AMD发布两代旗舰AI芯片欲叫板英伟达 大摩：MI400或成关键拐点

Core Viewpoint - AMD is positioning itself to compete with NVIDIA by launching its strongest AI product lineup, including flagship data center AI chips and related infrastructure [1] Group 1: Product Launch - AMD unveiled its flagship data center AI chips, AI software stack, rack-level infrastructure, AI network cards, and DPU at the AMD Advancing AI conference [1] - The focus remains on the upcoming MI400/450 products expected to launch next year, which could have a significant impact if delivered on time [1] Group 2: Market Implications - Morgan Stanley suggests that the MI400 could be a critical turning point for AMD in the AI market, indicating the potential for increased competitiveness against NVIDIA [1]