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民生證券呂偉:GPU芯片的市場格局或將發生變化,AMD將對英偉達形成強有力的挑戰
格隆匯 05-26 21:14
格隆匯5月26日丨民生證券計算機行業首席分析師呂偉在今日舉行的格隆彙集結令《智辯Ⅱ:新科技革命與新改革機遇——探討AI+與中特估+的市場邏輯和投資機遇》活動中發表《AI行情的新階段:從雲到端》的主題演講。作為國內近三年首批去硅谷調研AI的分析師,他表示:1)AI大模型後來者的追趕難度並沒有大家想象的那麼大,中國大模型追趕海外也會比較快。2)GPU芯片的市場格局或將發生變化,在微軟等巨頭的強力支持下,AMD較為薄弱的軟件生態有望取得長足進步,AMD將對英偉達形成強有力的挑戰。3)大模型部署在邊緣側與移動端是一個必然的趨勢,尤其在近期谷歌發佈移動端大模型和ChatGPT在蘋果手機上的App正式上線之後,這一趨勢逐步被市場認知,大模型是非標準化的各類AIoT終端等待已久的統一操作系統。
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