跟着AMD有肉吃 AI巨额订单带飞三星HBM4：432GB显存史无前例

快科技2025-10-10

快科技10月10日消息，NVIDIA在AI显卡领域的垄断推动了SK海力士超越三星成为内存一哥，这主要是后者的HBM3系列显存占了大部分市场份额。现在轮到三星起飞了，因为OpenAI前几天宣布跟AMD达成合作，双方将部署6GW的GPU算力，其中2026年就要部署1GW，这就是AMD明年推出的MI450系列AI加速卡。今年中AMD发布了MI450系列显卡，FP8/FP6、FP4性能分别达到...

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href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202510102209169726ad2b&s=b><strong>快科技</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>快科技10月10日消息，NVIDIA在AI显卡领域的垄断推动了SK海力士超越三星成为内存一哥，这主要是后者的HBM3系列显存占了大部分市场份额。现在轮到三星起飞了，因为OpenAI前几天宣布跟AMD达成合作，双方将部署6GW的GPU算力，其中2026年就要部署1GW，这就是AMD明年推出的MI450系列AI加速卡。今年中AMD发布了MI450系列显卡，FP8/FP6、FP4性能分别达到...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202510102209169726ad2b&s=b\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"LU1951198990.SGD","symbol_name":"Natixis Thematics AI & Robotics Fund H-R/A 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