{"id":590176,"date":"2025-08-28T00:32:17","date_gmt":"2025-08-28T07:32:17","guid":{"rendered":"https:\/\/nai500.com\/?p=590176"},"modified":"2025-08-28T00:32:17","modified_gmt":"2025-08-28T07:32:17","slug":"amd-%e8%83%bd%e5%90%a6-2030%e5%b9%b4-%e8%ba%8b%e8%ba%ab-%e7%be%8e%e8%82%a1-%e8%90%ac%e5%84%84-%e5%b8%82%e5%80%bc-%e4%bf%b1%e6%a8%82%e9%83%a8%ef%bc%9f","status":"publish","type":"post","link":"https:\/\/nai500.com\/zh-hant\/blog\/2025\/08\/amd-%e8%83%bd%e5%90%a6-2030%e5%b9%b4-%e8%ba%8b%e8%ba%ab-%e7%be%8e%e8%82%a1-%e8%90%ac%e5%84%84-%e5%b8%82%e5%80%bc-%e4%bf%b1%e6%a8%82%e9%83%a8%ef%bc%9f\/","title":{"rendered":"AMD\u80fd\u5426\u57282030\u5e74\u8e8b\u8eab\u7f8e\u80a1\u842c\u5104\u5e02\u503c\u4ff1\u6a02\u90e8\uff1f"},"content":{"rendered":"

\u96a8\u8457\u4eba\u5de5\u667a\u80fd\uff08AI\uff09\u7af6\u8cfd\u6301\u7e8c\u5347\u6eab\uff0c\u8d85\u5fae\u534a\u5c0e\u9ad4AMD<\/b><\/strong>\u00a0<\/b><\/strong>(<\/b><\/strong>AMD<\/b><\/strong><\/a>)<\/b><\/strong>\u4f5c\u70ba\u82f1\u5049\u9054Nvidia<\/b><\/strong>\u00a0<\/b><\/strong>(<\/b><\/strong>NVDA<\/b><\/strong><\/a>)<\/b><\/strong>\u7684\u4e3b\u8981\u7af6\u722d\u5c0d\u624b\u4e4b\u4e00\uff0c\u5176\u5e02\u503c\u589e\u9577\u8def\u5f91\u5099\u53d7\u95dc\u6ce8\u3002\u76ee\u524dAMD\u5e02\u503c\u7d04\u70ba2650\u5104\u7f8e\u5143\uff0c\u82e5\u8981\u57282030\u5e74\u7a81\u78341\u842c\u5104\u7f8e\u5143\uff0c\u9700\u5be6\u73fe277%\u7684\u6f32\u5e45\uff0c\u76f8\u7576\u65bc\u5e74\u8907\u5408\u589e\u9577\u7387\uff08CAGR\uff09\u9054\u523027%\u3002\u9019\u4e00\u76ee\u6a19\u770b\u4f3c\u8271\u5de8\uff0c\u4f46\u5728AI\u7522\u696d\u7206\u767c\u5f0f\u589e\u9577\u7684\u80cc\u666f\u4e0b\uff0c\u662f\u5426\u5177\u5099\u53ef\u884c\u6027\uff1f<\/p>\n

\u6838\u5fc3\u696d\u52d9\uff1a\u591a\u5143\u5316\u5e03\u5c40\u7684\u96d9\u5203\u528d<\/b><\/strong><\/h3>\n

AMD\u7522\u54c1\u7dda\u8986\u84cb\u6578\u64da\u4e2d\u5fc3GPU\u3001\u6d88\u8cbb\u7d1aCPU\u3001\u5d4c\u5165\u5f0f\u8655\u7406\u5668\u7b49\u591a\u500b\u9818\u57df\u3002\u9019\u7a2e\u591a\u5143\u5316\u7b56\u7565\u96d6\u964d\u4f4e\u4e86\u55ae\u4e00\u5e02\u5834\u98a8\u96aa\uff0c\u537b\u4e5f\u5206\u6563\u4e86\u8cc7\u6e90\u6295\u5165\u3002\u8207\u5c08\u6ce8\u65bcGPU\u7684\u82f1\u5049\u9054\u76f8\u6bd4\uff0cAMD\u5728\u6578\u64da\u4e2d\u5fc3AI\u8a13\u7df4\u548c\u63a8\u7406\u9818\u57df\u4efd\u984d\u8f03\u4f4e\uff0c\u5c0e\u81f4\u5176\u672a\u80fd\u5b8c\u5168\u4eab\u53d7\u8fd1\u5e74\u6578\u64da\u4e2d\u5fc3\u652f\u51fa\u7684\u7206\u767c\u7d05\u5229\u3002<\/p>\n

