{"id":590166,"date":"2025-08-28T00:31:36","date_gmt":"2025-08-28T07:31:36","guid":{"rendered":"https:\/\/nai500.com\/?p=590166"},"modified":"2025-08-28T00:34:29","modified_gmt":"2025-08-28T07:34:29","slug":"amd-%e8%83%bd%e5%90%a6-2030%e5%b9%b4-%e8%b7%bb%e8%ba%ab-%e7%be%8e%e8%82%a1-%e4%b8%87%e4%ba%bf-%e5%b8%82%e5%80%bc-%e4%bf%b1%e4%b9%90%e9%83%a8%ef%bc%9f","status":"publish","type":"post","link":"https:\/\/nai500.com\/zh-hans\/blog\/2025\/08\/amd-%e8%83%bd%e5%90%a6-2030%e5%b9%b4-%e8%b7%bb%e8%ba%ab-%e7%be%8e%e8%82%a1-%e4%b8%87%e4%ba%bf-%e5%b8%82%e5%80%bc-%e4%bf%b1%e4%b9%90%e9%83%a8%ef%bc%9f\/","title":{"rendered":"AMD\u80fd\u5426\u57282030\u5e74\u8dfb\u8eab\u7f8e\u80a1\u4e07\u4ebf\u5e02\u503c\u4ff1\u4e50\u90e8\uff1f"},"content":{"rendered":"<p>\u968f\u7740\u4eba\u5de5\u667a\u80fd\uff08AI\uff09\u7ade\u8d5b\u6301\u7eed\u5347\u6e29\uff0c\u8d85\u5fae\u534a\u5bfc\u4f53<strong><b>AMD<\/b><\/strong><strong><b>\u00a0<\/b><\/strong><strong><b>(<\/b><\/strong><a href=\"https:\/\/nai500.com\/zh-hans\/%E8%82%A1%E7%A5%A8%E6%9F%A5%E8%AF%A2\/?qm_symbol=AMD\"><strong><b>AMD<\/b><\/strong><\/a><strong><b>)<\/b><\/strong>\u4f5c\u4e3a\u82f1\u4f1f\u8fbe<strong><b>Nvidia<\/b><\/strong><strong><b>\u00a0<\/b><\/strong><strong><b>(<\/b><\/strong><a href=\"https:\/\/nai500.com\/zh-hans\/%E8%82%A1%E7%A5%A8%E6%9F%A5%E8%AF%A2\/?qm_symbol=NVDA\"><strong><b>NVDA<\/b><\/strong><\/a><strong><b>)<\/b><\/strong>\u7684\u4e3b\u8981\u7ade\u4e89\u5bf9\u624b\u4e4b\u4e00\uff0c\u5176\u5e02\u503c\u589e\u957f\u8def\u5f84\u5907\u53d7\u5173\u6ce8\u3002\u76ee\u524dAMD\u5e02\u503c\u7ea6\u4e3a2650\u4ebf\u7f8e\u5143\uff0c\u82e5\u8981\u57282030\u5e74\u7a81\u78341\u4e07\u4ebf\u7f8e\u5143\uff0c\u9700\u5b9e\u73b0277%\u7684\u6da8\u5e45\uff0c\u76f8\u5f53\u4e8e\u5e74\u590d\u5408\u589e\u957f\u7387\uff08CAGR\uff09\u8fbe\u523027%\u3002\u8fd9\u4e00\u76ee\u6807\u770b\u4f3c\u8270\u5de8\uff0c\u4f46\u5728AI\u4ea7\u4e1a\u7206\u53d1\u5f0f\u589e\u957f\u7684\u80cc\u666f\u4e0b\uff0c\u662f\u5426\u5177\u5907\u53ef\u884c\u6027\uff1f<\/p>\n<h3><strong><b>\u6838\u5fc3\u4e1a\u52a1\uff1a\u591a\u5143\u5316\u5e03\u5c40\u7684\u53cc\u5203\u5251<\/b><\/strong><\/h3>\n<p>AMD\u4ea7\u54c1\u7ebf\u8986\u76d6\u6570\u636e\u4e2d\u5fc3GPU\u3001\u6d88\u8d39\u7ea7CPU\u3001\u5d4c\u5165\u5f0f\u5904\u7406\u5668\u7b49\u591a\u4e2a\u9886\u57df\u3002\u8fd9\u79cd\u591a\u5143\u5316\u7b56\u7565\u867d\u964d\u4f4e\u4e86\u5355\u4e00\u5e02\u573a\u98ce\u9669\uff0c\u5374\u4e5f\u5206\u6563\u4e86\u8d44\u6e90\u6295\u5165\u3002\u4e0e\u4e13\u6ce8\u4e8eGPU\u7684\u82f1\u4f1f\u8fbe\u76f8\u6bd4\uff0cAMD\u5728\u6570\u636e\u4e2d\u5fc3AI\u8bad\u7ec3\u548c\u63a8\u7406\u9886\u57df\u4efd\u989d\u8f83\u4f4e\uff0c\u5bfc\u81f4\u5176