精选理由
微软选AMD替代Nvidia做AI芯片，Anthropic也在测，Nvidia要降价了？
微软计划在2026年下半年将AMD的Helios平台集成到Azure AI基础设施中，以挑战Nvidia的GPU系统。公开的GitHub资料显示，Anthropic也在测试AMD硬件，这可能进一步削弱Nvidia的定价能力。Helios平台是AMD专门为AI训练和推理设计的系统，旨在与Nvidia的H100和B100竞争。此举标志着云服务商在AI芯片选择上开始多元化。
原文 · Decoder
Nvidia's grip on AI chips weakens as Microsoft turns to AMD and Anthropic may follow
Microsoft is expanding Azure's AI infrastructure with AMD's new Helios platform, which is set to challenge Nvidia's GPU systems in the second half of 2026. A public GitHub profile suggests Anthropic is also testing AMD hardware, putting more pressure on Nvidia's pricing power. The article Nvidia's grip on AI chips weakens as Microsoft turns to AMD and Anthropic may follow appeared first on The Decoder .