2025\u5e74\u7b2c\u4e8c\u5b63\u5ea6\u8ca1\u5831\u986f\u793a\uff1aAMD\u7684\u6578\u64da\u4e2d\u5fc3\u696d\u52d9\u56e0\u5c0d\u83ef\u51fa\u53e3\u8a31\u53ef\u88ab\u64a4\u92b7\uff0c\u589e\u901f\u5f9e\u7b2c\u4e00\u5b63\u5ea6\u768457%\u9a5f\u964d\u81f314%\uff1b\u5ba2\u6236\u7aef\u8207\u904a\u6232\u696d\u52d9\u540c\u6bd4\u589e\u957769%\uff0c\u6210\u70ba\u77ed\u671f\u589e\u9577\u5f15\u64ce\uff1b\u5d4c\u5165\u5f0f\u696d\u52d9\u4e0b\u6ed14%\uff0c\u53cd\u6620\u90e8\u5206\u4e0b\u904a\u9700\u6c42\u75b2\u8edf\u3002\u82e5AMD\u80fd\u91cd\u65b0\u7372\u5f97\u5c0d\u83ef\u51fa\u53e3\u8a31\u53ef\uff08\u9700\u7e73\u7d0d15%\u51fa\u53e3\u95dc\u7a05\uff09\uff0c\u6578\u64da\u4e2d\u5fc3\u696d\u52d9\u6709\u671b\u6062\u8907\u9ad8\u589e\u9577\u3002\u4f46\u5730\u7de3\u653f\u6cbb\u98a8\u96aa\u4ecd\u662f\u6f5b\u5728\u5236\u7d04\u56e0\u7d20\u3002<\/p>\n

\u589e\u9577\u5f15\u64ce\uff1aAI\u6d6a\u6f6e\u8207\u4e2d\u570b\u5e02\u5834<\/b><\/strong><\/h3>\n

AMD\u5be6\u73fe\u842c\u5104\u7f8e\u5143\u76ee\u6a19\u7684\u6838\u5fc3\u4f9d\u8cf4\u5169\u5927\u56e0\u7d20\uff1a<\/p>\n

AI\u7522\u696d\u7d05\u5229<\/b><\/strong>\uff1a\u5168\u7403AI\u57fa\u790e\u8a2d\u65bd\u6295\u8cc7\u4ecd\u8655\u65bc\u65e9\u671f\u968e\u6bb5\uff0cAMD\u7684MI300\u7cfb\u5217GPU\u96d6\u843d\u5f8c\u65bc\u82f1\u5049\u9054H100\uff0c\u4f46\u6027\u50f9\u6bd4\u512a\u52e2\u53ef\u80fd\u5438\u5f15\u4e8c\u7d1a\u5ba2\u6236\uff1b<\/p>\n

\u5c0d\u83ef\u696d\u52d9\u6062\u8907<\/b><\/strong>\uff1a\u4e2d\u570b\u5e02\u5834\u7684\u6578\u64da\u4e2d\u5fc3GPU\u9700\u6c42\u65fa\u76db\uff0c\u82e5\u51fa\u53e3\u8a31\u53ef\u7372\u6279\uff0c\u9810\u8a08\u53ef\u70baAMD\u5e36\u4f8620%\u4ee5\u4e0a\u7684\u6536\u5165\u589e\u91cf\u3002<\/p>\n

\u7ba1\u7406\u5c64\u9810\u8a082026\u5e74\u71df\u6536\u589e\u901f\u70ba21%\uff0c\u7565\u4f4e\u65bc27%\u7684CAGR\u76ee\u6a19\u3002\u4f46\u82e5\u5c0d\u83ef\u92b7\u552e\u5168\u9762\u6062\u8907\uff0c\u9019\u4e00\u9810\u671f\u53ef\u80fd\u4e0a\u8abf\u3002<\/p>\n

