{"id":596791,"date":"2025-10-06T06:00:14","date_gmt":"2025-10-06T13:00:14","guid":{"rendered":"https:\/\/nai500.com\/?p=596791"},"modified":"2025-10-06T06:00:14","modified_gmt":"2025-10-06T13:00:14","slug":"amd-openai-nvda-intc","status":"publish","type":"post","link":"https:\/\/nai500.com\/zh-hant\/blog\/2025\/10\/amd-openai-nvda-intc\/","title":{"rendered":"AMD \u56e0\u8207 OpenAI \u7c3d\u7d04\u66b4\u6f32\uff1bNVDA \u5fae\u8dcc\uff0cINTC \u88ab\u6392\u9664\u5728\u5916"},"content":{"rendered":"

Advanced Micro Devices \u5728 OpenAI \u9078\u5b9a\u8a72\u516c\u53f8\u70ba\u6838\u5fc3\u904b\u7b97\u5408\u4f5c\u5925\u4f34\u5f8c\u4e00\u5ea6\u98c6\u5347\u591a\u9054 25%\uff0c\u9019\u5c0d Nvidia \u5728 AI \u52a0\u901f\u5668\u9818\u57df\u7684\u8fd1\u4e4e\u58df\u65b7\u5730\u4f4d\u69cb\u6210\u76f4\u63a5\u6311\u6230\u3002\u9019\u4efd\u591a\u5e74\u671f\u5354\u8b70\u4ee5 AMD \u4e0b\u4e00\u4ee3 Instinct MI450 GPU \u70ba\u6838\u5fc3\uff0c\u521d\u671f\u8a08\u756b\u5728 2026 \u5e74\u4e0b\u534a\u5e74\u90e8\u7f72 1 \u5409\u74e6\uff0c\u4e26\u6709\u660e\u986f\u64f4\u5c55\u81f3\u66f4\u5927\u898f\u6a21\u7684\u8def\u5f91\u3002OpenAI \u4e5f\u53d6\u5f97\u53ef\u8f49\u63db\u81f3\u6700\u591a 1.6 \u5104 \u80a1 AMD \u80a1\u7968\u7684\u8a8d\u80a1\u6b0a\u8b49\uff0c\u7d04\u76f8\u7576\u65bc 10% \u7684\u6301\u80a1\uff0c\u8a72\u6b0a\u8b49\u4ee5\u7522\u80fd\u3001\u90e8\u7f72\u548c\u80a1\u50f9\u91cc\u7a0b\u7891\u70ba\u6b78\u5c6c\u689d\u4ef6\u3002AMD \u8868\u793a\uff0c\u8a72\u5354\u8b70\u61c9\u53ef\u5e36\u4f86\u6578\u767e\u5104\u7f8e\u5143\u7684\u71df\u6536\uff0c\u4e26\u5728\u975e GAAP \u6bcf\u80a1\u6536\u76ca\u4e0a\u5e36\u4f86\u589e\u76ca\u3002Nvidia \u5728\u76e4\u524d\u4ea4\u6613\u4e2d\u5c0f\u5e45\u56de\u843d\u3002\u5118\u7ba1 Intel \u7372\u5f97\u653f\u7b56\u652f\u6301\u4e26\u6295\u5165\u5927\u91cf\u8cc7\u91d1\uff0c\u537b\u672a\u8d0f\u5f97\u6b64\u9805\u4efb\u52d9\u3002<\/p>\n

