{"id":7382,"date":"2024-08-22T18:20:20","date_gmt":"2024-08-22T10:20:20","guid":{"rendered":"https:\/\/tenten.co\/blog\/?p=7382"},"modified":"2024-08-22T18:23:04","modified_gmt":"2024-08-22T10:23:04","slug":"amd-acquire-zt-system","status":"publish","type":"post","link":"https:\/\/tenten.co\/blog\/investment\/amd-acquire-zt-system\/","title":{"rendered":"AMD \u6536\u8cfc ZT System: \u63a1\u53d6\u6709\u6548\u7684\u8b70\u50f9\u65b9\u5f0f\u5c0d\u6297 Nvidia"},"content":{"rendered":"<h2><a id=\"%E6%91%98%E8%A6%81\" class=\"anchor\" aria-hidden=\"true\"><span class=\"octicon octicon-link\"><\/span><\/a>\u6458\u8981<\/h2>\n<ul>\n<li>\u8d85\u5fae\u534a\u5c0e\u9ad4\u516c\u53f8\u4e00\u76f4\u5728\u6301\u7e8c\u63a8\u9032\u5176\u6574\u5408\u7b56\u7565\uff0c\u4ee5\u66f4\u597d\u5730\u8207\u884c\u696d\u9818\u5c0e\u8005\u548c\u4e3b\u8981\u7af6\u722d\u5c0d\u624b Nvidia \u6240\u63d0\u4f9b\u7684\u7aef\u5230\u7aef AI \u89e3\u6c7a\u65b9\u6848\u7af6\u722d\u3002<\/li>\n<li>\u9019\u9810\u671f\u5c07\u88dc\u5145\u6b63\u5728\u9032\u884c\u7684\u52aa\u529b\uff0c\u4ee5\u900f\u904e\u589e\u5f37\u5176\u6838\u5fc3\u6578\u64da\u4e2d\u5fc3\u786c\u9ad4\u7522\u54c1\u7684\u63a1\u7528\uff0c\u7279\u5225\u662f\u5176\u6700\u65b0\u7684 Instinct MI300 \u52a0\u901f\u5668\uff0c\u4f86\u64f4\u5927\u5176\u4eba\u5de5\u667a\u6167\u5e02\u5834\u4efd\u984d\u7684\u589e\u9577\u3002<\/li>\n<li>\u9644\u52a0\u589e\u9577\u524d\u666f\u4e5f\u5c07\u652f\u6490\u6301\u7e8c\u7684\u5229\u6f64\u64f4\u5f35\uff0c\u56e0\u70ba\u65b0\u7522\u54c1\uff0c\u7279\u5225\u662f\u5728\u66f4\u5177\u5229\u6f64\u7684\u6578\u64da\u4e2d\u5fc3\u9818\u57df\uff0c\u5c07\u6301\u7e8c\u64f4\u5927\u898f\u6a21\u3002<\/li>\n<\/ul>\n<p>\u8ffd\u8d95\u7af6\u722d\u5c0d\u624b\u82f1\u5049\u9054\uff08NVDA\uff09\u7684\u4eba\u5de5\u667a\u6167\u5be6\u529b\uff0c\u9577\u4e45\u4ee5\u4f86\u4e00\u76f4\u662f<strong>\u8d85\u5fae\u534a\u5c0e\u9ad4\u516c\u53f8<\/strong>\uff08NASDAQ:AMD\uff09\u52aa\u529b\u7684\u91cc\u7a0b\u7891\uff0c\u56e0\u70ba\u5b83\u5728\u4f3a\u670d\u5668\u8655\u7406\u5668\u9818\u57df\u64ca\u6557\u4e86\u82f1\u7279\u723e\uff08INTC\uff09\u3002\u70ba\u4e86\u66f4\u597d\u5730\u88dd\u5099\u81ea\u5df1\uff0c\u6210\u70ba\u82f1\u5049\u9054\u7684\u5408\u683c\u7af6\u722d\u8005\uff0cAMD \u4e00\u76f4\u5728\u901a\u904e\u6536\u8cfc\u50cf\u662f Xilinx \u548c Pensando \u7b49\u516c\u53f8\uff0c\u6301\u7e8c\u501f\u9452\u5176\u7af6\u722d\u5c0d\u624b\u7684\u5168\u65b9\u4f4d\u786c\u9ad4-\u8edf\u9ad4\u5168\u68e7\u5546\u696d\u6a21\u5f0f\u3002<\/p>\n<p>\u70ba\u4e86\u9032\u4e00\u6b65\u589e\u5f37\u5176\u5728\u884c\u696d\u9818\u5c0e\u8005\u9762\u524d\u7684\u4eba\u5de5\u667a\u6167\u7af6\u722d\u512a\u52e2\uff0cAMD \u4eca\u5e74\u9084\u63a8\u51fa\u4e86\u5176\u4e0b\u4e00\u4ee3 Instinct MI300 \u52a0\u901f\u5668\uff0c\u9019\u5df2\u5728\u8d0f\u5f97\u5e02\u5834\u4efd\u984d\u65b9\u9762\u53d6\u5f97\u4e86\u6210\u529f\u3002\u9019\u5728 AMD \u5f37\u52c1\u7684 2024 \u5e74\u7b2c\u4e8c\u5b63\u5ea6\u696d\u7e3e\u548c\u978f\u56fa\u7684 2024 \u5e74\u4e0b\u534a\u5e74\u5c55\u671b\u4e2d\u986f\u800c\u6613\u898b\uff0c\u9019\u88dc\u5145\u4e86\u9810\u671f\u5728\u5ba2\u6236\u7d30\u5206\u5e02\u5834\u92b7\u552e\u4e2d\u56e0\u65b0\u8208\u7684\u5468\u671f\u6027\u5fa9\u7526\u548c\u4eba\u5de5\u667a\u6167\u500b\u4eba\u96fb\u8166\u6a5f\u6703\u800c\u5e36\u4f86\u7684\u8d85\u5b63\u7bc0\u6027\u9806\u98a8\u3002\u5176\u6838\u5fc3\u6578\u64da\u4e2d\u5fc3\u548c\u5ba2\u6236\u7d30\u5206\u5e02\u5834\u92b7\u552e\u7684\u5e02\u5834\u4efd\u984d\u589e\u9577\u8d85\u51fa\u9810\u671f\uff0c\u4e0d\u50c5\u662f\u62b5\u6d88 AMD \u5728\u904a\u6232\u548c\u7de9\u6162\u5fa9\u7526\u7684\u5d4c\u5165\u5f0f\u7d30\u5206\u5e02\u5834\u6301\u7e8c\u58d3\u529b\u7684\u95dc\u9375\u3002\u5b83\u9084\u6539\u5584\u4e86\u516c\u53f8\u7684\u904b\u71df\u6760\u6746\uff0c\u4e26\u7121\u610f\u4e2d\u63d0\u9ad8\u4e86\u516c\u53f8\u7684\u5229\u6f64\u7387\u3002<\/p>\n<p>\u96a8\u8457\u73fe\u91d1\u6d41\u7684\u589e\u9577\uff0cAMD \u5728 AI \u6295\u8cc7\u4e0a\u7684\u512a\u5148\u7d1a\u4e5f\u96a8\u4e4b\u63d0\u9ad8\uff0c\u4ee5\u6539\u5584\u5176\u5728\u5c0d\u6297 Nvidia \u6642\u7684\u7af6\u722d\u5730\u4f4d\u3002\u904e\u53bb 12 \u500b\u6708\u5167\uff0c\u8a72\u516c\u53f8\u5df2\u6295\u5165\u8d85\u904e 10 \u5104\u7f8e\u5143\u65bc AI \u516c\u53f8\u7684\u6536\u8cfc\u548c\u5167\u90e8\u7814\u767c\u6d3b\u52d5\uff0c\u65e8\u5728\u52a0\u5f37\u5176\u5728\u84ec\u52c3\u767c\u5c55\u7684 AI \u751f\u614b\u7cfb\u7d71\u4e2d\u7684\u6a5f\u6703\u3002\u4ed6\u5011\u5305\u62ec\u6536\u8cfc Silo AI\uff0c\u9019\u662f\u4e00\u5bb6\u5c08\u6ce8\u65bc\u4f01\u696d\u7684\u5927\u578b\u8a9e\u8a00\u6a21\u578b\uff08\u201cLLM\u201d\uff09\u958b\u767c\u5546\uff0c\u8a72\u4ea4\u6613\u65bc\u672c\u6708\u521d\u5b8c\u6210\u3002\u6700\u8fd1\uff0cAMD \u5df2\u7c3d\u7f72\u5354\u8b70\u4ee5 49 \u5104\u7f8e\u5143\u6536\u8cfc\u4f3a\u670d\u5668\u7cfb\u7d71\u8a2d\u8a08\u548c\u88fd\u9020\u5546ZT Systems\u3002<\/p>\n<p>\u5c55\u671b\u672a\u4f86\uff0c\u96a8\u8457\u65b0\u7522\u54c1\u7684\u6301\u7e8c\u63a8\u51fa\uff0c\u7279\u5225\u662f\u90a3\u4e9b\u652f\u6301\u65b0\u8208\u4eba\u5de5\u667a\u6167\u767c\u5c55\u7684\u7522\u54c1\uff0c\u4ee5\u53ca Silo AI \u548c ZT Systems \u7684\u6574\u5408\uff0c\u61c9\u8a72\u80fd\u5920\u70ba AMD \u5e36\u4f86\u9032\u4e00\u6b65\u7684\u5e02\u5834\u4efd\u984d\u589e\u9577\u4e26\u91cb\u653e\u66f4\u5927\u7684\u589e\u9577\u5354\u540c\u6548\u61c9\u3002\u4ee5\u4e0b\u5206\u6790\u5c07\u6839\u64da AMD \u6700\u65b0\u7684 2024 \u5e74\u7b2c\u4e8c\u5b63\u5ea6\u8ca1\u5831\u66f4\u65b0\uff0c\u63d0\u4f9b\u5c0d AMD \u57fa\u672c\u9762\u524d\u666f\u7684\u6700\u65b0\u8a55\u4f30\uff0c\u4e26\u8a55\u4f30\u5373\u5c07\u5230\u4f86\u7684 ZT Systems \u6536\u8cfc\u7684\u5f71\u97ff\u3002\u5728\u6211\u5011\u770b\u4f86\uff0c\u8a72\u80a1\u5728\u7576\u524d\u6c34\u5e73\u4e0a\u4ecd\u8655\u65bc\u4e00\u500b\u6a5f\u6703\u6027\u7684\u8a2d\u7f6e\u4e2d\uff0cAMD \u5728\u786c\u9ad4\u548c\u8edf\u9ad4\u61c9\u7528\u4e2d\u7684\u6f5b\u5728\u4eba\u5de5\u667a\u6167\u5e02\u5834\u4efd\u984d\u4ecd\u7136\u88ab\u4f4e\u4f30\u3002<\/p>\n<h2><a id=\"\" class=\"anchor\" aria-hidden=\"true\"><span class=\"octicon octicon-link\"><\/span><\/a>**<\/h2>\n<p>AMD \u7684\u4eba\u5de5\u667a\u6167\u9032\u5c55\u6982\u8ff0**<\/p>\n<p>AMD \u5728 2024 \u5e74\u7b2c\u4e8c\u5b63\u5ea6\u7684\u8868\u73fe\u8d85\u51fa\u9810\u671f\uff0c\u70ba\u5176\u65e5\u76ca\u589e\u9577\u7684\u4eba\u5de5\u667a\u6167\u5be6\u529b\u63d0\u4f9b\u4e86\u7d50\u69cb\u6027\u652f\u6301\u3002\u5176\u6578\u64da\u4e2d\u5fc3\u7684\u6536\u5165\u7d44\u5408\u63a5\u8fd1 50%\uff0c\u8f03\u53bb\u5e74\u7ffb\u4e86\u4e00\u756a\uff0c\u56e0\u70ba\u8a72\u90e8\u9580\u7684\u92b7\u552e\u5e74\u589e\u9577\u7387\u9054\u5230 115%\uff0c\u4e3b\u8981\u53d7\u76ca\u65bc\u4f3a\u670d\u5668\u8655\u7406\u5668\u548c\u4eba\u5de5\u667a\u6167\u52a0\u901f\u5668\u7684\u5f37\u52c1\u9700\u6c42\u3002\u6578\u64da\u4e2d\u5fc3\u92b7\u552e\u7684\u9ad8\u6bdb\u5229\u7d44\u5408\u4e0d\u65b7\u589e\u52a0\uff0c\u4e5f\u662f AMD \u7684\u4e00\u500b\u95dc\u9375\u5229\u6f64\u589e\u9577\u56e0\u7d20\u3002\u5118\u7ba1\u7b2c\u4e8c\u5b63\u5ea6\u7684\u5408\u4f75\u6536\u5165\u540c\u6bd4\u589e\u9577\u4e86 9%\uff0c\u4f46 GAAP \u6de8\u6536\u5165\u5728\u540c\u671f\u6fc0\u589e\u4e86\u516b\u500d\u4ee5\u4e0a\uff0c\u4e26\u4e14\u74b0\u6bd4\u589e\u9577\u8d85\u904e\u4e00\u500d\u3002<\/p>\n<p>AMD \u6700\u65b0\u7684 Instinct MI300 \u52a0\u901f\u5668\u6210\u70ba\u7126\u9ede\uff0c\u56e0\u70ba\u7ba1\u7406\u5c64\u62ab\u9732\u4e86\u8a72\u516c\u53f8\u6700\u65b0\u7522\u54c1\u7684\u6025\u5287\u589e\u9577\u3002\u5177\u9ad4\u800c\u8a00\uff0cAMD \u7684\u6578\u64da\u4e2d\u5fc3 GPU \u6536\u5165\u8ca2\u737b\u6301\u7e8c\u5275\u4e0b\u7d00\u9304\uff0cMI300 \u52a0\u901f\u5668\u7684\u5b63\u5ea6\u92b7\u552e\u5728 2024 \u5e74\u7b2c\u4e8c\u5b63\u5ea6\u9996\u6b21\u8d85\u904e 10 \u5104\u7f8e\u5143\u3002\u56e0\u6b64\uff0c\u7ba1\u7406\u5c64\u5c07 2024 \u5e74\u5168\u5e74 MI300 \u6536\u5165\u8ca2\u737b\u7684\u9810\u4f30\u63d0\u9ad8\u81f3 45 \u5104\u7f8e\u5143\uff0c\u8f03 4 \u6708\u4efd\u6307\u5c0e\u7684 40 \u5104\u7f8e\u5143\u548c 2023 \u5e74\u6307\u5c0e\u7684 35 \u5104\u7f8e\u5143\u6709\u6240\u4e0a\u8abf\u3002\u9019\u610f\u5473\u8457 MI300 \u7684\u92b7\u552e\u5728 2024 \u5e74\u4e0b\u534a\u5e74\u5c07\u9032\u4e00\u6b65\u52a0\u901f\uff0c\u8ddd\u96e2\u9054\u5230\u65b0\u63d0\u9ad8\u7684\u76ee\u6a19\u9084\u9700\u7d04 28 \u5104\u7f8e\u5143\uff0c\u4ee5\u5be6\u73fe\u6578\u64da\u4e2d\u5fc3\u9818\u57df\u7684\u5b8c\u5168\u589e\u9577\u3002<\/p>\n<p>\u8acb\u8a18\u4f4f\uff0cAMD \u7684 Instinct MI300 \u662f\u4e00\u500b \u5177\u7af6\u722d\u529b\u7684\u66ff\u4ee3\u65b9\u6848\uff0c\u53ef\u8207 Nvidia \u6700\u66a2\u92b7\u7684 H100 \u548c H200 \u6578\u64da\u4e2d\u5fc3 GPU \u7af6\u722d\u3002AMD \u6700\u65b0\u7684\u52a0\u901f\u5668\u57fa\u65bc CDNA 3 \u67b6\u69cb\uff0c\u80fd\u5920\u5728\u8a13\u7df4 AI \u5de5\u4f5c\u8ca0\u8f09\u6642\u5be6\u73fe\u9ad8\u9054 5 \u500d\u7684\u80fd\u6e90\u6548\u7387\u3002MI300 \u7531 1530 \u5104\u500b\u6676\u9ad4\u7ba1\u7d44\u6210\uff0c\u9019\u662f \u5e7e\u4e4e\u662f H100 \u7684\u5169\u500d\uff0c\u4f7f\u5176\u5728\u8655\u7406\u8907\u96dc\u7684 AI \u5de5\u4f5c\u8ca0\u8f09\u6642\u5177\u6709\u512a\u8d8a\u7684\u6027\u80fd\u6548\u7387\u3002MI300 \u52a0\u901f\u5668\u9084\u64c1\u6709 192GB \u7684 HBM3 \u8a18\u61b6\u9ad4\uff0c\u63d0\u4f9b\u8d85\u904e Nvidia H100 \u7684\u5169\u500d\u8a18\u61b6\u9ad4\uff0c\u4e26\u8207\u5176\u7af6\u722d\u5c0d\u624b H200 GPU \u5177\u6709\u9ad8\u5ea6\u7af6\u722d\u529b\u3002\u7af6\u722d\u6027\u7684 TCO \u6307\u6a19\u4f7f AMD \u7684 MI300 \u6210\u70ba\u5728\u8207\u884c\u696d\u9818\u5c0e\u8005 Nvidia \u7af6\u722d\u6642\u9032\u884c\u63a8\u7406\u7684\u6709\u5229\u9078\u64c7\uff0c\u9019\u9032\u4e00\u6b65\u5f37\u5316\u4e86\u8a72\u7522\u54c1\u7684\u6f5b\u5728\u9700\u6c42\u74b0\u5883\u548c\u5e02\u5834\u4efd\u984d\u589e\u9577\u3002<\/p>\n<p>MI325X \u5c07\u65bc\u4eca\u5e74\u665a\u4e9b\u6642\u5019\u767c\u8ca8\uff0c\u9019\u5c07\u9032\u4e00\u6b65\u4fc3\u9032 AMD \u6578\u64da\u4e2d\u5fc3 GPU \u92b7\u552e\u589e\u9577\u7684\u524d\u666f\u3002\u5347\u7d1a\u5f8c\u7684\u52a0\u901f\u5668\u5c07\u914d\u5099 288GB \u7684\u4e0b\u4e00\u4ee3 HBM3E \u8a18\u61b6\u9ad4\uff0c\u4f7f\u5176\u6210\u70ba Nvidia H200 \u548c\u5373\u5c07\u63a8\u51fa\u7684 Blackwell B100 GPU \u7684\u76f4\u63a5\u7af6\u722d\u5c0d\u624b\u3002AMD \u7684 Instinct \u52a0\u901f\u5668\u8207\u7af6\u722d\u5c0d\u624b\u4e4b\u9593\u65e5\u76ca\u7e2e\u5c0f\u7684\u6027\u80fd\u548c\u6210\u672c\u6548\u7387\u5dee\u8ddd\uff0c\u53ef\u80fd\u6703\u589e\u5f37\u5c0d 2024 \u5e74\u4e0b\u534a\u5e74 AI \u76f8\u95dc\u6578\u64da\u4e2d\u5fc3\u92b7\u552e\u7684\u4fe1\u5fc3\u3002\u9019\u5c0d\u65bc\u63a8\u52d5\u8a72\u7d30\u5206\u5e02\u5834\u7684\u589e\u91cf\u5229\u6f64\u589e\u9577\u81f3\u4f01\u696d\u6c34\u5e73\u81f3\u95dc\u91cd\u8981\uff0c\u4e26\u9032\u4e00\u6b65\u8abf\u6574\u5df2\u5728 2024 \u5e74\u4e0a\u534a\u5e74\u901a\u904e\u5f37\u52c1\u7684 MI300 \u51fa\u8ca8\u91cf\u89c0\u5bdf\u5230\u7684\u904b\u71df\u6760\u687f\u548c\u898f\u6a21\u6548\u76ca\u3002<\/p>\n<p>\u9664\u4e86\u52a0\u901f\u5668\u5916\uff0cAMD \u7684 EPYC \u4f3a\u670d\u5668\u8655\u7406\u5668\u92b7\u552e\u8868\u73fe\u4e5f\u8d85\u51fa\u9810\u671f\u3002\u9019\u5c0d\u65bc\u7de9\u89e3\u5148\u524d\u6295\u8cc7\u8005\u5c0d\u65bc\u5728\u6301\u7e8c\u7684 AI \u9a45\u52d5\u52a0\u901f\u8a08\u7b97\u8f49\u578b\u4e2d\u901a\u7528\u4f3a\u670d\u5668 CPU \u6f5b\u5728\u904e\u6642\u7684\u64d4\u6182\u81f3\u95dc\u91cd\u8981\u3002\u5728\u7b2c\u4e8c\u5b63\u5ea6\uff0cEPYC CPU \u92b7\u552e\u6301\u7e8c\u589e\u9577\u5169\u4f4d\u6578\u767e\u5206\u6bd4\uff0c\u7e7c\u7e8c\u7a81\u986f