苏姿丰和她的“去英伟达”战争

华尔街见闻
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苏姿丰执掌AMD十余年,带领公司市值从不足30亿美元飙涨百倍。面对英伟达垄断的AI芯片市场,她通过“股权换订单”深度绑定OpenAI、Meta等大客户,提前押注AI推理赛道,并以MI系列芯片实现性能跨越。同时,她亲自赴韩锁定HBM产能,构建从投资生态到供应链的完整布局,悄然推进AI数据中心市场的“去英伟达化”。苏姿丰2014年接任AMD首席执行官时,这家公司的市值还不到30亿美元。如今,这个数字已...

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