\u672a\u80fd\u5b8c\u5168\u4eab\u53d7\u8fd1\u5e74\u6570\u636e\u4e2d\u5fc3\u652f\u51fa\u7684\u7206\u53d1\u7ea2\u5229\u3002<\/p>\n<p>2025\u5e74\u7b2c\u4e8c\u5b63\u5ea6\u8d22\u62a5\u663e\u793a\uff1aAMD\u7684\u6570\u636e\u4e2d\u5fc3\u4e1a\u52a1\u56e0\u5bf9\u534e\u51fa\u53e3\u8bb8\u53ef\u88ab\u64a4\u9500\uff0c\u589e\u901f\u4ece\u7b2c\u4e00\u5b63\u5ea6\u768457%\u9aa4\u964d\u81f314%\uff1b\u5ba2\u6237\u7aef\u4e0e\u6e38\u620f\u4e1a\u52a1\u540c\u6bd4\u589e\u957f69%\uff0c\u6210\u4e3a\u77ed\u671f\u589e\u957f\u5f15\u64ce\uff1b\u5d4c\u5165\u5f0f\u4e1a\u52a1\u4e0b\u6ed14%\uff0c\u53cd\u6620\u90e8\u5206\u4e0b\u6e38\u9700\u6c42\u75b2\u8f6f\u3002\u82e5AMD\u80fd\u91cd\u65b0\u83b7\u5f97\u5bf9\u534e\u51fa\u53e3\u8bb8\u53ef\uff08\u9700\u7f34\u7eb315%\u51fa\u53e3\u5173\u7a0e\uff09\uff0c\u6570\u636e\u4e2d\u5fc3\u4e1a\u52a1\u6709\u671b\u6062\u590d\u9ad8\u589e\u957f\u3002\u4f46\u5730\u7f18\u653f\u6cbb\u98ce\u9669\u4ecd\u662f\u6f5c\u5728\u5236\u7ea6\u56e0\u7d20\u3002<\/p>\n<h3><strong><b>\u589e\u957f\u5f15\u64ce\uff1aAI\u6d6a\u6f6e\u4e0e\u4e2d\u56fd\u5e02\u573a<\/b><\/strong><\/h3>\n<p>AMD\u5b9e\u73b0\u4e07\u4ebf\u7f8e\u5143\u76ee\u6807\u7684\u6838\u5fc3\u4f9d\u8d56\u4e24\u5927\u56e0\u7d20\uff1a<\/p>\n<p><strong><b>AI\u4ea7\u4e1a\u7ea2\u5229<\/b><\/strong>\uff1a\u5168\u7403AI\u57fa\u7840\u8bbe\u65bd\u6295\u8d44\u4ecd\u5904\u4e8e\u65e9\u671f\u9636\u6bb5\uff0cAMD\u7684MI300\u7cfb\u5217GPU\u867d\u843d\u540e\u4e8e\u82f1\u4f1f\u8fbeH100\uff0c\u4f46\u6027\u4ef7\u6bd4\u4f18\u52bf\u53ef\u80fd\u5438\u5f15\u4e8c\u7ea7\u5ba2\u6237\uff1b<\/p>\n<p><strong><b>\u5bf9\u534e\u4e1a\u52a1\u6062\u590d<\/b><\/strong>\uff1a\u4e2d\u56fd\u5e02\u573a\u7684\u6570\u636e\u4e2d\u5fc3GPU\u9700\u6c42\u65fa\u76db\uff0c\u82e5\u51fa\u53e3\u8bb8\u53ef\u83b7\u6279\uff0c\u9884\u8ba1\u53ef\u4e3aAMD\u5e26\u676520%\u4ee5\u4e0a\u7684\u6536\u5165\u589e\u91cf\u3002<\/p>\n<p>\u7ba1\u7406\u5c42\u9884\u8ba12026\u5e74\u8425\u6536\u589e\u901f\u4e3a21%\uff0c\u7565\u4f4e\u4e8e27%\u7684CAGR\u76ee\u6807\u3002\u4f46\u82e5\u5bf9\u534e\u9500\u552e\u5168\u9762\u6062\u590d\uff0c\u8fd9\u4e00\u9884\u671f\u53ef\u80fd\u4e0a\u8c03\u3002<\/p>\n<h3><strong><b>\u6311\u6218\u4e0e\u98ce\u9669\uff1a\u4e3a\u4f55\u96be\u4ee5\u590d\u5236\u82f1\u4f1f\u8fbe\u8def\u5f84\uff1f<\/b><\/strong><\/h3>\n<p><strong><b>\u6280\u672f\u8ffd\u8d76\u538b\u529b<\/b><\/strong>\uff1a\u82f1\u4f1f\u8fbe\u5728\u8f6f\u4ef6\u751f\u6001\uff08CUDA\uff09\u548c\u786c\u4ef6\u6027\u80fd\u4e0a\u4ecd\u9886\u51481-2\u4ee3\uff1b<\/p>\n<p><strong><b>\u5229\u6da6\u7387\u4fb5\u8680<\/b><\/strong>\uff1a15%\u7684\u51fa\u53e3\u5173\u7a0e\u53ca\u7ade\u4e89\u52a0\u5267\u53ef\u80fd\u538b\u7f29\u6bdb\u5229\u7387\uff1b<\/p>\n<p><strong><b>\u5b8f\u