{"id":129282,"date":"2025-11-12T20:50:51","date_gmt":"2025-11-12T12:50:51","guid":{"rendered":"https:\/\/www.ioiotimes.com\/?p=129282"},"modified":"2025-11-12T20:50:52","modified_gmt":"2025-11-12T12:50:52","slug":"amd%e6%8f%ad%e7%a4%ba%e7%ad%96%e7%95%a5%e8%97%8d%e5%9c%96%ef%bc%8c%e5%bc%95%e9%a0%98%e5%85%86%e5%85%83%e9%81%8b%e7%ae%97%e5%b8%82%e5%a0%b4%e9%82%81%e5%90%91%e6%96%b0%e4%b8%80%e9%9a%8e%e6%ae%b5","status":"publish","type":"post","link":"https:\/\/www.ioiotimes.com\/?p=129282","title":{"rendered":"AMD\u63ed\u793a\u7b56\u7565\u85cd\u5716\uff0c\u5f15\u9818\u5146\u5143\u904b\u7b97\u5e02\u5834\u9081\u5411\u65b0\u4e00\u968e\u6bb5\u6210\u9577"},"content":{"rendered":"\n

AMD\u5728\u8ca1\u52d9\u5206\u6790\u5e2b\u5927\u6703\u4e0a\u95e1\u8ff0\u9577\u671f\u8a08\u756b\uff0c\u64f4\u5927\u8cc7\u6599\u4e2d\u5fc3\u8207AI\u9818\u57df\u7684\u9818\u5c0e\u5730\u4f4d\uff0c\u4e26\u8a2d\u7acb\u71df\u6536\u5e74\u5747\u8907\u5408\u6210\u9577\u7387\uff08CAGR\uff09\u8d85\u904e35%\u3001\u975eGAAP\u6bcf\u80a1\u76c8\u9918\uff08EPS\uff09\u8d85\u904e20\u7f8e\u5143\u7684\u76ee\u6a19<\/h4>\n\n\n\n

AMD<\/a>\u00a0(NASDAQ: AMD) \u65bc\u8ca1\u52d9\u5206\u6790\u5e2b\u5927\u6703\u4e0a\u63ed\u793a\u5176\u9577\u671f\u7b56\u7565\u8207\u9818\u5148\u696d\u754c\u7684\u7522\u54c1\u53ca\u6280\u8853\u667a\u6167\u8ca1\u7522\u6b0a\uff08IP\uff09\uff0c\u5f70\u986f AMD \u5728\u63a8\u52d5\u52a0\u901f\u6210\u9577\u8207\u70ba\u80a1\u6771\u5275\u9020\u9577\u671f\u50f9\u503c\u65b9\u9762\u7684\u5f37\u52c1\u52d5\u80fd\u3002<\/p>\n\n\n\n

AMD \u8463\u4e8b\u9577\u66a8\u57f7\u884c\u9577\u8607\u59ff\u4e30\u535a\u58eb\u8868\u793a\uff1a\u300cAMD \u6b63\u9081\u5165\u7531\u6211\u5011\u9818\u5148\u696d\u754c\u7684\u6280\u8853\u85cd\u5716\u8207\u52a0\u901f\u7684 AI \u767c\u5c55\u52d5\u80fd\u6240\u63a8\u52d5\u5168\u65b0\u6210\u9577\u6642\u4ee3\uff0c\u3002\u6191\u85c9\u6700\u5ee3\u6cdb\u7684\u7522\u54c1\u7d44\u5408\u4ee5\u53ca\u65e5\u76ca\u6df1\u5316\u7684\u7b56\u7565\u5408\u4f5c\u5925\u4f34\u95dc\u4fc2\uff0cAMD \u7368\u5177\u512a\u52e2\uff0c\u5f15\u9818\u65b0\u4e00\u4ee3\u9ad8\u6548\u80fd\u8207 AI \u904b\u7b97\u767c\u5c55\u3002\u6211\u5011\u9810\u898b\u9f90\u5927\u7684\u767c\u5c55\u6a5f\u9047\uff0c\u66f4\u5177\u5099\u8457\u524d\u6240\u672a\u6709\u7684\u512a\u52e2\uff0c\u5be6\u73fe\u53ef\u6301\u7e8c\u4e14\u9818\u5148\u696d\u754c\u7684\u6210\u9577\u3002\u300d<\/p>\n\n\n

