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← @文基起舞

$AMD

BULLISH2026-05-06
Price around the call
↑ 2026-05-06
By horizon✓ hit+19.0%
1d
✓ +10.6%
5d
✓ +7.8%
21d
✓ +19.0%
Original post
文基起舞 · 2026-05-06

$AMD(AMD)$电话会议上lisa也提出GPU和CPU的比例正在大幅发生变化,正在接近1:1而AMD的出货主要靠量的巨大增长,涨价只是一小部分。(电话会议翻译) 因此,当你安装一个大规模的计算设备时,你会知道,其中的比率、百分比,即作为该设备一部分的 CPU 所占的比例将会增加。业内的一些讨论话题涉及 CPU 与 GPU 的比例问题,虽然很难给出确切的答案,但我们确实观察到这一趋势正在发生。过去,CPU 与 GPU 的比例主要作为主机节点存在,配置为 1:4 或 1:8 之类,而现在这一比例正在发生变化,逐渐接近 1:1 的配置。或者,你知道,甚至你可以想象一下,如果拥有大量代理的话,你可能会拥有更多的中央处理器(CPU)和图形处理器(GPU)。所以,但你知道,总而言之,来回答你的问题,我认为这基本上是对 Tam 的补充。而且,关键是现在每个人在规划并考虑 CPU 的同时,也在考虑他们的加速器部署事宜,而这本身是一件好事,不是吗 $英特尔(INTC)$

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