近日，华尔街见闻报道，AMD的首席技术官（CTO）及执行副总裁Mark Papermaster参与了播客节目《史无前例：人工智能、机器学习、技术与初创企业》，就AMD的战略规划、GPU最新进展、推理芯片的应用、芯片软件栈以及供应链状况等热点问题，与主持人进行了深入交流。
节目中，Mark Papermaster指出，当前AI推理芯片的需求正在经历迅猛增长，而GPU的供应紧张状况预计将得到显著缓解。这一预测对于期待市场回暖的投资者来说，无疑是一个积极的信号。
在谈到AMD的战略布局时，Mark Papermaster强调，电力消耗是芯片发展的重要限制因素，因此提高能效是AMD的最高优先级。在推理芯片的部署上，AMD致力于在更合理的位置进行优化，以实现能源效率的最大化。
此外，他还详细阐述了AMD在芯片软件栈方面的创新，以及如何通过软件的优化来提升硬件的性能。这对于提升用户体验、满足多样化市场需求具有重要意义。
在供应链管理方面，Mark Papermaster表示，AMD正积极与供应商合作，优化供应链流程，确保产品的稳定供应。这对于缓解GPU等关键组件的短缺状况，将起到重要作用。
对于2024年以及未来的AMD，Mark Papermaster表示，投资者可以期待AMD在技术创新、产品迭代以及市场拓展方面的更多突破。
综上所述，AMD在CTO层面的战略规划和技术发展，呈现出积极的态势。在AI推理芯片需求激增的背景下，GPU供应短缺的现状有望得到缓解，这对于整个行业来说，都是一个积极的信号。
英语如下：
**News Title:** AMD CTO Predicts: Surge in Demand for AI Chips, Easing GPU Shortage
Keywords: AI Inference Chips, GPU Supply, Energy Efficiency Improvement.
**News Content:** ### AMD CTO Exclusive Interview: AI Inference Chip Demand Soars, GPU Shortage to Be Eased
Recently, Wall Street Jianwen reported that Mark Papermaster, AMD’s Chief Technology Officer (CTO) and Executive Vice President, participated in the podcast program “Unprecedented: Artificial Intelligence, Machine Learning, Technology, and Startups”. In this program, Mark Papermaster engaged in an in-depth conversation with the host, covering AMD’s strategic planning, the latest developments in GPUs, the application of inference chips, the chip software stack, and supply chain conditions, among other hot topics.
During the program, Mark Papermaster pointed out that the demand for AI inference chips is experiencing rapid growth, and the tight supply of GPUs is expected to be significantly alleviated. This prediction is undoubtedly a positive signal for investors who are looking forward to a recovering market.
When discussing AMD’s strategic layout, Mark Papermaster emphasized that power consumption is an important limiting factor in chip development, and thus improving energy efficiency is AMD’s top priority. In the deployment of inference chips, AMD is committed to optimizing in the most reasonable positions to maximize energy efficiency.
Furthermore, he elaborated on AMD’s innovation in the chip software stack and how software optimization can enhance hardware performance, which is significant for improving user experience and meeting diverse market demands.
In terms of supply chain management, Mark Papermaster stated that AMD is actively collaborating with suppliers to optimize supply chain processes and ensure stable product supply. This will play a crucial role in alleviating the shortage of key components such as GPUs.
For AMD in 2024 and the future, Mark Papermaster said that investors can look forward to more breakthroughs in technology innovation, product iteration, and market expansion.
In summary, AMD’s strategic planning and technological development at the CTO level show a positive trend. With the soaring demand for AI inference chips, the current shortage of GPU supply is expected to ease, which is a positive signal for the entire industry.
【来源】https://wallstreetcn.com/articles/3709499
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