\u5e02\u5834\u53cd\u61c9\u8207\u5229\u5bb3\u95dc\u4fc2<\/h3>\n

\u5373\u6642\u7684\u5e02\u5834\u89e3\u8b80\u5341\u5206\u660e\u78ba\uff1a\u4eca\u5929\u770b\u4f86 AMD \u8d0f\u4e86\uff0cNvidia \u53d7\u640d\u3002\u76e4\u524d 25% \u7684\u8df3\u5347\u53cd\u6620\u51fa\u5e02\u5834\u5df2\u5b9a\u50f9 AMD \u5728 AI \u80fd\u529b\u4e0a\u7684\u91cd\u5927\u8e8d\u5347\uff0c\u800c Nvidia \u7684\u5c0f\u5e45\u56de\u843d\u5247\u4ee3\u8868\u9996\u5ea6\u51fa\u73fe\u5927\u578b\u8d85\u5927\u898f\u6a21\u8cb7\u5bb6\u5c07\u4f9b\u61c9\u4f86\u6e90\u591a\u5143\u5316\u3001\u64fa\u812b\u55ae\u4e00\u4f9b\u61c9\u5546\u7684\u660e\u78ba\u8a0a\u865f\u3002\u898f\u6a21\u5f88\u91cd\u8981\u30021 \u5409\u74e6\u7684\u9996\u968e\u6bb5\u4e26\u975e\u8a66\u9ede\u2014\u2014\u5b83\u4ee3\u8868\u4e00\u500b\u5c08\u7528\u7684\u8cc7\u6599\u4e2d\u5fc3\u8db3\u8de1\uff0c\u76f8\u7576\u65bc\u5927\u578b\u96f2\u7aef\u5340\u57df\u7684\u6d88\u8017\u91cf\u3002\u800c\u4e14\u8def\u7dda\u5716\u4e26\u4e0d\u9650\u65bc 1 GW\u3002\u8207\u7522\u80fd\u64f4\u5c55\u81f3 6 GW \u76f8\u95dc\u7684\u8a8d\u80a1\u6b0a\u8b49\u6b78\u5c6c\u689d\u4ef6\uff0c\u986f\u793a\u9019\u662f\u4e00\u500b\u53ef\u80fd\u5ab2\u7f8e\u8fc4\u4eca\u4efb\u4f55\u55ae\u4e00 AI \u57fa\u790e\u8a2d\u65bd\u8a08\u756b\u7684\u591a\u5e74\u5efa\u7f6e\u3002\u5c0d\u80a1\u6771\u4f86\u8aaa\uff0c\u6642\u9593\u9ede\u5f88\u95dc\u9375\uff1a\u57fa\u65bc MI450 \u7684\u7cfb\u7d71\u5c07\u5f9e 2026 \u5e74\u4e0b\u534a\u5e74\u958b\u59cb\u8ca2\u737b\uff0c\u4ee3\u8868\u71df\u6536\u6210\u9577\u5c07\u4ef0\u8cf4 2026\u20132028 \u5e74\u7684\u51fa\u8ca8\uff0c\u800c\u975e\u8fd1\u671f\u55ae\u5b63\u8868\u73fe\u3002<\/p>\n

\u8a8d\u80a1\u6b0a\u8b49\u7684\u7b97\u8853\u8207\u7a00\u91cb\u8faf\u8ad6<\/h3>\n

OpenAI \u6700\u591a\u53ef\u53d6\u5f97 1.6 \u5104 \u80a1\u7684\u9078\u64c7\u6b0a\u662f\u95dc\u9375\u3002\u8a72\u6b0a\u5229\u7d50\u69cb\u70ba\u4e00\u7a2e\u4ee5\u90e8\u7f72\u3001\u6548\u80fd\u8207\u80a1\u50f9\u89f8\u767c\u6b78\u5c6c\u7684\u8a8d\u80a1\u6b0a\u8b49\uff0c\u5c07\u5229\u5bb3\u95dc\u4fc2\u7d81\u5728\u4e00\u8d77\uff1aAMD \u63d0\u4f9b\u5927\u91cf\u4e14\u6e96\u6642\u7684\u7522\u80fd\uff1bOpenAI \u64f4\u5927\u6d88\u8017\u8207\u90e8\u7f72\uff1b\u6295\u8cc7\u4eba\u80fd\u770b\u5230\u5206\u6bb5\u5f0f\u7684\u6210\u9577\u8def\u5f91\uff0c\u800c\u975e\u4e00\u6b21\u6027\u7684\u65b0\u805e\u6548\u61c9\u3002\u8868\u9762\u4e0a\u770b\uff0c\u5b8c\u5168\u767c\u884c\u9020\u6210 10% \u7684\u7a00\u91cb\u4e26\u4e0d\u5fae\u5c0f\u3002\u4f46 AMD \u7684\u8ca1\u52d9\u9577\u5c07\u6b64\u5354\u8b70\u63cf\u8ff0\u70ba\u5728\u975e GAAP \u57fa\u790e\u4e0a\u5c0d EPS \u6709\u52a0\u6210\uff0c\u6697\u793a\u5b9a\u50f9\u8207\u6210\u672c\u627f\u64d4\u5c07\u96a8\u6642\u9593\u8d85\u8d8a\u80a1\u672c\u767c\u884c\u5e36\u4f86\u7684\u5f71\u97ff\u3002\u96b1\u542b\u8a0a\u606f\u662f\uff1a\u5728\u53ef\u63a5\u53d7\u7684\u6bdb\u5229\u7387\u4e0b\u64f4\u5927\u898f\u6a21\uff0c\u6bd4\u7dad\u6301\u80a1\u672c\u6578\u91cf\u66f4\u6709\u50f9\u503c\u3002\u5982\u679c AMD \u9054\u6210\u91cc\u7a0b\u7891\uff0cOpenAI \u5c07\u6210\u70ba\u5176\u6700\u5177\u5f71\u97ff\u529b\u7684\u80a1\u6771\u4e4b\u4e00\u2014\u2014\u9019\u5c07\u9032\u4e00\u6b65\u63a8\u52d5\u7b56\u7565\u6027\u7d50\u76df\uff0c\u4e26\u53ef\u80fd\u7372\u5f97\u672a\u4f86\u77fd\u7247\u7684\u512a\u5148\u5b58\u53d6\u3002<\/p>\n

