【人工智能】为什么大家不用AMD？| SemiAnalysis历时6个月深度评测 | 实际性能 | MI300X | MI325X | H200+TRT-LLM碾压 | TCO | 租赁市场
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May 30, 2025
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⭐️【官方商店 | 购买同款T恤】：https://go.bstp.hk/t-shirts 在人工智能算力军备竞赛的今天，NVIDIA的GPU几乎成为了全球数据中心的标配，而AMD的产品却似乎总是游离在主流视野之外。即便AMD近年来频繁发布MI300X、MI325X等重磅产品，甚至在部分技术参数上看似超越了竞品，但是市场的反馈却始终是不温不火，这背后究竟隐藏了怎样的技术博弈与市场逻辑呢？最近，半导体分析机构SemiAnalysis耗时6个月的时间，完成了一份超长的深度报告，或许能为我们揭开谜底。这份报告不仅涵盖了两家公司推理性能的全方位对比，还深入探讨了总拥有成本、租赁市场生态等关键议题，甚至直言不讳地指出，为何除了超大规模云服务提供商以外，几乎没有企业愿意采用AMD的GPU呢？今天，我们就来抽丝剥茧，解析一下这场AI算力战争背后的复杂图景。 https://semianalysis.com/2025/05/23/amd-vs-nvidia-inference-benchmark-who-wins-performance-cost-per-million-tokens/
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