{"id":637,"date":"2026-05-07T13:00:35","date_gmt":"2026-05-07T13:00:35","guid":{"rendered":"https:\/\/equitiesorbis.com\/amd-%e7%9a%84%e6%99%ba%e8%83%bd%e4%bd%93-ai-%e6%97%b6%e5%88%bb%ef%bc%9acpu-%e7%9a%84%e5%a4%8d%e5%85%b4\/"},"modified":"2026-06-08T19:06:43","modified_gmt":"2026-06-08T19:06:43","slug":"amd-%e7%9a%84%e6%99%ba%e8%83%bd%e4%bd%93-ai-%e6%97%b6%e5%88%bb%ef%bc%9acpu-%e7%9a%84%e5%a4%8d%e5%85%b4","status":"publish","type":"post","link":"https:\/\/equitiesorbis.com\/zh-hans\/amd-%e7%9a%84%e6%99%ba%e8%83%bd%e4%bd%93-ai-%e6%97%b6%e5%88%bb%ef%bc%9acpu-%e7%9a%84%e5%a4%8d%e5%85%b4\/","title":{"rendered":"AMD \u7684\u667a\u80fd\u4f53 AI \u65f6\u523b\uff1aCPU \u7684\u590d\u5174"},"content":{"rendered":"\n<p class=\"wp-block-paragraph\">\u56f4\u7ed5\u4eba\u5de5\u667a\u80fd\u57fa\u7840\u8bbe\u65bd\u7684\u53d9\u4e8b\u4e00\u76f4\u4ee5\u6765\u90fd\u88ab\u5355\u4e00\u7684\u786c\u4ef6\u6240\u4e3b\u5bfc\uff1a\u56fe\u5f62\u5904\u7406\u5668\uff08GPU\uff09\u3002\u7136\u800c\uff0c\u5e02\u573a\u52a8\u6001\u5728 2026 \u5e74 5 \u6708 6 \u65e5\u53d1\u751f\u4e86\u5267\u70c8\u8f6c\u53d8\uff0c\u8d85\u5a01\u534a\u5bfc\u4f53\uff08AMD\uff09\u53d1\u5e03\u7684\u7b2c\u4e00\u5b63\u5ea6\u8d22\u62a5\u4ece\u6839\u672c\u4e0a\u6539\u5199\u4e86 AI \u786c\u4ef6\u5468\u671f\u7684\u84dd\u56fe\u548c\u8f68\u8ff9\u3002 <\/p>\n\n<p class=\"wp-block-paragraph\">AMD \u80a1\u4ef7\u98d9\u5347\u4e86\u60ca\u4eba\u7684 19%\uff0c\u6536\u4e8e $421.39\uff0c\u5c06\u66f4\u5e7f\u6cdb\u7684\u534a\u5bfc\u4f53\u6307\u6570\u63a8\u5411\u65b0\u9ad8\uff0c\u5e76\u52a9\u529b\u6807\u51c6\u666e\u5c14 500 \u6307\u6570\u548c\u7eb3\u65af\u8fbe\u514b\u6307\u6570\u521b\u4e0b\u5386\u53f2\u7eaa\u5f55\u3002\u8fd9\u4e00\u50ac\u5316\u5242\u4e0d\u4ec5\u4ec5\u662f\u4e1a\u7ee9\u8d85\u9884\u671f\uff0c\u66f4\u662f\u5bf9\u4eba\u5de5\u667a\u80fd\u6f14\u8fdb\u67b6\u6784\u7684\u6df1\u523b\u63ed\u793a\uff1a\u201c\u667a\u80fd\u4f53 AI\u201d\uff08Agentic AI\uff09\u7684\u5174\u8d77\u6b63\u5728\u5f15\u53d1\u4e00\u573a\u5927\u89c4\u6a21\u3001\u9884\u6599\u4e4b\u5916\u7684\u4e2d\u592e\u5904\u7406\u5668\uff08CPU\uff09\u9700\u6c42\u590d\u5174\u3002 <\/p>\n\n<h2 class=\"wp-block-heading\">\u667a\u80fd\u4f53 