AMD AI Chip Unveiling - Assembly - Salesforce Research
AMD reveals new A.I. chip to challenge Nvidia's dominance
cnbc.com - 11 months ago - Read On Original Website
Lisa Su displays an ADM Instinct M1300 chip as she delivers a keynote address at CES 2023 at The Venetian Las Vegas on January 04, 2023 in Las Vegas, Nevada.
AMD said on Tuesday its most-advanced GPU for artificial intelligence, the MI300X, will start shipping to some customers later this year.
More Context
keyboard_arrow_down keyboard_arrow_right What is AMD's latest chip that has been unveiled?
phoronix.com Genoa-X
fool.com MI300
cnbc.com A.I
zdnet.com MI300x
videocardz.com Instinct MI300X GPU
servethehome.com Instinct MI300
wepc.com MI300X
crn.com Instinct MI300X, EPYC 97X4
finance.yahoo.com AI superchip
anandtech.com EPYC
neowin.net 128-core EPYC 97X4 Series
insidehpc.com 4th Generation EPYC
latestly.com EPYC 97X4
techradar.com 144-Core EPYC Bergamo
benzinga.com Genoa
wccftech.com Instinct MI300 APUs
pcmag.com Instinct MI300X
seekingalpha.com MI300 series
prnewswire.com EPYC(tm)
AMD's announcement represents the strongest challenge to Nvidia , which currently dominates the market for AI chips with over 80% market share, according to analysts.
More Context
keyboard_arrow_down keyboard_arrow_right What is the current market share of Nvidia and AMD in the AI industry?
anandtech.com $30B
finance.yahoo.com 80% to 95%
GPUs are chips used by firms like OpenAI to build cutting-edge AI programs such as ChatGPT.
If AMD's AI chips, which it calls "accelerators," are embraced by developers and server makers as substitutes for Nvidia's products, it could represent a big untapped market for the chipmaker, which is best known for its traditional computer processors.
More Context
keyboard_arrow_down keyboard_arrow_right What are the businesses that AMD is targeting with the new chip?
crn.com AI, Cloud
anandtech.com AI/HPC
techradar.com data center & AI
finance.yahoo.com the latest stock market news and
videocardz.com cloud native and technical computing
latestly.com data centre
wepc.com high-performance computing (HPC) and AI workloads
wccftech.com CPU / GPU workloads
servethehome.com PyTorch, Hugging Face
neowin.net and for cloud data centers
benzinga.com health care to 5G networks and data centers
zdnet.com artificial intelligence computing
beststocks.com high-performance computing, graphics, and visualization technologies
channelnewsasia.com cloud computing providers and other large chip buyers
seekingalpha.com supercomputers and traditional high-performance computing
prnewswire.com growing cloud native environments
AMD CEO Lisa Su told investors and analysts in San Francisco on Tuesday that AI is the company's "largest and most strategic long-term growth opportunity."
"We think about the data center AI accelerator [market] growing from something like $30 billion this year, at over 50% compound annual growth rate, to over $150 billion in 2027," Su said.
While AMD didn't disclose a price, the move could put price pressure on Nvidia's GPUs, such as the H100, which can cost $30,000 or more. Lower GPU prices may help drive down the high cost of serving generative AI applications.
AI chips are one of the bright spots in the semiconductor industry, while PC sales, a traditional driver of semiconductor processor sales, slump.
Last month, AMD CEO Lisa Su said on an earnings call that while the MI300X will be available for sampling this fall, it would start shipping in greater volumes next year. Su shared more details on the chip during her presentation on Tuesday.
"I love this chip," Su said.