https:\/\/www.alphaseek.cn\/?tag=%e5%be%ae%e8%bd%af\" title=\"View all posts in \u5fae\u8f6f\" target=\"_blank\" class=\"tag_link\">\u5fae\u8f6f<\/a>\uff01<\/p>\n<p><strong>\u5fae\u8f6f\u5468\u4e00\u5ba3\u5e03\u5c06\u5728\u5176\u6570\u636e\u4e2d\u5fc3\u90e8\u7f72Helios\u7cfb\u7edf\uff0c\u4ece\u800c\u52a0\u5165\u5230\u4e86Meta\u3001<a href=\"https:\/\/www.alphaseek.cn\/?tag=openai\" title=\"View all posts in OpenAI\" target=\"_blank\" class=\"tag_link\">OpenAI<\/a>\u3001\u7532\u9aa8\u6587\u7b49\u516c\u53f8\u7684\u884c\u5217\uff0c\u8fd9\u4e9b\u4f01\u4e1a\u6b63\u89c6\u56fe\u7ade\u76f8\u83b7\u5f97\u5c3d\u53ef\u80fd\u591a\u7684\u7b97\u529b<a href=\"https:\/\/www.alphaseek.cn\/?tag=%e8%b5%84%e6%ba%90\" title=\"View all posts in \u8d44\u6e90\" target=\"_blank\" class=\"tag_link\">\u8d44\u6e90<\/a>\u3002<\/strong><\/p>\n<p><strong>\u4e1a\u5185\u4eba\u58eb\u8868\u793a\uff0cHelios\u662f\u82f1\u4f1f\u8fbe\u5e7f\u53d7\u6b22\u8fce\u7684Grace Blackwell\u548cVera Rubin\u673a\u67b6\u7cfb\u7edf\u9762\u4e34\u7684\u9996\u4e2a\u7ade\u4e89\u5bf9\u624b\uff0c\u8fd9\u5bb6\u5168\u7403\u5e02\u503c\u6700\u9ad8\u7684\u82af\u7247\u5236\u9020\u5546\u53ef\u80fd\u9762\u4e34\u6570\u5e74\u6765\u7684\u9996\u6b21\u771f\u6b63\u7ade\u4e89\u8003\u9a8c\u3002<\/strong><\/p>\n<p>AMD\u5c06\u4e8e\u4eca\u5e74\u665a\u4e9b\u65f6\u5019\u5f00\u59cb\u5411\u5305\u62ec\u5fae\u8f6f\u5728\u5185\u7684\u5ba2\u6237\u53d1\u8d27\u3002\u5468\u4e00\uff0cAMD\u80a1\u4ef7\u6536\u76d8\u4e0a\u6da81.58%\uff0c\u5fae\u8f6f\u80a1\u4ef7\u4e0a\u6da8\u4e86\u903e2%\u3002\u4e0d\u8fc7\uff0c\u53cc\u65b9\u5e76\u672a\u516c\u5f00\u5177\u4f53\u7684\u8d22\u52a1\u6761\u6b3e\u6216\u7b97\u529b\u90e8\u7f72\u89c4\u6a21\u3002<\/p>\n<p><strong>\u5fae\u8f6f\u9996\u5e2d\u6267\u884c\u5b98Satya Nadella\u5728\u4e00\u4efd\u65b0\u95fb\u7a3f\u4e2d\u8868\u793a\uff1a\u201c\u6211\u4eec\u6b63\u901a\u8fc7\u5f15\u5165AMD Helios\u6765\u4e30\u5bccAzure\u7684\u57fa\u7840\u8bbe\u65bd\u7ec4\u5408\uff0c\u4e3a\u5ba2\u6237\u63d0\u4f9b\u6784\u5efa\u548c\u8fd0\u884c\u4e0b\u4e00\u4ee3AI\u5e94\u7528\u6240\u9700\u7684\u5353\u8d8a\u6027\u80fd\u3001\u89c4\u6a21\u53ca\u7075\u6d3b\u9009\u62e9\u3002\u201d<\/strong><\/p>\n<p>\u5168\u65b0\u7684Helios\u673a\u67b6\u7cfb\u7edf\u5c06\u4e3a\u5fae\u8f6f\u53ca\u5176<a href=\"https:\/\/www.alphaseek.cn\/?tag=%e4%ba%ba%e5%b7%a5%e6%99%ba%e8%83%bd\" title=\"View all posts in \u4eba\u5de5\u667a\u80fd\" target=\"_blank\" class=\"tag_link\">\u4eba\u5de5\u667a\u80fd<\/a>\u5ba2\u6237\u63d0\u4f9b\u524d\u6cbf\u6a21\u578b\u63a8\u7406\u80fd\u529b\uff0c\u5e76\u652f\u6301Azure