\u65b0\u805e\u91cd\u9ede\uff1a<\/strong><\/strong><\/p>\n\n\n\n \u53f0\u5317<\/strong>\u20142026<\/strong>\u5e74<\/strong>2<\/strong>\u6708<\/strong>26<\/strong>\u65e5<\/strong>\u2014<\/strong> AMD<\/a>\uff08NASDAQ: AMD\uff09\u8207Meta\u5ba3\u5e03\u9054\u6210\u4e00\u98056 GW\u5354\u8b70\uff0c\u5c07\u900f\u904e\u591a\u4e16\u4ee3AMD Instinct GPU\u70baMeta\u4e0b\u4e00\u4ee3AI\u57fa\u790e\u8a2d\u65bd\u6339\u6ce8\u52d5\u80fd\u3002<\/p>\n\n\n\n \u8a72\u5354\u8b70\u64f4\u5c55\u96d9\u65b9\u65e2\u6709\u7b56\u7565\u5925\u4f34\u95dc\u4fc2\uff0c\u4e26\u540c\u6b65\u6676\u7247\u3001\u7cfb\u7d71\u8207\u8edf\u9ad4\u7684\u85cd\u5716\uff0c\u63d0\u4f9b\u5c08\u70baMeta\u5de5\u4f5c\u8ca0\u8f09\u8a2d\u8a08\u7684AI\u5e73\u53f0\u3002\u9996\u6279\u90e8\u7f72\u5c07\u57fa\u65bcMI450\u67b6\u69cb\u7684\u5ba2\u88fd\u5316AMD Instinct GPU\uff0c\u5728Gigawatt\u7b49\u7d1a\u898f\u6a21\u7684\u90e8\u7f72\u4e0a\u70baMeta\u7684\u5de5\u4f5c\u8ca0\u8f09\u63d0\u4f9b\u6700\u4f73\u5316\u7684AI\u5e73\u53f0\u3002\u652f\u63f4\u9996\u6279Gigawatt\u7b49\u7d1a\u90e8\u7f72\u7684\u7522\u54c1\u9810\u8a08\u5c07\u65bc2026\u5e74\u4e0b\u534a\u5e74\u958b\u59cb\u51fa\u8ca8\uff0c\u642d\u8f09\u5ba2\u88fd\u5316AMD Instinct MI450\u67b6\u69cbGPU\uff0c\u4ee5\u53ca\u4ee3\u865f\u70ba\u201cVenice\u201d\u7684\u7b2c6\u4ee3AMD EPYC\u8655\u7406\u5668\uff0c\u904b\u884cROCm\u8edf\u9ad4\uff0c\u4e26\u57fa\u65bcAMD Helios\u6a5f\u67b6\u7d1a\u67b6\u69cb\u6253\u9020\u3002AMD Helios\u7531AMD\u8207Meta\u900f\u904eOpen Compute Project\u5171\u540c\u958b\u767c\uff0c\u4ee5\u5be6\u73fe\u53ef\u64f4\u5c55\u7684\u6a5f\u67b6\u7d1aAI\u57fa\u790e\u8a2d\u65bd\u3002<\/p>\n\n\n\n AMD\u8463\u4e8b\u9577\u66a8\u57f7\u884c\u9577\u8607\u59ff\u4e30\u535a\u58eb\u8868\u793a\uff1a\u300c\u6211\u5011\u5f88\u69ae\u5e78\u80fd\u64f4\u5c55\u8207Meta\u7684\u7b56\u7565\u5925\u4f34\u95dc\u4fc2\uff0c\u5354\u52a9\u5176\u5728\u524d\u6240\u672a\u6709\u7684\u898f\u6a21\u4e0b\u63a8\u9032AI\u767c\u5c55\u3002\u9019\u9805\u70ba\u671f\u591a\u5e74\u3001\u8de8\u4e16\u4ee3\u7684\u5408\u4f5c\u6a6b\u8de8Instinct