Nvidia \u7684\u8b77\u57ce\u6cb3\u9047\u5230\u771f\u5be6\u88c2\u9699<\/h3>\n

Nvidia \u4ecd\u4e3b\u5c0e AI \u52a0\u901f\u5668\u5e02\u5834\uff0c\u4f30\u8a08\u5e02\u5360\u8d85\u904e 90%\uff0c\u6191\u85c9\u66f4\u512a\u8d8a\u7684\u786c\u9ad4\u3001CUDA \u8edf\u9ad4\u9396\u5b9a\u6548\u61c9\u8207\u5168\u68e7\u7cfb\u7d71\u3002\u4f46\u8b77\u57ce\u6cb3\u901a\u5e38\u5148\u5728\u908a\u7de3\u53d7\u5230\u8003\u9a57\u2014\u2014\u7531\u5177\u69d3\u687f\u529b\u8207\u6025\u8feb\u6027\u7684\u8cb7\u5bb6\u767c\u8d77\u98a8\u96aa\u3002OpenAI \u7b26\u5408\u9019\u6a23\u7684\u7279\u6027\u3002\u82e5 MI450 \u8207\u6a5f\u67b6\u7d1a\u7cfb\u7d71\u5728\u6bcf\u74e6\u6548\u80fd\u3001\u7e3d\u64c1\u6709\u6210\u672c\u8207\u8edf\u9ad4\u53ef\u79fb\u690d\u6027\u4e0a\u9054\u6a19\uff0c\u4fbf\u53ef\u69cb\u6210\u53ef\u4fe1\u7684\u66ff\u4ee3\u65b9\u6848\u3002Nvidia \u5373\u5c07\u63a8\u51fa\u7684 Blackwell \u4e16\u4ee3\u6703\u518d\u6b21\u63d0\u9ad8\u6a19\u6e96\uff0c\u4e14\u8a31\u591a\u5206\u6790\u5e2b\u6703\u4e3b\u5f35 AI \u5e02\u5834\u6b63\u5feb\u901f\u64f4\u5f35\uff0c\u96d9\u65b9\u90fd\u6709\u6210\u9577\u7a7a\u9593\u3002\u7136\u800c\uff0c\u9019\u7b46\u4ea4\u6613\u986f\u793a\u65b0\u7684\u5747\u8861\uff1a\u8d85\u5927\u898f\u6a21\u96f2\u7aef\u8207\u6a21\u578b\u5be6\u9a57\u5ba4\u539f\u5247\u4e0a\u6703\u63a1\u7528\u591a\u4f86\u6e90\u7b56\u7565\u3002\u5982\u679c Nvidia \u7684\u5229\u6f64\u7387\u6216\u4ea4\u671f\u62c9\u9577\uff0cAMD \u5c31\u6709\u73fe\u6210\u7684\u7a7a\u9593\u53ef\u586b\u88dc\u3002\u5c0d Nvidia \u7684\u8b80\u6cd5\u4e0d\u662f\u5d29\u76e4\uff1b\u800c\u662f\u5728\u908a\u969b\u4e0a\u51fa\u73fe\u5e02\u5360\u9010\u6b65\u4fb5\u8755\u8207\u5b9a\u50f9\u6b0a\u7684\u6536\u7a84\u3002<\/p>\n