AI\u670d\u52a1\u3002\u5fae\u8f6f\u8fd8\u5c06\u65b0\u589e\u4e24\u6b3e\u57fa\u4e8eAMD\u6700\u65b0Venice CPU\u8fd0\u884c\u7684\u8ba1\u7b97\u5b9e\u4f8b\uff0c\u5176\u4e2d\u4e00\u6b3e\u7528\u4e8e\u4ee3\u7406\u5f0f\u4eba\u5de5\u667a\u80fd\u548c\u6570\u636e\u7ba1\u9053\uff0c\u53e6\u4e00\u6b3e\u7528\u4e8e\u534a\u5bfc\u4f53\u8bbe\u8ba1\u3002<\/p>\n<p>\u8fd9\u662f\u53cc\u65b9\u957f\u671f\u5408\u4f5c\u5173\u7cfb\u7684\u5ef6\u7eed\u2014\u2014\u591a\u5e74\u6765\uff0cAMD\u82af\u7247\u4e00\u76f4\u4e3a\u5fae\u8f6f\u7684Surface\u4e2a\u4eba\u7535\u8111\u548cXbox<a href=\"https:\/\/www.alphaseek.cn\/?tag=%e6%b8%b8%e6%88%8f\" title=\"View all posts in \u6e38\u620f\" target=\"_blank\" class=\"tag_link\">\u6e38\u620f<\/a>\u4e3b\u673a\u63d0\u4f9b\u786c\u4ef6\u652f\u6301\u30022023\u5e74\uff0c\u5fae\u8f6f\u8fd8\u7387\u5148\u91c7\u7528\u4e86AMD\u7684MI300X GPU\uff0c\u8be5\u82af\u7247\u5f53\u65f6\u5c31\u5df2\u5177\u5907\u4e0e\u82f1\u4f1f\u8fbeAI\u82af\u7247\u4e00\u8f83\u9ad8\u4e0b\u7684\u5b9e\u529b\u3002\u4e0e\u6b64\u540c\u65f6\uff0c\u5fae\u8f6f\u4e5f\u5728\u5176\u6570\u636e\u4e2d\u5fc3\u5185\u90e8\u90e8\u7f72\u4e86\u81ea\u4e3b\u7814\u53d1\u7684Maia\u82af\u7247\u3002<\/p>\n<p><strong>\u4e0e\u540c\u884c\u7c7b\u4f3c\uff0c\u5fae\u8f6f\u5bf9\u7b97\u529b\u7684\u9700\u6c42\u5448\u7206\u70b8\u5f0f\u589e\u957f\uff0c\u5c24\u5176\u662f\u8003\u8651\u5230\u516c\u53f8\u6b63\u52a0\u5927\u81ea\u8eab\u6a21\u578b\u7684\u7814\u53d1\u6295\u5165\uff0c\u5e76\u5411\u7814\u53d1\u90e8\u95e8\u5206\u914d\u4e86\u66f4\u591a\u8ba1\u7b97\u8d44\u6e90\u3002<\/strong>\u4eca\u5e746\u6708\uff0c\u5fae\u8f6f\u5ba3\u5e03\u5df2\u5728\u5185\u90e8\u6210\u529f\u6784\u5efa\u4e03\u6b3e\u6a21\u578b\u3002\u7136\u800c\uff0c\u5fae\u8f6f\u8fc4\u4eca\u4e3a\u6b62\u5728AI\u9886\u57df\u7684\u5c1d\u8bd5\u59cb\u7ec8\u559c\u5fe7\u53c2\u534a\u2014\u2014\u4ece365 Copilot AI\u52a9\u624b\u5230GitHub Copilot\u7f16\u7a0b\u667a\u80fd\u4f53\u7686\u662f\u5982\u6b64\uff0c\u8fd9\u4e5f\u5bfc\u81f4\u5176\u6210\u4e3a\u4eca\u5e74\u4ee5\u6765\u7f8e\u80a1\u201c\u4e03\u5de8\u5934\u201d\u4e2d\u8868\u73b0\u6700\u900a\u8272\u7684\u80a1\u7968\u3002<\/p>\n<p><strong>AMD\u643aHelios\u6311\u6218\u82f1\u4f1f\u8fbe<\/strong><\/p>\n<p><strong>Helios\u7684\u547d\u540d\u6e90\u81ea\u53e4\u5e0c\u814a\u795e\u8bdd\u4e2d\u9a7e\u9a6d\u56db\u5339\u795e\u9a6c\u62c9\u52a8\u592a\u9633\u98de\u8d8a\u5929\u7a7a\u7684\u592a\u9633\u795e\uff0c\u8fd9\u4e00\u547d\u540d\u4e5f\u6697\u5408\u4e86\u8be5\u7cfb\u7edf\u96c6\u6210\u7684AMD \u56db\u5927\u6838\u5fc3\u81ea\u4e3b\u6280\u672f\uff1aGPU\u3001CPU\u3001\u7f51\u7edc\u63a5\u53e3\u4e0e\u5e95\u5c42\u8f6f\u4ef6\u3002<\/strong><\/p>\n<p>AMD\u6570\u636e\u4e2d\u5fc3\u4e1a\u52a1\u8d1f\u8d23\u4ebaForrest