GPU\u3001EPYC CPU\u8207\u6a5f\u67b6\u7d1aAI\u7cfb\u7d71\uff0c\u5c07\u6574\u5408\u96d9\u65b9\u85cd\u5716\uff0c\u6253\u9020\u9ad8\u6548\u80fd\u4e14\u9ad8\u80fd\u6e90\u6548\u7387\u7684\u57fa\u790e\u8a2d\u65bd\uff0c\u4e26\u91dd\u5c0dMeta\u7684\u5de5\u4f5c\u8ca0\u8f09\u9032\u884c\u6700\u4f73\u5316\uff0c\u52a0\u901f\u5168\u7403\u6700\u5927\u898f\u6a21\u7684AI\u90e8\u7f72\u4e4b\u4e00\uff0c\u4f7fAMD\u5728\u5168\u7403AI\u57fa\u790e\u5efa\u8a2d\u4e2d\u626e\u6f14\u95dc\u9375\u89d2\u8272\u3002\u300d<\/p>\n\n\n\n Meta\u5275\u8fa6\u4eba\u66a8\u57f7\u884c\u9577Mark Zuckerberg\u8868\u793a\uff1a\u300c\u6211\u5011\u5f88\u9ad8\u8208\u8207AMD\u5efa\u7acb\u9577\u671f\u5408\u4f5c\u95dc\u4fc2\uff0c\u90e8\u7f72\u9ad8\u6548\u63a8\u8ad6\u904b\u7b97\u4e26\u5be6\u73fe\u500b\u4eba\u5316\u8d85\u7d1a\u667a\u6167\u3002\u9019\u9805\u5408\u4f5c\u662fMeta\u904b\u7b97\u80fd\u529b\u591a\u5143\u5316\u7684\u91cd\u8981\u4e00\u6b65\u3002AMD\u5c07\u5728\u672a\u4f86\u591a\u5e74\u90fd\u662f\u91cd\u8981\u7684\u5408\u4f5c\u5925\u4f34\u3002\u300d<\/p>\n\n\n\n \u9664\u4e86GPU\u9818\u57df\u7684\u5408\u4f5c\u5916\uff0cAMD\u8207Meta\u4ea6\u6301\u7e8c\u6df1\u5316AMD EPYC\u8655\u7406\u5668\u7684\u5408\u4f5c\u5925\u4f34\u95dc\u4fc2\u3002Meta\u591a\u5e74\u4f86\u4e00\u76f4\u662fAMD\u5bc6\u5207\u7684\u5408\u4f5c\u5925\u4f34\uff0c\u5df2\u65bc\u5168\u7403\u57fa\u790e\u8a2d\u65bd\u4e2d\u90e8\u7f72\u6578\u767e\u842c\u9846AMD EPYC\u8655\u7406\u5668\uff0c\u4e26\u5927\u898f\u6a21\u90e8\u7f72AMD Instinct MI300\u53caMI350\u7cfb\u5217GPU\u3002\u96a8\u8457AI\u57fa\u790e\u8a2d\u65bd\u7684\u898f\u6a21\u548c\u8907\u96dc\u6027\u65e5\u76ca\u589e\u9577\uff0cCPU\u5df2\u6210\u70baAI\u904b\u7b97\u5806\u758a\u4e2d\u7684\u7b56\u7565\u6838\u5fc3\uff0c\u5728\u6548\u7387\u3001\u53ef\u64f4\u5c55\u6027\u548c\u5354\u8abf\u6027\u4e0a\u8207GPU\u76f8\u8f14\u76f8\u6210\u3002\u57fa\u65bc\u96d9\u65b9\u6df1\u5ea6\u7684\u85cd\u5716\u5171\u8b58\uff0cMeta\u5c07\u6210\u70ba\u7b2c6\u4ee3\u4ee3\u865f\u70ba\u201cVenice\u201d\u4ee5\u53ca\u4e0b\u4e00\u4ee3\u201cVerano\u201d