AMD \u5728\u61c9\u5c0d\u7d50\u69cb\u6027\u4f01\u696d\u512a\u5316\u8da8\u52e2\u65b9\u9762\u7684\u512a\u52e2\u3002<\/p>\n<p>\u5982\u6211\u5011\u5728\u4e4b\u524d\u7684\u5831\u5c0e\u4e2d\u6240\u8a0e\u8ad6\u7684\uff0cAMD \u7684 EPYC \u4f3a\u670d\u5668\u8655\u7406\u5668\u662f\u589e\u5f37\u201c\u901a\u7528\u548c\u4eba\u5de5\u667a\u6167\u8a08\u7b97\u80fd\u529b\uff0c\u800c\u7121\u9700\u5be6\u8cea\u6539\u8b8a\u73fe\u6709\u57fa\u790e\u8a2d\u65bd\u7684\u7269\u7406\u4f54\u5730\u9762\u7a4d\u548c\u96fb\u529b\u9700\u6c42\u201d\u7684\u95dc\u9375\u63a8\u52d5\u529b\u3002\u96d6\u7136\u7b2c\u56db\u4ee3 Genoa EPYC \u4f3a\u670d\u5668\u8655\u7406\u5668\u63d0\u4f9b\u8207\u201c\u7af6\u722d\u5c0d\u624b\u76f8\u6bd4\u5c11 45%\u7684\u4f3a\u670d\u5668\u201d\u76f8\u540c\u7684\u8a08\u7b97\u80fd\u529b\uff0c\u9019\u4f7f\u5ba2\u6236\u7684\u521d\u59cb\u904b\u71df\u652f\u51fa\u548c\u8cc7\u672c\u652f\u51fa\u6e1b\u5c11\u9ad8\u9054 40%\u548c 50%\uff0c\u4f46\u5373\u5c07\u63a8\u51fa\u7684 Zen 5 Turin EPYC CPU \u9810\u8a08\u5c07\u9032\u4e00\u6b65\u512a\u5316\u8a72\u7522\u54c1\u9818\u57df\u7684\u201c\u9818\u5c0e\u6027\u80fd\u548c\u6548\u7387\u201d\u3002<\/p>\n<p>Zen 5 Turin EPYC \u8655\u7406\u5668\u76ee\u524d\u6b63\u5728\u516c\u958b\u9810\u89bd\uff0c\u4e26\u5c07\u65bc\u4eca\u5e74\u665a\u4e9b\u6642\u5019\u958b\u59cb\u5927\u898f\u6a21\u51fa\u8ca8\uff0c\u8207\u73fe\u6709\u7684\u7b2c\u56db\u4ee3 EPYC \u5e73\u53f0\u517c\u5bb9\u3002\u914d\u5099\u9ad8\u9054 192 \u9846\u6838\u5fc3\u548c 384 \u689d\u57f7\u884c\u7dd2\uff0cTurin EPYC \u8655\u7406\u5668\u64f4\u5c55\u4e86\u8a72\u7522\u54c1\u7cfb\u5217\u7684\u7af6\u722d\u6027\u7e3d\u64c1\u6709\u6210\u672c\uff0c\u76ee\u524d\u9810\u89bd\u7684\u5ba2\u6236\u5f37\u8abf\u8a72\u7522\u54c1\u5728\u591a\u500b\u8a08\u7b97\u5bc6\u96c6\u578b\u5de5\u4f5c\u8ca0\u8f09\u4e2d\u7684\u201c\u986f\u8457\u6027\u80fd\u512a\u52e2\u201d\u3002\u9019\u4e00\u9ede\u5f97\u5230\u4e86 AMD \u6700\u8fd1\u91dd\u5c0d 128 \u9846\u6838\u5fc3\u914d\u7f6e\u7684 Turin EPYC \u8655\u7406\u5668\u5728\u8655\u7406 AI \u5de5\u4f5c\u8ca0\u8f09\u6642\u91cb\u51fa\u7684\u6027\u80fd\u6578\u64da\u7684\u9032\u4e00\u6b65\u8b49\u5be6\uff0c\u8a72\u8655\u7406\u5668\u5728\u6027\u80fd\u4e0a \u8d85\u8d8a \u4e86\u82f1\u7279\u723e\u6700\u65b0\u7684 Emerald Rapids Xeon \u8655\u7406\u5668\uff0c\u5dee\u8ddd\u76f8\u7576\u5927\u3002\u9019\u4e00\u6bd4\u8f03\u9084\u7a81\u986f\u4e86\u5728 AI \u512a\u5148\u6642\u4ee3\u4e2d\uff0c192 \u9846\u6838\u5fc3\u914d\u7f6e\u7684 Turin \u7684\u7af6\u722d\u6027\u6280\u8853\u512a\u52e2\u3002<\/p>\n<p>\u7d9c\u5408\u4f86\u770b\uff0c\u6211\u5011\u76f8\u4fe1 AMD \u5728\u5176\u6578\u64da\u4e2d\u5fc3\u696d\u52d9\u92b7\u552e\u65b9\u9762\u4ecd\u7136\u5177\u5099\u826f\u597d\u7684\u52a0\u901f\u6f5b\u529b\uff0c\u9019\u5c07\u5e36\u4f86\u672a\u4f86\u7684\u5229\u6f64\u589e\u9577\u3002\u9019\u5c07\u6709\u5229\u65bc\u652f\u6301\u8a72\u80a1\u7968\u7684\u4f30\u503c\u524d\u666f\u7684\u73fe\u91d1\u6d41\u3002<\/p>\n<p><a href=\"https:\/\/static.seekingalpha.com\/uploads\/2024\/8\/21\/53884093-17242369173473482_origin.png\"><img decoding=\"async\" src=\"https:\/\/i.imgur.com\/MVWHtlf.png\" alt=\"A screenshot of a computer Description automatically generated\" \/><\/a><\/p>\n<p>AMD<\/p>\n<p><a href=\"https:\/\/static.seekingalpha.com\/uploads\/2024\/8\/21\/53884093-17242369173970568_origin.png\"><img decoding=\"async\" src=\"https:\/\/i.imgur.com\/r4c7r3b.png\" alt=\"A screenshot of a computer Description automatically generated\" \/><\/a><\/p>\n<p>AMD<\/p>\n<h2><a id=\"\" class=\"anchor\" aria-hidden=\"true\"><span class=\"octicon octicon-link\"><\/span><\/a>**<\/h2>\n<p>AMD \u7e7c\u7e8c\u978f\u56fa\u5176\u9818\u5148\u5730\u4f4d**<\/p>\n<p>\u5982\u5148\u524d\u5831\u5c0e\u6240\u8a0e\u8ad6\uff0cAMD \u7e7c\u7e8c\u6709\u6548\u5730\u5229\u7528\u6574\u5408\u7b56\u7565\u4f86\u589e\u5f37\u5176\u7af6\u722d\u512a\u52e2\u548c\u6280\u8853\u80fd\u529b\u3002\u9019\u7a2e\u6709\u6548\u6027\u5728\u65bc\u901a\u904e\u6700\u8fd1\u7684\u4f75\u8cfc\u6d3b\u52d5\u5be6\u73fe\u7684\u589e\u9577\u548c\u6210\u672c\u5354\u540c\u7684\u7d50\u5408\uff0c\u8b93 AMD \u66f4\u597d\u5730\u61c9\u5c0d\u65e5\u76ca\u6fc0\u70c8\u7684\u7af6\u722d\u3002\u9664\u4e86\u6536\u8cfc Xilinx \u548c Pensando\uff0c\u9019\u52a0\u6df1\u4e86 AMD \u7684\u786c\u9ad4-\u8edf\u9ad4\u5168\u5806\u758a\u80fd\u529b\uff0c\u8a72\u516c\u53f8\u9084\u5728\u5927\u529b\u6295\u8cc7\u9032\u4e00\u6b65\u767c\u5c55\u5176 AI \u751f\u614b\u7cfb\u7d71\u3002\u9019\u5305\u62ec\u6700\u8fd1\u6536\u8cfc Silo AI\uff0c\u9019\u4f7f AMD \u80fd\u5920\u76f4\u63a5\u7372\u5f97\u4f01\u696d\u5c08\u6ce8\u7684 LLM \u958b\u767c\u5c08\u696d\u77e5\u8b58\u3002\u6536\u8cfc Silo AI \u9810\u8a08\u5c07\u589e\u5f37 AMD \u63d0\u4f9b\u7684 AI \u958b\u767c\u548c\u90e8\u7f72\u89e3\u6c7a\u65b9\u6848\uff0c\u4ee5\u61c9\u5c0d\u5982 Nvidia \u7684 \u201cNeMo\u201d \u5e73\u53f0\u548c \u201cNIM\u201d \u63a8\u7406\u5fae\u670d\u52d9\u7b49\u7af6\u722d\u7522\u54c1\u3002<\/p>\n<p>\u8a72\u516c\u53f8\u6700\u8fd1\u9084\u7c3d\u7f72\u4e86\u4e00\u4efd\u5354\u8b70\uff0c\u4ee5 49 \u5104\u7f8e\u5143\u6536\u8cfc\u4f3a\u670d\u5668\u8a2d\u8a08\u548c\u88fd\u9020\u5546 ZT Systems\uff0c\u4e26\u6709\u4e00\u9805 4 \u5104\u7f8e\u5143\u7684\u6709\u689d\u4ef6\u5c0d\u50f9\uff0c\u9700\u5728\u5b8c\u6210\u67d0\u4e9b\u91cc\u7a0b\u7891\u5f8c\u652f\u4ed8\u3002\u8207\u50cf\u8d85\u5fae\u96fb\u8166\uff08SMCI\uff09\u548c\u6234\u723e\uff08DELL\uff09\u9019\u6a23\u7684\u4f3a\u670d\u5668\u88fd\u9020\u5546\u985e\u4f3c\uff0c\u9019\u4e9b\u516c\u53f8\u5728\u904e\u53bb\u4e00\u5e74\u4e2d\u53d7\u76ca\u65bc\u7a69\u5065\u7684 AI \u57fa\u790e\u8a2d\u65bd\u6295\u8cc7\uff0cZT Systems \u4e5f\u63d0\u4f9b\u5feb\u901f\u6578\u64da\u4e2d\u5fc3\u90e8\u7f72\u7684\u6a5f\u67b6\u7d1a\u89e3\u6c7a\u65b9\u6848\u3002AMD \u5373\u5c07\u6536\u8cfc ZT Systems\uff0c\u8a08\u5283\u901a\u904e\u73fe\u91d1\u548c\u80a1\u7968\u7684\u7d44\u5408\u4f86\u7d50\u7b97\uff0c\u9019\u5c07\u76f4\u63a5\u64f4\u5c55\u9019\u5bb6\u6676\u7247\u88fd\u9020\u5546\u5728\u65e5\u76ca\u76c8\u5229\u7684\u4f3a\u670d\u5668\u884c\u696d\u7684\u5f71\u97ff\u529b\uff0c\u540c\u6642\u4e5f\u589e\u5f37 AI \u76f8\u95dc\u5e02\u5834\u4efd\u984d\u7684\u589e\u9577\u3002<\/p>\n<p>\u5177\u9ad4\u800c\u8a00\uff0cAMD \u6253\u7b97\u5728\u4ea4\u6613\u5b8c\u6210\u5f8c\u51fa\u552e ZT Systems \u7684\u88fd\u9020\u80fd\u529b\uff0c\u540c\u6642\u4fdd\u7559\u8a72\u5b50\u516c\u53f8\u7684\u4f3a\u670d\u5668\u8a2d\u8a08\u5c08\u696d\u77e5\u8b58\u3002\u9019\u6697\u793a\u8457 AMD AI \u8d85\u7d1a\u96fb\u8166\u7cfb\u7d71\u5373\u5c07\u63a8\u51fa\uff0c\u9019\u5c07\u53ef\u80fd\u76f4\u63a5\u8207 Nvidia \u7684 HGX \u548c DGX \u89e3\u6c7a\u65b9\u6848\u5728\u8d85\u5927\u898f\u6a21\u548c\u4f01\u696d\u5ba2\u6236\u4e4b\u9593\u722d\u596a\u5e02\u5834\u4efd\u984d\u3002ZT Systems \u5728\u4f3a\u670d\u5668\u5e02\u5834\u7684\u5c08\u696d\u77e5\u8b58\u7684\u6574\u5408\u9810\u8a08\u5c07\u9032\u4e00\u6b65\u63a8\u52d5 AMD \u7684\u7aef\u5230\u7aef AI \u80fd\u529b\uff0c\u6709\u6548\u5730\u64f4\u5c55\u5176\u5728\u84ec\u52c3\u767c\u5c55\u7684 AI \u7e3d\u53ef\u5c0b\u5740\u5e02\u5834\u4e2d\u7684\u5f71\u97ff\u529b\u3002<\/p>\n<p>\u8aa0\u7136\uff0c\u6536\u8cfc ZT \u7cfb\u7d71\u4e5f\u6709\u5176\u76f8\u7576\u7684\u4e0b\u884c\u98a8\u96aa\u3002\u7531\u65bc\u6574\u5408\u6210\u672c\u7684\u7d50\u5408\u4ee5\u53ca ZT \u7cfb\u7d71\u4ee5\u88fd\u9020\u70ba\u4e3b\u7684\u696d\u52d9\u5e36\u4f86\u7684\u8f03\u4f4e\u76c8\u5229\uff0c\u8a72\u4ea4\u6613\u9810\u8a08\u6700\u521d\u6703\u7a00\u91cb\u5229\u6f64\u3002\u5177\u9ad4\u800c\u8a00\uff0c\u5e02\u5834\u7814\u7a76\u76ee\u524d\u4f30\u8a08 ZT \u7cfb\u7d71\u7684\u6700\u8fd1\u5341\u4e8c\u500b\u6708\u6536\u5165\u70ba 