This article is part ofTechXchange：AI on the Edge。
AMD表示，计划将Xilinx在其中部处理单元（CPU）的子孙后代集成Xilinx的IP，以便更好地与数据中心甚至嵌入式市场的英特尔和Nvidia竞争。
这Santa Clara, California-based company will integrate Xilinx’s artificial-intelligence (AI) engines across its CPU portfolio to bolster their AI inference capabilities, said AMD CEO Lisa Su during AMD's second-quarter conference call with analysts. The first chips in the series are set to be released in 2023.
这move is the latest step in AMD’s ambitions to become an even more sprawling semiconductor giant, following its $35 billion deal to buy Xilinx, which became part of the company in January. Su said Xilinx helps diversify its offerings with a broad range of computing engines—ones suited for artificial intelligence, for example, or data center networking—and gives it a longer list of customers that it can sell to.
她说：“我们现在拥有最佳的高性能和自适应计算引擎的投资组合，我们看到了利用我们广泛的技术组合来提供更强大产品的机会。”
智能引擎
这AI enginesare already shipped in Xilinx's Versal family of adaptive compute acceleration platforms (ACAPs) to take on the likes of Intel, Marvell, and NVIDIA in markets such as cloud servers and networking.
这AI engines are also being equipped to chips that are specifically designed to run real-time workloads such as image recognition in embedded and edge devices, ranging from cars and industrial and medical robots to航空航天和防御系统等卫星。
Versal系列包含标量引擎（ARM CPU内核），智能发动机（AI加速器和DSP块），以及其FPGA的核心类型的可编程逻辑。可编程的网络芯片（NOC）（NOC）将所有内容连接到一个芯片上的系统（SOC），并具有各种用于连接的硬核（PCIE和CCIX），网络（以太网），内存，安全性和安全性我/o。
Xilinx'sVivado ML软件堆栈用于重新配置Versal芯片中的可编程逻辑，而其vitisandVitis AI开发工具针对微型软件，以在Versal平台上运行。
Xilinx的前首席执行官兼AMD自适应和嵌入式计算业务总裁Victor Peng说：“我们拥有已经在许多嵌入式应用程序和边缘设备中部署在生产中的AI引擎。”“可以将相同的体系结构缩放并带入CPU产品组合。”
He said the combined company is working on building a unified software stack to help customers take advantage of the AI prowess of Xilinx and AMD chips for inference and training in data centers and at the edge.
SU补充说，Xilinx交易为AI硬件市场上的半导体巨头提供了“更广泛的产品”，特别是在推理方面，补充了其CPU和GPU为数据中心提供的AI加速度。“ AI对我们来说是一个巨大的机会。”
获得地面
Business is booming at AMD. It has gained the performance edge on Intel with new generations of CPUs, in part by contracting out production to TSMC, giving it access to process technologies that are years ahead of Intel’s fabs.
总体而言，该公司在第二季度报告了59亿美元的收入，比一年前同一季度增长了71％。SU指出，上个季度的每家业务中的每个业务都增加了两位数。
但是，由于近年来，它为投资者提供了一些光泽，因为它吞噬了CPU和GPU的PC和视频游戏机的市场，包括Microsoft的Xbox系列X，Sony的PlayStation 5和Valve的Steam Deck。
AMD is also gaining ground in the data-center market, where Intel has long dominated. It has been swiping market share from Intel while its largest rival works to recover its chip manufacturing prowess, industry analysts say.
According to AMD, sales of its server processors has more than doubled in eight of the last 10 quarters, highlighting higher demand for EPYC CPUs from its customers in the cloud, enterprise, and high-performance computing (HPC) market.
这company’s sales to the cloud-computing market are also soaring as technology giants such as Amazon, Google, and Microsoft in the U.S. and Alibaba and Baidu in China ramp up investments in server hardware.
虽然英特尔一直在努力搬到更高级的technology nodes, AMD is throwing its weight around with TSMC and other third-party foundries to boost production of its most advanced chips for PCs and the data center. The Silicon Valley company is also preparing to roll out to its new generation of CPUs, code-named Genoa, later in the year. It hopes the upgrade will help it win more market share from Intel.
这prospect of strong demand for server processors as well as the addition of Xilinx prompted the company to raise its full-year revenue-growth outlook to 61%. It had previously forecast sales would rise 31% in 2022.
Su said the company’s core business still lies in central processors and graphics chips used in laptops, desktops, and the data center. But Xilinx’s programmable chip families give it "lots of levers for growth" now and in the future.
Diversification Plan
最近，其更广泛的策略之一是积累各种芯片，可以将它们紧密相关联，以提高具有广泛计算需求的客户的性能和功率效率。
她解释说：“在未来的增长方面，我们看到的是，无论是云公司，大型电信公司甚至边缘机会，都将为大型客户提供更多的定制。”
为了遵循其多元化策略，AMD还以19亿美元的交易购买了网络芯片启动Pensando Systems。该交易将添加一系列数据处理单元（DPU）和软件堆栈，该软件堆栈将为它提供适合数据中心的存储，安全性和网络的广泛技术。
Su说：“ AMD背后的整个策略是拥有最佳的计算机，然后将它们放在特定最终市场的解决方案中。”“我认为[拥有] CPU，GPU，FPGA，适应性Soc，然后是我们从Pensando添加的DPU，这给了我们一系列巨大的能力。”
Su added, “Having all these compute engines will allow us to essentially optimize those solutions together.”
该公司仍面临有关它是否可以继续与英特尔竞争并执行其战略的问题，鉴于供应链中的动荡以及TSMC和其他铸造厂的容量限制。
但它是通过供应工作的挑战,MD executives said. “We’re working with the larger scale of AMD to try to bring more supply on board and continuing to ramp overall capacity to support a very strong next few quarters,” Su said.
This article is part ofTechXchange：AI on the Edge。
