{"id":684,"date":"2026-04-27T10:51:51","date_gmt":"2026-04-27T10:51:51","guid":{"rendered":"https:\/\/equitiesorbis.com\/ai-%e5%a4%a7%e8%bd%ac%e5%9e%8b%ef%bc%9a%e4%b8%ba%e4%bd%95%e5%9c%a8%e6%8e%a8%e7%90%86%e6%97%b6%e4%bb%a3-nvidia-%e6%ad%a3%e5%9c%a8%e6%88%90%e4%b8%ba-beta%ef%bc%8c%e8%80%8c-amd-%e6%ad%a3%e5%9c%a8\/"},"modified":"2026-06-08T19:09:29","modified_gmt":"2026-06-08T19:09:29","slug":"ai-%e5%a4%a7%e8%bd%ac%e5%9e%8b%ef%bc%9a%e4%b8%ba%e4%bd%95%e5%9c%a8%e6%8e%a8%e7%90%86%e6%97%b6%e4%bb%a3-nvidia-%e6%ad%a3%e5%9c%a8%e6%88%90%e4%b8%ba-beta%ef%bc%8c%e8%80%8c-amd-%e6%ad%a3%e5%9c%a8","status":"publish","type":"post","link":"https:\/\/equitiesorbis.com\/zh-hans\/ai-%e5%a4%a7%e8%bd%ac%e5%9e%8b%ef%bc%9a%e4%b8%ba%e4%bd%95%e5%9c%a8%e6%8e%a8%e7%90%86%e6%97%b6%e4%bb%a3-nvidia-%e6%ad%a3%e5%9c%a8%e6%88%90%e4%b8%ba-beta%ef%bc%8c%e8%80%8c-amd-%e6%ad%a3%e5%9c%a8\/","title":{"rendered":"AI \u5927\u8f6c\u578b\uff1a\u4e3a\u4f55\u5728\u63a8\u7406\u65f6\u4ee3 NVIDIA \u6b63\u5728\u6210\u4e3a Beta\uff0c\u800c AMD \u6b63\u5728\u6210\u4e3a Alpha"},"content":{"rendered":"\n

\u4eba\u5de5\u667a\u80fd\u786c\u4ef6\u5e02\u573a\u6b63\u5728\u7ecf\u5386\u4e00\u573a\u7ed3\u6784\u6027\u53d8\u9769\uff0c\u8fd9\u5c06\u91cd\u65b0\u5b9a\u4e49\u672a\u6765\u5341\u5e74\u7684\u534a\u5bfc\u4f53\u683c\u5c40\u3002\u5728\u8fc7\u53bb\u7684\u4e09\u5e74\u91cc\uff0c\u5e02\u573a\u5b8c\u5168\u805a\u7126\u4e8e\u201c\u8bad\u7ec3\u201d\u9636\u6bb5\u2014\u2014\u5373\u6784\u5efa GPT-4 \u7b49\u57fa\u7840\u6a21\u578b\u6240\u9700\u7684\u6d77\u91cf\u7b97\u529b\u3002\u7136\u800c\uff0c\u968f\u7740\u884c\u4e1a\u7684\u6210\u719f\uff0c\u7ecf\u6d4e\u91cd\u5fc3\u6b63\u8fc5\u901f\u5411\u201c\u63a8\u7406\u201d\u8f6c\u79fb\u2014\u2014\u5373\u7528\u6237\u548c AI \u667a\u80fd\u4f53\u67e5\u8be2\u8fd9\u4e9b\u6a21\u578b\u7684\u65e5\u5e38\u6301\u7eed\u8fc7\u7a0b\u3002\u8fd9\u4e00\u8f6c\u53d8\u4ee3\u8868\u4e86\u7b97\u529b\u6d88\u8017\u7684\u51e0\u4f55\u7ea7\u98de\u8dc3\uff0c\u66f4\u91cd\u8981\u7684\u662f\uff0c\u5b83\u5e26\u6765\u4e86\u786c\u4ef6\u74f6\u9888\u7684\u6839\u672c\u6027\u6539\u53d8\u3002\u5bf9\u4e8e\u6295\u8d44\u8005\u800c\u8a00\uff0c\u8fd9\u79cd\u8f6c\u53d8\u8981\u6c42\u5bf9\u4e24\u5bb6\u6700\u6770\u51fa\u7684 GPU \u5382\u5546\u8fdb\u884c\u5173\u952e\u7684\u91cd\u65b0\u8bc4\u4f30\uff1aNVIDIA (NVDA) \u548c Advanced Micro Devices (AMD)\u3002\u7406\u89e3\u8c01\u80fd\u4ece\u8fd9\u4e00\u7ed3\u6784\u6027\u53d8\u5316\u4e2d\u53d7\u76ca\u4ee5\u53ca\u53d7\u76ca\u7a0b\u5ea6\uff0c\u6216\u8bb8\u662f\u5f53\u4eca\u79d1\u6280\u6295\u8d44\u9886\u57df\u6700\u5177\u5f71\u54cd\u529b\u7684\u8bfe\u9898\u3002 <\/p>\n\n

