AMD회장은 향후 5년간 AI의 슈퍼사이클을 말하다/AI 칩 시장 2027년 4천억달러(2024.09.10)

2024.09.10

The AI supercycle is just beginning: AMD CEO (yahoo.com)

AMD (AMD) chair and CEO Dr. Lisa Su says her company is just getting started with the high-powered AI chip drops.

"We have accelerated our AI roadmap and are on a one-year cadence of new products," Su told Yahoo Finance at the Goldman Sachs Communacopia & Technology Conference on Monday. "It is an AI supercycle."

Later this year, AMD will show off its MI325 AI chip followed by the MI350 next year and the MI400 in 2026 — taking aim at rival Nvidia's (NVDA) dominance.

 

AMD의 회장 겸 CEO 리사 수 박사는 자사의 고성능 AI 칩 출시가 이제 막 시작됐다고 말했습니다.

"우리는 AI 로드맵을 가속화했고 매년 새로운 제품을 출시하는 1년 주기를 따르고 있습니다."라고 수는 월요일 골드만 삭스 커뮤니코피아 & 테크놀로지 컨퍼런스에서 Yahoo Finance에 말했습니다. "이것은 AI 슈퍼사이클입니다."

올해 말에는 AMD가 MI325 AI 칩을 선보일 예정이며, 내년에는 MI350, 2026년에는 MI400을 출시해 경쟁사인 Nvidia(NVDA)의 지배력에 도전할 것입니다.

 

Added Su, "We believe we can have a very significant piece of the training and inference of these large language models."

 

수는 "우리가 이러한 대형 언어 모델들의 학습과 추론에서 매우 중요한 역할을 할 수 있을 것이라고 믿습니다."라고 덧붙였습니다.

 

The new MI chips teased by Su come hot on the heels of a successful debut of the MI300x release about a year ago. It can use up to 192GB of memory and boasts an astounding 153 billion transistors.

The beefy memory capabilities mean AMD's AI chip could be used to train large language models — such as OpenAI's ChatGPT — commonly known as "LLMs." This is a segment that has been dominated by Nvidia, but AMD is keen on carving out its own position in a rapidly growing marketplace.

 

수가 언급한 새로운 MI 칩들은 약 1년 전 성공적으로 출시된 MI300x의 뒤를 이어 공개되었습니다. 이 칩은 최대 192GB의 메모리를 사용할 수 있으며, 놀랍게도 1,530억 개의 트랜지스터를 자랑합니다.

이 강력한 메모리 기능 덕분에 AMD의 AI 칩은 OpenAI의 ChatGPT와 같은 대형 언어 모델(LLM)을 학습하는 데 사용할 수 있습니다. 이 분야는 Nvidia가 지배해왔지만, AMD는 빠르게 성장하는 시장에서 자사의 입지를 다지기 위해 노력하고 있습니다.

 

Su tells us AMD may notch $4.5 billion in sales from this chip alone in 2024, up from about $100 million in AI-related chip revenue last year. The company's previous guidance for the MI300 was around $4 billion in sales this year.

 

수는 2024년에 AMD가 이 칩 하나만으로 45억 달러의 매출을 기록할 수 있을 것이라고 말했습니다. 이는 지난해 AI 관련 칩 매출 약 1억 달러에서 크게 증가한 수치입니다. 회사는 올해 MI300에 대한 매출 예상치를 약 40억 달러로 제시한 바 있습니다.

 

It's the fastest-growing product in AMD's history, Su said.

"The MI300 guidance raise [in the second quarter] is a positive vs. falling expectations (including ours). AMD noted that supply/technical concerns are overstated and stated that they have not seen any cuts this year from their top customers (we believe Microsoft (MSFT), Meta (META) and Oracle (ORCL) are top 3). We assume the street will stay around $5 billion this year, which still supports the potential for $8-9 billion next year," Jefferies analyst Blayne Curtis said in a client note.

 

수는 "MI300은 AMD 역사상 가장 빠르게 성장하는 제품"이라고 말했습니다.

"2분기 MI300 가이던스 상향 조정은 하락하는 기대치(우리의 기대를 포함해)에 긍정적인 영향을 미쳤습니다. AMD는 공급 및 기술 문제에 대한 우려가 과장되었다고 언급했으며, 올해 주요 고객사에서 어떤 감축도 보지 못했다고 밝혔습니다. 우리는 Microsoft(MSFT), Meta(META), Oracle(ORCL)이 상위 3개 고객사라고 믿고 있습니다. 올해 매출이 약 50억 달러에 이를 것으로 예상되며, 이는 내년에 80억~90억 달러의 가능성을 뒷받침합니다."라고 Jefferies의 애널리스트 블레인 커티스는 고객 노트에서 말했습니다.

 

The momentum behind AI chips continues to power AMD's top and bottom lines.

Second quarter sales and earnings rose 9% and 19% year over year, respectively.

At the mid-point of its third quarter revenue outlook, AMD sees year-over-year growth of about 16% and sequential growth of approximately 15%.

"AI is a much larger cycle than I would have expected five years ago," Su said. "We are making big bets now for the next five years."

