AMD首席技术官（CTO）兼执行副总裁Mark Papermaster最近参加了一档名为《史无前例：人工智能、机器学习、技术与初创企业》的播客节目，在节目中他回答了关于AMD战略、最新GPU进展、推理芯片部署的位置、芯片软件栈以及对供应链的看法等问题。这些问题涵盖了AMD的核心发展领域以及投资者对于2024年AMD的期待。
在节目中，Mark Papermaster强调了电力对于芯片发展的关键限制因素。他表示，提高能效是AMD的最高优先级。随着人工智能的迅速发展，对推理芯片的需求也随之猛增。推理芯片在人工智能应用中扮演着重要角色，因此供应短缺的问题亟待解决。然而，Mark Papermaster表示，AMD正在努力缓解GPU供应短缺问题，以满足市场需求。
此外，Mark Papermaster还提到了AMD的战略以及最新的GPU进展。他强调了AMD致力于提高芯片的能效，并将其作为公司发展的核心目标。他还介绍了AMD在推理芯片部署方面的位置以及芯片软件栈的发展情况。这些举措将有助于提高AMD在人工智能领域的竞争力，并满足市场对于高性能芯片的需求。
对于投资者而言，他们对于2024年AMD有哪些期待？Mark Papermaster并未具体透露，但他的发言表明，AMD将继续致力于提高芯片的能效，并积极应对供应链挑战。这意味着AMD将继续加大对于技术研发的投入，以满足市场对于高性能芯片的需求。
总的来说，AMD CTO Mark Papermaster在播客节目中回答了关于AMD战略、GPU进展、推理芯片部署、芯片软件栈以及对供应链的看法等问题。他强调了电力对于芯片发展的关键限制因素，提高能效是AMD的最高优先级。此外，他还表示AMD正在努力缓解GPU供应短缺问题，并将继续加大对于技术研发的投入，以满足市场对于高性能芯片的需求。投资者对于2024年AMD的期待，目前尚未具体透露。
英语如下：
News Title: AMD CTO Mark Papermaster Talks about Supply Chain and AI Chip Demand: GPU Shortage to Be Alleviated
Keywords: AI inference chip, GPU supply, energy efficiency priority
News Content: Mark Papermaster, the Chief Technology Officer (CTO) and Executive Vice President of AMD, recently participated in a podcast called Unprecedented: Artificial Intelligence, Machine Learning, Technology, and Startups. In the program, he answered questions about AMD’s strategy, the latest GPU developments, the deployment of inference chips, chip software stacks, and views on the supply chain. These questions cover AMD’s core areas of development and investors’ expectations for AMD in 2024.
During the program, Mark Papermaster emphasized the critical limitation of power in chip development. He stated that improving energy efficiency is AMD’s highest priority. With the rapid development of artificial intelligence, the demand for inference chips has also increased significantly. Inference chips play an important role in AI applications, so the issue of supply shortage needs to be urgently addressed. However, Mark Papermaster stated that AMD is working hard to alleviate the shortage of GPU supply to meet market demand.
In addition, Mark Papermaster also mentioned AMD’s strategy and the latest GPU developments. He emphasized AMD’s commitment to improving chip energy efficiency, making it a core goal of the company’s development. He also introduced AMD’s position in the deployment of inference chips and the development of chip software stacks. These measures will help enhance AMD’s competitiveness in the field of artificial intelligence and meet the market’s demand for high-performance chips.
As for investors, what are their expectations for AMD in 2024? Mark Papermaster did not disclose specific details, but his remarks indicate that AMD will continue to focus on improving chip energy efficiency and actively address supply chain challenges. This means that AMD will continue to increase investment in technology research and development to meet the market’s demand for high-performance chips.
In summary, AMD CTO Mark Papermaster answered questions about AMD’s strategy, GPU developments, the deployment of inference chips, chip software stacks, and views on the supply chain in the podcast program. He emphasized the critical limitation of power in chip development, and improving energy efficiency is AMD’s highest priority. Additionally, he stated that AMD is working hard to alleviate the shortage of GPU supply and will continue to increase investment in technology research and development to meet the market’s demand for high-performance chips. Investors’ expectations for AMD in 2024 have not been specifically disclosed at this time.
【来源】https://wallstreetcn.com/articles/3709499
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