\n
\"\"<\/figure><\/div>\n\n\n

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\u7522\u54c1\u9818\u5148\u5730\u4f4d\u8207\u767c\u5c55\u52d5\u80fd<\/strong><\/strong><\/h3>\n\n\n\n

AMD \u6982\u8ff0\u5176\u5728\u5ee3\u6cdb\u786c\u9ad4\u3001\u8edf\u9ad4\u8207\u89e3\u6c7a\u65b9\u6848\u7522\u54c1\u9663\u5bb9\u4e2d\u7684\u9818\u5148\u5730\u4f4d\uff0c\u63a8\u52d5\u5168\u65b9\u4f4d\u9ad8\u6548\u80fd\u8207 AI \u904b\u7b97\u767c\u5c55\u3002<\/p>\n\n\n\n

\u8cc7\u6599\u4e2d\u5fc3<\/strong><\/p>\n\n\n\n

\u3000\u00b7\u00a0\u00a0\u00a0\u00a0AMD Instinct\u2122 MI350 \u7cfb\u5217 GPU \u662f AMD \u6b77\u53f2\u4e0a\u666e\u53ca\u901f\u5ea6\u6700\u5feb\u7684\u7522\u54c1\uff0c\u5df2\u7531 Oracle Cloud Infrastructure\u00a0(OCI) \u7b49\u9818\u5148\u96f2\u7aef\u670d\u52d9\u4f9b\u61c9\u5546\u5927\u898f\u6a21\u90e8\u7f72\u3002\u5373\u5c07\u63a8\u51fa\u7684\u300cHelios\u300d\u7cfb\u7d71\u642d\u8f09 AMD Instinct MI450 \u7cfb\u5217 GPU\uff0c\u9810\u8a08\u5c07\u63d0\u4f9b\u6a5f\u67b6\u7d1a\u9802\u5c16\u6548\u80fd\uff0c\u5177\u5099\u9818\u5148\u696d\u754c\u7684\u8a18\u61b6\u9ad4\u5bb9\u91cf\u8207\u5411\u5916\u64f4\u5c55\u983b\u5bec\u8a3b1<\/sup>\uff0c\u65bc 2026 \u5e74\u7b2c 3 \u5b63\u63a8\u51fa\u3002\u96a8\u5f8c\u5c07\u63a8\u51fa AMD Instinct MI500 \u7cfb\u5217\uff0c\u9032\u4e00\u6b65\u64f4\u5c55 AMD \u7684 AI \u6548\u80fd\u767c\u5c55\u85cd\u5716\uff0c\u8a08\u5283\u65bc 2027 \u5e74\u767c\u8868\u3002
\u3000\u00b7\u00a0\u00a0\u00a0\u00a0AMD \u6b63\u52a0\u901f\u5728\u96f2\u7aef\u8207\u4f01\u696d\u9818\u57df\u7684\u4f3a\u670d\u5668 CPU \u71df\u6536\u5e02\u4f54\u7387\u6210\u9577\uff0c\u6191\u85c9 AMD EPYC\u2122\u8655\u7406\u5668\u7d93\u9a57\u8b49\u7684\u5353\u8d8a\u6548\u80fd\u3001\u53ef\u64f4\u5c55\u6027\u8207\u6548\u7387\uff0c\u671d\u5e02\u5834\u9818\u5c0e\u5730\u4f4d\u9081\u9032\u3002\u96a8\u8457 AI \u7684\u666e\u53ca\uff0c\u5c0d CPU \u7684\u9700\u6c42\u4e5f\u96a8\u4e4b\u589e\u52a0\uff0c\u65b0\u4e00\u4ee3\u300cVenice\u300dCPU \u5c07\u63d0\u4f9b\u5353\u8d8a\u7684\u6548\u80fd\u3001\u5bc6\u5ea6\u8207\u80fd\u6e90\u6548\u7387\uff0c\u70ba AI \u8207\u901a\u7528\u578b\u57fa\u790e\u8a2d\u65bd\u6339\u6ce8\u52d5\u80fd\u3002
\u3000\u00b7\u00a0\u00a0\u00a0\u00a0AMD \u7db2\u8def\u89e3\u6c7a\u65b9\u6848\u900f\u904e Pensando\u2122 Pollara \u8207\u65b0\u4e00\u4ee3\u300cVulcano\u300dAI NIC\uff0c\u70ba\u5927\u898f\u6a21 AI \u63d0\u4f9b\u5f37\u5927\u52d5\u80fd\u3002\u5169\u8005\u7686\u63d0\u4f9b\u9818\u5148\u696d\u754c\u7684\u983b\u5bec\uff0c\u652f\u63f4\u5411\u4e0a\u64f4\u5c55\uff08scale-up\uff09\u8207\u5411\u5916\u64f4\u5c55\uff08scale-out\uff09\u7db2\u8def\uff0c\u4e26\u57fa\u65bc\u7522\u696d\u6a19\u6e96\u63d0\u4f9b\u9ad8\u5ea6\u5e73\u53f0\u9748\u6d3b\u6027\u3002<\/p>\n\n\n\n