100 \u5104\u7f8e\u5143\uff0c\u5176\u4e2d\u5927\u90e8\u5206\u4f86\u81ea\u5176\u88fd\u9020\u696d\u52d9\u3002\u50cf\u6234\u723e\u3001SMCI \u548c\u60e0\u666e\u4f01\u696d\uff08HPE\uff09\u7b49\u4f3a\u670d\u5668\u516c\u53f8\u76ee\u524d\u7684\u4ea4\u6613\u50f9\u683c\u4f4e\u65bc 1 \u500d\u7684\u672a\u4f86\u5341\u4e8c\u500b\u6708\u92b7\u552e\u984d\uff0c\u53d7\u5230\u5176\u8cc7\u672c\u5bc6\u96c6\u578b\u88fd\u9020\u90e8\u9580\u7684\u58d3\u529b\u3002\u9019\u8207 AMD \u57fa\u65bc 49 \u5104\u7f8e\u5143\u7684\u63d0\u8b70\u5c0d ZT \u7cfb\u7d71\u6536\u8cfc\u6240\u63d0\u4f9b\u7684\u7d04 0.5 \u500d\u92b7\u552e\u984d\u76f8\u7b26\uff0c\u800c\u8a72\u8a08\u7b97\u662f\u57fa\u65bc\u8a72\u96fb\u8166\u88fd\u9020\u5546\u7684\u6700\u8fd1\u5341\u4e8c\u500b\u6708\u6536\u5165 100 \u5104\u7f8e\u5143\uff0c\u4e3b\u8981\u4f86\u81ea\u65bc\u4f4e\u5229\u6f64\u7684\u88fd\u9020\u92b7\u552e\u3002<\/p>\n<p>\u7136\u800c\uff0c\u9019\u7b46\u4ea4\u6613\u9810\u8a08\u5728\u9577\u671f\u5167\u5c0d AMD \u5c07\u5177\u6709\u6839\u672c\u6027\u7684\u589e\u503c\u6548\u679c\u3002\u5177\u9ad4\u800c\u8a00\uff0cAMD \u7ba1\u7406\u5c64\u6253\u7b97\u5728 2025 \u5e74\u5e95\u4e4b\u524d\u4f7f ZT Systems \u7684\u6536\u8cfc\u5728\u975e GAAP \u57fa\u790e\u4e0a\u201c\u589e\u503c\u201d\uff0c\u9019\u610f\u5473\u8457\u5728 2025 \u5e74\u4e0a\u534a\u5e74\u4ea4\u6613\u5b8c\u6210\u5f8c\u7acb\u5373\u8655\u7f6e\u9019\u5bb6\u96fb\u8166\u88fd\u9020\u5546\u7684\u88fd\u9020\u90e8\u9580\u3002\u7ba1\u7406\u5c64\u9084\u900f\u9732\uff0cAMD \u5728 ZT Systems \u6574\u5408\u7b56\u7565\u5b8c\u6210\u5f8c\u5c07\u4fdd\u7559\u7d041,000 \u540d\u5de5\u7a0b\u5e2b\uff0c\u5f37\u8abf\u901a\u904e\u6536\u8cfc\u589e\u5f37\u5176\u7cfb\u7d71\u8a2d\u8a08\u5c08\u696d\u77e5\u8b58\u7684\u610f\u5716\u3002<\/p>\n<p>\u8a72\u4ea4\u6613\u9810\u8a08\u5c07\u5728\u9577\u671f\u5167\u5c0d AMD \u7684\u4eba\u5de5\u667a\u6167\u7b56\u7565\u7522\u751f\u6de8\u589e\u76ca\uff0c\u56e0\u70ba\u5b83\u5c07\u7cfb\u7d71\u8a2d\u8a08\u7d0d\u5165\u5176\u5ee3\u6cdb\u7684\u4eba\u5de5\u667a\u6167\u80fd\u529b\u5c65\u6b77\u4e2d\uff0c\u9019\u4e9b\u80fd\u529b\u6db5\u84cb\u4e86\u7db2\u7d61\uff08\u4f8b\u5982\uff0c\u8d85\u52a0\u901f\u93c8\u63a5\u548c AMD Infinity Fabric\uff09\u3001\u8edf\u4ef6\uff08\u4f8b\u5982\uff0cROCm\uff09\u3001\u786c\u4ef6\uff08\u4f8b\u5982\uff0cInstinct \u548c EPYC\uff09\u4ee5\u53ca\u670d\u52d9\u3002\u9664\u4e86\u6539\u5584 AMD \u5728\u4e3b\u8981\u7af6\u722d\u5c0d\u624b Nvidia \u9762\u524d\u7684\u7acb\u5834\u5916\uff0c\u6536\u8cfc ZT Systems \u7684\u4f3a\u670d\u5668\u8a2d\u8a08\u5c08\u696d\u77e5\u8b58\u4e5f\u5c07\u662f\u63a8\u52d5 AMD \u6578\u64da\u4e2d\u5fc3\u8655\u7406\u5668\u63a1\u7528\u7684\u4e92\u88dc\u52aa\u529b\uff0c\u56e0\u70ba\u5b83\u64c1\u6709\u652f\u6301\u7684\u7aef\u5230\u7aef\u89e3\u6c7a\u65b9\u6848\u751f\u614b\u7cfb\u7d71\u3002\u56e0\u6b64\uff0c\u9019\u5c07\u9032\u4e00\u6b65\u52a0\u5f37 AMD \u9ad8\u5229\u6f64\u6578\u64da\u4e2d\u5fc3\u92b7\u552e\u7684\u6301\u7e8c\u9577\u671f\u589e\u9577\u8ecc\u8de1\uff0c\u4e26\u4e0d\u7d93\u610f\u5730\u589e\u5f37\u652f\u6490\u5176\u4f30\u503c\u524d\u666f\u7684\u73fe\u91d1\u6d41\u3002<\/p>\n<h2><a id=\"\" class=\"anchor\" aria-hidden=\"true\"><span class=\"octicon octicon-link\"><\/span><\/a>**<\/h2>\n<p>\u57fa\u672c\u8003\u91cf**<\/p>\n<p>\u8abf\u6574\u6211\u5011\u4e4b\u524d\u5c0d AMD \u5be6\u969b 2024 \u5e74\u7b2c\u4e8c\u5b63\u5ea6\u7d50\u679c\u548c\u672a\u4f86\u5c55\u671b\u7684\u9810\u6e2c\uff0c\u6211\u5011\u9810\u8a08\u8a72\u516c\u53f8 2024 \u5e74\u7684\u6536\u5165\u5c07\u540c\u6bd4\u589e\u9577 14%\uff0c\u9054\u5230 258 \u5104\u7f8e\u5143\u3002\u66f4\u65b0\u7684\u9810\u6e2c\u4e5f\u53cd\u6620\u4e86\u6211\u5011\u5c0d AMD \u5728\u6578\u64da\u4e2d\u5fc3\u3001\u5ba2\u6236\u548c\u5d4c\u5165\u5f0f\u9818\u57df\u5373\u5c07\u5230\u4f86\u7684\u5347\u7d1a\u8d85\u9031\u671f\u7684\u6301\u7e8c\u4fe1\u5fc3\uff0c\u6b63\u5982\u6211\u5011\u4e4b\u524d\u5831\u5c0e\u4e2d\u6240\u8a0e\u8ad6\u7684\u3002<\/p>\n<p><a