Intel \u88ab\u6392\u9664\u5728\u5916<\/h3>\n

\u5c0d Intel \u800c\u8a00\uff0c\u9019\u662f\u4e00\u6b21\u64e6\u69d3\u800c\u904e\u7684\u6a5f\u6703\u3002\u8a72\u516c\u53f8\u64c1\u6709\u653f\u5e9c\u652f\u6301\u7684\u88fd\u9020\u8a08\u756b\u3001\u91cd\u65b0\u632f\u8208\u7684\u6676\u5713\u4ee3\u5de5\u6558\u4e8b\u4ee5\u53ca\u7a4d\u6975\u7684\u52a0\u901f\u5668\u5e03\u5c40\u3002\u4f46 OpenAI \u7684\u9078\u64c7\u904e\u7a0b\u512a\u5148\u8003\u91cf\u53ef\u5feb\u901f\u64f4\u5c55\u7684\u6548\u80fd\u8207\u8fd1\u671f\u9650\u671f\u90e8\u7f72\u7684\u78ba\u5b9a\u6027\u3002Intel \u672a\u7372\u9752\u775e\u3002\u9019\u4e26\u4e0d\u4ee3\u8868 Intel \u7684 AI \u6545\u4e8b\u5c31\u6b64\u7d42\u7d50\u2014\u2014\u5176 Gaudi \u8def\u7dda\u5716\u8207\u6676\u5713\u4ee3\u5de5\u670d\u52d9\u4ecd\u5177\u91cd\u8981\u6027\uff0c\u7279\u5225\u662f\u5728\u5c01\u88dd\u8207 HBM \u4f9b\u61c9\u6210\u70ba\u74f6\u9838\u6642\u3002\u4e0d\u904e\uff0c\u9019\u51f8\u986f\u51fa\u8a72\u516c\u53f8\u8981\u8d0f\u5f97\u6700\u4e0a\u5c64\u68e7\u4f4d\u4ecd\u6709\u5f88\u9577\u7684\u8def\u8981\u8d70\u3002\u5982\u679c\u653f\u7b56\u652f\u6301\u8207\u8cc7\u672c\u652f\u51fa\u5c31\u8db3\u5920\uff0c\u60c5\u6cc1\u6703\u4e0d\u540c\uff1b\u4e8b\u5be6\u4e26\u975e\u5982\u6b64\u3002\u773c\u4e0b\u6c7a\u52dd\u7684\u662f\u57f7\u884c\u8207\u7522\u54c1\u9069\u914d\u3002\u82e5\u6295\u8cc7\u4eba\u8981\u70ba Intel \u7684\u7ffb\u8eab\u4e0b\u6ce8\uff0c\u4ed6\u5011\u5fc5\u9808\u5728\u6c92\u6709 OpenAI \u65d7\u8266\u5408\u7d04\u7684\u524d\u63d0\u4e0b\u8a55\u4f30\u5176\u5206\u5b50\u3002<\/p>\n

\u7522\u80fd\u554f\u984c\uff1a\u96fb\u529b\u3001HBM \u8207\u6642\u9593\u8868<\/h3>\n

