公众号记得加星标⭐️，第一时间看推送不会错过。 向一组 AI 张量引擎添加大容量 SRAM 模块，或者更进一步，采用此类引擎的晶圆级阵列，都能为 AI 推理提供强力加速。这一点已被 AI 新兴企业 Cerebras Systems、SambaNova Systems（据传英 特尔在去年年底曾试图收购该公司）、Groq（刚刚被英伟达以 200 亿美元收购）以及 Graphcore （一年半前被软银以 6 亿美元收购）在与英伟达和 AMD 的 GPU 对比中反复证明。 但今日正式走出隐身模式的初创公司 Taalas 表示，如果你真的想挑战 AI 推理的极限，那么正确的 做法是不再绕圈子，将训练完成的 AI 推理权重直接编码到芯片的晶体管中，并去掉那些为了让计算 引擎保持可灵活调整、以便企业不断微调模型而附带的所有软件冗余。 通过这种方式，你还可以从根本上简化 AI 设备的架构。并且，以 Taalas 所采用的方式，还能够消 除困扰所有串行和并行计算引擎 —— 尤其是 GPU 和 AI XPU—— 的计算与内存之间的壁垒。这些 GPU 和 AI XPU 不得不借助 HBM 堆叠 DRAM，以获得与其浮点和整数性能相 ...

AMD正在用金融"兜底"换取AI芯片出货的加速度，以追赶英伟达在数据中心AI芯片上的领先优势。 据The Information援引知情人士称，AMD将为数据中心与云服务初创公司Crusoe的一笔3亿美元贷款提 供实质性担保，贷款方为高盛，资金将用于购买AMD的AI芯片并安装在俄亥俄州一座数据中心。 知情人士称，这笔贷款将以芯片及相关设备作为抵押。作为担保安排的一部分，如果Crusoe找不到愿意 使用这些芯片的客户，例如AI开发者，AMD将同意从Crusoe租用这些芯片，从而为Crusoe提供"需求 兜底"。 其中，英伟达投资了CoreWeave，并同意购买CoreWeave无法向其他客户出售的算力容量。CoreWeave 在2023年建立了首个债务融资安排，规模23亿美元，以英伟达芯片及客户合同作支撑。 类似融资也在扩散。伦敦的Nscale本月表示已获得包括Pimco和Blue Owl Capital在内机构提供的14亿美 元贷款，其发言人称该贷款由公司合同与芯片作担保。 追赶压力：CEO设定份额目标，AMD加码非常规促销手段 这笔Crusoe融资安排凸显AMD正用更多非传统方式争夺AI芯片市场。The I ...

2026年央视马年春晚，既是全民文化盛宴，更是全球芯片产业的"实战大阅兵"。从舞台机器人到幕后转播，从主分会场联动到终端呈现，每一处科技亮点 都离不开芯片支撑，集中展示了国内外顶尖芯片企业实力，彰显中国芯片从"可用"到"好用"的突破。 舞台C位：四家人形机器人的"芯脏对决"（8家芯片企业护航） 魔法原子、银河通用、宇树科技、松延动力四台机器人集体亮相春晚，其流畅动作与精准交互均由底层芯片调控，8家芯片企业构成这些"科技演员"的核 心支撑。 （一）魔法原子MagicBot Z1：国产化芯片的纯血展示 该机器人亮相歌曲《智造未来》，核心芯片实现100%国产化。 全志科技 ：提供主控SoC芯片，承担机器人整体调度、运动规划与指令分发，保障舞蹈动作精准同步。 芯联集成 ：与魔法原子联合研发高集成电驱控芯片，并代工传感器模组与伺服驱动芯片，直接决定机器人关节响应速度与动作流畅度。 （二）银河通用Galbot G1：高算力芯片支撑AI交互 英伟达（NVIDIA） ：搭载AGX Orin 64GB版本芯片，算力达275 TOPS，支撑大模型驱动的复杂交互，适配其算法高算力需求。 （三）宇树科技Unitree H1：多芯片适 ...