AMD EPYC\u8655\u7406\u5668\u7684\u4e3b\u8981\u5ba2\u6236\uff0c\u65b0\u4e00\u4ee3EPYC\u8655\u7406\u5668\u5c08\u70ba\u5de5\u4f5c\u8ca0\u8f09\u6700\u4f73\u5316\u8a2d\u8a08\uff0c\u65e8\u5728\u63d0\u4f9b\u696d\u754c\u9818\u5148\u7684\u6bcf\u7f8e\u5143\u8207\u6bcf\u74e6\u6548\u80fd\u3002<\/p>\n\n\n\n \u4f5c\u70ba\u672c\u5354\u8b70\u7684\u4e00\u90e8\u5206\uff0c\u70ba\u9032\u4e00\u6b65\u6574\u5408\u7b56\u7565\u5229\u76ca\uff0cAMD\u5df2\u5411Meta\u767c\u884c\u4e00\u9805\u57fa\u65bc\u7e3e\u6548\u7684\u8a8d\u80a1\u6b0a\u8b49\uff0c\u6700\u591a\u53ef\u8a8d\u8cfc1.6\u5104\u80a1AMD\u666e\u901a\u80a1\uff0c\u4e26\u6839\u64daInstinct GPU\u51fa\u8ca8\u7684\u91cc\u7a0b\u7891\u9054\u6210\u72c0\u6cc1\u5206\u6279\u6b78\u5c6c\u3002\u9996\u6279\u8a8d\u80a1\u6b0a\u8b49\u5c07\u5728\u9996\u62791GW\u51fa\u8ca8\u91cf\u9054\u6210\u6642\u6b78\u5c6c\uff0c\u96a8\u8457Meta\u63a1\u8cfc\u898f\u6a21\u64f4\u5927\u81f36 GW\uff0c\u5c07\u6709\u5f8c\u7e8c\u6279\u6b21\u9010\u6279\u6b78\u5c6c\u3002\u76f8\u95dc\u6b78\u5c6c\u4ea6\u8207AMD\u9054\u5230\u7279\u5b9a\u80a1\u50f9\u9580\u6abb\uff0c\u4e14\u57f7\u884c\u689d\u4ef6\u8207Meta\u9054\u6210\u95dc\u9375\u6280\u8853\u548c\u5546\u696d\u91cc\u7a0b\u7891\u639b\u9264\u3002<\/p>\n\n\n\n AMD\u57f7\u884c\u526f\u7e3d\u88c1\u66a8\u8ca1\u52d9\u9577\u8207\u51fa\u7d0d\u9577Jean Hu\u8868\u793a\uff1a\u300c\u6211\u5011\u9810\u671f\u672c\u6b21\u5408\u4f5c\u5c07\u63a8\u52d5\u53ef\u89c0\u7684\u591a\u5e74\u671f\u71df\u6536\u589e\u9577\uff0c\u4e26\u6709\u52a9\u65bc\u63d0\u5347\u975eGAAP\u6bcf\u80a1\u76c8\u9918\uff0c\u6a19\u8a8c\u8457\u6211\u5011\u5728\u5be6\u73fe\u9577\u671f\u8ca1\u52d9\u6a21\u578b\u76ee\u6a19\u4e0a\u9081\u51fa\u91cd\u8981\u4e00\u6b65\u3002\u6b64\u4e00\u57fa\u65bc\u7e3e\u6548\u7684\u8a2d\u8a08\u6a5f\u5236\u4ea6\u4f7fAMD\u8207Meta\u5728\u57f7\u884c\u529b\u8207\u9577\u671f\u50f9\u503c\u5275\u9020\u4e0a\u66f4\u52a0\u7dca\u5bc6\u7d50\u5408\u3002\u300d<\/p>\n\n\n\n