<\/p>\n\n\n\n

\u958b\u653e\u8edf\u9ad4<\/strong><\/p>\n\n\n\n

\u3000\u00b7\u00a0\u00a0\u00a0\u00a0AMD ROCm\u2122\u958b\u653e\u8edf\u9ad4\u6301\u7e8c\u7372\u958b\u767c\u4eba\u54e1\u652f\u6301\uff0c\u767c\u5c55\u52d5\u80fd\u5f37\u52c1\u3002ROCm \u6bcf\u6b21\u66f4\u65b0\u90fd\u5e36\u4f86\u986f\u8457\u7684\u6548\u80fd\u8207\u529f\u80fd\u63d0\u5347\uff0c\u800c ROCm \u8edf\u9ad4\u7684\u4e0b\u8f09\u6b21\u6578\u8f03\u53bb\u5e74\u540c\u671f\u589e\u9577 10 \u500d\u8a3b2<\/sup>\u3002<\/p>\n\n\n\n

<\/p>\n\n\n\n

\u5ba2\u6236\u7aef\u8207\u904a\u6232<\/strong><\/p>\n\n\n\n

\u3000\u00b7\u00a0\u00a0\u00a0\u00a0\u81ea 2024 \u5e74\u4ee5\u4f86\uff0cAMD \u7684 AI PC \u7522\u54c1\u7d44\u5408\u5feb\u901f\u64f4\u5f35 2.5 \u500d\uff0c\u76ee\u524d AMD Ryzen\u2122\u5df2\u70ba\u8d85\u904e 250 \u6b3e\u7b46\u8a18\u578b\u96fb\u8166\u8207\u684c\u4e0a\u578b\u96fb\u8166\u5e73\u53f0\u63d0\u4f9b\u5f37\u5927\u52d5\u80fd\u3002\u540c\u6642\uff0c\u5728\u300a\u8ca1\u5bcc\u00ae 100\u300b\u4f01\u696d\u4e2d\uff0c\u6709\u8d85\u904e\u534a\u6578\u4f01\u696d\u63a1\u7528 AMD Ryzen\uff0c\u6301\u7e8c\u63a8\u52d5\u5546\u696d\u6210\u9577\u8a3b3<\/sup>\u3002\u5728\u672c\u6b21\u8ca1\u52d9\u5206\u6790\u5e2b\u5927\u6703\u4e2d\uff0cAMD \u5206\u4eab\u4e86\u5176\u5ba2\u6236\u7aef\u8655\u7406\u5668\u85cd\u5716\u7684\u65b0\u7d30\u7bc0\uff0c\u5f37\u8abf AI PC \u9810\u8a08\u5c07\u5728\u65b0\u4e00\u4ee3\u300cGorgon\u300d\u548c\u300cMedusa\u300d\u8655\u7406\u5668\u7684\u63a8\u52d5\u4e0b\uff0c\u9054\u5230 AI \u6548\u80fd\u8f49\u6298\u9ede\uff0c\u5be6\u73fe\u81ea 2024 \u5e74\u4ee5\u4f86\u9ad8\u9054 10 \u500d\u7684\u6548\u80fd\u63d0\u5347\u8a3b4<\/sup>\u3002<\/p>\n\n\n\n

