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Oct. 11, 2024, 2 a.m.
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Ma AMD waa Tartan Adag oo Nvidia ka dhex jira Suuqyada Chip-yada AI?

Brief news summary

Maalgashadayaasha ku jira sahamiyada sirdoonka macmalka ah (AI) ayaa sii kordhaya waxay tixgelinayaan Advanced Micro Devices (AMD) bedel u ah Nvidia, oo caan ku ah heysiga teknolojiyadaha chip-ka. Isbedelkan waxaa sabab u noqday walaac ka dhashay qiimeynta sare ee Nvidia, gaar ahaan iyadoo la tixgelinayo hordhaca AMD ee darajooyinka AI MI300 ee qiimo-la'aanta, kuwaas oo Oracle dooratay loogu talagalay OCI Compute Supercluster, taas oo muujineysa muhiimadda sii kordheysa ee AMD ee warshadaha AI. AMD sidoo kale waxay eegaysaa 2025 si ay u bilowdo chip-yada MI325X iyo qaab-dhismeedka CDNA ee la cusboonaysiiyay, taas oo iftiiminta ballanta ay ugu jiraan kor u qaadista awoodda kombuyuutarka. Qeybtii hore ee sanadkan, AMD waxay gaadhay $11 bilyan oo dakhli ah iyo faa'iido saa'id ah $388 milyan, iyadoo ka faa'iideysaneysa kororka 98% ee dailyka ee cutubka xarunta xogta, taasoo hadda sameysta 46% wadarta dakhliga. Iyadoo ay wajahayaan culeysyo ku jirata qeybta ciyaaraha iyo qeybaha ku dhexjira, AMD's saamiga ayaa kudayacsan 15%. Ratio-keeda qiime-iyo-iib (P/S) wuxuu taagan yahay 12, taas oo aad uga hooseeysa tasaaha 33 ee Nvidiaya, taas oo muujineysa boos weyn oo kobacin ku jira. Iyada oo diirada la saarayo iibinta chip-yada AI oo kordhaya iyo xasillinta qeybaha kala duwan ee ganacsiga, AMD waa ku haboon tahay in ay tartan la gasho Nvidia warshadaha sii caasidoonka ah ee teknolojiyada AI.

Maalgashadayaasha raadinaya saamiyo sare ee sirdoonka macmal ah (AI), Nvidia waxay inta badan maskaxda ku soo dhacdaa sababtoo ah hogaaminta ay kaga hor martay si abuurista chip-yada AI, taas oo ka dhigtay inay ku badiso suuqa faa'iidada badan leh. Si kastaba ha ahaatee, qiimeynta sare ee Nvidiaya ayaa laga yaabaa inay qaar ka mid ah maalgashadayaasha ka leex-leejiso iibsashada saamiyada iyada, iyagoo ku kalifaya inay baaraan bedel kale. Tartame suurtagal ah ee la tixgeliyo waa Advanced Micro Devices (AMD). Si looga hortago heysashada hogaanka Nvidia, AMD waxay daahfuray taxane MI300 ah ee dar-dar geliyayaashooda AI, taas oo siinaysa doorasho qiimo-ku-oogaan loogu talagalay macaamiisha aan awoodin inay iibsadaan chip-yada qaaliga ah ee Nvidia. Dhawaan, Oracle waxay dooratay chip-yada MI300X ee AMD ee muuqaalka OCI Compute Supercluster, taas oo muujineysa booska sii adkaada ee AMD ee suuqa.

Intaa waxaa dheer, AMD waxa ay qorsheynaysaa in ay soo saarto chip-yada MI325X qeybta dambe ee sanadkan, kaas oo si weyn kor ugu qaadi doona awooda xusuusta iyo xawaaraha bandhiga xogta. Sanadka 2025, AMD waxay diyaar u tahay inay daahfurto qaab-dhismeedkeeda CDNA ee la cusboonaysiiyay, kaas oo ballan qaaday awoodda kombuyuutarka ee korodhay. In kasta oo waxqabadka dhaqaale ee guud ee AMD laga yaabo inuu hadda yahay mid aan soo jiidan lahayn—muujinaya kordhinta dakhliga ee dhexdhexaadka ah ee 6% qeybtii hore ee sanadka—cutubka xarunta xogta ee diiradda saaraya chip-yada AI ayaa arkay kobac weyn, iyadoo dakhliga uu kor u kacay 98% sanad-ka-sanad ilaa $5. 2 bilyan. Qeybtaan ayaa hadda noqotay qeyb weyn oo ka mid ah dakhliga AMD, iyadoo la mid ah isbeddelka Nvidia, halkaasoo dar-dar geliyayaasha AI ay si tartiib tartiib ah u wadaan kobaca. In kasta oo qiimaha saamiyada uu kaliya kordhay 15% sanadkan marka la barbar dhigo kororka layaabka leh ee 155% ee Nvidia, AMD waxay ka ganacsataa qiime ratio ee qiime-iyo-iib (P/S) ah oo soo jiidasho leh 12, taas oo aad uga duwan tasaaha P/S ee Nvidia oo ah 33. Haddii AMD sii wadato inay yarayso farqiga u dhexeeya soosaarka chip-yada AI oo ay u soo celiso qeybaha ciyaaraha iyo kuwa ku dhexjira ah kobac, saamiyada waxay lahaan karaan awood dhanka sare ah oo weyn. Gebogebadii, in kasta oo Nvidia laga yaabo in loo arko xulashada ugu sareysa ee maalgashadayaasha AI, AMD waxay soo bandhigeysaa bedel suurtagal ah oo leh rajooyin kobcitaan weyn leh, gaar ahaan marka ay kordhiso heshiisyada chip-yada AI oo ay hagaajiso waxqabadka dhaqaale ee qeybaha kala duwan.


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