NVIDIA described Vera as the strongest competitor ever to Intel and AMD x86_64 processors in a keynote slide. However, Jensen Huang denied that Vera CPU was intended to take Intel and AMD's market when asked during a global media Q&A. The distinction suggests NVIDIA wants Vera viewed as more than a direct replacement for conventional x86_64 CPUs.
When Lisa Su became AMD's CEO in 2014, the company was near bankruptcy with a $2 stock price. She turned it around through two critical bets: transitioning advanced manufacturing entirely to TSMC, and pioneering the modular "Chiplet" architecture. These strategic moves allowed AMD to leapfrog Intel in performance and efficiency, driving its market cap past $760 billion.
繼 AMD 董事長暨執行長蘇姿丰的台灣行程告一段落後,NVIDIA 執行長黃仁勳於今日再度抵達台灣。他下飛機後首站便直奔南港,參與 Meet-a-Claw 開發者大會並發表專題演講,再度引發台灣科技界與開發者社群的高度關注。
AMD 執行長蘇姿丰表示,AI 應用正從訓練快速轉向推論階段,帶動 CPU 需求急遽上升。過去半年至一年內少有人提及的 CPU 短缺問題,自去年底起已出現明顯供需轉變。她預期 CPU 市場將迎來年增 35% 的成長,且硬體架構很快將轉變為 CPU 與 GPU 比例趨近「1:1」的新格局。
AMD 執行長蘇姿丰透露在台灣投資百億美元的背後邏輯。她指出,AMD 積極採用 2.5D、3D 及 CoWoS、EFB 等先進封裝技術,當要求合作夥伴加速量產時,AMD 理應共同分擔投資。這筆百億資金不僅是實質支持,更是對台灣頂尖半導體技術投下的巨大信任票。
Hugging Face 宣布與 AMD 展開深度合作,全面優化 AMD Instinct MI300X GPU。透過 AMD ROCm 軟體棧與 Hugging Face 核心庫(如 Transformers、TGI)的無縫整合,開發者無需修改程式碼即可在 MI300X 上運行 Llama 3 等大型模型。MI300X 憑藉 192GB HBM3 超大記憶體,為企業提供極具性價比且能擺脫單一晶片供應商依賴的高效能 AI 算力選擇。