$Advanced Micro Devices (AMD.US)$ launched the AMD EPYC 4004 Series processors that complement the existing AMD EPYC server CPU portfolio with new cost-optimized offerings for small and medium businesses and hosted IT service providers.
The AMD EPYC 4004 Series CPUs, powered by the highly efficient "Zen 4" architecture, target the price-sensitive buyer.
A server powered by a single AMD EPYC 4564P CPU delivers a 1.8x increase in performance per CPU dollar compared to an Intel Corp (NASDAQ:INTC) Xeon E-2488 CPU.
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Analysts consider AMD the second most critical AI beneficiary after Nvidia Corp (NASDAQ:NVDA). Recent reports indicated that Microsoft Corp (NASDAQ:MSFT) may opt for AMD artificial intelligence chips for its cloud computing clients as it battles a supply crisis regarding Nvidia H100 GPUs.
Meanwhile, despite intense competition, AMD noted a boost in its market share in the x86 processor market for client and server categories.
Analysts noted AMD's substantial gains in the server CPU market and its successful capture of market share in the merchant accelerator sector with the Mi300 series, positioning it as a strong competitor to Nvidia in the merchant accelerators market.
They also highlighted the untapped revenue synergies from AMD's acquisition of Xilinx, indicating a long-term potential exceeding $10 billion.
Investors can gain exposure to AMD via AOT Growth And Innovation ETF (NASDAQ:AOTG) and Spear Alpha ETF (NASDAQ:SPRX).
Price Actions: AMD shares traded lower by 1.20% at $164.33 at the last check Tuesday.
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$美国超微公司 (AMD.US)$ 推出了AMD EPYC 4004系列处理器,该处理器为中小型企业和托管IT服务提供商提供了新的成本优化产品,对现有的AMD EPYC服务器CPU产品组合进行了补充。
由高效的 “Zen 4” 架构提供支持的AMD EPYC 4004系列CPU瞄准了对价格敏感的买家。
与英特尔公司(纳斯达克股票代码:INTC)至强 E-2488 CPU相比,由单个AMD EPYC 4564P CPU提供支持的服务器每美元CPU的性能提高了1.8倍。
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分析师认为,AMD是仅次于英伟达公司(纳斯达克股票代码:NVDA)的第二重要的人工智能受益者。最近的报道显示,微软公司(纳斯达克股票代码:MSFT)可能会为其云计算客户选择AMD人工智能芯片,以应对有关Nvidia H100 GPU的供应危机。
同时,尽管竞争激烈,但AMD注意到其在x86处理器市场中客户端和服务器类别的市场份额有所增加。
分析师指出,AMD在服务器CPU市场取得了长足的进步,并凭借Mi300系列成功占领了商用加速器领域的市场份额,使其成为Nvidia在商用加速器市场的有力竞争对手。
他们还强调了AMD收购赛灵思所带来的未开发的收入协同效应,表明长期潜力超过100亿美元。
投资者可以通过AOT增长与创新ETF(纳斯达克股票代码:AOTG)和Spear Alpha ETF(纳斯达克股票代码:SPRX)获得对AMD的敞口。
价格走势:在周二的最后一次检查中,AMD股价下跌1.20%,至164.33美元。
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