Norrod\u5728\u8c08\u53ca\u8be5\u516c\u53f8\u8fd9\u4e00\u9996\u6b3e\u673a\u67b6\u7ea7AI\u7cfb\u7edf\u65f6\u8868\u793a\uff1a\u201c\u6211\u4eec\u59cb\u7ec8\u9ad8\u5ea6\u4e13\u6ce8\u4e8e\u63d0\u4f9b\u6700\u4f18\u7684\u603b\u62e5\u6709\u6210\u672c(TCO)\uff0c\u5e76\u5728\u7efc\u5408\u8003\u91cf\u4e0b\u5b9e\u73b0\u6700\u4f4e\u7684\u5355Token\u6210\u672c\u3002\u800c\u5ba2\u6237\u7ed9\u6211\u4eec\u7684\u53cd\u9988\u8bc1\u660e\uff0c\u6211\u4eec\u6b63\u5728\u5b9e\u73b0\u8fd9\u4e00\u76ee\u6807\u3002\u201d<\/p>\n<p><strong>\u4eca\u5e745\u6708\uff0cAMD\u9996\u5e2d\u6267\u884c\u5b98\u82cf\u59ff\u4e30\u66fe\u5bf9<a href=\"https:\/\/www.alphaseek.cn\/?tag=%e5%aa%92%e4%bd%93\" title=\"View all posts in \u5a92\u4f53\" target=\"_blank\" class=\"tag_link\">\u5a92\u4f53<\/a>\u4ecb\u7ecd\u79f0\uff0c\u5728\u201c\u63a8\u7406\u80fd\u529b\u3001\u5185\u5b58\u5e26\u5bbd\u548c\u5185\u5b58\u6027\u80fd\u201d\u65b9\u9762\uff0cHelios\u76f8\u6bd4\u82f1\u4f1f\u8fbe\u7684\u673a\u67b6\u7ea7\u7cfb\u7edf\u5177\u6709\u201c\u663e\u8457\u4f18\u52bf\u201d\u3002<\/strong><\/p>\n<p>\u5c3d\u7ba1AMD\u672a\u5c31\u6210\u672c\u53d1\u8868\u8bc4\u8bba\uff0c\u4f46Futurum Group\u4f30\u8ba1Helios\u7684\u6210\u672c\u5c06\u5728500\u4e07\u81f3550\u4e07\u7f8e\u5143\u4e4b\u95f4\u3002\u76f8\u6bd4\u4e4b\u4e0b\uff0cFuturum Group\u4f30\u8ba1\u82f1\u4f1f\u8fbe\u7b2c\u4e8c\u4ee3\u673a\u67b6\u7ea7\u7cfb\u7edfVera Rubin\u7684\u6210\u672c\u5728350\u4e07\u81f3400\u4e07\u7f8e\u5143\u4e4b\u95f4\u3002<\/p>\n<p>\u5728\u5916\u5f62\u548c\u91cd\u91cf\u65b9\u9762\uff0cHelios\u7684\u91cd\u91cf\u9ad8\u8fbe7000\u78c5\uff0c\u6bd4\u82f1\u4f1f\u8fbe\u7684Vera Rubin\u66f4\u5bbd\u3001\u66f4\u91cd\u3002<\/p>\n<\/p>\n<p><strong>\u636eFuturum Group\u79f0\uff0c\u76ee\u524d\u82f1\u4f1f\u8fbe\u5360\u636e\u4e86\u6570\u636e\u4e2d\u5fc3GPU\u5e02\u573a95%\u4ee5\u4e0a\u7684\u4efd\u989d\uff0c\u800cAMD\u4ec5\u5360\u636e\u7740\u7ea64.5%\u7684\u5e02\u573a\u4efd\u989d\uff0c\u4f46Helios\u6216\u5c06\u6539\u53d8\u8fd9\u4e00\u5c40\u9762\u3002<\/strong><\/p>\n<p>\u201c\u6211\u8ba4\u4e3a\u5b58\u5728\u4e00\u79cd\u6781\u6709\u53ef\u80fd\u7684\u60c5\u5f62\uff1aAMD\u63a5\u4e0b\u6765\u8868\u73b0\u51fa\u8272\uff0c\u5e02\u573a\u4efd\u989d\u53ef\u63d0\u5347\u81f320%\u81f325%\u3002\u987a\u4fbf\u63d0\u4e00\u53e5\uff0c\u8fd9\u610f\u5473\u7740\u6570\u767e\u4ebf\u7f8e\u5143\u7684\u8425\u6536\uff0c\u201dFuturum Group\u5206\u6790\u5e08\u517c\u9996\u5e2d\u6267\u884c\u5b98Daniel