算利好还是大利好 _老虎社区_美港股上老虎

信仰接盘
2025-03-23

算利好还是大利好还是超大利好

AMD获青睐！甲骨文大手笔采购3万块MI355X

快科技3月23日消息，据最新消息，甲骨文已与AMD签署了一项价值数十亿美元的协议，计划搭建包含3万块MI355X的AI集群。AMD MI355X GPU预计将于2025年年中上市，这款GPU基于台积电3nm制程工艺和全新的CDNA 4架构，配备288GB HBM3E内存，带宽高达8TB/s。与此同时，埃里森还提到了甲骨文的超级AI项目“星门”，该项目计划建设由6.4 块英伟达GB200 GPU组成的液冷集群，这可能是全球最大的AI训练项目。

AMD获青睐！甲骨文大手笔采购3万块MI355X

免责声明：上述内容仅代表发帖人个人观点，不构成本平台的任何投资建议。

推荐
最新

暂无评论

热议股票

{"i18n":{"language":"zh_CN"},"data":{"magic":2,"id":416604235289096,"tweetId":"416604235289096","gmtCreate":1742718658175,"gmtModify":1742718660031,"author":{"id":3535856219166205,"idStr":"3535856219166205","authorId":3535856219166205,"authorIdStr":"3535856219166205","name":"信仰接盘","avatar":"https://static.tigerbbs.com/bb6e710950b9f1b0c57eabc3b7e0a5de","vip":1,"userType":1,"introduction":"","boolIsFan":false,"boolIsHead":false,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[],"fanSize":4,"starInvestorFlag":false},"themes":[],"images":[],"coverImages":[],"html":"<html><head></head><body><p>算利好 还是大利好 还是超大利好</p></body></html>","htmlText":"<html><head></head><body><p>算利好 还是大利好 还是超大利好</p></body></html>","text":"算利好 还是大利好 还是超大利好","highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"link":"https://laohu8.com/post/416604235289096","repostId":2521278077,"repostType":2,"repost":{"id":"2521278077","kind":"news","pubTimestamp":1742711359,"share":"https://www.laohu8.com/m/news/2521278077?lang=zh_CN&edition=full","pubTime":"2025-03-23 14:29","market":"us","language":"zh","title":"AMD获青睐！甲骨文大手笔采购3万块MI355X","url":"https://stock-news.laohu8.com/highlight/detail?id=2521278077","media":"快科技","summary":"快科技3月23日消息，据最新消息，甲骨文已与AMD签署了一项价值数十亿美元的协议，计划搭建包含3万块MI355X的AI集群。AMD MI355X GPU预计将于2025年年中上市，这款GPU基于台积电3nm制程工艺和全新的CDNA 4架构，配备288GB HBM3E内存，带宽高达8TB/s。与此同时，埃里森还提到了甲骨文的超级AI项目“星门”，该项目计划建设由6.4 块英伟达GB200 GPU组成的液冷集群，这可能是全球最大的AI训练项目。","content":"<html><body><p>快科技3月23日消息，据最新消息，<strong><a href=\"https://laohu8.com/S/ORCL\">甲骨文</a>已与AMD签署了一项价值数十亿美元的协议，计划搭建包含3万块MI355X的AI集群。</strong></p><p>甲骨文董事长兼CTO拉里·埃里森在2025财年第三财季电话会议上透露了这一采购计划，他还解释了甲骨文选择AMD的原因：“我们能打造比对手更快、更经济的巨型AI集群。按小时计费模式下，速度优势直接转化为成本优势。”</p><p>甲骨文计划采用“小步快跑”的模式建设数据中心，先建小型数据中心，再根据需求逐步扩容。</p><p><strong>AMD MI355X GPU预计将于2025年年中上市，这款GPU基于<a href=\"https://laohu8.com/S/TSM\">台积电</a>3nm制程工艺和全新的CDNA 4架构，配备288GB HBM3E内存，带宽高达8TB/s。</strong></p><p>它还首次引入了FP6和FP4浮点数据类型，能够在保持计算精度的同时，进一步提升AI训练和推理性能。</p><p>而单平台八卡配置则可提供总计2.3TB的HBM3E内存和64TB/s的带宽，性能表现极为出色。