AMD Gains Ground in AI Chip Market, Oracle Exec Confirms Growing Demand: Report
AMD Gains Ground in AI Chip Market, Oracle Exec Confirms Growing Demand: Report
Advanced Micro Devices, Inc (NASDAQ:AMD) client Oracle Corp (NYSE:ORCL) acknowledged the chip designer gaining traction in the data center chip market for artificial intelligence despite Nvidia Corp's moat.
Advanced Micro Devices, Inc（纳斯达克股票代码：AMD）的客户甲骨文公司（纽约证券交易所代码：ORCL）承认，尽管英伟达公司有护城河，但该芯片设计师在人工智能数据中心芯片市场获得了越来越多的关注。
Oracle cloud business executive Karan Batta told the Information regarding customers' openness to multiple vendors for inference computing implying opportunities for AMD and rivals.
甲骨文云业务主管卡兰·巴塔告诉《信息》，客户对多家供应商的推理计算持开放态度，这意味着AMD和竞争对手都有机会。
Recent reports indicated AMD is currently ditching the premium gaming GPU market for the mainstream and mid-range GPUs. The update followed after AMD hired Nvidia's Keith Strier to helm AMD's AI vision.
最近的报告显示，AMD目前正在放弃高端游戏GPU市场，转而使用主流和中端GPU。此次更新是在AMD聘请英伟达的基思·斯特里尔来掌管AMD的人工智能愿景之后发布的。
BofA Securities analyst Justin Post hailed the recent Oracle and Amazon.Com Inc (NASDAQ:AMZN) partnership. This partnership offers cloud providers a sizable opportunity to unlock demand for infrastructure and applications, which in turn implies demand for Nvidia and AMD AI chips.
美银证券分析师贾斯汀·波斯特对甲骨文和亚马逊公司（纳斯达克股票代码：AMZN）最近的合作表示欢迎。这种合作关系为云提供商提供了释放对基础设施和应用程序需求的巨大机会，这反过来又意味着对Nvidia和AMD AI芯片的需求。
Mai Capital Management portfolio manager Chris Grisanti, in a CNBC interview, cold-shouldered the recent semiconductor and AI chip stock selloff, citing sustained AI ambitions of cash-rich Big Tech giants.
Mai Capital Management投资组合经理克里斯·格里桑蒂在接受CNBC采访时对最近的半导体和人工智能芯片股票抛售持冷淡，理由是现金充裕的大型科技巨头持续的人工智能野心。
JPMorgan analyst Harlan Sur projects AMD's revenue from data center GPUs to grow by $5 billion in the current fiscal year.
摩根大通分析师哈兰·苏尔预计，在本财年，AMD的数据中心GPU收入将增长50亿美元。
AMD stock gained 35% in the last 12 months. Investors can gain exposure to AMD through iShares Core S&P 500 ETF (NYSE:IVV) and Vanguard Total Stock Market ETF (NYSE:VTI).
在过去的12个月中，AMD的股票上涨了35％。投资者可以通过iShares Core标准普尔500指数ETF（纽约证券交易所代码：IVV）和Vanguard Total Stock Market ETF（纽约证券交易所代码：VTI）获得对AMD的敞口。
Price Actions: AMD stock is up 2.32% at $156.15 at the last check Wednesday.
价格走势：在周三的最后一次检查中，AMD股价上涨2.32％，至156.15美元。
Photo by jamesonwu1972 via Shutterstock
照片由 jamesonwu1972 通过 Shutterstock 拍摄
