分析丨AMD搞定千亿新订单,将成Meta AI基础设施核心?

AI芯天下
Mar 06

前言:AMD与Meta联合官宣,双方达成一项覆盖多年、跨多代产品的深度战略同盟。它是AMD向英伟达行业霸权发起的最猛烈冲锋,是Meta算力多元化战略的关键落子。连续拿下OpenAI、Meta两个全球最顶级的AI客户,合计12GW的算力订单,AMD貌似撕开了英伟达垄断的小口子。作者| 方文三图片来源|网 络算力军备赛里的精妙利益设计在当下的AI基础设施语境里,1GW约等于一座大型AI训练/推理园区,...

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