来源：环球网 【环球网科技综合报道】10月9日消息，IBM 近日宣布其研发的AI推理加速器Spyre将于本季度正式投 入商业使用。其中，z17与LinuxONE 5两款产品将于10月28日率先支持Spyre，Power11则计划在12月初 完成对该附加组件的适配，标志着IBM在AI硬件加速领域的技术成果正式落地应用。 从技术参数来看，Spyre加速器采用PCIe AIC卡外形规格，单卡功耗控制在75W，在保障性能的同时兼 顾能效。该加速器搭载32个加速器核心，采用先进的5nm工艺制程，晶体管数量高达256亿，为高效处 理AI推理任务奠定坚实硬件基础。在部署能力上，z17和LinuxONE 5单机可支持48张Spyre卡同时运 行，Power11则可集成16张该附加卡，能根据不同企业的算力需求提供灵活的部署方案。 在应用价值方面，IBM强调，Spyre加速器将帮助企业客户在本地环境中部署多模态AI推理负载。这一 特性不仅能显著提升企业业务运营效率，加速AI技术在实际业务场景中的应用落地，更重要的是，可 确保企业核心数据、交易信息及关键应用程序的安全，有效解决了企业在引入AI技术时对数据安全的 顾虑，为企业数字化 ...

Core Viewpoint - Samsung Electronics is expected to achieve an operating profit exceeding 10 trillion KRW for the first time in about a year in Q3 2023, driven by improvements in its high bandwidth memory (HBM) and foundry businesses, alongside strong global sales of its Galaxy series smartphones and the upcoming mass production of its 2nm Exynos 2600 mobile application processor [1][3][4]. Group 1: Financial Performance - Samsung Electronics' Q3 2023 sales are projected to reach 82.7 trillion KRW, with an operating profit of 10.7 trillion KRW, marking a return to the 10 trillion KRW profit club [3]. - The company's operating profit has seen a significant decline from 10.44 trillion KRW in Q2 2022 to 4.7 trillion KRW in Q2 2023, reflecting challenges in the HBM market and missed opportunities in the AI sector [1]. - Analysts predict that Samsung's operating profit could rise to 12 trillion KRW in Q4 2023, with a target stock price adjustment to 10.5 trillion KRW [3]. Group 2: Business Developments - Samsung has signed a contract worth approximately 23 trillion KRW to produce the next-generation AI6 chip for Tesla, indicating a potential recovery in its foundry business [2]. - The company is also set to supply image sensors to Apple and has secured a contract for IBM's next-generation Power11 data center chip, suggesting a strengthening of its foundry capabilities [2]. - The anticipated mass production of the Exynos 2600, which has received positive evaluations from global verification agencies, could lead to its integration into all models of the upcoming Galaxy S26 smartphone [2]. Group 3: Market Position and Future Outlook - There is speculation that Qualcomm may resume semiconductor foundry production with Samsung, following contracts with Tesla, Apple, and IBM, which could further stabilize Samsung's foundry business [3]. - Financial analysts expect Samsung's sales to grow by 12% year-on-year to 358 trillion KRW in the next year, with operating profit projected to increase by 66% to 53.4 trillion KRW, marking the highest performance in eight years [4].

