AMD Instinct MI325X加速器的市场表现 - Instinct MI325X加速器因可扩展性有限和批量出货延迟导致商业成功受限 [1] - 不支持机架规模配置且即将推出更具竞争力的MI355X是其缺乏关注的主要原因 [1] - 与Nvidia H200相比延迟三个季度出货 并与Nvidia B200同步推出 [1] - 客户普遍青睐Nvidia Blackwell因其性价比显著提升 [1] Instinct MI325X的技术局限性 - 最大扩展规模仅支持8个GPU 远低于Nvidia B200的72个GPU [2] - 构建超过8个GPU的集群需转向扩展架构 使用以太网或Infiniband会降低可扩展性 [2] - 采用缓慢因功耗高达1000W且性能提升不明显 [2] - 需要新机箱且无法从现有平台轻松升级 [2] 客户反馈与竞争态势 - 微软在2024年对AMD GPU表示失望且无后续订单 [3] - 因降价策略 甲骨文等公司重新产生兴趣 [3] - MI355X若定价合理且软件支持强大可能获得关注 但仍无法与Nvidia GB200 NVL72竞争 [3] - MI355X可能在非机架规模部署中取得成功 前提是具有竞争力的TCO和成熟软件 [3]

Advanced Micro Devices (AMD 4.64%), also known as AMD, reported earnings on May 6, and they were impressive. The chipmaker has been showing signs of progress and a faster growth rate. That could be indicative of the competition that its chips may offer to rival Nvidia, potentially giving the tech giant something to worry about. Shares of AMD rallied in the days following the earnings release. However, it may not necessarily be smooth sailing for the chipmaker due to a couple of issues. The first pertains to ...