 

AI 칩의 추진력은 계속해서 AMD의 매출과 이익 성장을 이끌고 있습니다.
2분기 매출과 수익은 전년 대비 각각 9%와 19% 증가했습니다.

AMD는 3분기 매출 전망의 중간값 기준으로 전년 대비 약 16%, 전 분기 대비 약 15%의 성장을 예상하고 있습니다.
"AI는 5년 전에 예상했던 것보다 훨씬 더 큰 사이클입니다."라고 수는 말했습니다. "우리는 향후 5년을 위해 큰 베팅을 하고 있습니다."

 

 

 

 

 

 

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AMD CEO talks product pipeline in the 'AI super cycle' (yahoo.com)

 

Advanced Micro Devices (AMD) Chair and CEO Lisa Su sits down with Yahoo Finance executive editor Brian Sozzi to talk about the environment for AI chip manufacturers. The sector saw a shaky August as Nvidia (NVDA) and Broadcom (AVGO) both topped earnings estimates, but ultimately failed to wow Wall Street.

 

Advanced Micro Devices (AMD)의 회장 겸 CEO 리사 수(Lisa Su)가 Yahoo Finance의 편집장 브라이언 소지(Brian Sozzi)와 AI 칩 제조업체들의 환경에 대해 이야기했습니다. 이 부문은 8월 동안 다소 불안정한 모습을 보였는데, Nvidia(NVDA)와 Broadcom(AVGO) 모두 수익 예측을 초과했지만 결국 월스트리트를 놀라게 하지는 못했습니다.

 

"I believe this is a market that will grow to $400 billion by 2027, which is huge. And it is an AI supercycle," Su tells Yahoo Finance at the Goldman Sachs Communacopia & Technology Conference. "We're making big bets now for the next five years. And the key is there's no one-size fits-all in this technology race. It's all about end-to-end AI."

 

"저는 이 시장이 2027년까지 4,000억 달러 규모로 성장할 것이라고 믿습니다. 이는 엄청난 규모입니다. 그리고 이것은 AI 슈퍼사이클입니다."라고 리사 수는 골드만 삭스 커뮤니코피아 & 테크놀로지 컨퍼런스에서 Yahoo Finance에 말했습니다. "우리는 향후 5년 동안 큰 베팅을 하고 있습니다. 그리고 핵심은 이 기술 경쟁에서 만능 해결책은 없다는 점입니다. 모든 것은 끝에서 끝까지 이어지는 AI에 관한 것입니다."

 

Su expands upon the performance of AMD's latest hardware, calling the chipmaker's MI300X GPU accelerator "the fastest growing product that we've ever seen at AMD" since its launch last year. She cites AMD's "accelerated" AI roadmap as a catalyst for its product pipeline.

 

리사 수는 AMD의 최신 하드웨어 성능에 대해 자세히 설명하면서, 이 회사의 MI300X GPU 가속기를 "지난해 출시 이후 AMD에서 본 가장 빠르게 성장하는 제품"이라고 언급했습니다. 그녀는 AMD의 "가속화된" AI 로드맵이 제품 개발을 위한 촉매 역할을 하고 있다고 말했습니다.

 

 

"When we look at how fast AI is moving and how fast the models are moving, we need to have the latest and greatest technology every year. So we actually are now on a one year cadence of new products. So later this year, we're going to announce a new product, our MI325. Next year we'll have an MI350 series, in 2026 an MI400 series. So you're going to get to know AMD products really well."

 

"AI가 얼마나 빠르게 발전하고 있고, 모델들이 얼마나 빠르게 변화하는지를 보면, 우리는 매년 최신의 최고의 기술이 필요합니다. 그래서 실제로 우리는 매년 새로운 제품을 출시하는 1년 주기로 움직이고 있습니다. 그래서 올해 말에 새로운 제품, MI325를 발표할 예정입니다. 내년에는 MI350 시리즈가 나올 것이고, 2026년에는 MI400 시리즈가 나올 것입니다. 따라서 AMD 제품을 매우 잘 알게 될 것입니다."

 

Su also touches on AMD's M&A activity in the last several years as the industry attempts to expand the AI chip infrastructure in the United States.

When asked about the state of the US chip infrastructure, Su says the chip sector is "in a place where we must have geographic diversity" as both public and private investors push more capital into the space.

Catch more Yahoo Finance interviews and coverage from the Goldman Sachs Communacopia & Technology Conference.

For more expert insight and the latest market action, click here to watch this full episode of Market Domination Overtime.

 

수는 또한 미국 내 AI 칩 인프라 확장을 시도하는 업계에서 지난 몇 년간 AMD의 인수합병(M&A) 활동에 대해서도 언급했습니다.

미국 칩 인프라 현황에 대해 질문을 받았을 때, 수는 칩 부문이 "지리적 다양성을 반드시 가져야 하는 상황에 있다"고 말하며, 공공 및 민간 투자자들이 이 분야에 더 많은 자본을 투입하고 있다고 설명했습니다.

골드만 삭스 커뮤니코피아 & 테크놀로지 컨퍼런스에서 Yahoo Finance의 더 많은 인터뷰와 보도를 확인할 수 있습니다.

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