\u63a8\u7406\u7ecf\u6d4e\u7684\u7206\u53d1\u5f0f\u589e\u957f<\/h2>\n\n

\u8981\u7406\u89e3\u8fd9\u4e00\u8f6c\u53d8\u7684\u89c4\u6a21\uff0c\u5fc5\u987b\u5ba1\u89c6\u63a8\u7406\u9700\u6c42\u7684\u5de8\u5927\u4f53\u91cf\u3002\u4ece\u8bad\u7ec3\u5230\u63a8\u7406\u7684\u8fc7\u6e21\u4e0d\u4ec5\u4ec5\u662f\u7ebf\u6027\u8fdb\u5c55\uff0c\u800c\u662f\u4e00\u79cd\u6307\u6570\u7ea7\u7684\u7206\u53d1\u3002\u4ec5 ChatGPT \u5c31\u62e5\u6709 9 \u4ebf\u5468\u6d3b\u8dc3\u7528\u6237\uff0c\u4ea7\u751f\u4e86\u524d\u6240\u672a\u6709\u7684\u67e5\u8be2\u91cf\u3002\u8fd9\u79cd\u4f7f\u7528\u5f3a\u5ea6\u6b63\u4ee5\u4ee4\u6700\u4e50\u89c2\u7684\u5206\u6790\u5e08\u90fd\u611f\u5230\u60ca\u8bb6\u7684\u901f\u5ea6\u52a0\u901f\u3002\u5728 2025 \u5e74 10 \u6708\u81f3 2026 \u5e74 4 \u6708\u7684\u77ed\u77ed\u516d\u4e2a\u6708\u5185\uff0cOpenAI \u5e73\u53f0\u4e0a\u7684\u4f01\u4e1a\u7ea7 Token \u6d88\u8017\u91cf\u589e\u957f\u4e86 2.5 \u500d\u3002\u5728\u4e2d\u56fd\uff0c\u65e5\u5747 Token \u8c03\u7528\u91cf\u5728 2024 \u5e74\u521d\u81f3 2026 \u5e74\u95f4\u7206\u53d1\u5f0f\u589e\u957f\u4e86 1,400 \u500d\uff0c\u4ece 1,000 \u4ebf\u6b21\u589e\u52a0\u5230 140 \u4e07\u4ebf\u6b21\u3002 <\/p>\n\n

\u8fd9\u79cd\u9700\u6c42\u56e0\u6a21\u578b\u672c\u8eab\u7684\u6f14\u8fdb\u800c\u8fdb\u4e00\u6b65\u590d\u5408\u3002\u6211\u4eec\u6b63\u4ece\u7b80\u5355\u7684\u804a\u5929\u673a\u5668\u4eba\u8f6c\u5411\u590d\u6742\u7684\u201c\u63a8\u7406\u201d\u6a21\u578b\uff08\u5982 OpenAI \u7684 o1\u3001DeepSeek R1 \u548c Claude \u7684\u601d\u8003\u6a21\u578b\uff09\u4ee5\u53ca\u81ea\u4e3b AI \u667a\u80fd\u4f53\u3002\u8fd9\u4e9b\u7cfb\u7edf\u5728\u63d0\u4f9b\u7b54\u6848\u4e4b\u524d\u4f1a\u5728\u5185\u90e8\u201c\u601d\u8003\u201d\u6570\u5343\u4e2a Token\uff0c\u4e0e\u4f20\u7edf\u7684\u76f4\u63a5\u56de\u7b54\u6a21\u578b\u76f8\u6bd4\uff0c\u5355\u6b21\u67e5\u8be2\u6240\u9700\u7684\u7b97\u529b\u589e\u52a0\u4e86\u591a\u8fbe 100 \u500d\u3002\u6b64\u5916\uff0cAI \u667a\u80fd\u4f53\u6bcf\u4e2a\u4efb\u52a1\u4f1a\u6267\u884c 10 \u5230 100 \u6b21\u63a8\u7406\u8c03\u7528\uff0c\u6d88\u8017\u7684\u7b97\u529b\u6bd4\u6807\u51c6\u804a\u5929\u673a\u5668\u4eba\u4ea4\u4e92\u9ad8\u51fa 10 \u500d\u3002 <\/p>\n\n

