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Advanced Micro Devices
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AMD는 새로운 GPU가 Nvidia와 동등하다고 주장하고, 소프트웨어 플랫폼 ROCm은 추론 성능에서 CUDA를 능가합니다.
Equity Bottom-Up
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13 Jun 2025 03:23
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AMD는 MI300-355를 출시했습니다. 이 칩은 학습 측면에서 엔비디아의 B200과 경쟁하며 추론 성능은 더욱 뛰어납니다. AMD는 2028년까지 AI 시장을 5,000억 달러 규모로 예상합니다. AMD의 주가는 엔비디아와 TSMC의 대안으로 저렴합니다.
전체 통찰력에서 다루는 내용:
AMD의 새로운 GPU 출시 소개
성능 비교: AMD MI355 vs. Nvidia B200
ROCm7 소프트웨어 장점
AMD의 시장 지위와 주가 평가
미래 시장 전망 및 AI 로드맵
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