AI \u50ac\u5316\u5242<\/h2>\n\n<p class=\"wp-block-paragraph\">\u8981\u7406\u89e3 AMD \u8fd9\u4e00\u5b63\u5ea6\u7684\u91cd\u8981\u6027\uff0c\u5fc5\u987b\u8d85\u8d8a\u8868\u9762\u7684\u6570\u636e\u2014\u2014102.5 \u4ebf\u7f8e\u5143\u7684\u8425\u6536\uff08\u540c\u6bd4\u589e\u957f 38%\uff09\u548c 57.8 \u4ebf\u7f8e\u5143\u7684\u6570\u636e\u4e2d\u5fc3\u9500\u552e\u989d\uff08\u589e\u957f 57%\uff09\u3002\u771f\u6b63\u7684\u6545\u4e8b\u5728\u4e8e AI \u5de5\u4f5c\u8d1f\u8f7d\u6027\u8d28\u7684\u8f6c\u53d8\u3002 <\/p>\n\n<p class=\"wp-block-paragraph\">\u968f\u7740 AI \u6a21\u578b\u4ece\u88ab\u52a8\u804a\u5929\u673a\u5668\u4eba\u6f14\u53d8\u4e3a\u80fd\u591f\u8de8\u5404\u79cd\u5e94\u7528\u7f16\u6392\u590d\u6742\u3001\u591a\u6b65\u9aa4\u4efb\u52a1\u7684\u81ea\u4e3b\u201c\u667a\u80fd\u4f53\u201d\uff0c\u8ba1\u7b97\u9700\u6c42\u53d1\u751f\u4e86\u6839\u672c\u6027\u53d8\u5316\u3002\u8fd9\u4e9b\u667a\u80fd\u4f53\u7cfb\u7edf\u9700\u8981\u5927\u89c4\u6a21\u7684\u5e76\u53d1\u5904\u7406\u3001\u590d\u6742\u7684\u903b\u8f91\u5206\u652f\u4ee5\u53ca\u7ba1\u7406\u6570\u5343\u4e2a\u540c\u6b65\u3001\u72ec\u7acb\u8fdb\u7a0b\u7684\u80fd\u529b\u3002\u8fd9\u6b63\u662f CPU\uff0c\u7279\u522b\u662f x86 \u67b6\u6784\u6240\u64c5\u957f\u7684\u9886\u57df\u3002  <\/p>\n\n<p class=\"wp-block-paragraph\">\u5728\u63a5\u53d7 CNBC \u91c7\u8bbf\u65f6\uff0cAMD \u9996\u5e2d\u6267\u884c\u5b98\u82cf\u59ff\u4e30\u535a\u58eb\uff08Dr. Lisa Su\uff09\u660e\u786e\u6307\u51fa\u4e86\u8fd9\u4e00\u8f6c\u53d8\uff1a\u201c\u667a\u80fd\u4f53\u786e\u5b9e\u5728\u63a8\u52a8\u6574\u4e2a AI \u91c7\u7528\u5468\u671f\u7684\u5de8\u5927\u9700\u6c42\uff0c\u6211\u4eec\u975e\u5e38\u5174\u594b\u80fd\u5904\u4e8e\u8fd9\u4e00\u6d6a\u6f6e\u7684\u4e2d\u5fc3\u3002\u201d<\/p>\n\n<p class=\"wp-block-paragraph\">\u8fd9\u79cd\u7ed3\u6784\u6027\u8f6c\u53d8\u4fc3\u4f7f AMD \u5927\u5e45\u4e0a\u8c03\u4e86\u5176\u6f5c\u5728\u5e02\u573a\u603b\u91cf\uff08TAM\uff09\u9884\u6d4b\u3002\u5c31\u5728\u53bb\u5e74 11 \u6708\uff0cAMD \u8fd8\u9884\u8ba1\u670d\u52a1\u5668 CPU \u5e02\u573a\u5c06\u4ee5\u6bcf\u5e74 