AMD的首席技术官（CTO）兼执行副总裁Mark Papermaster在近期的《史无前例：人工智能、机器学习、技术与初创企业》播客节目中透露，随着AI推理芯片需求的急剧增长，GPU的供应短缺问题有望得到缓解。Papermaster表示，AMD正在积极应对这一市场变化，以满足不断攀升的芯片需求。
Papermaster强调，AMD的战略核心是提升能效，他认为电力是当前芯片行业发展的主要限制因素。因此，AMD将提高能效视为公司的最高优先级，这将有助于在解决供应问题的同时，更好地适应绿色能源趋势。
在节目中，Papermaster还讨论了AMD在GPU技术上的最新进展，特别是在推理芯片的部署和芯片软件栈方面。他指出，AMD正致力于优化芯片在数据中心、云计算以及人工智能应用等领域的性能，以满足多样化的市场需求。
对于投资者，Papermaster暗示，到2024年，AMD将持续扩展其在高性能计算和AI市场的影响力。他鼓励投资者关注AMD在技术创新、能效提升以及供应链管理方面的努力，预计这些举措将为AMD在未来的竞争中带来显著优势。
随着AMD对能效的重视和AI市场的快速发展，公司有望在克服供应链挑战的同时，实现业务的稳健增长。这一消息对于AMD的合作伙伴、客户以及投资者来说，无疑传递出积极的信号。
英语如下：
News Title: “AMD CTO Reveals: AI Inference Chip Demand Surge to Ease GPU Supply Shortages”
Keywords: AMD CTO, GPU Supply, AI Inference Chips
News Content: In a recent podcast episode titled “Unprecedented: AI, Machine Learning, Tech, and Startups,” Dr. Mark Papermaster, Chief Technology Officer (CTO) and Executive Vice President of AMD, disclosed that the escalating demand for AI inference chips is poised to alleviate the ongoing GPU supply shortage. Papermaster stated that AMD is actively addressing this market shift to cater to the surging demand for chips.
Papermaster emphasized that AMD’s strategic focus is on enhancing energy efficiency, which he believes is the primary constraint in the current semiconductor industry. Consequently, AMD prioritizes improving energy efficiency, a move that will not only help address supply issues but also align better with the growing trend of green energy.
During the podcast, Papermaster also delved into AMD’s latest advancements in GPU technology, particularly in the deployment of inference chips and chip software stacks. He highlighted AMD’s efforts to optimize performance in data centers, cloud computing, and AI applications to cater to diverse market requirements.
For investors, Papermaster hinted that by 2024, AMD will continue to expand its presence in high-performance computing and the AI market. He encouraged investors to monitor AMD’s strides in technological innovation, energy efficiency improvements, and supply chain management, expecting these initiatives to grant the company a significant competitive advantage in the future.
As AMD prioritizes energy efficiency and the AI market accelerates, the company is well-positioned to overcome supply chain challenges while sustaining business growth. This development sends a positive signal to AMD’s partners, customers, and investors alike.
【来源】https://wallstreetcn.com/articles/3709499
Views: 5