AMD首席预测定制芯片将胜过GPU，看到ai芯片需求的转变：报告

2024-09-23 20:59:00 - Benzinga

AdvancedMicroDevices,Inc.(NASDAQ:AMD)chiefLisaSusharedinsightintotheprospectsofgraphicsprocessingunits(GPUs)inthenearterm,almosttotheextentoftakingadigatrivalNvidiaCorp(NASDAQ:NVDA)andhyperscalerslikeAmazon.comInc(NASDAQ:AMZN)andAlphabetInc(NASDAQ:GOOG)(NASDAQ:GOOGL)Google.

AsAImodelsbecomemorestandardized,there'spotentialtocreatecustomchipsthatoffergreaterenergyefficiency,smallersizes,andlowercosts.

AccordingtotheWSJreport,Suhighlightedthisopportunity,notingthatwhileGPUsremainthetopchoiceforlargelanguagemodelsduetotheirefficiencyinparallelprocessing,thefuturewilllikelyseeashifttowardabroaderrangeofchiparchitectures.

AlsoRead:Nvidia,AMD,andBroadcomStocksJump,FedRateCutBoostsAIChipSector

RecentreportsindicatedAMDfocusingonthemainstreamandmid-rangeGPUs,ditchingthepremiumgamingGPUmarketledbyNvidia.

AMD首席预测定制芯片将胜过GPU，看到ai芯片需求的转变：报告

NvidiaGPUs,designedforgaminggraphics,havebeeninstrumentalinhelpingthecompanyreachatrillion-dollarvaluationandcounting.

TechinvestorJamesAndersonexpectsNvidiatoreachamarketcapof$50trillionwithinthenextdecade.JPMorgananalystHarlanSurexpectsAMD'srevenuefromdatacenterGPUstogrowby$5billioninthecurrentfiscal.

SuemphasizesthatthefutureofAIcomputingwillinvolveacombinationofdifferentchiptypes,includingGPUsandnewspecializedchips.

Forcontext,largecloudproviderslikeAmazonandGooglehavedevelopedtheircustomAIchipsforinternaluse.

Rivalhyperscalers,includingOracleCorp(NYSE:ORCL)andAmazon,havebeencollaboratinglately,whichBofASecuritiesanalystJustinPostexpectstounlockdemandforinfrastructureandapplications,implyinghigherdemandforAIchips.

AMDstockgainedover60%inthelast12monthsversusNvidia's175%.

InvestorscangainexposuretothesemiconductorsectorthroughFirstTrustNasdaqSemiconductorETF(NASDAQ:FTXL)andColumbiaSemiconductorandTechnologyETF(NYSE:SEMI).

PriceActions:AMDstockisup0.28%at$156.39premarketatthelastcheckMonday.

PhotocourtesyofAMD