1 GW \u7684 AI \u53e2\u96c6\uff0c\u5176\u5be6\u969b\u53ef\u884c\u6027\u53d6\u6c7a\u65bc\u80cc\u5f8c\u7684\u96fb\u529b\u3001\u8a18\u61b6\u9ad4\u3001\u5c01\u88dd\u8207\u51b7\u537b\u80fd\u529b\u3002AMD \u7684\u4ea4\u4ed8\u80fd\u529b\u4ef0\u8cf4\u5df2\u7dca\u4fcf\u591a\u5e74\u7684\u4f9b\u61c9\u93c8\uff1aTSMC \u7684\u5148\u9032\u5c01\u88dd\u3001\u4f86\u81ea SK Hynix\u3001Micron \u8207 Samsung \u7684\u9ad8\u983b\u5bec\u8a18\u61b6\u9ad4\uff0c\u4ee5\u53ca\u8a2d\u65bd\u7d1a\u7684\u71b1\u7ba1\u7406\u3002\u82e5\u8981\u628a\u898f\u6a21\u64f4\u5230 6 GW\u2014\u2014\u82e5\u9019\u662f\u8a8d\u80a1\u6b0a\u8b49\u8a2d\u8a08\u7684\u7d42\u9ede\u2014\u2014\u5c31\u5fc5\u9808\u5728\u591a\u500b\u64da\u9ede\u8207\u4f9b\u61c9\u5546\u4e4b\u9593\u9032\u884c\u540c\u6b65\u7684\u5efa\u8a2d\u3002\u9019\u4e5f\u89e3\u91cb\u4e86\u70ba\u4f55\u8981\u7b49\u5230 2026 \u5e74\u624d\u958b\u59cb\uff1a\u696d\u754c\u9700\u8981\u6642\u9593\u5efa\u7acb\u5be6\u9ad4\u8207\u96f6\u7d44\u4ef6\u7684\u7522\u80fd\u3002\u5c0d AMD \u800c\u8a00\uff0c\u597d\u6d88\u606f\u662f\u5b83\u4e0d\u5fc5\u6436\u5148\u7372\u5f97\u71df\u6536\uff0c\u624d\u80fd\u6210\u70ba\u591a\u5143\u5316\u4f9b\u61c9\u7684\u9996\u9078\u3002\u8d85\u5927\u898f\u6a21\u8cb7\u5bb6\u5df2\u660e\u78ba\u8868\u793a\u60f3\u8981\u7b2c\u4e8c\u4f86\u6e90\u3002OpenAI \u5408\u7d04\u5be6\u8cea\u4e0a\u70ba AMD \u9396\u5b9a\u4e86\u8a72\u4f4d\u7f6e\uff0c\u7d66\u4f9b\u61c9\u5546\u4e00\u500b\u5177\u9ad4\u7684\u9700\u6c42\u8a0a\u865f\uff0c\u4e5f\u7d66\u6295\u8cc7\u4eba\u4e00\u500b\u53ef\u5efa\u6a21\u7684\u6642\u9593\u7dda\u3002<\/p>\n

OpenAI \u7684\u6253\u6cd5\uff1a\u4eca\u65e5\u591a\u5143\u5316\uff0c\u660e\u65e5\u81ea\u4fdd<\/h3>\n

OpenAI \u6b63\u70ba\u901f\u5ea6\u8207\u751f\u5b58\u80fd\u529b\u4f48\u5c40\u3002\u8207 AMD \u7684\u5354\u8b70\u63d0\u4f9b\u8fd1\u4e2d\u671f\u7522\u80fd\uff0c\u540c\u6642\u964d\u4f4e\u5c0d Nvidia \u4f9b\u61c9\u7bc0\u594f\u7684\u4f9d\u8cf4\u3002\u8207\u6b64\u540c\u6642\uff0c\u6709\u5831\u5c0e\u6307\u51fa OpenAI \u6b63\u8207\u4e00\u5bb6\u5927\u578b\u534a\u5c0e\u9ad4\u5925\u4f34\u5408\u4f5c\u958b\u767c\u81ea\u6709 AI ASIC\uff0c\u9019\u6307\u5411\u4e00\u500b\u9577\u671f\u76ee\u6a19\uff1a\u638c\u63e1\u90a3\u4e9b\u80fd\u6c7a\u5b9a\u5dee\u7570\u5316\u8207\u6210\u672c\u63a7\u5236\u7684\u5806\u758a\u90e8\u5206\u3002\u96d9\u8ecc\u4e26\u884c\u662f\u5927\u578b\u79d1\u6280\u5e38\u898b\u7684\u7b56\u7565\u2014\u2014\u5c0d\u6c96\u7576\u4e0b\uff0c\u8a2d\u8a08\u672a\u4f86\u3002\u91cd\u8981\u7684\u662f\uff0c\u9019\u4e26\u4e0d\u62b5\u6d88\u8207 AMD \u7684\u5354\u8b70\u3002\u5373\u4fbf OpenAI \u7684\u81ea\u6709\u77fd\u7247\u5728 2026 \u5e74\u5e95\u6216 2027 \u5e74\u9054\u5230\u91cf\u7522\uff0c\u8a13\u7df4\u8207\u63a8\u8ad6\u7684\u9700\u6c42\u66f2\u7dda\u4ecd\u8db3\u5920\u9661\u5ced\uff0c\u53ef\u6d88\u5316\u591a\u7a2e\u67b6\u69cb\u3002\u5c0d AMD \u4f86\u8aaa\uff0c\u98a8\u96aa\u5728\u65bc\u81ea\u88fd\u6676\u7247\u53ef\u80fd\u4fb5\u8755\u9577\u671f\u51fa\u8ca8\u91cf\uff1b\u4f46\u76ee\u524d\u7684\u56de\u5831\u662f\u80fd\u5750\u5728\u5e02\u5834\u6700\u5927 AI \u7522\u80fd\u64f4\u5f35\u7684\u7b2c\u4e00\u6392\u3002<\/p>\n

