AMD首席技术官（CTO）及执行副总裁Mark Papermaster在最近的《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供应短缺的问题有望得到缓解。Papermaster指出，AMD正全力以赴应对这一挑战，以满足市场对高效能GPU的迫切需求。
Papermaster强调，能源效率是当前芯片行业发展的主要瓶颈，AMD将提升能效视为公司的首要任务。他认为，随着AI和机器学习应用的广泛普及，对低功耗、高性能芯片的需求日益增加，AMD的战略将聚焦于开发更节能的产品，以适应这一趋势。
在访谈中，他还讨论了AMD在GPU技术上的最新进展，以及推理芯片在数据中心、云计算和边缘计算等领域的部署情况。AMD正致力于构建更完善的芯片软件栈，以支持各种复杂的应用场景，提升用户体验。
Papermaster对AMD的供应链管理表达了信心，并向投资者传递了积极的信号。他暗示，到2024年，AMD有望通过技术创新和产能扩张，更好地应对市场需求，为投资者带来稳定且增长的回报。Papermaster的言论反映了AMD在应对行业挑战和把握市场机遇方面的决心和策略，预示着AMD未来几年在芯片领域的强劲表现。
英语如下：
News Title: “AMD CTO Reveals: Soaring Demand for AI Inference Chips, GPU Shortage Expected to Ease by 2024”
Keywords: AMD CTO, GPU Supply, AI Inference Chips
News Content: During a recent podcast episode of “Unprecedented: AI, Machine Learning, Tech, and Startups,” Dr. Mark Papermaster, AMD’s Chief Technology Officer (CTO) and Executive Vice President, disclosed that the escalating demand for AI inference chips could alleviate the GPU supply shortage. Papermaster pointed out that AMD is committed to tackling this challenge to meet the pressing need for high-performance GPUs in the market.
Emphasizing energy efficiency as the primary bottleneck in the current chip industry, Papermaster stated that AMD considers improving energy efficiency as a top priority. With the proliferation of AI and machine learning applications, he believes the demand for low-power, high-performance chips is escalating, and AMD’s strategy will center on developing more energy-efficient products to cater to this trend.
In the interview, Papermaster also delved into AMD’s latest advancements in GPU technology and the deployment of inference chips in data centers, cloud computing, and edge computing. The company is working on building a more comprehensive chip software stack to support various complex applications and enhance user experiences.
Expressing confidence in AMD’s supply chain management, Papermaster sent a positive message to investors. He hinted that by 2024, AMD anticipates addressing market demands more effectively through technological innovation and capacity expansion, thereby offering stable and growing returns to investors. Papermaster’s comments reflect AMD’s determination and strategy in tackling industry challenges and seizing market opportunities, foreshadowing a strong performance for the company in the chip sector in the coming years.
【来源】https://wallstreetcn.com/articles/3709499
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