Core Viewpoint - Advanced Micro Devices (AMD) is set to supply AI chips for a 200MW data center in India, indicating a significant expansion in its AI-related business operations [1]. Group 1 - AMD's involvement in the AI chip supply for the data center highlights the growing demand for AI technology in the region [1]. - The announcement reflects AMD's strategic focus on enhancing its position in the AI market [1]. - The data center's capacity of 200MW suggests a substantial investment in infrastructure to support AI applications [1].

Feb 19 (Reuters) - Advanced Micro Devices is set to provide a $300 million loan guarantee for cloud computing startup Crusoe ‌to buy and deploy its AI chips, The Information ‌reported on Thursday, following in the footsteps of rival AI giant Nvidia . AMD backstopped the ​deal by offering to lease back its own chips from Crusoe if the startup is unable to secure customers such as AI developers, The Information said, citing people with knowledge of the deal. The loan ‌from Goldman Sachs will ⁠be backed b ...

Group 1 - Advanced Micro Devices (AMD) is providing a $300 million loan guarantee to startup Crusoe for the purchase of AI chips [1] - The AI chips will be deployed in a data center located in Ohio [1]

Core Insights - AMD will support a $300 million loan for Crusoe, which is backed by Goldman Sachs and secured by chip products [1] Group 1 - The loan amount is $300 million, indicating significant financial backing for Crusoe [1] - The loan is facilitated by Goldman Sachs, a major player in investment banking [1] - The loan is secured by chip products, highlighting the importance of semiconductor technology in financing [1]

Group 1 - Advanced Micro Devices (AMD) shares are influenced by the growing AI infrastructure in India, which is creating new demand and supply-chain pressures for chipmakers [1][3] - The collaboration between OpenAI and Tata Group aims to develop a one-gigawatt AI infrastructure in India, highlighting the competitive landscape for global chipmakers [1] - Super Micro Computer Inc is considering local production in India to meet the expanding AI market, indicating a shift in manufacturing strategies among AI server companies [2][3] Group 2 - India is becoming a focal point for AI investment, with companies like NVIDIA also increasing their presence and partnerships in the region [3] - The AI infrastructure expansion is facing challenges due to supply constraints and allocation issues in the accelerator market, which could impact AMD's cost structure [4] - AMD shares experienced a slight increase of 0.92%, reaching $201.97, reflecting market interest amid the evolving AI landscape [5]

Group 1 - The core viewpoint is that AMD's stock is currently viewed with uncertainty, but analysts expect a rally in the future, with Bernstein's Stacy Rasgon maintaining a 'Hold' rating while projecting a price target of $235 within the next 12 months [2][5] - Wall Street's overall sentiment towards AMD is mixed, with a balance of 'Hold' and 'Buy' ratings, leading to an average price target of $286.80, indicating a 'Strong Buy' status over the last three months [3] - The optimism surrounding AMD's stock is supported by a strong earnings report that exceeded revenue forecasts by $600 million, particularly driven by robust sales in China [5] Group 2 - Despite the positive earnings report, concerns remain due to weak guidance and AMD's high valuation, trading at a 25x multiple based on fiscal year 2027 earnings per share of $9.25, making it the most expensive player in the AI sector [6][7] - AMD may benefit from a potential shift in the consumer market if Nvidia retreats from new-generation gaming hardware, creating an opportunity for AMD to fill the void [8] - However, the existence of these potential tailwinds is uncertain, primarily due to an AI-driven memory shortage that is increasing production costs and limiting output [9]

Group 1 - The article provides a market analysis focusing on Advanced Micro Devices Inc (AMD) and Navitas Semiconductor Corp, highlighting their performance and market trends [1] - AMD is noted for its competitive positioning in the semiconductor industry, particularly in the CPU and GPU markets, which are experiencing significant growth [1] - Navitas Semiconductor Corp is recognized for its innovations in power semiconductor technology, which is crucial for energy efficiency in various applications [1] Group 2 - The analysis indicates that AMD's revenue growth is driven by strong demand in gaming and data center segments, with a reported increase of 20% year-over-year [1] - Navitas Semiconductor Corp has seen a rise in market adoption of its GaN technology, leading to a 15% increase in sales compared to the previous year [1] - The overall semiconductor market is projected to grow at a compound annual growth rate (CAGR) of 10% over the next five years, indicating robust opportunities for both companies [1]