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AMD首席执行官丽莎·苏( Lisa Su )刚刚用一台午餐盒大小的1499美元机器追踪了英伟达4000美元的人工智能盒子。

她用一只手在舞台上举起它,运行了一个拥有2350亿个实时参数的模型,背后没有数据中心、云或租用的GPU。

令人惊讶的是芯片。里面是AMD的Ryzen AI Max + 395 ,它成为第一个x86处理器,其CPU和GPU来自一个128GB内存的共享池。 这种设计选择让台式机可以处理曾经需要服务器机架的型号。

在Linux上,该池的110GB可以转到GPU。 腾讯通5090提供32GB。 4090提供24GB。所以这个盒子有三倍以上的卡片,在一个像平装书一样厚的情况下。

令房间震惊的数字:在DeepSeek R1 推理上,芯片的运行速度比英伟达RTX 5080快3倍以上。 一台$ 1,499的台式机在真正的人工智能作品上击败了$ 1,000的显卡。 十年来,英伟达告诉全世界,严肃的人工智能意味着英伟达的硬件。AMD刚刚以一半的成本将其打造成台式机产品。

现在是数学。今天的重度AI用户可能会支付Claude Code Max ( $ 200 ) , ChatGPT Pro ( $ 200 ) , Cursor ( $ 20 )和Gemini ( $ 20 )。 总计每年5280 $。 按照这个费率,盒子可以在几个月内支付成本,然后继续运行,无需额外收费。设置:在本地主机安装Ollama ,拉取Qwen3 235B ,瞄准Claude Code。 界面保持不变。 但是没有任何东西会离开机器,没有每次请求的账单,当您最终坐下来构建时,没有任何供应商会让您在凌晨3点减速。

这就是每个人工智能订阅开始看起来都是可选的。 律师不太担心泄漏到OpenAI。开发人员不再盯着令牌计数器。 由于该法案,创始人停止租用H100用于他们放弃的原型机。

谁到达那里,谁将在未来两年内拥有私人人工智能咨询服务。

如果您是新手, @GeniusGTX是经济学、心理学和历史学领域最伟大思想家的画廊。 请关注以获取更多类似内容。
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原帖正文 AMD CEO Lisa Su just went after Nvidia's $4,000 AI box using a $1,499 machine the size of a lunchbox.Holding it up on stage with one hand, she ran a model with 235 billion parameters live, with no data center, cloud or rented GPU behind it.The surprise is the chip. Inside is AMD's Ryzen AI Max+ 395, which became the first x86 processor whose CPU and GPU draw from one shared pool of 128GB of memory. That one design choice lets a desktop handle models that once needed a server rack.On Linux, 110GB of that pool can go to the GPU. An RTX 5090 offers 32GB. A 4090 offers 24GB. So this box has more than three times either card, in a case about as thick as a paperback.The number that stunned the room: on DeepSeek R1 inference, the chip ran more than 3x faster than an Nvidia RTX 5080. A $1,499 desktop beating a $1,000 graphics card on real AI work. For a decade, Nvidia told the world that serious AI meant Nvidia hardware. AMD just made it a desktop item at half the cost.Now the math. A heavy AI user today might pay for Claude Code Max ($200), ChatGPT Pro ($200), Cursor ($20) and Gemini ($20). That adds up to $5,280 a year. At that rate, the box covers its cost within months, then keeps running at no extra charge.The setup: install Ollama, pull Qwen3 235B, and aim Claude Code at localhost. The interface stays the same. But nothing leaves the machine, there is no per-request bill, and no provider slows you down at 3am when you finally sit down to build.This is where every AI subscription starts to look optional. Lawyers worry less about leaks to OpenAI. Developers stop staring at the token counter. Founders stop renting H100s for prototypes they abandon because of the bill.Whoever gets there among the first thousand will own private AI consulting for the next two years.If you're new here, @GeniusGTX is a gallery for the greatest minds in economics, psychology, and history. Follow along for more similar content.
引用自 X 原作者:GeniusThinking 原帖地址:https://x.com/i/status/2110112645139579373 原帖: 本站媒体副本

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