\u5176\u8d22\u52a1\u5f71\u54cd\u662f\u60ca\u4eba\u7684\u3002\u9884\u8ba1\u6392\u540d\u524d\u516b\u7684\u4e91\u670d\u52a1\u63d0\u4f9b\u5546\u5728 2026 \u5e74\u7684\u8d44\u672c\u652f\u51fa\u5c06\u8d85\u8fc7 7,100 \u4ebf\u7f8e\u5143\uff0c\u540c\u6bd4\u589e\u957f 61%\u3002\u8fd9\u4e00\u5927\u89c4\u6a21\u5efa\u8bbe\u6e90\u4e8e\u4eba\u4eec\u610f\u8bc6\u5230\u63a8\u7406\u5c06\u5360 AI \u6a21\u578b\u751f\u547d\u5468\u671f\u6210\u672c\u7684 80% \u5230 90%\u3002\u80fd\u6e90\u9700\u6c42\u540c\u6837\u5de8\u5927\uff0c\u56fd\u9645\u80fd\u6e90\u7f72\u9884\u8ba1\u5168\u7403\u6570\u636e\u4e2d\u5fc3\u8017\u7535\u91cf\u5230 2030 \u5e74\u5c06\u7ffb\u4e00\u756a\uff0c\u8fbe\u5230 945 \u592a\u74e6\u65f6\u2014\u2014\u5927\u81f4\u76f8\u5f53\u4e8e\u65e5\u672c\u5168\u56fd\u7684\u80fd\u6e90\u6d88\u8017\u91cf\u3002Anthropic \u7684\u5e74\u5ea6\u7ecf\u5e38\u6027\u6536\u5165\uff08ARR\uff09\u4ece 2024 \u5e74\u5e95\u7684 10 \u4ebf\u7f8e\u5143\u589e\u957f\u5230 2026 \u5e74\u521d\u7684 300 \u4ebf\u7f8e\u5143\u2014\u2014\u5728\u77ed\u77ed 14 \u4e2a\u6708\u5185\u589e\u957f\u4e86 30 \u500d\uff0c\u8fd9\u8bf4\u660e\u4e86\u63a8\u7406\u7ecf\u6d4e\u53d8\u73b0\u7684\u901f\u5ea6\u4e4b\u5feb\u3002 <\/p>\n\n

\u786c\u4ef6\u74f6\u9888\uff1a\u5185\u5b58\u91cd\u4e8e\u7b97\u529b<\/h2>\n\n

\u5bf9\u4e8e\u534a\u5bfc\u4f53\u6295\u8d44\u8005\u6765\u8bf4\uff0c\u6700\u5173\u952e\u7684\u6d1e\u5bdf\u662f\u63a8\u7406\u5de5\u4f5c\u8d1f\u8f7d\u5bf9\u786c\u4ef6\u65bd\u52a0\u538b\u529b\u7684\u65b9\u5f0f\u4e0e\u8bad\u7ec3\u4e0d\u540c\u3002\u5728\u8bad\u7ec3\u4e2d\uff0c\u539f\u59cb\u5904\u7406\u80fd\u529b\uff08\u7b97\u529b\uff09\u548c\u5feb\u901f\u7684\u82af\u7247\u95f4\u901a\u4fe1\u81f3\u5173\u91cd\u8981\u3002NVIDIA \u51ed\u501f\u5176\u65e0\u4e0e\u4f26\u6bd4\u7684 CUDA \u8f6f\u4ef6\u751f\u6001\u7cfb\u7edf\u548c NVLink \u4e92\u8fde\u6280\u672f\uff0c\u4ee5 90% \u4ee5\u4e0a\u7684\u5784\u65ad\u5730\u4f4d\u4e3b\u5bfc\u4e86\u8fd9\u4e00\u9636\u6bb5\u3002 <\/p>\n\n

