AMD Launches New AI Chip to Compete with Nvidia's Blackwell! đź’»

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Summary:

  1. New AI Chip Announcement
    AMD has officially launched its latest AI chip, the Instinct MI325X, designed to rival Nvidia’s recently unveiled Blackwell chips, touted as the “world’s most powerful chip” for AI.

  2. Production Timeline
    Production for the MI325X is set to begin before the end of 2024, positioning AMD to compete more aggressively in the booming AI chip market.

  3. Market Impact
    If the MI325X gains traction with developers and cloud giants, it could create pricing pressure on Nvidia, which has enjoyed high demand and significant profit margins from its GPUs.

  4. AMD’s Market Position
    Historically second to Nvidia in the data center GPU market, AMD aims to capture a larger share of the projected $500 billion AI market by 2028.

  5. Customer Base
    While AMD did not announce new major customers at the launch event, it noted existing partnerships with Meta, Microsoft, and OpenAI, who use its AI GPUs.

  6. Future Plans
    AMD is accelerating its product release schedule to introduce new chips annually, with the next iterations, MI350 and MI400, planned for release in 2025 and 2026 respectively.

Read more at: CNBC

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