\u6578\u5b57\u9700\u8981\u8b49\u660e\u7684\u4e8b<\/h3>\n

\u4eca\u65e5 AMD \u80a1\u50f9\u7684\u66b4\u6f32\u53cd\u6620\u4e86\u6295\u8cc7\u4eba\u5c0d\u672a\u4f86\u6578\u5e74\u71df\u6536\u6ed1\u52d5\u8def\u5f91\u7684\u9810\u671f\uff0c\u5e02\u5834\u6703\u9010\u5b63\u6aa2\u9a57\u95dc\u9375\u6307\u6a19\uff1a\u516c\u958b\u7533\u5831\u4e2d\u7684\u63a1\u8cfc\u627f\u8afe\u8207\u4e0d\u53ef\u53d6\u6d88\u7684\u5728\u624b\u8a02\u55ae\uff1b\u95dc\u9375\u4f9b\u61c9\u5546\u7684\u8cc7\u672c\u652f\u51fa\u8a0a\u865f\uff1b\u4ee5\u53ca\u95dc\u65bc MI450 \u5728\u529f\u8017\u6548\u7387\u8207\u8edf\u9ad4\u53ef\u79fb\u690d\u6027\u4e0a\u7684\u65e9\u671f\u57fa\u6e96\u6e2c\u8a66\u3002\u6ce8\u610f\u6bdb\u5229\u7387\u6307\u5f15\uff0c\u4ee5\u5224\u65b7\u662f\u5426\u56e0\u6436\u5360\u5e02\u5360\u800c\u51fa\u73fe\u964d\u50f9\uff1b\u4ee5\u53ca\u71df\u696d\u8cbb\u7528\u7d00\u5f8b\uff0c\u907f\u514d\u8017\u76e1\u908a\u969b\u5229\u6f64\u7684\u8ecd\u5099\u7af6\u8cfd\u3002\u540c\u6642\u95dc\u6ce8\u8a8d\u80a1\u6b0a\u8b49\u7684\u6b78\u5c6c\u4e8b\u4ef6\u2014\u2014\u90a3\u4e9b\u63ed\u9732\u5c07\u6c88\u9ed8\u5730\u78ba\u8a8d\u7522\u80fd\u5be6\u969b\u5230\u4f4d\u7684\u901f\u5ea6\u3002\u82e5 AMD \u80fd\u5728\u51fa\u8ca8\u653e\u91cf\u7684\u540c\u6642\u7dad\u6301\u63a5\u8fd1\u56db\u6210\u4e0b\u65ec\u81f3\u4e94\u6210\u51fa\u982d\u7684\u8cc7\u6599\u4e2d\u5fc3\u6bdb\u5229\u7387\uff0c\u5247\u9762\u5c0d\u7a00\u91cb\u7684 EPS \u7b97\u8853\u53ef\u884c\uff1b\u82e5\u505a\u4e0d\u5230\uff0c\u6558\u4e8b\u5c07\u8fc5\u901f\u7531\u72c2\u71b1\u8f49\u56de\u6311\u6230\u91cd\u91cd\u3002<\/p>\n