\u7136\u800c\uff0c\u63a8\u7406\u7684\u6839\u672c\u74f6\u9888\u5728\u4e8e\u5185\u5b58\u5bb9\u91cf\u548c\u5185\u5b58\u5e26\u5bbd\uff0c\u800c\u4e0d\u4ec5\u4ec5\u662f\u539f\u59cb\u7b97\u529b\u3002\u751f\u6210\u7684\u6bcf\u4e00\u4e2a Token \u90fd\u9700\u8981\u5c06\u6574\u4e2a\u6a21\u578b\u7684\u53c2\u6570\u4ece\u9ad8\u5e26\u5bbd\u5185\u5b58 (HBM) \u79fb\u52a8\u5230\u5904\u7406\u5668\u3002\u5982\u679c\u4e00\u4e2a\u6a21\u578b\u65e0\u6cd5\u88c5\u5165\u5355\u4e2a GPU \u7684\u5185\u5b58\uff0c\u6216\u8005\u6570\u636e\u79fb\u52a8\u901f\u5ea6\u4e0d\u591f\u5feb\uff0c\u82af\u7247\u7684\u539f\u59cb\u7b97\u529b\u5c31\u4f1a\u5904\u4e8e\u95f2\u7f6e\u72b6\u6001\u3002\u8fd9\u662f\u4e00\u4e2a\u51b3\u5b9a\u6027\u7684\u7ed3\u6784\u6027\u8f6c\u53d8\uff1a\u5bf9\u4e8e\u63a8\u7406\u6210\u672c\u6548\u76ca\u800c\u8a00\uff0c\u6700\u91cd\u8981\u7684\u6307\u6807\u662f\u6bcf\u7f8e\u5143\u5bf9\u5e94\u7684 HBM GB \u6570\uff0c\u800c\u975e\u6bcf\u7f8e\u5143\u5bf9\u5e94\u7684 TFLOPS\uff08\u6bcf\u79d2\u4e07\u4ebf\u6b21\u6d6e\u70b9\u8fd0\u7b97\uff09\u3002 <\/p>\n\n

\u8fd9\u4e00\u7ed3\u6784\u6027\u73b0\u5b9e\u524a\u5f31\u4e86 NVIDIA \u7684\u7edd\u5bf9\u4f18\u52bf\u3002\u5728\u63a8\u7406\u5e02\u573a\uff0cNVIDIA \u7684\u4efd\u989d\u636e\u4f30\u8ba1\u5df2\u964d\u81f3 48.2%\uff0c\u5c3d\u7ba1\u4e00\u4e9b\u6765\u6e90\u8ba4\u4e3a\u5176\u4efd\u989d\u66f4\u63a5\u8fd1 60\u201375%\u3002\u65e0\u8bba\u5982\u4f55\uff0c\u8fd9\u4e0e\u5176\u5728\u8bad\u7ec3\u9886\u57df\u7684\u8fd1\u4e4e\u5784\u65ad\u76f8\u6bd4\u90fd\u662f\u5927\u5e45\u4e0b\u964d\u3002\u53d1\u5c55\u8d8b\u52bf\u662f\u660e\u786e\u7684\uff0c\u8fd9\u4e3a\u5b9a\u4f4d\u826f\u597d\u7684\u7ade\u4e89\u5bf9\u624b\u593a\u53d6\u6709\u610f\u4e49\u7684\u5e02\u573a\u4efd\u989d\u6253\u5f00\u4e86\u5927\u95e8\u3002 <\/p>\n\n

NVIDIA\uff1a\u884c\u4e1a Beta<\/h2>\n\n

\u76ee\u524d NVIDIA \u80a1\u4ef7\u7ea6\u4e3a 208.27 \u7f8e\u5143\uff0c\u5e02\u503c\u8fbe\u5230\u60ca\u4eba\u7684 5.12 \u4e07\u4ebf\u7f8e\u5143\uff0c\u662f AI \u9769\u547d\u4e2d\u65e0\u53ef\u4e89\u8bae\u7684\u738b\u8005\u3002\u516c\u53f8\u7ee7\u7eed\u5237\u65b0\u7eaa\u5f55\uff0c2026 \u8d22\u5e74\u8425\u6536\u8fbe\u5230 2,159.4 \u4ebf\u7f8e\u5143\uff0c\u4ec5\u7b2c\u56db\u5b63\u5ea6\u6570\u636e\u4e2d\u5fc3\u8425\u6536\u5c31\u8fbe 623 \u4ebf\u7f8e\u5143\u3002\u516c\u53f8\u76ee\u524d\u6b63\u52a0\u5927\u4e0b\u4e00\u4ee3 Blackwell GPU \u7684\u4ea7\u91cf\u4ee5\u6ee1\u8db3\u6fc0\u589e\u7684\u9700\u6c42\uff0c\u9884\u8ba1 2027 \u8d22\u5e74\u7b2c\u4e00\u5b63\u5ea6\u8425\u6536\u5c06\u8fbe\u5230 780 \u4ebf\u7f8e\u5143\uff0c\u540c\u6bd4\u589e\u957f 77%\u3002 <\/p>\n\n