<\/p>\n\n\n\n

\u5d4c\u5165\u5f0f<\/strong><\/p>\n\n\n\n

\u3000\u00b7\u00a0\u00a0\u00a0\u00a0AMD \u63d0\u4f9b\u696d\u754c\u6700\u5ee3\u6cdb\u7684\u81ea\u884c\u8abf\u9069\u8207\u5d4c\u5165\u5f0f\u7522\u54c1\u7d44\u5408\uff0c\u6db5\u84cb FPGA\u3001\u5d4c\u5165\u5f0f x86 \u8655\u7406\u5668\u8207\u534a\u5ba2\u88fd\u5316\u89e3\u6c7a\u65b9\u6848\u3002\u81ea 2022 \u5e74\u4ee5\u4f86\uff0cAMD \u5df2\u7372\u5f97\u8d85\u904e 500 \u5104\u7f8e\u5143\u7684\u8a2d\u8a08\u63a1\u7528\uff08design win\uff09\uff0c\u4e26\u5177\u5099\u52a0\u901f\u5f9e\u96f2\u7aef\u5230\u908a\u7de3 AI \u6210\u9577\u7684\u512a\u52e2\u3002\u534a\u5ba2\u88fd\u5316\u89e3\u6c7a\u65b9\u6848\u8207\u5be6\u9ad4 AI \u6a5f\u6703\u5c07\u5728\u672a\u4f86\u5e7e\u5e74\u64f4\u5927\u9577\u671f\u6210\u9577\u3002<\/p>\n\n\n\n

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\u6280\u8853\u9818\u5148\u5730\u4f4d<\/strong><\/p>\n\n\n\n

\u3000\u00b7\u00a0\u00a0\u00a0\u00a0AMD \u8a73\u8ff0\u5982\u4f55\u64f4\u5c55\u5176\u5c0f\u6676\u7247\uff08chiplet\uff09\u3001\u5c01\u88dd\u3001\u4e92\u9023\u8207\u958b\u653e\u7522\u696d\u9ad4\u7cfb\u5275\u65b0\uff0c\u4ee5\u52a0\u901f\u63a8\u52d5 AI \u6548\u80fd\u8207\u6548\u7387\uff0c\u4e26\u63a8\u51fa\u7b2c 5 \u4ee3 AMD Infinity Fabric \u6280\u8853\uff0c\u63d0\u4f9b\u5411\u5167\u64f4\u5c55\uff08scale-in\uff09\u3001\u5411\u4e0a\u64f4\u5c55\u8207\u5411\u5916\u64f4\u5c55\u7684\u9818\u5148\u80fd\u529b\u3002
\u3000\u00b7\u00a0\u00a0\u00a0\u00a0AMD \u5206\u4eab\u6db5\u84cb x86 CPU\u3001\u8cc7\u6599\u4e2d\u5fc3\u8207\u904a\u6232 GPU \u53ca NPU \u7684\u5ef6\u4f38\u85cd\u5716\u3002<\/p>\n\n\n\n

