$英伟达(NVDA)$ $AMD(AMD)$ $英特尔(INTC)$
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"The advantage of having a huge amount of onboard memory is that AMD needs fewer GPUs to run models in memory, and can run larger models in memory without having to go over NVLink to other GPUs or a CPU link. There is a huge opportunity in the market for running large AI inference models and with more GPU memory, larger more accurate models can be run entirely in memory without the power and hardware costs of spanning across multiple GPUs."