12/24/2024, 09:17 AM UTC
2025年AMD可能比2024年更糟:AI梦想正在破灭Why AMD's 2025 Could Be Worse Than 2024: AI Dreams Are Crumbling
1、AMD在AI和GPU市场面临重大竞争挑战,与NVIDIA的主导地位以及主要云服务提供商的定制硅解决方案竞争。2、NVIDIA继续主导AI加速器市场,这可能会限制AMD预期的市场份额低于5%。3、AMD的PC处理器市场可能在2025年放缓,英特尔和高通在企业领域尤其构成激烈竞争。1. AMD is facing significant competitive challenges in the AI and GPU markets, struggling against NVIDIA's dominance and custom silicon solutions from major cloud providers. 2. NVIDIA continues to dominate the AI accelerator market, which could limit AMD's projected market share to below 5%. 3. AMD's PC processor market may see a slowdown in 2025, with Intel and Qualcomm posing tough competition, especially in enterprise segments.---
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