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《时代》杂志于周四（12月11日）将"人工智能建筑师"评选为年度人物，凸显了那些工作在尖端科技领域、正在改变人类的 美国科技巨头。 英伟达的黄仁勋、OpenAI的萨姆·阿尔特曼以及xAI的埃隆·马斯克位列其中。该杂志称，这些企业家"握住了历史的舵轮，他 们开发的技术和做出的决策正在重塑信息景观、气候和我们的生计"。 该杂志称，这些企业家"握住了历史的舵轮，他们开发的技术和做出的决策正在重塑信息景观、气候和我们的生计"。 "这是我们这个时代最具影响力的单一技术，"黄仁勋对《时代》杂志说，并预测人工智能将使全球经济从100万亿美元增长 到500万亿美元。 该杂志也指出了人工智能的阴暗面。 今年出现了多起诉讼，指控聊天机器人导致了青少年自杀和心理健康危机。同时，随着越来越多的公司竞相取代人类员 工，工作岗位流失的危机若隐若现。 财经频道更多独家策划、专家专栏，免费查阅>> 责任编辑：栎树 "他们重新定位了政府政策，改变了地缘政治竞争格局，并将机器人带入家庭。人工智能已成为自核武器问世以来，大国竞 争中arguably最具影响力的工具。" 杂志的两个封面之一，灵感来源于1932年标志性的"摩天大楼上的午餐"照片，该照 ...

Summary of AMD Conference Call Company Overview - The conference call discusses AMD's strategic initiatives and market outlook, particularly in the context of AI and data center opportunities. Key Points Industry Dynamics - Major companies are significantly increasing capital expenditures supported by free cash flow, benefiting the entire ecosystem [2][3] - Confidence in AI's commercial prospects is rising, with real application cases emerging, leading to productivity improvements and reduced inference costs [2][3] - The data center market presents a trillion-dollar opportunity, with accelerators capturing a significant share, including general-purpose and custom ASIC chips [2][4] AMD's Strategic Partnerships - AMD signed a multi-year 6 GW collaboration agreement with OpenAI, which is a defensive agreement based on performance warrants [2][5] - The first gigawatt-level product is planned for deployment in the second half of 2026, with gradual scaling in 2027 [2][5] - Collaboration with Meta on the Helios rack, designed to meet OCP standards, aims for high-density deployment [2][6] Product Focus and Market Position - AMD does not sell heavy rack-level systems but focuses on high-value components like GPUs, CPUs, and networking [2][7] - The client business has seen a 60% revenue growth over three consecutive quarters, driven by improved average selling prices (ASP) and a shift towards high-end PC and enterprise markets [3][12] - The company anticipates that GPU gross margins will gradually rise as business scales and solutions optimize [2][7] Market Opportunities and Challenges - The data center market is expected to see a shift from general silicon chips to custom silicon chips, with ASICs projected to capture 20%-25% of the market [4][5] - AMD's addressable market is estimated at one trillion, focusing on data center opportunities, including accelerators and CPUs, while competitors may include broader infrastructure components [4][5] - The company is closely monitoring the Chinese market dynamics and has received some licenses to operate within regulatory frameworks [10][11] Future Outlook - AMD aims for overall gross margins to reach 55%-58% in the long term, driven by investments in high-margin business areas and expanding market share [7][12] - The company is focused on reducing total cost of ownership (TCO) in data centers while supporting open standards, with significant developments in their Infinity Fabric technology [9][10] Competitive Landscape - AMD is evaluating customer AI workload characteristics and maintaining flexibility in hardware design, with ongoing assessments of general versus dedicated silicon needs [8][9] - The company is positioned well in the server market, with a rapidly expanding enterprise customer base and significant CPU demand driven by inference computing [12] Conclusion - AMD is strategically positioned to capitalize on the growing AI and data center markets, with strong partnerships, a focus on high-value products, and a commitment to innovation and flexibility in its offerings [2][3][4][5][6][7][8][9][10][11][12]

北京时间12月11日晚间消息，《时代》周刊官方宣布，2025年度人物授予"AI构建者"。 《时代》表示："2025年，人工智能的全部潜力全面爆发，其发展趋势已是大势所趋。正是这群 人开创了智能机器时代，既让人类惊叹不已，也让人们心怀忧虑；他们重塑当下，更突破了诸多 可能性的边界 —— 因此，人工智能构建者当选《时代》周刊2025年度人物。" 该杂志为其"年度人物"特刊发布了两张封面图片。右图由数字艺术家杰森·塞勒创作，它对1932 年的照片《摩天楼顶上的午餐》进行了重新演绎，将照片中的铁匠换成了来自顶尖科技和AI公司 的高管，包括马克·扎克伯格（Meta）、苏姿丰（AMD）、埃隆·马斯克（xAI）、黄仁勋（英伟 达）、萨姆·奥特曼（OpenAI）、德米斯·哈萨比斯（DeepMind）、达里奥·阿莫迪 （Anthropic）以及李飞飞（以人为本人工智能研究院）。 左图由插画师兼图形动画师彼得·克罗瑟创作，其画面中这些领导人物置身于环绕着"AI"字母的建 筑脚手架之中。 值得一提的是，该结果正式公布的一天内，杂志封面已在社交媒体被泄露。 此外，还有网友质疑，既然是人工智能构建者，为什么谷歌CEO桑达尔·皮查伊不在 ...