\u7136\u800c\uff0cNVIDIA \u7684\u6295\u8d44\u903b\u8f91\u6b63\u5728\u53d1\u751f\u53d8\u5316\uff0c\u9700\u8981\u5f15\u8d77\u5bc6\u5207\u5173\u6ce8\u3002\u5b83\u4e0d\u518d\u662f\u8d85\u9ad8\u589e\u957f\u7684\u201cAlpha\u201d\u80a1\uff0c\u800c\u662f\u6210\u4e3a\u4e86\u884c\u4e1a\u7684\u201cBeta\u201d\u3002\u51ed\u501f 42.25 \u500d\u7684\u6eda\u52a8\u5e02\u76c8\u7387\u548c 25.58 \u500d\u7684\u8fdc\u671f\u5e02\u76c8\u7387\uff0cNVIDIA \u4ee3\u8868\u4e86\u8be5\u884c\u4e1a\u6700\u4f4e\u7684\u98ce\u9669\uff0c\u4f46\u4e5f\u662f\u6700\u4f4e\u7684\u5f39\u6027\u3002\u5176\u4f30\u503c\u5df2\u7ecf\u8ba1\u5165\u4e86\u6301\u7eed\u7684\u4e3b\u5bfc\u5730\u4f4d\uff0c\u7559\u7ed9\u4f30\u503c\u500d\u6570\u6269\u5f20\u7684\u7a7a\u95f4\u6709\u9650\u3002 <\/p>\n\n

\u7531\u4e8e NVIDIA \u5df2\u7ecf\u5360\u636e\u4e86\u6574\u4f53\u5e02\u573a\u7684\u5de8\u5927\u4efd\u989d\uff0c\u5176\u672a\u6765\u7684\u56de\u62a5\u51e0\u4e4e\u5b8c\u5168\u53d6\u51b3\u4e8e AI \u5e02\u573a\u7684\u6574\u4f53\u6269\u5f20\u3002\u5b83\u6839\u672c\u65e0\u6cd5\u5728\u73b0\u6709\u5730\u4f4d\u57fa\u7840\u4e0a\u8fdb\u4e00\u6b65\u5927\u5e45\u63d0\u5347\u5e02\u573a\u4efd\u989d\u3002\u4e8b\u5b9e\u4e0a\uff0c\u968f\u7740\u5e02\u573a\u8f6c\u5411\u63a8\u7406\uff0c\u5176\u4efd\u989d\u6ce8\u5b9a\u4f1a\u4ece\u8bad\u7ec3\u9636\u6bb5\u7684\u5dc5\u5cf0\u7ed3\u6784\u6027\u4e0b\u964d\u3002NVIDIA \u7ef4\u6301\u4e3b\u5bfc\u5730\u4f4d\u7684\u7b56\u7565\u4f9d\u8d56\u4e8e Blackwell \u7b49\u67b6\u6784\u7684\u6301\u7eed\u521b\u65b0\u3001NIM \u5fae\u670d\u52a1\u8f6f\u4ef6\u5e73\u53f0\u7684\u63a8\u51fa\uff0c\u4ee5\u53ca\u5bf9 CUDA \u8f6f\u4ef6\u751f\u6001\u7cfb\u7edf\u7684\u94c1\u8155\u638c\u63a7\u3002\u8fd9\u4e9b\u90fd\u662f\u5f3a\u5927\u7684\u9632\u5fa1\u62a4\u57ce\u6cb3\u3002\u4f46\u8f7b\u677e\u83b7\u5f97\u8d85\u989d\u5e02\u573a\u4efd\u989d\u589e\u957f\u7684\u65e5\u5b50\u5df2\u7ecf\u7ed3\u675f\u3002NVIDIA \u5c31\u662f\u5e02\u573a\uff1b\u6301\u6709 NVIDIA \u5c31\u662f\u6301\u6709 AI \u884c\u4e1a\u7684 Beta \u655e\u53e3\u3002 <\/p>\n\n

AMD\uff1a\u9ad8\u5f39\u6027\u6311\u6218\u8005<\/h2>\n\n

\u8fd9\u8ba9\u6211\u4eec\u8f6c\u5411 Advanced Micro Devices (AMD)\uff0c\u5b83\u662f\u6700\u80fd\u4ece\u5411\u63a8\u7406\u7684\u7ed3\u6784\u6027\u8f6c\u53d8\u4e2d\u83b7\u76ca\u7684\u516c\u53f8\u3002AMD \u80a1\u4ef7\u7ea6\u4e3a 347.80 \u7f8e\u5143\uff0c\u5e02\u503c 5,670 \u4ebf\u7f8e\u5143\uff0c\u63d0\u4f9b\u4e86\u622a\u7136\u4e0d\u540c\u7684\u6295\u8d44\u5c5e\u6027\u3002\u5b83\u4ee3\u8868\u4e86\u4e2d\u7b49\u98ce\u9669\uff0c\u4f46\u5728\u4e3b\u8981 GPU \u5382\u5546\u4e2d\u5177\u6709\u6700\u9ad8\u7684\u5f39\u6027\u3002\u5176\u5730\u4f4d\u7684\u4e0d\u5bf9\u79f0\u6027\u2014\u2014\u4f4e\u57fa\u6570\u4efd\u989d\u3001\u9ad8\u589e\u957f\u8f68\u8ff9\u2014\u2014\u6b63\u662f\u5176\u5438\u5f15\u529b\u6240\u5728\u3002 <\/p>\n\n