href=\"https:\/\/static.seekingalpha.com\/uploads\/2024\/8\/21\/53884093-17242369168658257_origin.png\"><img decoding=\"async\" src=\"https:\/\/i.imgur.com\/Nc54Ogq.png\" alt=\"AMD fundamental analysis\" \/><\/a><\/p>\n<p>\u00a0\u4f5c\u8005<\/p>\n<p>\u65b0\u7522\u54c1\u7684\u6301\u7e8c\u63a8\u51fa\uff0c\u5305\u62ec Instinct MI300 \u548c\u5373\u5c07\u63a8\u51fa\u7684 MI325X \u52a0\u901f\u5668\u3001Ryzen Pro 8000 \u548c Ryzen 9000 \u7cfb\u5217 CPU\uff0c\u4ee5\u53ca\u7b2c\u4e8c\u4ee3 Versal \u81ea\u9069\u61c9\u7cfb\u7d71\u55ae\u6676\u7247\uff0c\u9810\u8a08\u4e5f\u5c07\u9032\u4e00\u6b65\u63a8\u52d5\u5229\u6f64\u7387\u7684\u589e\u9577\u3002\u9019\u9810\u8a08\u5c07\u5ef6\u7e8c\u6700\u8fd1\u5e7e\u500b\u5b63\u5ea6\u89c0\u5bdf\u5230\u7684\u9023\u7e8c\u5229\u6f64\u7387\u64f4\u5f35\u7684\u6b65\u4f10\uff0c\u9019\u4e3b\u8981\u662f\u7531\u65bc\u64f4\u5927\u66f4\u5177\u5229\u6f64\u7684\u6578\u64da\u4e2d\u5fc3\u92b7\u552e\u548c\u6539\u5584\u6240\u6709\u904b\u71df\u90e8\u9580\u7684\u904b\u71df\u6760\u687f\u6240\u9a45\u52d5\u3002<\/p>\n<p><a href=\"https:\/\/static.seekingalpha.com\/uploads\/2024\/8\/21\/53884093-17242369169524806_origin.png\"><img decoding=\"async\" src=\"https:\/\/i.imgur.com\/hbaqf5V.png\" alt=\"A table with many small squares Description automatically generated with medium confidence\" \/><\/a><\/p>\n<p>\u00a0\u4f5c\u8005<\/p>\n<h2><a id=\"%C2%A0%E4%BC%B0%E5%80%BC%E8%80%83%E9%87%8F\" class=\"anchor\" aria-hidden=\"true\"><span class=\"octicon octicon-link\"><\/span><\/a>\u00a0<strong>\u4f30\u503c\u8003\u91cf<\/strong><\/h2>\n<p>\u6211\u5011\u4fdd\u6301\u4fe1\u5fc3\uff0c\u8a8d\u70ba AMD \u5728\u76ee\u524d\u7684\u6c34\u5e73\u4e0a\u4ecd\u7136\u4ee3\u8868\u8457\u4e00\u500b\u6709\u5229\u7684\u98a8\u96aa\u56de\u5831\u7d44\u5408\uff0c\u56e0\u70ba\u672a\u4f86\u6709\u589e\u9577\u548c\u63d0\u9ad8\u5229\u6f64\u7387\u7684\u6a5f\u6703\u3002\u6211\u5011\u5c0d\u8a72\u80a1\u7968\u7684\u57fa\u672c\u60c5\u5883\u50f9\u683c\u76ee\u6a19\u4ecd\u7136\u662f**$200**\u6bcf\u80a1\u3002<\/p>\n<p><a href=\"https:\/\/static.seekingalpha.com\/uploads\/2024\/8\/21\/53884093-17242369169825063_origin.png\"><img decoding=\"async\" src=\"https:\/\/i.imgur.com\/aMHe6PR.png\" alt=\"A graph of a price Description automatically generated with medium confidence\" \/><\/a><\/p>\n<p>\u00a0\u4f5c\u8005<\/p>\n<p>\u50f9\u683c\u76ee\u6a19\u662f\u6839\u64da\u6298\u73fe\u73fe\u91d1\u6d41\u65b9\u6cd5\u5f97\u51fa\u7684\uff0c\u4e26\u8003\u616e\u4e86\u5728\u524d\u9762\u90e8\u5206\u8a0e\u8ad6\u7684\u57fa\u6e96\u6848\u4f8b\u57fa\u672c\u5206\u6790\u4e2d\u6240\u63a1\u53d6\u7684\u73fe\u91d1\u6d41\u9810\u6e2c\u3002\u61c9\u7528\u8207 AMD \u7684\u98a8\u96aa\u6982\u6cc1\u548c\u8cc7\u672c\u7d50\u69cb\u76f8\u7b26\u7684 9.2%\u52a0\u6b0a\u5e73\u5747\u8cc7\u672c\u6210\u672c\uff08WACC\uff09\u3002\u8a72\u5206\u6790\u9084\u8003\u616e\u4e86\u5c0d\u9810\u6e2c\u7684 2028 \u5e74 EBITDA \u61c9\u7528 6.0%\u7684\u6c38\u7e8c\u589e\u9577\u7387\uff0c\u4ee5\u78ba\u5b9a AMD \u7684\u7d42\u7aef\u50f9\u503c\u3002\u6ea2\u50f9\u4f30\u503c\u5047\u8a2d\u8207\u5c0d\u9810\u6e2c\u7684 2033 \u5e74 EBITDA \u61c9\u7528 3.5%\u6c38\u7e8c\u589e\u9577\u7387\u7684\u4e00\u81f4\u6027\uff0c\u7576\u6642 AMD \u7684\u589e\u9577\u6982\u6cc1\u9810\u8a08\u5c07\u8207\u4f30\u8a08\u7d93\u6fdf\u64f4\u5f35\u7684\u9ad8\u7bc4\u570d\u589e\u9577\u901f\u5ea6\u6b63\u5e38\u5316\u3002\u6240\u63a1\u7528\u7684\u5047\u8a2d\u4e5f\u53cd\u6620\u4e86 AMD \u5728\u4fc3\u9032\u5c0d\u5176\u6838\u5fc3\u904b\u71df\u5340\u57df\u7d93\u6fdf\u64f4\u5f35\u81f3\u95dc\u91cd\u8981\u7684\u4e0b\u4e00\u4ee3\u589e\u9577\u6280\u8853\u4e2d\u7684\u95dc\u9375\u89d2\u8272\u3002<\/p>\n<p><a