I can't tell you how excited we are with the progress our partners are making with the latest AMD EPYC 8005 server CPUs. These CPUs are a true triple threat that packs big performance into remarkably low power envelopes and small footprint single socket servers. Let's hear from AMD partners about how they're using AMD EPYC 8005 server CPUs to transform their solutions and product lines.With AMD EPYC 8005 server CPUs, our platform runs entirely at the edge, delivering high performance in a small footprint. U ...

Enterprise AI adoption is rapidly accelerating. To support enterprises AMD latest offering, the AMD Instinct MI350P PCIe card built on the leading AMD CDNA™ 4 architecture brings high memory capacity, high performance through low precision formats with standard enterprise connectivity, power and cooling. With simplified deployment using AMD Enterprise AI software built on ROCm™ software, these cards deliver an ecosystem friendly, enterprise-ready, scalable AI without data-center redesign. ...

继GPU、存储之后，AI算力的焦虑正式蔓延至CPU领域。从2025年底起，服务器CPU价格飙升近30%，交期甚至拉长到半年，曾经的“AI配角”正重回舞台中心，不仅AMD、英特尔、ARM财报集体炸裂，连英伟达也下场抢食。 本期视频，我们就从Agent爆发、超长上下文、数据中心配比变化等多个角度，拆解这轮CPU短缺背后的真正原因。为什么GPU越强，反而越依赖CPU？为什么AI应用落地，会让整个计算系统的瓶颈发生转移？而各大巨头厂商又在这场新的产能战争里做了哪些布局？ 更重要的是，这轮短缺究竟只是周期性现象，还是AI时代新的长期结构性问题？CPU重新崛起，是否意味着AI基础设施正在进入下一阶段？ 时间轴： 00:00 CPU需求暴涨， “三巨头”集体交出炸裂财报 01:44 Agent兴起：GPU越快，CPU越堵 02:55 百万Token时代：上下文越长，CPU活越多 04:04 晶圆生产：台积电售罄，英特尔良率爬坡 05:01 封装材料：ABF载板引发的连锁短缺 05:39 AMD：最大受益者，也是最焦虑的受益者 06:05 英特尔：加价30亿美元买回产能控制权 06:26 英伟达与Arm：CPU市场的新入局者 ...