\u6311\u6230\u8207\u98a8\u96aa\uff1a\u70ba\u4f55\u96e3\u4ee5\u8907\u5236\u82f1\u5049\u9054\u8def\u5f91\uff1f<\/b><\/strong><\/h3>\n

\u6280\u8853\u8ffd\u8d95\u58d3\u529b<\/b><\/strong>\uff1a\u82f1\u5049\u9054\u5728\u8edf\u4ef6\u751f\u614b\uff08CUDA\uff09\u548c\u786c\u4ef6\u6027\u80fd\u4e0a\u4ecd\u9818\u51481-2\u4ee3\uff1b<\/p>\n

\u5229\u6f64\u7387\u4fb5\u8755<\/b><\/strong>\uff1a15%\u7684\u51fa\u53e3\u95dc\u7a05\u53ca\u7af6\u722d\u52a0\u5287\u53ef\u80fd\u58d3\u7e2e\u6bdb\u5229\u7387\uff1b<\/p>\n

\u5b8f\u89c0\u4e0d\u78ba\u5b9a\u6027<\/b><\/strong>\uff1a\u5168\u7403\u82af\u7247\u5468\u671f\u6ce2\u52d5\u53ca\u76e3\u7ba1\u653f\u7b56\u8b8a\u5316\u53ef\u80fd\u6253\u4e82\u589e\u9577\u7bc0\u594f\u3002<\/p>\n

\u5373\u4fbf\u7121\u6cd5\u5be6\u73fe27%\u7684CAGR\uff0cAMD\u4ecd\u6709\u671b\u4fdd\u630120%\u5de6\u53f3\u7684\u5e74\u589e\u9577\uff0c\u986f\u8457\u9ad8\u65bc\u534a\u5c0e\u9ad4\u884c\u696d\u5e73\u5747\u6c34\u5e73\u3002<\/p>\n

\u6295\u8cc7\u8996\u89d2\uff1a\u7406\u6027\u770b\u5f85\u842c\u5104\u76ee\u6a19<\/b><\/strong><\/h3>\n

\u76e1\u7ba1\u842c\u5104\u7f8e\u5143\u5e02\u503c\u662f\u8c61\u5f81\u6027\u88cf\u7a0b\u7891\uff0c\u4f46\u6295\u8cc7\u8005\u66f4\u61c9\u95dc\u6ce8AMD\u7684\u9577\u671f\u7af6\u722d\u529b\u3002\u9996\u5148\uff0c\u5d4c\u5165\u5f0f\u9818\u57df\uff08\u6536\u8cfc\u8cfd\u9748\u601d\u5f8c\uff09\u5728\u5de5\u696d\u3001\u6c7d\u8eca\u7b49\u5e02\u5834\u5177\u5099\u53ef\u6301\u7e8c\u589e\u9577\u6f5b\u529b\u3002\u5176\u6b21\uff0cCPU+GPU\u5354\u540c\u80fd\u529b\u5728AI\u63a8\u7406\u7aef\u53ef\u80fd\u5f62\u6210\u5dee\u7570\u5316\u512a\u52e2\u3002\u4f30\u503c\u65b9\u9762\uff0cAMD\u80a1\u7968\u7576\u524d\u5e02\u76c8\u7387\u7d0435\u500d\uff0c\u4f4e\u65bc\u82f1\u5049\u9054\u768445\u500d\uff0c\u63d0\u4f9b\u4e86\u4e00\u5b9a\u7684\u5b89\u5168\u908a\u969b\u3002<\/p>\n

\u5206\u6790\u5e2b\u8a8d\u70ba\uff0c\u82e5AMD\u80fd\u6301\u7e8c\u63d0\u5347AI\u9818\u57df\u4efd\u984d\u4e26\u7a69\u5b9a\u5c0d\u83ef\u696d\u52d9\uff0c2030\u5e74\u5e02\u503c\u53ef\u80fd\u9054\u52308000\u5104\u81f39000\u5104\u7f8e\u5143\u5340\u9593\uff0c\u4f46\u7a81\u7834\u842c\u5104\u4ecd\u9700\u8d85\u9810\u671f\u50ac\u5316\u3002<\/p>\n