AMD \u7684\u6218\u7565\u4e0e\u63a8\u7406\u7684\u7ed3\u6784\u6027\u9700\u6c42\u5b8c\u7f8e\u5951\u5408\u3002\u5176 MI300X \u53ca\u5373\u5c06\u63a8\u51fa\u7684 MI355X \u82af\u7247\u5728\u8bbe\u8ba1\u4e0a\u5177\u6709\u5de8\u5927\u7684\u5185\u5b58\u4f18\u52bf\uff0c\u63d0\u4f9b\u9ad8\u8fbe 288GB \u7684 HBM3E \u5185\u5b58\u3002\u4e0e NVIDIA \u7684\u540c\u7c7b\u4ea7\u54c1\u76f8\u6bd4\uff0c\u8fd9\u79cd\u663e\u8457\u66f4\u5927\u7684\u5185\u5b58\u5bb9\u91cf\u4f7f\u5f97 AMD \u82af\u7247\u5728\u53d7\u5185\u5b58\u9650\u5236\u7684\u63a8\u7406\u4efb\u52a1\u4e2d\u6781\u5177\u6210\u672c\u6548\u76ca\u3002\u5f53\u8d85\u5927\u89c4\u6a21\u4e91\u670d\u52a1\u5546\u6bcf\u5c0f\u65f6\u8fd0\u884c\u6570\u767e\u4e07\u6b21\u63a8\u7406\u67e5\u8be2\u65f6\uff0c\u5c06\u66f4\u5927\u6a21\u578b\u88c5\u5165\u5355\u4e2a\u82af\u7247\uff08\u800c\u4e0d\u662f\u5206\u5e03\u5728\u591a\u4e2a\u66f4\u6602\u8d35\u7684 NVIDIA GPU \u4e0a\uff09\u7684\u7ecf\u6d4e\u6027\u5c31\u53d8\u5f97\u81f3\u5173\u91cd\u8981\u3002 <\/p>\n\n

\u5e02\u573a\u6b63\u901a\u8fc7\u5b9e\u9645\u7684\u8d44\u672c\u6295\u5165\u9a8c\u8bc1\u8fd9\u4e00\u8def\u5f84\u3002\u4e3b\u8981\u7684\u8d85\u5927\u89c4\u6a21\u4e91\u670d\u52a1\u5546\u6b63\u79ef\u6781\u5b9e\u73b0\u786c\u4ef6\u4f9b\u5e94\u94fe\u591a\u5143\u5316\uff0c\u4ee5\u51cf\u5c11\u5bf9 NVIDIA \u7684\u4f9d\u8d56\u5e76\u964d\u4f4e\u6bcf\u4e2a Token \u7684\u63a8\u7406\u6210\u672c\u3002AMD \u5df2\u4e0e OpenAI \u548c Meta \u7b7e\u7f72\u4e86\u5927\u89c4\u6a21\u7684 6 \u5409\u74e6\u90e8\u7f72\u534f\u8bae\u3002\u6b64\u5916\uff0c\u6709\u62a5\u544a\u6307\u51fa OpenAI \u5df2\u4e0e AMD \u5c31\u5176\u9884\u8ba1\u4e8e 2026 \u5e74\u5e95\u53d1\u8d27\u7684\u4e0b\u4e00\u4ee3 MI450 GPU \u8fbe\u6210\u4e86\u91cd\u5927\u4f9b\u5e94\u534f\u8bae\uff0c\u540c\u65f6\u7532\u9aa8\u6587 (Oracle) \u4e5f\u8ba2\u8d2d\u4e86 50,000 \u9897 MI450 \u82af\u7247\u3002\u8fd9\u4e9b\u4e0d\u662f\u8bd5\u70b9\u9879\u76ee\uff0c\u800c\u662f\u751f\u4ea7\u89c4\u6a21\u7684\u627f\u8bfa\uff0c\u9a8c\u8bc1\u4e86 AMD \u4f5c\u4e3a\u4e00\u4e2a\u53ef\u9760\u7684\u4e00\u7ebf\u63a8\u7406\u5e73\u53f0\u5730\u4f4d\u3002 <\/p>\n\n