AMD appears to be gaining ground on Nvidia.The debate of AMD (AMD 0.31%) versus Nvidia (NVDA 1.92%) hardware for tasks like gaming or PCs is one that could wage forever. But the debate of Nvidia versus AMD hardware for artificial intelligence (AI) processing is a short one: Nvidia beats AMD all day long. However, that's an older notion that's beginning to shift.AMD is starting to see real momentum in its product offering, and may start competing with Nvidia on a more level playing field in the near future. ...

Advanced Micro Devices Inc (NASDAQ:AMD) experienced a significant Power Inflow alert, a key bullish indicator that is closely tracked by traders who value order flow analytics, specifically institutional and retail order flow data.At 10:02 AM EST on December 11, AMD triggered a Power Inflow signal at a price of $210.84. AMD had seen a steep decrease in the stock price leading up to the Power Inflow alert, dropping by as much as 2% in the opening hour of trading. At the time of the signal, and shortly after, ...

NEW YORK (AP) — Accompanying Time's annual person of the year selection Thursday is a magazine cover that resembles the “Lunch Atop a Skyscraper” photograph from the 1930s showing eight of the “ Architects of AI ” sitting on the beam. “This was the year when artificial intelligence’s full potential roared into view, and when it became clear that there will be no turning back or opting out,” Time editor-in-chief Sam Jacobs wrote in an explanation of the choice. The magazine was deliberate in selecting peo ...

《时代》主编雅各布斯在接受电视采访时说，如今各行业开始竞相部署AI，这对社会产生了巨大的影响。眼下的盛况也让他想起了马克吐温笔下的"镀金时 代"，当时的社会话语权集中在极少数人身上，同时也存在令人难以置信的不平等。 "镀金时代"指的是美国南北战争结束到20世纪初的那段时期，当时工业和技术得到了前所未有的发展，百万富翁频繁诞生。 在本期杂志中，《时代》作者们还探讨了其他焦点话题，包括人工智能推动者，与担心被人工智能取代的普通人之间的紧张关系。 美东时间12月11日，《时代》周刊公布了2025"年度人物"：正在构建、设计和塑造人工智能，以及传播这项技术的商业大咖和幕后科学家。 《时代》周刊称，今年是人工智能全部潜力真正轰然显现的一年，它触及了我们生活的方方面面，从经济到教育。"AI的缔造者们"为了开启"思考型机器"的 时代、让全人类惊叹亦忧虑、改变当下并突破可能性的界限。 该杂志将围绕这一主题发行两个封面，一个是正在锻造中的巨型字母AI，另一个是受1932年经典摆拍照片《摩天大楼上的午餐》启发而作的人工智能界著 名人物群像：Meta的扎克伯格、AMD的苏姿丰、xAI的马斯克、英伟达的黄仁勋、OpenAI的奥特曼、 ...

Oracle just raised a fresh red flag for investors worried that tech companies are getting ahead of themselves when it comes it their massive capex spending. Oracle stock plunged 14% on Thursday after the tech giant reported an earnings beat but delivered revenue that was below Wall Street estimates, posting $16.06 billion compared to $16.21 billion expected by analysts. Cloud sales rose 34% from the previous quarter but also fell short of estimates.Importantly, Oracle also pledged to spend about $15 billio ...

左图由插画师兼图形动画师彼得·克罗瑟创作，其画面中这些领导人物置身于环绕着"AI"字母的建筑脚 手架之中。 值得一提的是，该结果正式公布的一天内，杂志封面已在社交媒体被泄露。 北京时间12月11日晚间消息，《时代》周刊官方宣布，2025年度人物授予"AI构建者"。 《时代》表示："2025年，人工智能的全部潜力全面爆发，其发展趋势已是大势所趋。正是这群人开创 了智能机器时代，既让人类惊叹不已，也让人们心怀忧虑；他们重塑当下，更突破了诸多可能性的边界 —— 因此，人工智能构建者当选《时代》周刊2025年度人物。" 该杂志为其"年度人物"特刊发布了两张封面图片。右图由数字艺术家杰森·塞勒创作，它对1932年的照 片《摩天楼顶上的午餐》进行了重新演绎，将照片中的铁匠换成了来自顶尖科技和AI公司的高管，包 括马克·扎克伯格（Meta）、苏姿丰（AMD）、埃隆·马斯克（xAI）、黄仁勋（英伟达）、萨姆·奥特曼 （OpenAI）、德米斯·哈萨比斯（DeepMind）、达里奥·阿莫迪（Anthropic）以及李飞飞（以人为本人 工智能研究院）。 此外，还有网友质疑，既然是人工智能构建者，为什么谷歌CEO桑达尔·皮查伊不在列 ...