href=\"https:\/\/static.seekingalpha.com\/uploads\/2024\/8\/21\/53884093-1724236916980837_origin.png\"><img decoding=\"async\" src=\"https:\/\/i.imgur.com\/rOJEmGZ.png\" alt=\"A screenshot of a computer screen Description automatically generated\" \/><\/a><\/p>\n<p>\u00a0\u4f5c\u8005<\/p>\n<p><a href=\"https:\/\/static.seekingalpha.com\/uploads\/2024\/8\/21\/53884093-1724236916952252_origin.png\"><img decoding=\"async\" src=\"https:\/\/i.imgur.com\/E3YuwUK.png\" alt=\"A screenshot of a computer Description automatically generated\" \/><\/a><\/p>\n<p>\u00a0\u4f5c\u8005<\/p>\n<p>AMD \u7684\u4e0a\u884c\u6f5b\u529b\u9032\u4e00\u6b65\u5f97\u5230\u8b49\u5be6\uff0c\u56e0\u70ba\u5176\u76f8\u5c0d\u65bc\u64c1\u6709\u985e\u4f3c\u589e\u9577\u7279\u5fb5\u7684\u540c\u884c\u7684\u4f30\u503c\u76f8\u5c0d\u9069\u4e2d\u3002\u5728\u57fa\u65bc\u500d\u6578\u7684\u65b9\u6cd5\u4e0b\uff0cAMD \u76ee\u524d\u7684\u4ea4\u6613\u50f9\u683c\u7d04\u70ba 2025 \u5e74\u9810\u4f30\u92b7\u552e\u984d\u7684 8 \u500d\uff0c\u9019\u8207\u8cbb\u57ce\u534a\u5c0e\u9ad4\u6307\u6578(SOX)\u4e2d\u53ef\u6bd4\u540c\u884c\u76ee\u524d\u6240\u5c55\u73fe\u7684\u6ea2\u50f9\u76f8\u6bd4\uff0c\u986f\u5f97\u4e0d\u8db3\uff0c\u5118\u7ba1\u5728\u5229\u6f64\u589e\u9577\u7684\u7d30\u5206\u5e02\u5834\u4e2d\u6301\u7e8c\u7372\u5f97\u5e02\u5834\u4efd\u984d\u3002\u6211\u5011\u76f8\u4fe1\uff0c\u8a72\u80a1\u7968\u4ecd\u7136\u8655\u65bc\u826f\u597d\u7684\u4f4d\u7f6e\uff0c\u96a8\u8457\u5e7e\u500b\u6f5b\u5728\u50ac\u5316\u5291\u7684\u51fa\u73fe\uff0c\u5c07\u9a45\u52d5\u5373\u5c07\u5230\u4f86\u7684\u4e0a\u8abf\u4f30\u503c\uff0c\u5305\u62ec\u9ad8\u5229\u6f64\u6578\u64da\u4e2d\u5fc3\u6536\u5165\u7684\u589e\u9577\u8d85\u51fa\u9810\u671f\uff0c\u4ee5\u53ca\u8207 ZT Systems \u8a2d\u8a08\u55ae\u4f4d\u5728 2025 \u5e74\u4e0a\u534a\u5e74\u6574\u5408\u7684\u4f3a\u670d\u5668\u5e02\u5834\u5354\u540c\u6548\u61c9\u3002<\/p>\n<p>\u5982\u524d\u9762\u90e8\u5206\u6240\u8a0e\u8ad6\uff0cAMD \u9810\u8a08\u5728 2024 \u5e74\u4e0b\u534a\u5e74\u6578\u64da\u4e2d\u5fc3 GPU \u92b7\u552e\u7d04\u70ba 28 \u5104\u7f8e\u5143\u2014\u2014\u9019\u662f\u8a72\u9818\u57df\u7684\u4e00\u500b\u65b0\u6536\u5165\u4f86\u6e90\u2014\u2014\u8f03 2024 \u5e74\u4e0a\u534a\u5e74\u589e\u9577 65%\u3002\u9019\u4ee3\u8868\u6578\u64da\u4e2d\u5fc3 GPU \u51fa\u8ca8\u91cf\u6301\u7e8c\u52a0\u901f\uff0c\u652f\u6301\u9ad8\u5229\u6f64\u6578\u64da\u4e2d\u5fc3\u9818\u57df\u7684\u898f\u6a21\u7d93\u6fdf\u6548\u76ca\u3002\u518d\u52a0\u4e0a\u7531\u65bc\u4f9b\u61c9\u93c8\u6301\u7e8c\u7dca\u5f35\u81f3 2025 \u5e74\u53ef\u80fd\u5e36\u4f86\u7684\u50f9\u683c\u5229\u597d\uff0c\u4ee5\u53ca\u5176 Instinct MI \u7cfb\u5217\u52a0\u901f\u5668\u7684\u5f37\u52c1\u9700\u6c42\uff0c\u9019\u4e9b\u90fd\u5f97\u76ca\u65bc\u4e0d\u65b7\u64f4\u5927\u7684\u652f\u6301\u89e3\u6c7a\u65b9\u6848\u751f\u614b\u7cfb\u7d71\uff0cAMD \u5c55\u73fe\u51fa\u4e0a\u884c\u9a5a\u559c\u7684\u524d\u666f\u3002ZT Systems \u8a2d\u8a08\u55ae\u4f4d\u5728 2025 \u5e74\u4e0a\u534a\u5e74\u5168\u9762\u6574\u5408\u9032 AMD \u7684\u6578\u64da\u4e2d\u5fc3\u89e3\u6c7a\u65b9\u6848\u696d\u52d9\u90e8\uff0c\u4e26\u5728 2025 \u5e74\u4e0b\u534a\u5e74\u9032\u4e00\u6b65\u64f4\u5927\u76f8\u95dc\u89e3\u6c7a\u65b9\u6848\uff0c\u53ef\u80fd\u6703\u9032\u4e00\u6b65\u63a8\u52d5\u5229\u6f64\u589e\u9577\u3002\u5728\u6211\u5011\u770b\u4f86\uff0c\u9019\u5728\u76ee\u524d\u80a1\u7968\u4ea4\u6613\u6c34\u5e73\u4e0b\u4ecd\u672a\u53d7\u5230\u5145\u5206\u91cd\u8996\u3002<\/p>\n<h2><a id=\"%C2%A0%E7%B5%90%E8%AB%96\" class=\"anchor\" aria-hidden=\"true\"><span class=\"octicon octicon-link\"><\/span><\/a>\u00a0<strong>\u7d50\u8ad6<\/strong><\/h2>\n<p>\u8aa0\u7136\uff0cAMD \u5728\u4eba\u5de5\u667a\u6167\u6a5f\u6703\u53ca\u96a8\u4e4b\u800c\u4f86\u7684\u6536\u5165\u65b9\u9762\u4ecd\u7136\u5927\u5e45\u843d\u5f8c\u65bc Nvidia\u3002\u4f46 AMD 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