18% \u7684\u901f\u5ea6\u589e\u957f\u3002\u5728\u5468\u4e8c\u7684\u8d22\u62a5\u7535\u8bdd\u4f1a\u8bae\u4e0a\uff0c\u82cf\u59ff\u4e30\u5c06\u8fd9\u4e00\u957f\u671f\u9884\u6d4b\u7ffb\u4e86\u4e00\u756a\uff0c\u8868\u793a\u8be5\u5e02\u573a\u76ee\u524d\u7684\u5e74\u589e\u957f\u7387\u5c06\u8d85\u8fc7 35%\uff0c\u5230 2030 \u5e74\u5e95\u5c06\u7a81\u7834 1,200 \u4ebf\u7f8e\u5143\u3002\u8be5\u516c\u53f8\u8fd8\u6269\u5927\u4e86\u4e0e Meta \u7684\u5408\u4f5c\u4f19\u4f34\u5173\u7cfb\uff0cMeta \u8ba1\u5212\u90e8\u7f72\u9ad8\u8fbe 6 \u5409\u74e6\u7684 AMD Instinct GPU\uff0c\u8de8\u8d8a\u6570\u4ee3\u4ea7\u54c1\uff0c\u5176\u4e2d\u57fa\u4e8e MI450 \u7684\u52a0\u901f\u5668\u5c06\u4e8e 2026 \u5e74\u4e0b\u534a\u5e74\u5f00\u59cb\u51fa\u8d27\u3002   <\/p>\n\n<p class=\"wp-block-paragraph\"><strong>AMD \u6295\u8d44\u89c2\u70b9\uff1a\u4e70\u5165<\/strong><\/p>\n\n<p class=\"wp-block-paragraph\">AMD \u62e5\u6709\u72ec\u7279\u7684\u4f18\u52bf\u6765\u5229\u7528\u667a\u80fd\u4f53 AI \u6d6a\u6f6e\u3002\u867d\u7136\u8be5\u516c\u53f8\u51ed\u501f\u5176 Instinct MI450 \u7cfb\u5217 GPU \u7ee7\u7eed\u83b7\u5f97\u5e02\u573a\u9752\u7750\uff0c\u4f46\u5176\u5728\u670d\u52a1\u5668 CPU \u5e02\u573a\u7684\u7edf\u6cbb\u5730\u4f4d\u662f\u773c\u4e0b\u7684\u5229\u6da6\u5f15\u64ce\u3002\u80a1\u4ef7 19% \u7684\u98d9\u5347\u53cd\u6620\u4e86\u5e02\u573a\u6b63\u5728\u79ef\u6781\u6d88\u5316\u8fd9\u4e00\u6269\u5927\u7684\u6f5c\u5728\u5e02\u573a\u7a7a\u95f4\u3002\u968f\u7740\u9ad8\u76db\u5c06\u8be5\u80a1\u8bc4\u7ea7\u4e0a\u8c03\u81f3\u201c\u4e70\u5165\u201d\u5e76\u5c06\u76ee\u6807\u4ef7\u4ece $240 \u4e0a\u8c03\u81f3 $450\uff0c\u52a8\u80fd\u663e\u7136\u7ad9\u5728 AMD \u8fd9\u8fb9\u3002\u516c\u53f8\u7b2c\u4e8c\u5b63\u5ea6 112 \u4ebf\u7f8e\u5143\u7684\u8425\u6536\u6307\u5f15\u610f\u5473\u7740 46% \u7684\u540c\u6bd4\u589e\u957f\uff0c\u8bc1\u5b9e\u4e86\u667a\u80fd\u4f53 AI \u8d85\u7ea7\u5468\u671f\u6b63\u5728\u52a0\u901f\uff0c\u800c\u975e\u89c1\u9876\u3002    <\/p>\n\n<h2 class=\"wp-block-heading\">\u82f1\u7279\u5c14\u7684\u6570\u636e\u4e2d\u5fc3\u56f0\u5883<\/h2>\n\n<p class=\"wp-block-paragraph\">AMD \u7684\u80dc\u5229\u7ed9\u5176\u4e3b\u8981\u7684 CPU \u5bf9\u624b\u82f1\u7279\u5c14\uff08Intel, INTC\uff09\u6295\u4e0b\u4e86\u5de8\u5927\u7684\u9634\u5f71\u3002\u5c3d\u7ba1\u82f1\u7279\u5c14\u6700\u8fd1\u62a5\u544a\u4e86 51 \u4ebf\u7f8e\u5143\u7684\u6570\u636e\u4e2d\u5fc3\u8425\u6536\uff0c\u4f46\u52bf\u5934\u663e\u7136\u66f4\u6709\u5229\u4e8e AMD\u3002\u5e02\u573a\u4efd\u989d\u6570\u636e\u53cd\u6620\u51fa\u82f1\u7279\u5c14\u5728\u670d\u52a1\u5668\u673a\u67b6\u9886\u57df\u7684\u5386\u53f2\u4e3b\u5bfc\u5730\u4f4d\u6b63\u5728\u7a33\u6b65\u6d41\u5931\u3002\u968f\u7740\u8d85\u5927\u89c4\u6a21\u4e91\u670d\u52a1\u5546\u548c\u4f01\u4e1a\u5ba2\u6237\u5347\u7ea7\u57fa\u7840\u8bbe\u65bd\u4ee5\u652f\u6301\u667a\u80fd\u4f53 AI \u5de5\u4f5c\u8d1f\u8f7d\uff0c\u4ed6\u4eec\u538b\u5012\u6027\u5730\u9009\u62e9\u4e86 AMD \u7684 EPYC \u5904\u7406\u5668\uff0c\u539f\u56e0\u5728\u4e8e\u5176\u5353\u8d8a\u7684\u6838\u5fc3\u5bc6\u5ea6\u3001\u80fd\u6548\u4ee5\u53ca\u6bcf\u74e6\u6027\u80fd\u6307\u6807\u3002   <\/p>\n\n<p class=\"wp-block-paragraph\">\u82f1\u7279\u5c14\u6b63\u5728\u8fdb\u884c\u4e00\u573a\u591a\u7ebf\u6218\u4e89\uff1a\u65e2\u8981\u5c1d\u8bd5\u6267\u884c\u590d\u6742\u7684\u4ee3\u5de5\u4e1a\u52a1\u8f6c\u578b\uff0c\u53c8\u8981\u540c\u65f6\u62b5\u5fa1\u7ade\u4e89\u5bf9\u624b\u5bf9\u5176\u6838\u5fc3 CPU \u4e1a\u52a1\u7684\u65e0\u60c5\u8fdb\u653b\u3002\u8be5\u516c\u53f8\u5bf9\u7f8e\u56fd\u534a\u5bfc\u4f53\u4e3b\u6743\u4f9d\u7136\u81f3\u5173\u91cd\u8981\uff0c\u4f46\u4f5c\u4e3a\u5f53\u524d AI \u786c\u4ef6\u5468\u671f\u4e2d\u7684\u6295\u8d44\u5de5\u5177\uff0c\u5b83\u8868\u73b0\u6ede\u540e\u3002 <\/p>\n\n<p class=\"wp-block-paragraph\"><strong>INTC \u6295\u8d44\u89c2\u70b9\uff1a\u6301\u6709<\/strong><\/p>\n\n<p class=\"wp-block-paragraph\">\u82f1\u7279\u5c14\u5728\u5168\u7403\u4f9b\u5e94\u94fe\u4e2d\u7684\u5730\u4f4d\u8fc7\u4e8e\u7a33\u56fa\uff0c\u4e0d\u5bb9\u5ffd\u89c6\uff0c\u5176\u4ee3\u5de5\u6218\u7565\u4ecd\u662f\u7f8e\u56fd\u534a\u5bfc\u4f53\u72ec\u7acb\u7684\u91cd\u8981\u7ec4\u6210\u90e8\u5206\u3002\u7136\u800c\uff0c\u8d44\u672c\u6b63\u79ef\u6781\u6d41\u5411\u90a3\u4e9b\u5c55\u73b0\u51fa\u7ed3\u6784\u6027\u5e02\u573a\u4efd\u989d\u589e\u957f\u7684\u516c\u53f8\u3002\u6295\u8d44\u8005\u5e94\u6301\u6709\u73b0\u6709\u4ed3\u4f4d\u4ee5\u535a\u53d6\u957f\u671f\u7684\u4ee3\u5de5\u4e1a\u52a1\u671f\u6743\u4ef7\u503c\uff0c\u4f46\u5e94\u5c06\u65b0\u8d44\u91d1\u6295\u5411\u667a\u80fd\u4f53 