AMD AI Chip Unveiling - Assembly - Salesforce Research
Summary
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AMD is set to unveil its latest chip, which analysts believe will be direct competition with Nvidia in the AI race. The chip will work on enterprise laptops and PCs and improve the ability for video calls as well as the battery life on the devices.
Questions
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help_outline What is AMD's latest chip that has been unveiled?
crn.com
Instinct MI300X, EPYC 97X4
wccftech.com
Instinct MI300 APUs
wepc.com
AMD Instinct MI300X
videocardz.com
Instinct MI300X GPU
wccftech.com
Instinct MI300 APU
anandtech.com
Instinct Mi300X
servethehome.com
Instinct MI300A
servethehome.com
Instinct MI300
seekingalpha.com
MI300 series
wccftech.com
MI300 APU
crn.com
Instinct
zdnet.com
MI300x
finance.yahoo.com
MI300
neowin.net
128-core EPYC 97X4 Series
techradar.com
144-Core EPYC Bergamo
insidehpc.com
4th Generation EPYC
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4th Gen EPYC Genoa
latestly.com
4th Gen EPYC
videocardz.com
EPYC 97X4
prnewswire.com
EPYC 9004
prnewswire.com
EPYC(tm)
anandtech.com
EPYC
finance.yahoo.com
artificial intelligence processors
finance.yahoo.com
AI superchip
neowin.net
Ryzen AI
cnbc.com
A.I
wepc.com
128-core Genoa-X CPU
phoronix.com
Genoa-X
benzinga.com
Genoa
help_outline How does the chip compare to Nvidia's chips?
marketwatch.com
closest competitor
finance.yahoo.com
direct competition
finance.yahoo.com
a purported rival
wepc.com
the MI300X has up to 2.4X the HBM density and 1.6X the HBM bandwidth
zdnet.com
2.4 times the memory density
anandtech.com
HBM3 density and bandwidth
help_outline What are the businesses that AMD is targeting with the new chip?
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high-performance computing (HPC) and AI workloads
zdnet.com
artificial intelligence computing
benzinga.com
data center and AI industries
finance.yahoo.com
artificial intelligence
finance.yahoo.com
AI systems like ChatGPT
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Data Center and AI
techradar.com
data center & AI
wccftech.com
AI segment
anandtech.com
AI and HPC
crn.com
AI, Cloud
anandtech.com
AI/HPC
beststocks.com
high-performance computing, graphics, and visualization technologies
seekingalpha.com
supercomputers and traditional high-performance computing
prnewswire.com
cloud-native services and enterprise applications
videocardz.com
Cloud Native and Technical Computing Workloads
videocardz.com
cloud native and technical computing
crn.com
AI, cloud and technical computing
prnewswire.com
growing cloud native environments
anandtech.com
technical computing
crn.com
cloud market from the likes of Amazon Web Services, Microsoft Azure, Google Cloud and others
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cloud computing providers and other large chip buyers
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AI, cloud and technical computing
neowin.net
and for cloud data centers
finance.yahoo.com
cloud computing
finance.yahoo.com
data centers
latestly.com
data centre
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data center
help_outline What is the expected demand for the chip in the market?
pcmag.com
$150 billion
anandtech.com
$150B+
help_outline How will AMD's new chip impact the AI industry?
finance.yahoo.com
help data centers handle a crush of AI traffic and challenge Nvidia Corp.'s dominance in the burgeoning market
crn.com
help it compete against the likes of Nvidia, Intel and others
finance.yahoo.com
give itself a leg up in the AI race with competitor Nvidia
fool.com
take on Nvidia's H100 systems in AI servers
finance.yahoo.com
direct competition with NVIDIA here
marketwatch.com
'closest competitor' to Nvidia
finance.yahoo.com
could be ripe to wrestle market share away from Nvidia
wepc.com
chip into some of Nvidias sweet AI market share
help_outline How does the chip compare in terms of power and efficiency with its competitors?
anandtech.com
by far the highest performance and most efficient processor in the
crn.com
industry leading performance
help_outline What is the impact of AMD's new chip on the PC market?
finance.yahoo.com
aiming to help data centers handle a crush of AI traffic and challenge Nvidia Corp.'s dominance in the burgeoning market
crn.com
help it compete against the likes of Nvidia, Intel and others
finance.yahoo.com
give itself a leg up in the AI race with competitor Nvidia
finance.yahoo.com
could be ripe to wrestle market share away from Nvidia
marketwatch.com
'closest competitor' to Nvidia in AI hardware
finance.yahoo.com
direct competition with NVIDIA here
wepc.com
the most advanced accelerator for generative AI
finance.yahoo.com
'incredibly powerful' technology
wepc.com
takes AI to a new level
latestly.com
drive leadership performance and energy efficiency
videocardz.com
enhanced performance and power efficiency
videocardz.com
further extend the EPYC 9004 Series of processors to deliver the thread density and scale needed for leadership cloud native computing
videocardz.com
offer leadership performance in cloud native and technical computing
help_outline What are the long-term strategies for AMD with this new chip?