Newman\u8868\u793a\u3002<\/p>\n<p>2026\u5e74\u7b2c\u4e00\u5b63\u5ea6\uff0c\u6570\u636e\u4e2d\u5fc3\u4e1a\u52a1\u5df2\u5360AMD\u8425\u6536\u7684\u5927\u90e8\u5206\uff0c\u540c\u6bd4\u589e\u957f57%\u3002AMD\u6b64\u524d\u66fe\u900f\u9732\uff0c\u8ba1\u5212\u4ece2027\u5e74\u8d77\u5b9e\u73b0\u6570\u767e\u4ebf\u7f8e\u5143\u7684\u6570\u636e\u4e2d\u5fc3AI\u8425\u6536\uff0c\u5176\u4e2d\u5927\u90e8\u5206\u5c06\u6765\u81eaHelios\u3002<\/p>\n<p><strong>Counterpoint Research \u5206\u6790\u5e08Neil Shah\u5219\u6307\u51fa\uff0cAMD\u7684Helios\u786c\u4ef6\u5728GPU\u548cCPU\u5c42\u9762\u4e0e\u82f1\u4f1f\u8fbe\u201c\u5df2\u4e0d\u76f8\u4e0a\u4e0b\u201d\uff0c\u4f46\u201c\u771f\u6b63\u7684\u80dc\u8d1f\u624b\u5728\u4e8e\u8f6f\u4ef6\u5c42\u9762\u7684\u6df1\u5ea6\u4f18\u5316\u4e0e\u751f\u6001\u5efa\u8bbe\u201d\u3002<\/strong>\u201c\u51ed\u501fCUDA\u79ef\u7d2f\u7684\u5e9e\u5927\u751f\u6001\uff0c\u82f1\u4f1f\u8fbe\u76ee\u524d\u4f9d\u7136\u4fdd\u6709\u76f8\u5f53\u660e\u663e\u7684\u5148\u53d1\u4f18\u52bf\u3002\u201dShah\u8865\u5145\u9053\u3002<\/p>\n<p>\u5c3d\u7ba1\u5982\u6b64\uff0c\u51ed\u501fHelios\u7684\u843d\u5730\uff0cAMD\u6709\u671b\u8fce\u6765\u5b9e\u73b0\u8de8\u8d8a\u5f0f\u7a81\u7834\u7684\u6700\u4f73\u5951\u673a\u3002\u5f53\u7136\uff0c\u8fd9\u4e00\u5207\u4ecd\u5c06\u53d6\u51b3\u4e8e\u9996\u6279\u5ba2\u6237\u7684\u5b9e\u9645\u90e8\u7f72\u53cd\u9988\u3002<\/p>\n<p>(\u6765\u6e90\uff1a\u65b0\u6d6a\u79d1\u6280)<\/p>\n","protected":false},"excerpt":{"rendered":"<p>\u8d22\u8054\u793e7\u670821\u65e5\u8baf\uff08\u7f16\u8f91 \u6f47\u6e58\uff09\u4f5c\u4e3a\u6311\u6218\u82f1\u4f1f\u8fbe\u5728AI\u82af\u7247\u5e02\u573a\u4e3b\u5bfc\u5730\u4f4d\u7684\u4e00\u5f20\u201c\u738b\u724c\u201d\uff0cAMD\u6b63\u51c6\u5907\u5728\u4eca\u5e74\u4e0b\u534a\u5e74\u4ea4 [&hellip;]<\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"aside","meta":[],"categories":[6],"tags":[378,148,280,93,321,339,238],"views":5,"_links":{"self":[{"href":"https:\/\/www.alphaseek.cn\/index.php?rest_route=\/wp\/v2\/posts\/814824"}],"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=814824"}],"version-history":[{"count":0,"href":"https:\/\/www.alphaseek.cn\/index.php?rest_route=\/wp\/v2\/posts\/814824\/revisions"}],"wp:attachment":[{"href":"https:\/\/www.alphaseek.cn\/index.php?rest_route=%2Fwp%2Fv2%2Fmedia&parent=814824"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.alphaseek.cn\/index.php?rest_route=%2Fwp%2Fv2%2Fcategories&post=814824"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.alphaseek.cn\/index.php?rest_route=%2Fwp%2Fv2%2Ftags&post=814824"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}