网卡不行 AMD被指出一AI关键缺陷：还得看NV等公司

快科技02-15

快科技2月14日消息，在AI市场上，NVIDIA目前几乎垄断了先进AI算力芯片，大约能占90%市场，AMD长期被视为第二供应商，差距非常大。AI方面AMD这两年追赶的也很快，去年的MI350X系列就被认为追赶Blackwell，今年的MI450X系列算力、带宽甚至能超越NVIDIA产品。然而AMD在AI上的差距不止是GPU算力高低，这部分甚至可能不是主要的，D.A. Davidson 分析师Gil...

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Davidson 分析师Gil...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260215120906a4a64c42&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":"BK4573","symbol_name":"虚拟现实","start_time":0,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260215120906a4a64c42&s=b","article_id":"2611140706","we_media_id":null,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260215120906a4a64c42&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, .wx-sou","directOrigin":true},"url":"https://stock-news.laohu8.com/highlight/detail?id=2611140706","pubTimestamp":1771128360,"columns":[],"sourceInfo":{"source_id":"tencent","name":"腾讯"},"weMediaInfo":null,"summary":"快科技2月14日消息，在AI市场上，NVIDIA目前几乎垄断了先进AI算力芯片，大约能占90%市场，AMD长期被视为第二供应商，差距非常大。AI方面AMD这两年追赶的也很快，去年的MI350X系列就被认为追赶Blackwell，今年的MI450X系列算力、带宽甚至能超越NVIDIA产品。然而AMD在AI上的差距不止是GPU算力高低，这部分甚至可能不是主要的，D.A. 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AMD was pointed out as a key AI flaw: it depends on NV and other companies","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"AMDY":0.6,"AMDD":0.6,"AMUU":0.6,"AMDU":0.6,"AMDW":0.6,"AMDG":0.6,"DAMD":0.6,"AMD":1.96,"AMYY":0.6},"content_text":"快科技2月14日消息，在AI市场上，NVIDIA目前几乎垄断了先进AI算力芯片，大约能占90%市场，AMD长期被视为第二供应商，差距非常大。AI方面AMD这两年追赶的也很快，去年的MI350X系列就被认为追赶Blackwell，今年的MI450X系列算力、带宽甚至能超越NVIDIA产品。然而AMD在AI上的差距不止是GPU算力高低，这部分甚至可能不是主要的，D.A. Davidson 分析师Gil Luria日前发布的报告就指出了AMD这方面的关键缺陷，认为他们在逐渐落后，原因在于过于依赖第三方网络芯片供应商。他认为AI运算除了GPU本身，还要依赖软件、网络、内存等多环节协同，AMD现在网络层面高度依赖第三方，对于运行数万乃至数十万GPU的AI数据中心而言，数据传输出现小幅延迟都可能导致整体效率损失，因此AMD的实际算力使用率远低于理论值，其单位算力成本反而不如竞争对对手。此外，AMD在软件生态上的不足也是个问题，这方面NVIDA的CUDA生态依然深得客户青睐。还有其他问题就是AMD在台积电那边的供应级别显然也是不如NVIDIA的，产能分配会优先其他厂商而非AMD，这也会导致AMD在供应上出现不确定性进而影响客户选择。总之，在分析师看来AMD虽然GPU算力理论值很高，但实际表现有不确定性，尤其是网络芯片依赖第三方，这方面是不如NVIDIA的，甚至博通、亚马逊及谷歌TPU都有更好的采购可能。不过AMD在AI市场并不是说就没机会了，未来的发展前景肯定还是不错的，而且今年下半年的MI450系列会是极好的观察机会，OpenAI已经承诺采购部署，其表现会是AMD能否真正追赶对手的关键测试。（举报）","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"-1","news_tag":"","news_rank":0,"isVideo":false,"video":null,"symbols":[],"gpt_button":0,"need_auth":false,"need_login_tip":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":false,"tenantId":"TBCN","deviceId":"web-server-community-laohu8-v3","version":"4.42.0","shortVersion":"4.42.0","platform":"web","vendor":"web","appName":"laohu8","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2611140706","isCrawlerRequest":true}