89c2\u4e0d\u786e\u5b9a\u6027<\/b><\/strong>\uff1a\u5168\u7403\u82af\u7247\u5468\u671f\u6ce2\u52a8\u53ca\u76d1\u7ba1\u653f\u7b56\u53d8\u5316\u53ef\u80fd\u6253\u4e71\u589e\u957f\u8282\u594f\u3002<\/p>\n<p>\u5373\u4fbf\u65e0\u6cd5\u5b9e\u73b027%\u7684CAGR\uff0cAMD\u4ecd\u6709\u671b\u4fdd\u630120%\u5de6\u53f3\u7684\u5e74\u589e\u957f\uff0c\u663e\u8457\u9ad8\u4e8e\u534a\u5bfc\u4f53\u884c\u4e1a\u5e73\u5747\u6c34\u5e73\u3002<\/p>\n<h3><strong><b>\u6295\u8d44\u89c6\u89d2\uff1a\u7406\u6027\u770b\u5f85\u4e07\u4ebf\u76ee\u6807<\/b><\/strong><\/h3>\n<p>\u5c3d\u7ba1\u4e07\u4ebf\u7f8e\u5143\u5e02\u503c\u662f\u8c61\u5f81\u6027\u91cc\u7a0b\u7891\uff0c\u4f46\u6295\u8d44\u8005\u66f4\u5e94\u5173\u6ce8AMD\u7684\u957f\u671f\u7ade\u4e89\u529b\u3002\u9996\u5148\uff0c\u5d4c\u5165\u5f0f\u9886\u57df\uff08\u6536\u8d2d\u8d5b\u7075\u601d\u540e\uff09\u5728\u5de5\u4e1a\u3001\u6c7d\u8f66\u7b49\u5e02\u573a\u5177\u5907\u53ef\u6301\u7eed\u589e\u957f\u6f5c\u529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[&hellip;]<\/p>\n","protected":false},"author":31,"featured_media":585602,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"footnotes":"","_links_to":"","_links_to_target":""},"categories":[1521,1632],"tags":[2408,2173,558,1997],"class_list":["post-590166","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-1521","category-insights-zh-hans","tag-ai-zh-hans","tag-2173","tag-558","tag-1997","sectors-technology-zh-hans","locations-us-zh-hans","exchange-nasdaq-zh-hans"],"acf":[],"_links":{"self":[{"href":"https:\/\/nai500.com\/zh-hans\/wp-json\/wp\/v2\/posts\/590166","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/nai500.com\/zh-hans\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/nai500.com\/zh-hans\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/nai500.com\/zh-hans\/wp-json\/wp\/v2\/users\/31"}],"replies":[{"embeddable":true,"href":"https:\/\/nai500.com\/zh-hans\/wp-json\/wp\/v2\/comments?post=590166"}],"version-history":[{"count":1,"href":"https:\/\/nai500.com\/zh-hans\/wp-json\/wp\/v2\/posts\/590166\/revisions"}],"predecessor-version":[{"id":590180,"href":"https:\/\/nai500.com\/zh-hans\/wp-json\/wp\/v2\/posts\/590166\/revisions\/590180"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/nai500.com\/zh-hans\/wp-json\/wp\/v2\/media\/585602"}],"wp:attachment":[{"href":"https:\/\/nai500.com\/zh-hans\/wp-json\/wp\/v2\/media?parent=590166"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/nai500.com\/zh-hans\/wp-json\/wp\/v2\/categories?post=590166"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/nai500.com\/zh-hans\/wp-json\/wp\/v2\/tags?post=590166"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}