AMD \u76ee\u524d\u6301\u6709\u4e0d\u5230 10% \u7684 AI GPU \u5e02\u573a\u4efd\u989d\u3002\u7136\u800c\uff0c\u8fd9\u79cd\u4f4e\u57fa\u6570\u6b63\u662f\u63d0\u4f9b\u5de8\u5927\u4e0a\u884c\u7a7a\u95f4\u7684\u539f\u56e0\u3002\u968f\u7740\u516c\u53f8\u5728\u63a8\u7406\u9886\u57df\u79ef\u6781\u4ece NVIDIA \u624b\u4e2d\u593a\u53d6\u5e02\u573a\u4efd\u989d\uff0c\u4ece 10% \u7684\u4efd\u989d\u589e\u957f\u5230 20% \u6216 30% \u5c06\u5e26\u6765\u7206\u53d1\u6027\u7684\u8425\u6536\u589e\u957f\u3002\u5206\u6790\u5e08\u9884\u8ba1 2026 \u5e74\u7b2c\u4e00\u5b63\u5ea6\u8425\u6536\u7ea6\u4e3a 98.4 \u4ebf\u7f8e\u5143\uff0c\u5e73\u5747\u76ee\u6807\u4ef7\u5728 296 \u7f8e\u5143\u5de6\u53f3\uff0c\u6700\u9ad8\u4f30\u503c\u8fbe\u5230 375 \u7f8e\u5143\u3002133 \u500d\u7684\u6eda\u52a8\u5e02\u76c8\u7387\u53cd\u6620\u4e86\u589e\u957f\u6ea2\u4ef7\uff0c\u4f46 51.81 \u500d\u7684\u8fdc\u671f\u5e02\u76c8\u7387\u5219\u8bb2\u8ff0\u4e86\u4e00\u4e2a\u66f4\u52a1\u5b9e\u7684\u6545\u4e8b\uff1a\u968f\u7740\u6570\u636e\u4e2d\u5fc3 GPU \u8425\u6536\u89c4\u6a21\u7684\u6269\u5927\uff0c\u8be5\u516c\u53f8\u7684\u76c8\u5229\u9884\u8ba1\u5c06\u663e\u8457\u52a0\u901f\u3002 <\/p>\n\n

\u7ade\u4e89\u52a8\u6001\uff1a\u8f6f\u4ef6\u62a4\u57ce\u6cb3 vs. \u5185\u5b58\u4f18\u52bf<\/h2>\n\n

NVIDIA \u4e0e AMD \u5728\u63a8\u7406\u5e02\u573a\u7684\u5bf9\u51b3\u5c06\u5b9a\u4e49 AI \u786c\u4ef6\u5468\u671f\u7684\u4e0b\u4e00\u9636\u6bb5\uff0c\u8fd9\u5e76\u975e\u4e00\u573a\u7b80\u5355\u7684\u7ade\u8d5b\u3002NVIDIA \u51ed\u501f\u5176\u6839\u6df1\u8482\u56fa\u7684\u8f6f\u4ef6\u62a4\u57ce\u6cb3\u634d\u536b\u9886\u571f\u2014\u2014CUDA \u4ecd\u7136\u662f\u4e3b\u5bfc\u7684\u7f16\u7a0b\u6846\u67b6\uff0c\u800c\u4e3a AMD \u7684\u66ff\u4ee3\u65b9\u6848 ROCm \u91cd\u65b0\u8bbe\u8ba1\u5de5\u4f5c\u8d1f\u8f7d\u7684\u6210\u672c\u4e0d\u5bb9\u5c0f\u89d1\u3002Blackwell \u67b6\u6784\u7684\u539f\u59cb\u6027\u80fd\u5728\u8bb8\u591a\u5de5\u4f5c\u8d1f\u8f7d\u4e2d\u4e5f\u4fdd\u6301\u7740\u9876\u5c16\u6c34\u5e73\uff0c\u7279\u522b\u662f\u90a3\u4e9b\u53d7\u7b97\u529b\u9650\u5236\u800c\u975e\u5185\u5b58\u9650\u5236\u7684\u4efb\u52a1\u3002 <\/p>\n\n

\u7136\u800c\uff0c\u63a8\u7406\u7684\u7ecf\u6d4e\u73b0\u5b9e\u2014\u2014\u5373\u5185\u5b58\u5bb9\u91cf\u51b3\u5b9a\u4e86\u5927\u89c4\u6a21\u6210\u672c\u6548\u76ca\u2014\u2014\u4e3a AMD \u63d0\u4f9b\u4e86\u4e00\u4e2a\u7ed3\u6784\u6027\u5207\u5165\u70b9\uff0cNVIDIA \u82e5\u4e0d\u4ece\u6839\u672c\u4e0a\u91cd\u65b0\u8bbe\u8ba1\u5176\u5185\u5b58\u67b6\u6784\uff0c\u5c06\u5f88\u96be\u5f25\u8865\u8fd9\u4e00\u5dee\u8ddd\u3002\u8d85\u5927\u89c4\u6a21\u4e91\u670d\u52a1\u5546\u662f\u6210\u719f\u7684\u4e70\u5bb6\uff0c\u4ed6\u4eec\u4f1a\u4e0d\u9057\u4f59\u529b\u5730\u4f18\u5316\u603b\u62e5\u6709\u6210\u672c\u3002\u5f53 AMD \u80fd\u591f\u8bc1\u660e\u5176\u53ef\u4ee5\u964d\u4f4e\u6bcf\u4e2a\u63a8\u7406 Token \u7684\u6210\u672c\u65f6\uff0c\u91c7\u8d2d\u51b3\u7b56\u81ea\u7136\u4f1a\u968f\u4e4b\u800c\u6765\u3002 <\/p>\n\n

