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AI Chip Race Heats up as AMD Introduces Rival to Nvidia Technology

Daniel Nenni

Daniel Nenni

Admin
Staff member
Advanced Micro Devices has revealed a new artificial intelligence chip in its race to compete with fellow chipmaker Nvidia in supplying the foundation for a boom in AI-fueled business tools

Paul Sakuma


SAN FRANCISCO (AP) — Advanced Micro Devices has revealed a new artificial intelligence chip in its race to compete with rival chipmaker Nvidia in supplying the foundation for a boom in AI-fueled business tools.

The semiconductor company, based in Santa Clara, California, described its new MI300X chip as “the world’s most advanced accelerator for generative AI.” It's expected to attract interest from big cloud providers such as Amazon or Microsoft, but AMD hasn't specified which cloud provider might use it.

CFRA senior equity analyst Angelo Zino predicted this month that that AMD’s MI300 processor “will see significant interest from cloud providers and vie with NVIDIA’s Grace Hopper Superchip.”

“AMD’s stronger partnership with Microsoft should also drive upside, as it is reportedly cited to be developing a custom processor chip that Microsoft will use for AI workloads,” Zino wrote.


 
If AI chips market can reach $30 billion this year and will grow up to $150 billion in the next several years, it's an amazing growth and huge market.

"BRIAN SOZZI: What is the price on something like this? (About MI300)

LISA SU: Well, you know, it's not about the price of the GPU, frankly. It's about how many users we enable. But look, we're excited. We look at the data center. I mean, this is an incredible market. So if you think about just AI chips in the data center, we think this year it's about $30 billion market. We think over the next three or four years, Brian, it's going to grow over 50% every year. So it's going to be like $150 billion market."

finance.yahoo.com

AMD unveils its AI strategy update

AMD showcases its latest semiconductor designed for artificial intelligence usage. AMD CEO Lisa Su tells Yahoo Finance Executive Editor Brian Sozzi how these new plans are going to help shape the future of the company and the greater tech landscape.
finance.yahoo.com finance.yahoo.com
 
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