<\/p>\n\n\n\n

\u9577\u671f\u6210\u9577\u76ee\u6a19<\/strong><\/strong><\/h3>\n\n\n\n

AMD \u8a73\u7d30\u95e1\u8ff0\u57fa\u65bc\u5176\u7b56\u7565\u8ca1\u52d9\u512a\u5148\u4e8b\u9805\u7684\u8b8a\u9769\u6027\u9577\u671f\u8ca1\u52d9\u6a21\u578b\uff1a\u52a0\u901f\u71df\u6536\u6210\u9577\u3001\u5be6\u73fe\u7372\u5229\u589e\u9577\u53ca\u5206\u914d\u8cc7\u672c\uff0c\u4ee5\u63a8\u52d5 AI \u9818\u5c0e\u5730\u4f4d\u3002AMD \u70ba\u672a\u4f86 3 \u5230 5 \u5e74\u8a2d\u5b9a\u4ee5\u4e0b\u6210\u9577\u76ee\u6a19\uff1a<\/p>\n\n\n\n

\u3000\u00b7\u00a0\u00a0\u00a0\u00a0\u5728\u516c\u53f8\u5c64\u9762\uff0cAMD \u9810\u8a08\u5c07\u5be6\u73fe\u8d85\u904e 35% \u7684\u71df\u6536\u5e74\u5747\u8907\u5408\u6210\u9577\u7387\uff08CAGR\uff09\u3001\u8d85\u904e 35% \u7684\u975e GAAP \u71df\u696d\u5229\u6f64\u7387\uff0c\u4ee5\u53ca\u8d85\u904e 20 \u7f8e\u5143\u7684\u975e GAAP \u6bcf\u80a1\u76c8\u9918\uff08EPS\uff09\u3002
\u3000\u00b7\u00a0\u00a0\u00a0\u00a0\u57fa\u65bc\u5176\u9818\u5148\u696d\u754c\u7684\u7522\u54c1\u7d44\u5408\uff0cAMD \u9810\u671f\u8cc7\u6599\u4e2d\u5fc3\u696d\u52d9\u7684\u71df\u6536 CAGR \u8d85\u904e 60%\uff0c\u5d4c\u5165\u5f0f\u3001\u5ba2\u6236\u7aef\u8207\u904a\u6232\u696d\u52d9\u7684\u71df\u6536 CAGR \u8d85\u904e 10%\u3002
\u3000\u00b7\u00a0\u00a0\u00a0\u00a0\u96a8\u8457 AMD \u64f4\u5c55\u5176\u8de8\u8d8a\u591a\u4e16\u4ee3\u7684 AMD EPYC CPU \u7522\u54c1\u7d44\u5408\uff0cAMD \u5df2\u5177\u5099\u5f15\u9818\u4f3a\u670d\u5668\u5e02\u5834\u512a\u52e2\uff0c\u9810\u8a08\u5c07\u5be6\u73fe\u8d85\u904e 50% \u7684\u4f3a\u670d\u5668 CPU \u71df\u6536\u5e02\u4f54\u7387\u3002\u5728\u8cc7\u6599\u4e2d\u5fc3 AI \u9818\u57df\uff0cAMD \u76ee\u6a19\u63a8\u52d5\u8d85\u904e 80% \u7684\u71df\u6536 CAGR\uff0c\u9019\u5c07\u7531\u5f37\u52c1\u7684\u5ba2\u6236\u52d5\u80fd\u4ee5\u53ca\u65b0\u4e00\u4ee3 AMD Instinct \u7522\u54c1\u8207\u7cfb\u7d71\u6240\u63a8\u52d5\u3002
\u3000\u00b7\u00a0\u00a0\u00a0\u00a0\u5728\u5ba2\u6236\u7aef\u8207\u904a\u6232\u9818\u57df\uff0cAMD \u900f\u904e\u6301\u7e8c\u64f4\u5927\u7684\u4f01\u696d\u63a1\u7528\u7387\u548c\u65e5\u76ca\u589e\u9577\u7684 AMD Ryzen \u8655\u7406\u5668\u7522\u54c1\u7d44\u5408\uff0c\u978f\u56fa\u5176\u9818\u5c0e\u5730\u4f4d\u3002AMD \u9810\u8a08\u9054\u5230\u8d85\u904e 40% \u7684\u5ba2\u6236\u7aef\u71df\u6536\u5e02\u4f54\u7387\uff0c\u5efa\u7acb\u65bc\u8d85\u904e 10 \u5104\u53f0\u642d\u8f09 AMD \u6280\u8853\u7684\u904a\u6232\u88dd\u7f6e\u8a3b5<\/sup>\u4ee5\u53ca\u4e09\u4ee3\u9818\u5148\u904a\u6232\u4e3b\u6a5f\u7684\u57fa\u790e\u4e4b\u4e0a\u3002
\u3000\u00b7\u00a0\u00a0\u00a0\u00a0AMD \u4e5f\u6b63\u64f4\u5927\u5176\u5728\u81ea\u884c\u8abf\u9069\u904b\u7b97\u9818\u57df\u7684\u9818\u5c0e\u5730\u4f4d\uff0c\u9810\u8a08\u9054\u5230\u8d85\u8d8a 70% \u7684\u71df\u6536\u5e02\u4f54\u7387\uff0c\u4e26\u8a08\u5283\u64f4\u5c55\u5176\u5d4c\u5165\u5f0f\u696d\u52d9\u7684\u6a5f\u6703\uff0c\u5305\u62ec\u5d4c\u5165\u5f0f x86 \u8207\u534a\u5ba2\u88fd\u5316\u6676\u7247\u5e02\u5834\u7684\u6210\u9577\u3002<\/p>\n\n\n\n