\u7d50\u8ad6\uff1a\u589e\u9577\u53ef\u671f\uff0c\u4f46\u842c\u5104\u9580\u6abb\u4e0d\u6613\u8de8\u8d8a<\/b><\/strong><\/h3>\n

AMD\u80fd\u5426\u6210\u70ba\u842c\u5104\u7f8e\u5143\u4f01\u696d\uff0c\u53d6\u6c7a\u65bc\u5176\u80fd\u5426\u5728AI\u6d6a\u6f6e\u4e2d\u7e2e\u5c0f\u8207\u82f1\u5049\u9054\u7684\u5dee\u8ddd\uff0c\u4e26\u59a5\u5584\u61c9\u5c0d\u5730\u7de3\u653f\u6cbb\u98a8\u96aa\u3002\u5c0d\u65bc\u6295\u8cc7\u8005\u800c\u8a00\uff0cAMD\u4ecd\u662f\u534a\u5c0e\u9ad4\u9818\u57df\u6838\u5fc3\u914d\u7f6e\u6a19\u7684\u4e4b\u4e00\uff0c\u4f46\u9700\u964d\u4f4e\u77ed\u671f\u7206\u767c\u6027\u589e\u9577\u9810\u671f\uff0c\u66f4\u591a\u95dc\u6ce8\u5176\u9577\u671f\u6280\u8853\u8fed\u4ee3\u8207\u5e02\u5834\u62d3\u5c55\u80fd\u529b\u3002\u5728\u79d1\u6280\u5de8\u982d\u7684\u7af6\u6280\u5834\u4e0a\uff0c\u7a69\u7d2e\u7a69\u6253\u7684\u589e\u9577\u6709\u6642\u6bd4\u6fc0\u9032\u76ee\u6a19\u66f4\u5177\u53ef\u6301\u7e8c\u6027\u3002<\/p>\n","protected":false},"excerpt":{"rendered":"

\u96a8\u8457\u4eba\u5de5\u667a\u80fd\uff08AI\uff09\u7af6\u8cfd\u6301\u7e8c\u5347\u6eab\uff0c\u8d85\u5fae\u534a\u5c0e\u9ad4AMD\u00a0(AMD)\u4f5c\u70ba\u82f1\u5049\u9054Nvidia\u00a0(NVDA)\u7684\u4e3b\u8981\u7af6\u722d\u5c0d […]<\/p>\n","protected":false},"author":31,"featured_media":585603,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"footnotes":"","_links_to":"","_links_to_target":""},"categories":[1522,1654],"tags":[675,2174,1677,2001],"class_list":{"0":"post-590176","1":"post","2":"type-post","3":"status-publish","4":"format-standard","5":"has-post-thumbnail","6":"hentry","7":"category-1522","8":"category-insights-zh-hant","9":"tag--zh-hant","10":"tag-2174","11":"tag-technology-zh-hant","13":"sectors-technology-zh-hant","14":"locations-us-zh-hant","15":"exchange-nasdaq-zh-hant"},"acf":[],"_links":{"self":[{"href":"https:\/\/nai500.com\/zh-hant\/wp-json\/wp\/v2\/posts\/590176","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/nai500.com\/zh-hant\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/nai500.com\/zh-hant\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/nai500.com\/zh-hant\/wp-json\/wp\/v2\/users\/31"}],"replies":[{"embeddable":true,"href":"https:\/\/nai500.com\/zh-hant\/wp-json\/wp\/v2\/comments?post=590176"}],"version-history":[{"count":3,"href":"https:\/\/nai500.com\/zh-hant\/wp-json\/wp\/v2\/posts\/590176\/revisions"}],"predecessor-version":[{"id":590179,"href":"https:\/\/nai500.com\/zh-hant\/wp-json\/wp\/v2\/posts\/590176\/revisions\/590179"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/nai500.com\/zh-hant\/wp-json\/wp\/v2\/media\/585603"}],"wp:attachment":[{"href":"https:\/\/nai500.com\/zh-hant\/wp-json\/wp\/v2\/media?parent=590176"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/nai500.com\/zh-hant\/wp-json\/wp\/v2\/categories?post=590176"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/nai500.com\/zh-hant\/wp-json\/wp\/v2\/tags?post=590176"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}