在第四季度达成一系列巨额交易之后，AMD本季度也面临着很高的业绩目标，这些交易包括与 OpenAI和Oracle的合作。 第四季度，随着人工智能工具所需的数据中心需求持续飙升，各公司也加大了投资力度。 如果您希望可以时常见面，欢迎标星收藏哦~ AMDCEO苏姿丰为公司疲软的业绩预测辩护，周三她告诉 CNBC，这家芯片制造商近几个月来需 求有所上升，但与此同时，该公司股价暴跌 17%，创下自 2017 年 5 月以来最糟糕的单日表现。 "作为业内人士，我可以告诉你，人工智能的发展速度是我之前无法想象的，"她告诉 CNBC ，并 补充说，需求持续超过计算需求。 苏姿丰表示，AMD的数据中心业务从第四季度到第一季度加速增长，随着企业快速增加人工智能 企业工作的计算能力，对其中央处理器的需求"呈爆炸式增长"。 该公司周二公布的第四季度业绩超出华尔街预期，但一些分析师认为其前景疲软，令业绩黯然失 色。 AMD表示，预计第一季度营收为98亿美元，上下浮动3亿美元。此前预期为93.8亿美元。 一些分析师预计，在人工智能支出增加和大规模数据中心建设的推动下，该公司前景将更加强劲。 苏姿丰告诉 CNBC，随着 AMD 开始交付 ...

Product & Technology - Supermicro and AMD collaborate to provide advanced and energy-efficient solutions for training, inferencing, edge computing, and telco applications [1] - Supermicro offers liquid-cooled systems for AI training and inferencing, supporting Turin and Genoa processors, as well as MI300X and MI325X GPUs [2] - Supermicro also provides air-cooled systems based on Turin processors and MI325X GPUs [2] - Supermicro's 8-way system is the highest-performing platform based on AMD [3] - Supermicro offers compute and storage platforms based on Turin processors, supporting high-frequency, medium-core count (32 or 64 cores), and massive core count applications in 1U and 2U form factors [4] - Supermicro's storage solutions leverage 128 lanes of PCI Express Gen 5 for high performance [5] Market Focus - Supermicro provides platforms for standard compute and storage, catering to various ISVs for scale-out and standard storage [5] - Supermicro offers platforms suitable for AI, standard compute, and storage, with options for air-cooled or liquid-cooled systems [6] - Supermicro emphasizes efficient and fast time-to-market solutions [6]