\u5bf9\u4e8e\u6295\u8d44\u8005\u800c\u8a00\uff0c\u4e24\u8005\u4e4b\u95f4\u7684\u9009\u62e9\u53d6\u51b3\u4e8e\u98ce\u9669\u627f\u53d7\u80fd\u529b\u548c\u6295\u8d44\u7ec4\u5408\u6784\u5efa\u3002NVIDIA \u4ecd\u662f\u6838\u5fc3\u6301\u4ed3\uff0c\u662f\u5bf9 AI \u5e02\u573a\u6574\u4f53\u6269\u5f20\u7684\u76f8\u5bf9\u7a33\u59a5\u7684\u62bc\u6ce8\u3002\u5b83\u662f Beta\u3002\u53e6\u4e00\u65b9\u9762\uff0cAMD \u5219\u662f Alpha \u4e4b\u9009\u3002\u5176\u5de8\u5927\u7684\u5185\u5b58\u4f18\u52bf\u548c\u79ef\u6781\u7684\u5e02\u573a\u4efd\u989d\u83b7\u53d6\u7b56\u7565\u63d0\u4f9b\u4e86\u663e\u8457\u66f4\u9ad8\u7684\u5f39\u6027\u3002\u968f\u7740 AI \u5e02\u573a\u4ece\u8d44\u672c\u5bc6\u96c6\u578b\u7684\u8bad\u7ec3\u9636\u6bb5\u8fc7\u6e21\u5230\u9ad8\u4e1a\u52a1\u91cf\u7684\u8fd0\u8425\u63a8\u7406\u9636\u6bb5\uff0cAMD \u5177\u6709\u72ec\u7279\u7684\u4f18\u52bf\uff0c\u80fd\u4e3a\u613f\u610f\u63a5\u53d7\u6311\u6218\u8005\u54c1\u724c\u6ce2\u52a8\u6027\u7684\u6295\u8d44\u8005\u63d0\u4f9b\u8d85\u989d\u56de\u62a5\uff0c\u5c24\u5176\u662f\u5728\u4e00\u4e2a\u4ecd\u7531\u6839\u6df1\u8482\u56fa\u7684\u73b0\u6709\u5de8\u5934\u4e3b\u5bfc\u7684\u5e02\u573a\u4e2d\u3002 <\/p>\n\n

\u672c\u6587\u4ec5\u4f9b\u53c2\u8003\u548c\u6559\u80b2\u76ee\u7684\uff0c\u4e0d\u6784\u6210\u8d22\u52a1\u3001\u6295\u8d44\u6216\u4ea4\u6613\u5efa\u8bae\u3002EquitiesOrbis.com \u53ca\u5176\u64b0\u7a3f\u4eba\u5bf9\u56e0\u4f9d\u8d56\u6240\u63d0\u4f9b\u4fe1\u606f\u800c\u5bfc\u81f4\u7684\u4efb\u4f55\u8d22\u52a1\u635f\u5931\u6216\u635f\u5bb3\u4e0d\u627f\u62c5\u8d23\u4efb\u3002\u5f3a\u70c8\u5efa\u8bae\u8bfb\u8005\u5728\u505a\u51fa\u4efb\u4f55\u6295\u8d44\u51b3\u5b9a\u4e4b\u524d\uff0c\u8fdb\u884c\u72ec\u7acb\u7684\u5c3d\u804c\u8c03\u67e5\uff0c\u54a8\u8be2\u5408\u683c\u7684\u8d22\u52a1\u987e\u95ee\uff0c\u5e76\u4ed4\u7ec6\u8003\u8651\u81ea\u5df1\u7684\u98ce\u9669\u627f\u53d7\u80fd\u529b\u3002\u8fc7\u5f80\u4e1a\u7ee9\u4e0d\u4ee3\u8868\u672a\u6765\u7ed3\u679c\uff0c\u6295\u8d44\u4ef7\u503c\u53ef\u80fd\u4f1a\u5927\u5e45\u6ce2\u52a8\u3002 <\/em><\/p>\n","protected":false},"excerpt":{"rendered":"

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