以下文章来源于芯东西 ，作者ZeR0 芯东西 . 芯东西专注报道芯片、半导体产业创新，尤其是以芯片设计创新引领的计算新革命和国产替代浪潮；我们是一群追"芯"人，带你一起遨游"芯"辰大海。 来源 | 芯东西 芯东西11月11日报道，今日，AMD宣布完成对美国AI推理创企 MK1 的收购。MK1团队将加入AMD AI事业部，将其软件创新与AMD计算能力相 结合，在推进AMD的高速推理和企业级AI软件栈方面发挥关键作用。 MK1由埃隆·马斯克的朋友、Neuralink联合创始人保罗·梅罗拉（Paul Merolla）领导。在Neuralink，梅罗拉曾协助领导芯片设计工作，并开发能 够解码大脑活动的算法。他与曾任Neuralink团队负责人、致力于脑神经信号处理系统开发的Thong Wei Koh在2023年1月共同创立了MK1。 MK1拥有一支专注于高速推理和基于推理的AI技术的专家团队，这些技术均针对大规模部署进行了优化。团队其他成员包括来自Neuralink、 Meta、特斯拉、苹果的前工程师。其飞轮（Flywheel）技术针对AMD硬件进行了优化，目前每天可处理超过 1万亿个token 。 "几个月前，我们 ...

Core Insights - AMD has completed the acquisition of AI inference startup MK1, which will enhance its AI software capabilities and accelerate its enterprise-level AI initiatives [2][6] - MK1, led by Paul Merolla, focuses on high-speed inference technologies optimized for large-scale deployment, with a team comprising former engineers from Neuralink, Meta, Tesla, and Apple [2][6] - This acquisition is part of AMD's broader strategy to strengthen its position in the AI sector, following several other acquisitions aimed at enhancing its software capabilities [6][7] Company Developments - AMD's recent acquisitions include ZT Systems for $4.9 billion, Enosemi, and Untether AI, among others, indicating a strong push into the AI market [6][7] - The company reported a record revenue of $9.25 billion for Q3, a 36% year-over-year increase, and a net profit of $1.2 billion, up 61% [7] - AMD's stock price has doubled this year, reaching $243.98 per share, with a total market capitalization of $397.2 billion [7] Strategic Partnerships - AMD is collaborating with OpenAI, with plans to deploy 1 gigawatt of AMD Instinct MI450 GPUs by the second half of 2026, indicating a significant partnership in AI computing [7] - The company anticipates substantial growth in its AI business, projecting revenues to reach hundreds of billions by 2027 [7]

Core Insights - AMD has completed the acquisition of AI inference startup MK1, which will enhance its AI software stack and capabilities in high-speed inference and enterprise-level AI solutions [1][6] - MK1, led by Paul Merolla, focuses on high-speed inference technologies optimized for large-scale deployment, with a team comprising former engineers from Neuralink, Meta, Tesla, and Apple [1][6] - The acquisition is part of AMD's broader AI strategy, which includes multiple acquisitions aimed at strengthening its software capabilities [6][7] Company Developments - The MK1 team will integrate its software innovations with AMD's computing power, contributing to the development of a robust AI software ecosystem [1][2] - AMD's recent acquisitions include ZT Systems for $4.9 billion, Enosemi, and Untether AI, indicating a strong push into the AI sector [6][7] - AMD reported a record revenue of $9.25 billion for Q3, a 36% year-over-year increase, and a net profit of $1.2 billion, up 61% [7] Financial Performance - AMD's Q4 revenue guidance is projected at $9.6 billion, exceeding market expectations [7] - The company anticipates its AI business revenue to reach hundreds of billions by 2027 [7] - AMD's stock price has doubled this year, currently at $243.98 per share, with a market capitalization of $397.2 billion [7]