AI \u8f6c\u578b\u4e2d\u7684\u660e\u786e\u8d62\u5bb6\u3002  <\/p>\n\n<h2 class=\"wp-block-heading\">\u82f1\u4f1f\u8fbe\u80cc\u666f<\/h2>\n\n<p class=\"wp-block-paragraph\">\u8ba8\u8bba AI \u786c\u4ef6\u4e0d\u53ef\u80fd\u4e0d\u63d0\u5230\u82f1\u4f1f\u8fbe\uff08NVIDIA, NVDA\uff09\u3002\u8fd9\u5bb6 GPU \u5de8\u5934\u8ba1\u5212\u4e8e 5 \u6708 20 \u65e5\u53d1\u5e03\u8d22\u62a5\uff0c\u76ee\u524d\u80a1\u4ef7\u8f83 4 \u6708\u4efd\u7684\u5386\u53f2\u9ad8\u70b9\u4f4e\u7ea6 8%\u3002\u81f3\u5173\u91cd\u8981\u7684\u4e00\u70b9\u662f\uff0cAMD \u7684 CPU \u590d\u5174\u4e0e\u82f1\u4f1f\u8fbe\u7684 GPU \u7edf\u6cbb\u5730\u4f4d\u662f\u4e92\u8865\u7684\uff0c\u800c\u975e\u76f4\u63a5\u5a01\u80c1\u3002\u667a\u80fd\u4f53 AI \u7684\u6784\u5efa\u9700\u8981\u5168\u9762\u7684\u57fa\u7840\u8bbe\u65bd\u5347\u7ea7\u3002\u6bcf\u4e00\u67b6\u82f1\u4f1f\u8fbe GPU \u90fd\u9700\u8981\u5f3a\u5927\u7684 CPU \u6765\u4e3a\u5176\u8f93\u9001\u6570\u636e\u5e76\u7f16\u6392\u66f4\u5e7f\u6cdb\u7684\u7cfb\u7edf\u67b6\u6784\u3002    <\/p>\n\n<p class=\"wp-block-paragraph\">AMD \u5bf9\u670d\u52a1\u5668 CPU \u6f5c\u5728\u5e02\u573a\u603b\u91cf\u7684\u5de8\u5927\u4fee\u6b63\uff0c\u5b9e\u9645\u4e0a\u662f\u6574\u4e2a\u6570\u636e\u4e2d\u5fc3\u751f\u6001\u7cfb\u7edf\u7684\u770b\u6da8\u4fe1\u53f7\uff0c\u8868\u660e\u8d85\u5927\u89c4\u6a21\u4e91\u670d\u52a1\u5546\u7684\u8d44\u672c\u652f\u51fa\u6b63\u5728\u6269\u5927\u800c\u975e\u6536\u7f29\u3002<\/p>\n\n<p class=\"wp-block-paragraph\"><strong>NVDA \u6295\u8d44\u89c2\u70b9\uff1a\u6301\u6709<\/strong><\/p>\n\n<p class=\"wp-block-paragraph\">\u82f1\u4f1f\u8fbe\u4f9d\u7136\u662f AI \u8bad\u7ec3\u9886\u57df\u65e0\u53ef\u4e89\u8bae\u7684\u738b\u8005\uff0c\u4f46\u8be5\u80a1\u7684\u4f30\u503c\u8981\u6c42\u5176\u6267\u884c\u529b\u65e0\u61c8\u53ef\u51fb\u3002\u968f\u7740 5 \u6708 20 \u65e5\u8d22\u62a5\u4e34\u8fd1\uff0c\u5e02\u573a\u5df2\u7ecf\u6d88\u5316\u4e86\u5b8c\u7f8e\u7684\u9884\u671f\u3002AMD \u7684\u8d22\u62a5\u8bc1\u660e AI 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