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芯片大战升级！AMD MI355芯片叫板英伟达B200，苏姿丰豪言5000亿美元市场“触手可及”

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src=\"https://static.tigerbbs.com/232f2f43953079fd31d19f93e8275d27\" tg-width=\"1114\" tg-height=\"709\"/></p><p>今年2月AMD对数据中心业务的预测增速低于部分分析师预期。公司相信MI系列新品将重振增长势头，证明其能与体量更大的对手正面抗衡。</p><p>AMD称MI355在运行AI软件时性能优于英伟达B200和GB200产品，在生成代码时表现持平或更优，且价格显著低于竞品。</p><p>投资者对AMD新品发布反应平淡，周四纽约收盘股价下跌2.2%至118.50美元，抹平今年微弱涨幅。</p><p>作为先进计算机图形芯片两大供应商，英伟达与AMD的产品已成为AI开发核心组件。全球巨头数千亿美元的基础设施投入导致芯片持续供不应求，单颗价格飙升至数万美元。</p><p>AI加速器业务帮助AMD摆脱了老对手<a href=\"https://laohu8.com/S/INTC\">英特尔</a>在PC处理器领域的压制，但英伟达已超越两者。虽然AMD从AI加速器获得数十亿美元收入，英伟达年营收已超千亿。</p><p>苏姿丰还预告了明年上市的MI400系列，称其将确立对同期英伟达芯片的明显优势。她表示新产品将增加内存和高速<a href=\"https://laohu8.com/S/300469\">信息</a>读取组件，这对AI软件运行至关重要。</p><p>OpenAI首席执行官萨姆·奥尔特曼同台亮相，透露MI400研发吸收了该公司工程师建议。奥尔特曼称最初听闻MI400参数规格时曾暗自怀疑&#34;绝无可能&#34;，但今年AI服务已从新奇事物蜕变为商业价值载体，对算力基础设施的需求呈爆发式增长。</p><p>关键问题在于AMD能否扩大AI芯片销售。受美国贸易限制影响，AMD与英伟达均被禁止向中国出售最强性能组件。苏姿丰表示正积极游说特朗普政府放宽对其他国家的AI组件出口限制。</p><p>她透露近期沙特订单签约前已咨询华盛顿以确保合规，并强调需要更多贸易自由来确保美国技术在全球AI发展中的核心地位。</p></body></html>","source":"stock_zhitongcaijing","collect":0,"html":"<!DOCTYPE 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class=\"meta\">\n\n\n2025-06-13 07:38 北京时间&nbsp;&nbsp;&nbsp;<a href=http://www.zhitongcaijing.com/content/detail/1304744.html><strong>智通财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>智通财经APP获悉，AMD(AMD.US)CEO苏姿丰表示，公司最新AI处理器有望挑战英伟达芯片，她预计未来三年这一市场规模将突破5000亿美元。苏姿丰在加州圣何塞的公司活动上表示，MI350系列新一代芯片速度超越英伟达竞品，较前代产品实现重大突破。本月开始出货的MI355芯片性能提升达35倍。尽管AMD在AI加速器市场(用于开发和运行人工智能工具的芯片)仍远落后于英伟达，但该公司计划凭借新品...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/1304744.html\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/a593d85be38c3aa543ab3056553101ff","relate_stocks":{"LU0225283273.USD":"SCHRODER ISF GLOBAL EQUITY ALPHA \"A\" (USD) ACC","LU2433249047.HKD":"THEMATICS META \"R/A\" (HKD) ACC","LU2458330243.SGD":"FRANKLIN SHARIAH TECHNOLOGY \"A-H1\" (SGDHDG) ACC","LU0345769631.USD":"NINETY ONE GSF GLOBAL EQUITY \"A\" (USD) INC","LU1778281490.HKD":"HSBC GIF GLOBAL LOWER CARBON EQUITY \"AD\" (HKD) INC","LU2108987350.USD":"UBS 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