AI \u57fa\u790e\u8a2d\u65bd\u7684\u7d50\u8ad6<\/h3>\n

AMD\u2014OpenAI \u7684\u5354\u8b70\u6a19\u8a8c\u8457\u5f9e\u55ae\u4e00\u4f9b\u61c9\u5546\u4f9d\u8cf4\u5411\u53d7\u7af6\u722d\u3001\u591a\u4eba\u4f86\u6e90\u89d2\u9010\u7684\u9802\u7d1a AI \u904b\u7b97\u5e02\u5834\u7684\u8f49\u8b8a\u3002Nvidia \u4ecd\u70ba\u65e2\u6709\u8005\uff0c\u4e14\u53ef\u80fd\u6301\u7e8c\u6210\u9577\u3002\u4f46\u7576\u6709\u9700\u6c42\u65b9\u5728\u898f\u6a21\u4e0a\u89e3\u9396\u53ef\u4fe1\u66ff\u4ee3\u65b9\u6848\u6642\uff0cNvidia \u6240\u4eab\u6709\u7684\u50f9\u683c\u4fdd\u8b77\u5098\u4fbf\u6703\u6536\u7a84\u3002Intel \u4e26\u975e\u5df2\u51fa\u5c40\uff0c\u4f46\u5728\u6b64\u6848\u4e2d\u88ab\u6392\u9664\u3002\u5c0d AMD \u800c\u8a00\uff0c\u63a5\u4e0b\u4f86\u7684\u5de5\u4f5c\u4e26\u4e0d\u5149\u9bae\uff1a\u9054\u6210\u6548\u80fd\u76ee\u6a19\u3001\u9396\u5b9a\u4f9b\u61c9\uff0c\u4e26\u65bc 2026 \u5e74\u53ca\u4e4b\u5f8c\u57f7\u884c\u4e00\u9805\u56b4\u82db\u7684\u7269\u6d41\u8a08\u756b\u3002\u82e5\u516c\u53f8\u80fd\u8de8\u8d8a\u9019\u4e9b\u969c\u7919\uff0c\u4eca\u65e5\u7684\u6551\u6fdf\u6027\u53cd\u5f48\u53ef\u80fd\u8f49\u5316\u70ba\u5176\u9577\u671f AI \u5e02\u5360\u7684\u91cd\u65b0\u8a55\u50f9\uff1b\u82e5\u4e0d\u80fd\uff0c\u5e02\u5834\u5c07\u8a18\u4f4f\u5728\u4e00\u500b\u4ee5\u7522\u80fd\u800c\u975e\u627f\u8afe\u70ba\u8ca8\u5e63\u7684\u884c\u696d\u4e2d\uff0c\u60c5\u7dd2\u7ffb\u8f49\u7684\u901f\u5ea6\u6709\u591a\u5feb\u3002<\/p>\n","protected":false},"excerpt":{"rendered":"

AMD \u80a1\u50f9\u98c6\u5347 25%\uff0c\u56e0 OpenAI \u9078\u64c7 AMD \u800c\u975e Nvidia\uff0c\u96d9\u65b9\u7c3d\u4e0b\u6b21\u4e16\u4ee3 GPU \u5408\u7d04\u4e26\u53ef\u80fd\u7372\u5f97\u7d04 10% \u80a1\u6b0a\uff1b\u540c\u6642 Nvidia \u4e0b\u6ed1\u3001Intel \u932f\u5931\u826f\u6a5f\uff0c\u986f\u793a\u9ad8\u968e AI \u904b\u7b97\u5e02\u5834\u6b63\u671d\u591a\u6e90\u4f9b\u61c9\u8f49\u8b8a\u3002<\/p>\n","protected":false},"author":48,"featured_media":587492,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"footnotes":"","_links_to":"","_links_to_target":""},"categories":[426],"tags":[675,784,773],"class_list":["post-596791","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-market-news-zh-hant","tag--zh-hant","tag-784","tag-773"],"acf":[],"_links":{"self":[{"href":"https:\/\/nai500.com\/zh-hant\/wp-json\/wp\/v2\/posts\/596791","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\/48"}],"replies":[{"embeddable":true,"href":"https:\/\/nai500.com\/zh-hant\/wp-json\/wp\/v2\/comments?post=596791"}],"version-history":[{"count":1,"href":"https:\/\/nai500.com\/zh-hant\/wp-json\/wp\/v2\/posts\/596791\/revisions"}],"predecessor-version":[{"id":596822,"href":"https:\/\/nai500.com\/zh-hant\/wp-json\/wp\/v2\/posts\/596791\/revisions\/596822"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/nai500.com\/zh-hant\/wp-json\/wp\/v2\/media\/587492"}],"wp:attachment":[{"href":"https:\/\/nai500.com\/zh-hant\/wp-json\/wp\/v2\/media?parent=596791"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/nai500.com\/zh-hant\/wp-json\/wp\/v2\/categories?post=596791"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/nai500.com\/zh-hant\/wp-json\/wp\/v2\/tags?post=596791"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}