</p><p>与此同时，埃里森还提到了甲骨文的超级AI项目“星门”（Stargate），该项目计划建设由6.4 块<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>GB200 GPU组成的液冷集群，这可能是全球最大的AI训练项目。</p><p><img src=\"data:image/png;base64,iVBORw0KGgoAAAANSUhEUgAAAAEAAAABAQMAAAAl21bKAAAAA1BMVEXy8vJkA4prAAAACklEQVQI12NgAAAAAgAB4iG8MwAAAABJRU5ErkJggg==\"/></p></body></html>","source":"ifeng_tech","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>AMD获青睐！甲骨文大手笔采购3万块MI355X</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nAMD获青睐！甲骨文大手笔采购3万块MI355X\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-03-23 14:29 北京时间&nbsp;&nbsp;&nbsp;<a href=https://tech.ifeng.com/c/8hxMVTW6xTF><strong>快科技</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>快科技3月23日消息，据最新消息，甲骨文已与AMD签署了一项价值数十亿美元的协议，计划搭建包含3万块MI355X的AI集群。甲骨文董事长兼CTO拉里·埃里森在2025财年第三财季电话会议上透露了这一采购计划，他还解释了甲骨文选择AMD的原因：“我们能打造比对手更快、更经济的巨型AI集群。按小时计费模式下，速度优势直接转化为成本优势。”甲骨文计划采用“小步快跑”的模式建设数据中心，先建小型数据中心，...</p>\n\n<a href=\"https://tech.ifeng.com/c/8hxMVTW6xTF\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU1303367103.USD":"摩根大通多经理另类基金 A (acc)","LU1316542783.SGD":"Janus Henderson Horizon Global Technology Leaders A2 SGD","LU0070302665.USD":"FRANKLIN MUTUAL U.S. VALUE \"A\" (USD) ACC","LU1242518857.USD":"FULLERTON LUX FUNDS - ASIA ABSOLUTE ALPHA \"I\" (USD) ACC","IE00B19Z3B42.SGD":"Legg Mason ClearBridge - Value A Acc SGD","LU0889565833.HKD":"FRANKLIN TECHNOLOGY \"A\" (HKD) ACC","LU1935043023.USD":"MANULIFE GF GLOBAL MULTI-ASSET DIVERSIFIED INCOME \"AA\" (USD) INC A","LU0823421416.USD":"BNP PARIBAS DISRUPTIVE TECHNOLOGY \"C\" (USD) INC","BK4533":"AQR资本管理(全球第二大对冲基金)","LU1852331112.SGD":"Blackrock World Technology Fund A2 SGD-H","BK4516":"特朗普概念","LU0957808578.USD":"THREADNEEDLE (LUX) GLOBAL TECHNOLOGY \"ZU\" (USD) ACC","BK4612":"AI芯片","LU1064131342.USD":"Fullerton Lux Funds - Global Absolute Alpha A Acc USD","LU1951198990.SGD":"Natixis Thematics AI & Robotics Fund H-R/A SGD-H","LU0642271901.SGD":"Janus Henderson Horizon Global Technology Leaders A2 SGD-H","LU1988902786.USD":"FULLERTON LUX FUNDS GLOBAL ABSOLUTE ALPHA \"I\" (USD) ACC","IE00B5949003.HKD":"JANUS HENDERSON GLOBAL TECHNOLOGY AND INNOVATION \"A\" (HKD) ACC","LU0823434740.USD":"BNP PARIBAS US GROWTH \"C\" (USD) INC","LU0965509010.AUD":"AB LOW VOLATILITY EQUITY PORTFOLIO \"AD\" (AUDHDG) INC","BK4605":"半导体精选","LU0082616367.USD":"摩根大通美国科技A（dist）","LU0444973449.USD":"CT (LUX) I GLOBAL TECHNOLOGY \"DU\" (USD) ACC","LU1489326972.SGD":"First Eagle Amundi International AHS-MD SGD-H","LU0878866978.SGD":"First Eagle Amundi International