AMD的CTO兼执行副总裁Mark Papermaster最近在《史无前例》播客中透露，随着AI推理芯片需求的急剧增长，GPU的供应短缺问题将会逐渐得到缓解。Papermaster先生在访谈中分享了AMD的策略和GPU技术的最新动态，强调了AMD在推理芯片部署和芯片软件栈方面的努力。
Papermaster指出，面对当前全球芯片供应链的挑战，AMD正积极应对，并预计到2024年，随着市场需求的调整和产能的提升，GPU供应紧张的情况将显著改善。他认为，电力效率是芯片行业未来发展的一大瓶颈，因此AMD将提高能效视为首要任务，致力于开发更加节能的解决方案。
AMD的战略重点是解决人工智能和机器学习领域对高性能计算的需求，同时在初创企业中寻找合作机会。Papermaster的言论为投资者提供了方向，他们可以期待AMD在优化能效、扩大产能以及满足AI推理芯片市场需求方面取得更多进展。AMD的未来表现，尤其是在应对电力限制和供应链优化方面的行动，将对2024年的业绩产生重要影响。
英语如下：
News Title: “AMD CTO Interview: AI Inference Chip Demand Soars, GPU Shortage Expected to Ease”
Keywords: AMD, GPU supply, AI inference
News Content: AMD’s Chief Technology Officer and Executive Vice President, Mark Papermaster, recently shared in the “Unprecedented” podcast that the surge in demand for AI inference chips signals a gradual alleviation of GPU supply constraints. During the interview, Mr. Papermaster discussed AMD’s strategies and the latest advancements in GPU technology, highlighting the company’s efforts in inference chip deployment and chip software stacks.
Addressing the current global semiconductor supply chain challenges, Papermaster mentioned that AMD is actively responding and foresees a significant improvement in GPU supply tightness by 2024, as market adjustments and increased capacity take effect. He emphasized that power efficiency is a critical bottleneck for the chip industry’s future, making it AMD’s top priority to develop more energy-efficient solutions.
AMD’s strategic focus lies in catering to the high-performance computing demands in artificial intelligence and machine learning, while also seeking collaboration opportunities with startups. Papermaster’s insights provide direction for investors, who can anticipate AMD’s progress in optimizing efficiency, expanding capacity, and fulfilling AI inference chip market demands. The company’s actions in addressing power limitations and supply chain optimization will significantly impact its performance in 2024.
【来源】https://wallstreetcn.com/articles/3709499
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