阿里巴巴考虑大规模采购AMD AI芯片，挑战NVIDIA中国市场主导地位

TechWeb.com.cn2025-12-24

【TechWeb】据报道，阿里巴巴正考虑向AMD下单订购40,000至50,000颗MI308 AI芯片，这款专为中国市场定制的合规芯片在显存容量、价格及安全性方面均展现出对NVIDIA产品的显著优势。MI308配备了高达192GB的HBM3显存，远超NVIDIA H20最初的96GB和后续更新版本的141GB，且单价仅约1.2万美元，比H20便宜约15%。尽管NVIDIA性能更强大的H200也...

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