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AMD将向Anthropic投资至多50亿美元,双方签订AI芯片供应协议_我的网站

A | 当地时间7月22日,芯片厂商AMD宣布与大模型厂商Anthropic达成战略合作。Anthropic将在AMD Helios机架级解决方案中部署至多2吉瓦的AMD MI450系列GPU,首个吉瓦的部署将于2027年上半年开始。
By Anthony C. Didlake Jr.
Of all the hazards that hurricanes bring, storm surge is the greatest threat to life and property along the coast. It can sweep homes off their foundations, flood riverside communities miles inland, and break up dunes and levees that normally protect coastal areas against storms.
As a hurricane reaches the coast, it pushes a huge volume of ocean water ashore. This is what we call storm surge.
This surge appears as a gradual rise in the water level as the storm approaches. Depending on the size and track of the hurricane, storm surge flooding can last for several hours. It then recedes after the storm passes.
Water level heights during a hurricane can reach 20 feet or more above normal sea level. With powerful waves on top of it, a hurricane’s storm surge can cause catastrophic damage.
What determines how high storm surge gets?
Storm surge begins over the open ocean. The strong winds of a hurricane push the ocean waters around and cause water to pile up under the storm. The low air pressure of the storm also plays a small role in lifting the water level. The height and extent of this pile of water depend on the strength and size of the hurricane.
As this pile of water moves toward the coast, other factors can change its height and extent.
If a coastal area has a sea floor that gently slopes away from the coastline, it’s more likely to see a higher storm surge than an area with a steeper drop-off. Gentle slopes along the Louisiana and Texas coasts have contributed to some devastating storm surges. Hurricane Katrina’s surge in 2005 broke levees and flooded New Orleans. Hurricane Ike’s 15- to 17-foot storm surge and waves swept hundreds of homes off Texas’ Bolivar Peninsula in 2008. Both were large, powerful storms that hit in vulnerable locations.
The shape of the coastline can also shape the surge. When storm surge enters a bay or river, the geography of the land can act as a funnel, sending the water even higher.
Other factors that shape storm surge
Ocean tides – caused by the gravity of the moon and sun – can also strengthen or weaken the impact of storm surge. So, it’s important to know the timing of the local tides compared to the hurricane landfall.
At high tide, the water is already at an elevated height. If landfall happens at high tide, the storm surge will cause even higher water levels and bring more water further inland. The Carolinas saw those effects when Hurricane Isaias hit at close to high tide on Aug. 3, 2020. Isaias brought a storm surge of about 4 feet at Myrtle Beach, South Carolina, but the water level was more than 10 feet above normal.
How storm surge and high tide add up to coastal flooding.(The COMET Program/UCAR and National Weather Service)
Sea level rise is another growing concern that influences storm surge.
As water warms, it expands, and that has slowly raised sea level over the past century as global temperatures have risen. Freshwater from melting of ice sheets and glaciers also adds to sea level rise. Together, they elevate the background ocean height. When a hurricane arrives, the higher ocean means storm surge can bring water further inland, to a more dangerous and widespread effect.
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在Anthropic现已使用的AMD Instinct MI355X GPU的基础上,Anthropic将部署的AMD Helios机架级解决方案包括AMD Instinct MI450系列中的MI455X GPU,以及AMD EPYC Venice CPU、Pensando网络和ROCm(计算软件栈)。
两家公司的合作内容还包括,AMD将使用Anthropic旗下的模型Claude来优化AMD Instinct GPU的工作负载,并加速AMD ROCm的开发,AMD将在其工程和产品开发团队中广泛使用Claude。
与此同时,AMD承诺向Anthropic进行至多50亿美元的战略股权投资。
AMD CEO苏姿丰表示,此次合作把Anthropic在前沿AI领域的领导地位与AMD的高性能计算实力结合在一起,将共同加速人工智能的大规模采用,并推动Helios成为下一代人工智能基础设施的主要平台。
AMD此前与Meta的合作也涉及股权层面的绑定。今年2月,AMD宣布,Meta计划在未来五年内部署多达6吉瓦的AMD AI芯片,相关交易价值可能超过千亿美元。作为协议的一部分,AMD同意向Meta授予约等于公司股份10%的股权,Meta需要在AMD股价达到600美元时才能兑现最后一批股权。
AMD近期着力推动旗下面向AI训练和推理的首个机架级系统Helios的部署。当地时间7月20日,AMD宣布与微软扩展合作伙伴关系,合作重点在于,微软Azure数据中心将部署AMD的Helios机架级系统。Helios将于2026年下半年向客户发货。除了微软和Anthropic,计划部署Helios的客户还包括Meta、OpenAI和甲骨文等。
AMD的竞争对手英伟达也在推动新一代计算平台Vera Rubin的部署。
英伟达近日透露,Vera CPU已于 6 月交付给客户,包括OpenAI、Anthropic和SpaceX。在当地时间7月21日发布的博客中,英伟达表示,Vera Rubin拥有覆盖全球30个国家、350个制造基地的供应链体系,是有史以来最大规模、最成熟的机架级供应链。英伟达还表示,Vera Rubin平台从芯片到架构都进行了优化,实现了每瓦最高性能和最低的token(词元)成本。
(本文来自第一财经)。Current article:http://www.zangjiwuqihuncongcherua.cyou/news/20260826_4979.html
Published on:01:35:27

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