AMD + OCI = 在云端运行 AI 集群处理 GPU 工作负载的实际结果 [LRN1304].pdf

1、OCI+AMD=Real ResultsOptimal Cost.Maximum PerformanceJeff AllenOracle Distinguished ArchitectAI/ML,Cloud EngineeringBinh ChuAMD Senior Product ManagerMI Instinct Data Center GPUOCI+AMDWinning Cloud AI TogetherUnstoppable InnovationDelivering Transformation Customer Outcomes3Copyright 2025,Oracle and/

2、or its affiliates|Confidential:Internal/Restricted/Highly Restricted430KGlobal Oracle customers27KGlobal Oracle partners$64BInvested in R&D since 2012$15BCAPEX investment in FY25200+Oracle Cloud Regions210+Infrastructure,platform,SaaS services90%of Global 2000 use Oracle technology77%of Fortune Glob

3、al 100 run Exadata18M+Oracle industry application usersORACLEAMD$26BFY24l Total Revenue 37%Server CPUMarket Share2M+Hugging Face models supported#1 CPU used by Hyperscalers$6.5BAnnual R&D Spend$13BFY24 Data Center Revenue7 of 10Largest AI companies run AMD#1 and#2 title for fastest supercomputer on

4、earth$7.6BHighest Ever QTRRevenue-Q2FY25Model BuildersModel RefinersOrgs with large amounts of intellectual propertyUse that data with foundation models Building with AI as a core differentiatorModel ConsumersBuilding AI Solutions;Agentic AI focusedLeverage appropriate base modelsEnterprise data int

5、egration(RAG)Application BuyersBuy off-the-shelf or partner-delivered solutionsTypically,operational/AI not strategic in nature4Copyright 2025,Oracle and/or its affiliates|Confidential:Internal/Restricted/Highly RestrictedWhich AI Behavior Describes You?Enterprises Are Taking Varied Paths in Embraci

6、ng AIAI is their core businessTodays Agenda5Copyright 2025,Oracle and/or its affiliates|Confidential:Internal/Restricted/Highly Restricted123456Oracle+AMD:A Brief HistoryAI Market TrendsMI300 Overview AMD reshapes AI Companies with Instinct+ROCmAMD Next Generation Instinct GPU MI355XAMD+OCI Customer