在最近的播客节目《史无前例：人工智能、机器学习、技术与初创企业》中，AMD的CTO兼执行副总裁Mark Papermaster分享了公司的发展战略和最新技术进展。Papermaster指出，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步得到缓解，这给投资者带来了对2024年AMD前景的乐观预期。
Papermaster强调，AMD正积极应对电力消耗这一芯片发展的关键限制因素，能效提升被列为公司的最高优先级。随着AI和机器学习应用的普及，对高效能GPU的需求日益增强，AMD正致力于开发更节能的解决方案，以满足市场不断增长的需求。
在谈到GPU的最新进展时，Papermaster透露AMD正在加速推理芯片的部署，这些芯片将在数据中心、云计算以及边缘计算等多个领域发挥作用。同时，AMD也在不断优化芯片软件栈，以确保硬件与软件的无缝集成，为客户提供更高效、更灵活的计算环境。
对于供应链问题，Papermaster表示AMD认识到供应链稳定的重要性，并正在采取措施以应对未来的挑战。尽管全球芯片供应仍面临压力，但随着市场需求的动态调整和AMD自身的产能提升，预计到2024年，AMD将能够更好地满足市场对高性能GPU的需求，为投资者带来稳健的回报。
综上，AMD的未来战略聚焦于提升能效、优化产品部署和强化供应链管理，这些举措都预示着公司在AI和机器学习领域的领先地位将进一步巩固，为2024年的业务增长打下坚实基础。
英语如下：
News Title: “AMD CTO Reveals: Soaring Demand for AI Inference Chips, GPU Shortages Expected to Improve by 2024”
Keywords: AMD CTO, GPU Supply, AI Inference Chips
News Content: In the recent podcast episode, “Unprecedented: AI, Machine Learning, Tech, and Startups,” Dr. Mark Papermaster, AMD’s CTO and Executive Vice President, shared the company’s development strategy and latest technological advancements. Papermaster pointed out that the surge in demand for AI inference chips will alleviate the GPU supply shortage, fueling optimistic expectations for AMD’s prospects in 2024.
Papermaster emphasized that AMD is actively addressing the critical limitation factor in chip development, power consumption, with efficiency gains at the top of the company’s priority list. As AI and machine learning applications become more widespread, the demand for high-performance GPUs increases, prompting AMD to focus on developing more energy-efficient solutions to cater to the growing market.
Discussing the latest GPU advancements, Papermaster disclosed that AMD is accelerating the deployment of inference chips that will play a role in data centers, cloud computing, and edge computing.同时, the company is continuously optimizing its chip software stack to ensure seamless hardware-software integration, providing customers with a more efficient and flexible computing environment.
Addressing supply chain issues, Papermaster acknowledged the importance of supply chain stability and the steps AMD is taking to prepare for future challenges. Despite ongoing global chip supply pressures, AMD anticipates better meeting the market’s demand for high-performance GPUs by 2024, as demand adjusts dynamically and the company enhances its production capacity, offering investors a more stable return.
In summary, AMD’s future strategy revolves around improving efficiency, optimizing product deployment, and strengthening supply chain management. These actions signal the company’s intention to further solidify its leadership position in the AI and machine learning sectors, laying a strong foundation for business growth in 2024.
【来源】https://wallstreetcn.com/articles/3709499
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