对抗英伟达，AMD的另一把利器

Core Viewpoint - AMD is actively pursuing strategic acquisitions to enhance its position in the AI market, which is currently dominated by Nvidia [2][4][10] Group 1: Strategic Acquisitions - AMD's recent acquisitions include Brium, Silo AI, Nod.ai, and the engineering team from Untether AI, aimed at strengthening its AI software, inference optimization, and chip design capabilities [4][10] - The acquisition of Brium is seen as a key step to enhance AMD's AI software capabilities, particularly in compiler technology and end-to-end AI inference optimization [6][8] - AMD's recruitment of talent from Untether AI focuses on compiler and kernel development, as well as SoC design, indicating a strong push towards inference-specific technologies [9][10] Group 2: Performance Gap with Nvidia - AMD aims to close the performance and ecosystem gap between its Instinct GPUs and Nvidia's Blackwell series [5][10] - Despite these efforts, AMD is still perceived as trailing behind Nvidia in the AI software ecosystem, with Nvidia maintaining a significant lead in hardware efficiency and software integration [9][10] - The sentiment in the industry suggests that energy efficiency and inference performance are becoming the next frontiers, rather than just building the fastest systems for training large models [10]