<\/p>\n\n\n\n

\u3000\u3000\u3000<\/p>\n\n\n\n

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\u8a3b3\uff1a\u8ca1\u5bcc\u96dc\u8a8c\uff08Fortune Magazine\uff09\u548c\u8ca1\u5bcc\u5a92\u9ad4\uff08\u7f8e\u570b\uff09\u516c\u53f8\uff08Fortune Media (USA) Corporation\uff09\u8207Advanced Micro Devices, Inc.\u7121\u95dc\u806f\uff0c\u4e5f\u4e0d\u70ba\u5176\u7522\u54c1\u6216\u670d\u52d9\u80cc\u66f8\u3002\u5167\u5bb9\u4f86\u81eaFortune Magazine\u3002\u00a92025 Fortune Media IP Limited\u3002\u4fdd\u7559\u6240\u6709\u6b0a\u5229\u3002\u7d93\u6388\u6b0a\u4f7f\u7528\u3002
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\u8a3b5\uff1a\u6839\u64daAMD\u6676\u7247\u51fa\u8ca8\u6578\u64da\uff0c\u5f9e2008\u5e74\u52302025\u5e74\uff0cAMD\u8655\u7406\u5668\u548c\u986f\u793a\u5361\u5df2\u642d\u8f09\u65bc\u8d85\u904e10\u5104\u53f0\u904a\u6232\u88dd\u7f6e\uff08\u5305\u62ec\u684c\u4e0a\u578b\u96fb\u8166\u3001\u7b46\u8a18\u578b\u96fb\u8166\u548c\u904a\u6232\u4e3b\u6a5f\uff09\u3002GD-250<\/sub><\/p>\n\n\n\n

<\/p>\n\n\n\n

\u3000\u3000\u3000<\/p>\n\n\n\n

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