AMD\u8207Meta\u6301\u7e8c\u5728\u6676\u7247\u3001\u7cfb\u7d71\u53ca\u8edf\u9ad4\u65b9\u9762\u6df1\u5316\u5408\u4f5c\uff0c\u4ee5\u5be6\u73fe\u53ef\u5168\u7403\u898f\u6a21\u90e8\u7f72\u7684AI\u57fa\u790e\u8a2d\u65bd\uff0c\u52a0\u901f AI\u5275\u65b0\uff0c\u4e26\u70ba\u6578\u5341\u5104\u7528\u6236\u63d0\u4f9bAI\u9a45\u52d5\u7684\u670d\u52d9\u8207\u9ad4\u9a57\u3002<\/p>\n\n\n\n \u95dc\u65bc<\/strong>AMD<\/strong><\/p>\n\n\n\n AMD (NASDAQ\uff1aAMD)\u81f4\u529b\u65bc\u63a8\u52d5\u9ad8\u6548\u80fd\u8207AI\u904b\u7b97\u7684\u5275\u65b0\uff0c\u89e3\u6c7a\u5168\u7403\u6700\u91cd\u8981\u7684\u6311\u6230\u3002\u5982\u4eca\uff0cAMD\u7684\u6280\u8853\u6db5\u84cb\u96f2\u7aef\u8207AI\u57fa\u790e\u8a2d\u65bd\u3001\u5d4c\u5165\u5f0f\u7cfb\u7d71\u3001AI PC\u4ee5\u53ca\u904a\u6232\u9818\u57df\uff0c\u9a45\u52d5\u6578\u5341\u5104\u6b21\u61c9\u7528\u9ad4\u9a57\u3002\u6191\u85c9\u5ee3\u6cdb\u5c0dAI\u512a\u5316\u7684CPU\u3001GPU\u3001\u7db2\u8def\u6280\u8853\u53ca\u8edf\u9ad4\u7684\u7522\u54c1\u7d44\u5408\uff0cAMD\u63d0\u4f9b\u6548\u80fd\u5353\u8d8a\u3001\u53ef\u64f4\u5c55\u7684\u5168\u65b9\u4f4dAI\u89e3\u6c7a\u65b9\u6848\uff0c\u6eff\u8db3\u667a\u6167\u904b\u7b97\u65b0\u6642\u4ee3\u7684\u9700\u6c42\u3002\u6b32\u77ad\u89e3\u66f4\u591a\u8cc7\u8a0a\uff0c\u8acb\u700f\u89bdAMD\u7db2\u7ad9<\/a>\u3002<\/p>\n\n\n\n \u95dc\u65bc<\/strong>Meta<\/strong><\/p>\n\n\n\n Meta\u6b63\u5efa\u69cb\u4ee5\u4eba\u5de5\u667a\u6167\u8207\u6c89\u6d78\u5f0f\u6280\u8853\u70ba\u57fa\u790e\u7684\u4eba\u969b\u9023\u7d50\u672a\u4f86\u3002Meta\u81ea2004\u5e74\u5275\u7acb\u4ee5\u4f86\uff0c\u5df2\u6539\u8b8a\u4e86\u4eba\u5011\u806f\u7e6b\u4ea4\u6d41\u7684\u65b9\u5f0f\u3002Messenger\u3001Instagram\u548cWhatsApp\u7b49\u61c9\u7528\u7a0b\u5f0f\u66f4\u9032\u4e00\u6b65\u8ce6\u4e88\u5168\u7403\u6578\u5341\u5104\u4eba\u529b\u91cf\u3002\u73fe\u5728\uff0cMeta\u6b63\u8d85\u8d8a2D\u5e73\u9762\uff0c\u9081\u5411\u80fd\u4fc3\u9032\u66f4\u6df1\u5c64\u9023\u7d50\u4e26\u958b\u555f\u5168\u65b0\u53ef\u80fd\u6027\u7684\u9ad4\u9a57\u3002<\/p>\n","protected":false},"excerpt":{"rendered":"\n