Financial Data and Key Metrics Changes - In Q2 2025, the company reported revenue of $17 billion, adjusted EBITDA of $4.7 billion, and operating pre-tax income of $3.2 billion, with operating earnings per share at $2.8 [18] - Revenue growth exceeded 5% at constant currency, with adjusted EBITDA growth of 16% and operating earnings per share growth of 15% [19][27] - Free cash flow for the first half reached $4.8 billion, marking the highest first half free cash flow margin in many years [25] Business Line Data and Key Metrics Changes - Software revenue grew 8%, with annual recurring revenue (ARR) increasing to $22.7 billion, up 10% year-over-year [20] - Red Hat's growth accelerated to 14%, driven by strong demand for hybrid cloud solutions [20] - Infrastructure revenue increased by 11%, with hybrid infrastructure up 19% and IBM Z revenue up 67% due to the strong start of the Z17 program [21] - Consulting revenue remained flat, with Intelligent Operations revenue growing 2% and Strategy and Technology declining by 2% [22] Market Data and Key Metrics Changes - The company noted strong demand for technology across various regions, including Japan, South Asia, and the Middle East, with enterprise technology expected to grow in the 5% to 7% range [51] - The geopolitical environment has led some clients to adopt a cautious approach, but overall spending is expected to remain robust [6][7] Company Strategy and Development Direction - The company's strategy focuses on hybrid cloud and artificial intelligence, supported by five key elements: client trust, flexible platforms, sustained innovation, deep domain expertise, and a broad ecosystem [8] - The company is expanding its partner ecosystem to deliver AI at scale, with collaborations announced with major firms like Oracle, AWS, and Microsoft [11] - The company aims to achieve approximately $4.5 billion in annual run rate savings by the end of 2025, enhancing operational efficiency [30] Management's Comments on Operating Environment and Future Outlook - Management expressed optimism about the macroeconomic environment, highlighting strong demand for technology and the potential for long-term growth [50] - The company raised its expectations for free cash flow to above $13.5 billion for the year, reflecting confidence in its ability to deliver sustainable, profitable growth [17][27] - Management acknowledged the dynamic environment but emphasized the strength of the company's portfolio and disciplined strategy [31] Other Important Information - The company closed the acquisition of DataStax, enhancing its capabilities in real-time scalable data for AI-driven applications [16] - The launch of the Z17 mainframe is expected to drive future growth, with significant advancements in AI inference operations [14] Q&A Session Summary Question: Can you elaborate on software trends and organic growth? - Management confirmed that organic growth in software has decelerated but remains confident in approaching double-digit growth for the year, driven by Red Hat and automation [34][36] Question: What are customer spending priorities in the current environment? - Management noted that customers are prioritizing AI and technology investments to improve efficiency and reduce costs, with a strong focus on modernization [49][52] Question: Why not raise guidance despite positive trends? - Management explained that while they are optimistic, they prefer to maintain a conservative approach, ensuring they meet expectations for the remainder of the year [57][66] Question: What is the outlook for software growth heading into 2026? - Management expressed confidence in maintaining or improving growth rates in software, driven by strong demand for Red Hat and automation solutions [70][72] Question: How is AI impacting customer spending in non-AI areas? - Management indicated that AI investments are largely incremental, enhancing existing products and services rather than cannibalizing other areas [88][92]

Core Insights - IBM's Power11 chips are 55% faster than the previous Power9 generation, which debuted in 2017, and are designed for various applications beyond supercomputers [3][4] - The Power11 architecture supports up to 30 cores per socket, with a maximum of 240 threads due to simultaneous multithreading, offering competitive performance against AMD and Intel [3][4] - IBM claims that Power11 delivers twice the performance per watt compared to x86 systems, emphasizing energy efficiency and system resilience [5][4] Product Features - Power11 introduces resource groups to enhance utilization and performance without increasing energy consumption, along with a power-saving mode that can improve efficiency by 28% [4] - The architecture allows for 99.9999% uptime, with features like hot-swappable components for maintenance without downtime [5] - Power11 systems will include AI accelerators capable of running large and small language models, indicating a focus on AI integration [5][6] System Configurations - The top-tier IBM E1180 can support up to 64 cores and 512 threads, with a maximum memory capacity of 16TB using DDR5 [7][26] - The E1150 model shares many features with the E1180 but can support up to 120 cores, showcasing flexibility in configurations [8][30] - Smaller configurations like the S1124 and S1122 are designed for reliability in compact environments, with varying core and memory capacities [32][34] Market Positioning - IBM aims to provide a modern platform that enhances performance and functionality for existing customers while attracting new ones [37] - The introduction of PowerVS hybrid cloud services allows enterprises to manage both on-premises and cloud servers seamlessly, addressing deployment challenges in the IBM POWER ecosystem [21] - The company is focusing on expanding its custom accelerators from IBM Z to POWER servers, enhancing its competitive edge in the market [19][16]