（原标题：AMD苏姿丰到访中国） 人民财讯12月16日电，12月16日，美国超威半导体公司（AMD）董事会主席兼首席执行官苏姿丰率高 管团队造访联想集团位于北京的全球总部。在联想集团多位高管陪同下，AMD一行参观了包括人形机 器人在内的多项联想最新产品与技术成果。 转自：证券时报 ...

12月16日上午，美国超威半导体公司（AMD）董事会主席兼首席执行官苏姿丰率高管团队造访联想集 团位于北京的全球总部。多张流传于网络的照片显示，在联想集团多位高管陪同下，AMD一行参观了 包括人形机器人在内的多项联想最新产品与技术成果。 作为全球人工智能芯片产业中仅次于英伟达的第二大厂商，AMD在过去两年迅速提升其在AI算力市场 中的战略地位。《时代》周刊日前公布的2025年"年度人物"评选中，"AI的缔造者们"被选为年度人物， 其中包括英伟达首席执行官黄仁勋、xAI创始人埃隆·马斯克、AMD董事会主席兼CEO苏姿丰以及 OpenAI首席执行官萨姆·奥尔特曼。 苏姿丰与联想集团之间的互动并非首次。2025年3月，苏姿丰到访中国，其抵达后造访的第一家企业正 是联想集团。随后，双方宣布将在AI PC领域展开多项合作，并进一步加深在AI服务器方面的协同。 AMD与联想集团共同服务着包括微软、Meta、甲骨文在内的多家全球头部云计算与AI集群客户。 几乎在同一时间轴上，联想集团也在加速深化与英伟达的关系。据了解，约一个月前，联想集团全体董 事会成员及核心高管团队受邀访问英伟达位于美国加州的总部，双方围绕AI基础设施、 ...

Market Analysis by covering: Broadcom Inc. Read 's Market Analysis on Investing.com ...

来源：环球网 【环球网科技综合报道】12月16日消息，据科技媒体OC3D报道，显卡制造企业蓝宝科技北美公关经理 Ed Crisler近日公开发声，呼吁AMD等GPU芯片制造商放宽设计限制，给予板卡合作伙伴更大的创新空 间，以推动显卡市场差异化发展。 作为AMD的独家板卡合作伙伴，蓝宝石与华硕、技嘉、微星等同行相比，其市场表现和产品线长期受 芯片制造商提供的技术条件约束。Ed Crisler表示，这一现状并非个例，英伟达的板卡合作伙伴同样面 临类似限制。 Ed Crisler表示，尽管板卡合作伙伴目前可在散热器更换、布局调整等方面进行优化，但严格的设计限 制仍制约了在用户体验功能和工业设计上的创新潜力。他期待芯片制造商进一步放宽限制，让各品牌产 品能够在设计上脱颖而出，为消费者提供更多元化的选择。（纯钧） "我们希望芯片制造商能适当放权，"Ed Crisler强调，"只需提供核心芯片、显存，明确主板兼容的必要 参数，剩下的设计工作应交由合作伙伴完成。让我们充分发挥创意，打造真正差异化的产品，改变当前 市场同质化日趋明显的局面。" 他指出，当前同一级别GPU的工厂超频显卡，其最低与最高频率对应的性能差异仅在1.5 ...

Core Insights - The article discusses the significant rise in server spending during the AI boom, comparing it to the internet bubble era, highlighting the differences in scale and market dynamics [2][4][5] Server Market Trends - IDC has ceased quarterly reporting of server data since Q4 2023, which raises concerns about transparency and the motivations behind this decision [4] - Server spending has not returned to the peak levels seen during the internet bubble, despite a brief recovery in proprietary systems spending [5][6] - The market has experienced fluctuations due to various economic factors, including the 2008 recession and the COVID-19 pandemic, which impacted server sales [5][6][7] Current Market Dynamics - Current server spending is significantly higher than in 1999, driven by GPU and XPU systems, with quarterly sales reaching $100 billion or more [7][10] - There is uncertainty regarding the sustainability of this spending, as many companies have yet to demonstrate revenue that matches the scale of their server investments [7][11] Future Projections - IDC's forecasts suggest that total server spending could reach approximately $3 trillion from 2014 to 2029, with AI-related server spending accounting for $21.8 billion [10] - The article emphasizes the challenges in chip production and the need for evidence of investment returns to support such high levels of spending [11] Company Performance - Dell Technologies leads the market with a revenue of $9.3 billion in Q3 2025, while ODM vendors have captured nearly 60% of global server revenue [12][14] - X86 server sales reached $76.3 billion, growing by 32.8%, while non-X86 server sales surged by 192.7% to $36.2 billion, indicating a shift towards Arm servers in large data centers [13]

