甲骨文、AMD合作引发PCIe替代担忧，Astera Labs股价重挫

智通财经网2025-10-15

根据周二发布的声明，甲骨文(ORCL.US)云基础设施(OCI)将从2026年第三季度开始在其数据中心部署5万枚AMD(AMD.US)即将上市的MI450 AI芯片。据悉，MI450是AMD迄今最先进的GPU(图形处理器)，将搭载在公司自主研发的Helios服务器机架系统中，结合AMD自研中央处理器(CPU)，直指英伟达(NVDA.US)下一代“Vera Rubin”系列AI芯片。不过，在这一消息...

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