AHS-QD SGD-H","ORCL":"甲骨文","LU1935043536.SGD":"MANULIFE GF GLOBAL MULTI-ASSET DIVERSIFIED INCOME \"AA\" (SGDHDG) INC A","IE0009356076.USD":"JANUS HENDERSON GLOBAL TECHNOLOGY AND INNOVATION \"A2\" (USD) ACC","AMD":"美国超微公司","LU0965508806.USD":"AB LOW VOLATILITY EQUITY PORTFOLIO \"AD\" (USD) INC","LU0348723411.USD":"ALLIANZ GLOBAL HI-TECH GROWTH \"A\" (USD) INC","LU1815336760.USD":"THREADNEEDLE (LUX) GLOBAL TECHNOLOGY \"AUP\" (USD) INC","IE00BLSP4452.SGD":"Legg Mason ClearBridge - Tactical Dividend Income A Mdis SGD-H Plus","BK4573":"虚拟现实","GFS":"GLOBALFOUNDRIES Inc.","LU0823421333.USD":"BNP PARIBAS DISRUPTIVE TECHNOLOGY \"C\" (USD) ACC","LU0965509283.SGD":"AB LOW VOLATILITY EQUITY PORTFOLIO \"AD\" (SGDHDG) INC","IE00BMPRXN33.USD":"NEUBERGER BERMAN 5G CONNECTIVITY \"A\" (USD) ACC","LU0208291251.USD":"FRANKLIN MUTUAL U.S. VALUE \"A\" (USD) INC","BK4581":"高盛持仓","LU0081259029.USD":"UBS (LUX) EQUITY FUND - TECH OPPORTUNITY \"P\" (USD) ACC","BK4554":"元宇宙及AR概念","BK4512":"苹果概念","LU1934455194.USD":"AB SICAV I LOW VOLATILITY TOTAL RETURN EQUITY PORT \"A\" (USD) ACC","LU0661504455.SGD":"Blackrock Global Equity Income A5 SGD-H","LU1506573853.SGD":"MANULIFE GF GLOBAL EQUITY \"AA\" (SGD) INC","LU1435385759.SGD":"Natixis Loomis Sayles US Growth Equity RA SGD-H","LU1201861249.SGD":"Natixis Harris Associates US Equity PA SGD-H","BK4534":"瑞士信贷持仓","LU2054465674.USD":"UBS (LUX) KEY SELEC SICAV DIGITAL TRANSFORMATION T \"P\" (USD) ACC"},"source_url":"https://tech.ifeng.com/c/8hxMVTW6xTF","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2521278077","content_text":"快科技3月23日消息，据最新消息，甲骨文已与AMD签署了一项价值数十亿美元的协议，计划搭建包含3万块MI355X的AI集群。甲骨文董事长兼CTO拉里·埃里森在2025财年第三财季电话会议上透露了这一采购计划，他还解释了甲骨文选择AMD的原因：“我们能打造比对手更快、更经济的巨型AI集群。按小时计费模式下，速度优势直接转化为成本优势。”甲骨文计划采用“小步快跑”的模式建设数据中心，先建小型数据中心，再根据需求逐步扩容。AMD MI355X GPU预计将于2025年年中上市，这款GPU基于台积电3nm制程工艺和全新的CDNA 4架构，配备288GB HBM3E内存，带宽高达8TB/s。它还首次引入了FP6和FP4浮点数据类型，能够在保持计算精度的同时，进一步提升AI训练和推理性能。而单平台八卡配置则可提供总计2.3TB的HBM3E内存和64TB/s的带宽，性能表现极为出色。与此同时，埃里森还提到了甲骨文的超级AI项目“星门”（Stargate），该项目计划建设由6.4 块英伟达GB200 GPU组成的液冷集群，这可能是全球最大的AI训练项目。","news_type":1,"symbols_score_info":{"AMD":1,"GFS":1,"ORCL":1}},"isVote":1,"tweetType":1,"viewCount":701,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[],"verified":2,"subType":0,"readableState":1,"langContent":"CN","currentLanguage":"CN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":28,"optionInvolvedFlag":false,"xxTargetLangEnum":"ZH_CN"},"commentList":[],"hasMoreComment":false,"orderType":2}