周一美股成交额第1名特斯拉收涨3.56%，股价创近一年新高，成交541.09亿美元。据该公司管理层透露 及当地目击者称，特斯拉公司正在奥斯汀试点无安全员随车的Robotaxi服务，此前的测试阶段曾配备车 内监控人员。 此后特斯拉CEO马斯克亦确认奥斯汀无人驾驶Robotaxi测试正在进行。 券商韦德布什在最新报告中乐观预计：特斯拉市值在2026年底将达3万亿美元，FSD渗透率或达50%以 上。分析师Dan Ives表示："我们认为特斯拉正朝着'人工智能革命'的方向大步迈进，2026年自动驾驶与 机器人技术将成为核心发力点，这一转型将'改写行业规则，定义特斯拉的未来'。我们维持对特斯拉 的'跑赢大盘'评级，目标股价仍为600美元。" 第2名英伟达收高0.73%，成交289.36亿美元。英伟达宣布正式发布新一代旗舰开源模型系列Nemotron 3。该系列相较前代产品，在运算速度、成本效益与智能水平上均有提升，其最大特点是采用了创新的 混合Mamba-Transformer专家模型架构。 第3名博通收跌5.59%，成交225.25亿美元。至此该股已经连续三个交易日下跌，三日累计下跌17.7%。 中金公司维持博通跑赢 ...

Market on close. Shares of Nvidia are higher on the day as Bernstein is keeping its bullish outlook on the stock, reiterating its outperform rating and its $275 price target. The analyst says he believes Nvidia is about two years ahead of Google's TPU efforts and views its hardware as better suited for rapidly evolving AI models and cloud infrastructure.And now it's time for Options Corner. Of course, Nvidia the focus today. Joining us, Rick Ducat, our lead market technician to take a closer look at Nvidia. ...

Key Takeaways 2026 quantum investing shifts from pure-play builders to enablers with classical infrastructure & secure IT.AMD is partnering with IBM to link quantum systems with CPUs, GPUs and accelerators for hybrid workflows.Oracle Cloud is hosting post-quantum cryptography solutions aimed at government-grade security needs.Headlines these days highlight pure-play quantum computing startups racing to build fault-tolerant machines. But history suggests that the earliest and most durable value creation in e ...

Lisa Su, chairwoman and CEO of Advanced Micro Devices (AMD), delivers the opening keynote speech at Computex 2024, Taiwan's premier tech expo, in Taipei on June 3, 2024. (Photo by I-Hwa CHENG / AFP) (Photo by I-HWA CHENG/AFP via Getty Images)AFP via Getty ImagesAdvanced Micro Devices (AMD) shares have decreased by 18.6% over the course of 21 trading days. This recent downturn stems from revived worries concerning intense competition in AI and Oracle's capital expenditure troubles, yet steep declines such as ...

Key Takeaways NVDA is gaining ground in enterprise AI with growing adoption of DGX Cloud and CUDA-based solutions.MTSI is benefiting from data center upgrades and military demand for advanced RF and optical chips.AMD's MI300 series boosts its generative AI edge with strong cloud traction and 7 nm chip innovations.The bull run in equity markets in the outgoing year, following the tariff bloodbath, was largely driven by AI, with investors betting big on its inherent growth prospects. AI-based semiconductor ch ...