videocardz.com
giving customers a cloud, to edge, to endpoint portfolio of hardware products, with deep industry software collaboration, to develop scalable and pervasive AI solutions
finance.yahoo.com
help data centers handle a crush of AI traffic and challenge Nvidia Corp.'s dominance in the burgeoning market
crn.com
Eyes AI, Cloud Expansion
crn.com
AI, cloud and technical computing markets
zdnet.com
artificial intelligence computing
help_outline What are the technical specifications of the chip?
wccftech.com
combine Zen 4 CPU cores with CDNA 3 GPU cores with up to 153 Billion transistors & 192 GB HBM3 memory
wccftech.com
CDNA 3 GPU, Up To 24 Zen 4 Cores, 192 GB HBM3, 153 Billion Transistors
wccftech.com
Up To 24 Zen 4 Cores, GPU-Only MI300X With Up To 192 GB HBM3 Memory
servethehome.com
24 Zen 4 cores, CDNA3 GPU cores, and 128GB HBM3
anandtech.com
both Zen 4 CPU cores and CDNA 3 GPU cores
anandtech.com
24 Zen 4 CPU cores, 128GB HBM3 memory
wccftech.com
153 Billion transistors
videocardz.com
up to 128 cores, deliver up to 3.7x throughput performance for key cloud native workloads compared to Ampere1
prnewswire.com
unmatched core count in 1U and 2U density
neowin.net
128 Zen 4c cores
crn.com
128 cores
neowin.net
128-core
zdnet.com
multiple GPU "chiplets" plus 192 gigabytes of HBM3 DRAM memory, and 5.2 terabytes per second of memory bandwidth
crn.com
up to 192GB of high-bandwidth HBM3 memory and uses AMD's next-generation CDNA 3 architectures
zdnet.com
enormous memory and data throughput
finance.yahoo.com
it can use up to 192GB of memory
anandtech.com
129GB HBM3, 5.2 TB/second of memory bandwidth, 896GB/ec memory bandwith, 153B transistors
servethehome.com
128GB of HBM3, 5.2TB/s of memory bandwidth 896GB/s of Infinity Fabric bandwidth
help_outline What are the potential partnerships that AMD could form with other businesses with this chip?
crn.com
Amazon Web Services, Microsoft Azure, Google Cloud
seekingalpha.com
cloud providers
help_outline Who are the potential competitors for AMD's chip?
seekingalpha.com
Nvidia Corporation
crn.com
Nvidia's H100
finance.yahoo.com
Nvidia Corp
finance.yahoo.com
Nvidia
wccftech.com
NVIDIA's Hopper and Intel's Ponte Vecchio
crn.com
Intel or Ampere Computing
crn.com
Nvidia, Intel and others
servethehome.com
NVIDIA's Hopper series
wccftech.com
Intel, and NVIDIA
anandtech.com
EPYC and Intel
crn.com
Intel
help_outline What are the other applications that the chip could be used for?
finance.yahoo.com
help data centers handle a crush of AI traffic and challenge Nvidia Corp.'s dominance in the burgeoning market
benzinga.com
data center solutions, AI breakthroughs, adaptive computing, and high-performance computing
beststocks.com
high-performance computing, graphics, and visualization technologies
latestly.com
Software Enablement for Generative AI (Artificial Intelligence)
wepc.com
high-performance computing (HPC) and AI workloads
crn.com
generative AI training and inference workloads
crn.com
AI and high-performance computing workloads
prnewswire.com
desk-side AI workbench workloads
wepc.com
AI inference and training
finance.yahoo.com
artificial intelligence
finance.yahoo.com
AI systems like ChatGPT
crn.com
AI, Cloud Expansion
anandtech.com
AI and HPC
seekingalpha.com
AI segment
anandtech.com
AI tasks
videocardz.com
Cloud Native and Technical Computing Workloads
videocardz.com
cloud native and technical computing
neowin.net
business and for cloud data centers
crn.com
AI, cloud and technical computing
prnewswire.com
technical computing
neowin.net
business and cloud
crn.com
large language model inference and generative AI workloads
anandtech.com
processing the largest and most complex of LLMs
finance.yahoo.com
large language models and generative AI
servethehome.com
running large AI inference models
finance.yahoo.com
AI large language models
zdnet.com
large language models
crn.com
electronic design automation and computational fluid dynamics
neowin.net
computational fluid dynamics, structural analysis
help_outline What are the predictions for AMD's stock price after the release of the new chip?
finance.yahoo.com
down a little bit in today's session
finance.yahoo.com
11% below the last close
beststocks.com
a decline
beststocks.com
Decline
beststocks.com
$145. This indicates that Wedbush believes that AMD's stock will surpass the overall market and reach a stock price of $145
marketwatch.com
$145
Sources
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