**AMD CTO Mark Papermaster在《史无前例》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在未来得到缓解。** Papermaster，作为AMD的首席技术官和执行副总裁，强调了公司在应对市场需求和优化供应链方面的策略。
在访谈中，Papermaster指出，AMD正专注于提升GPU的能效，他认为**电力供应是当前芯片行业发展的主要瓶颈**。因此，AMD将提高能效视为首要任务，这不仅符合环保趋势，也有助于满足数据中心和人工智能应用对高性能计算日益增长的需求。
Papermaster还分享了AMD在推理芯片部署上的布局，这些芯片正被广泛应用于云计算、自动驾驶汽车和物联网等领域。他强调，**AMD正在构建强大的芯片软件栈，以支持更广泛的应用场景和优化用户体验**。
对于投资者而言，Papermaster对2024年的AMD持乐观态度。他暗示，随着AMD持续技术创新和供应链管理的改进，**投资者可以期待公司在解决GPU短缺问题的同时，实现业务的稳健增长和市场份额的扩大**。这一乐观展望反映出AMD对未来的信心，以及在人工智能和机器学习领域持续领导的决心。
这一消息来自于华尔街见闻，表明AMD正积极应对行业挑战，并有望在即将到来的技术浪潮中占据有利位置。
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:** In a recent episode of the podcast “Unprecedented,” AMD’s Chief Technology Officer (CTO), Mark Papermaster, disclosed that the GPU supply shortage is anticipated to alleviate as the demand for AI inference chips surges. As the Executive Vice President of AMD, Papermaster highlighted the company’s strategies to address market demands and optimize its supply chain.
During the interview, Papermaster pointed out that AMD is focusing on improving the energy efficiency of GPUs, considering **power supply as the main bottleneck in the current semiconductor industry**. As a result, the company prioritizes energy efficiency, a move that aligns with environmental trends and caters to the growing need for high-performance computing in data centers and AI applications.
Papermaster also shed light on AMD’s deployment of inference chips, which are widely employed in cloud computing, autonomous vehicles, and the Internet of Things (IoT). He emphasized that **AMD is building a robust chip software stack to support a broader range of applications and enhance user experience**.
For investors, Papermaster expressed optimism about AMD’s prospects in 2024. He hinted that with AMD’s ongoing technological innovation and improvements in supply chain management, **investors can anticipate the company to alleviate the GPU shortage while maintaining business growth and expanding market share**. This optimistic outlook reflects AMD’s confidence in the future and its commitment to continued leadership in the realms of AI and machine learning.
This news, sourced from Wall Street Journals, indicates that AMD is proactively tackling industry challenges and is well-positioned to capitalize on the upcoming technological wave.
【来源】https://wallstreetcn.com/articles/3709499
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