Micron 从周期性被抛弃的企业到成为 AI 利润引擎的路径愈发难以忽视。作为 DRAM 制造商，其股价在财报前后剧烈波动，投资者在解析一波长期合约和面向 Nvidia 训练集群及超大规模推理中心的高带宽内存（HBM）溢价定价时反复权衡。尽管财报业绩和指引亮眼，发布后股价仍下跌约 7.5%，现在的争论不再是 AI 需求是否真实，而是 Micron 新获得的定价权能否维持足够久，从而使其成为美国除 ...
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AMD boosts AI server CPU outlook, lifts 2030 TAM to $120B+, with Data Center revenue up 57% and EPYC deployments soaring—read ...
Note from Dec 2022: The code here work beautifully and I plan to continue making minor bug fixes maintaining the current functionality. But I no longer will be making any improvements to this project.
High performance: close to roofline fp16 TensorCore (NVIDIA GPU) / MatrixCore (AMD GPU) performance on major models, including ResNet, MaskRCNN, BERT, VisionTransformer, Stable Diffusion, etc. Unified ...
Imagine giving your home to your next-door neighbour for free, then paying them to park your car on the drive? It sounds like a Monty Python sketch, but thanks to PM Keir Starmer's woke-obsessed ...
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