A notable distinction between AMD’s MI300X and Nvidia’s H100 is the storage facility. Whereas the AMD AI chip can use as much as 192 GB of reminiscence, Nvidia’s chip helps 120 GB.
American multinational semiconductor firm AMD (NASDAQ: AMD) has introduced a brand new AI chip that’s positioned to problem its rival Nvidia (NASDAQ: NVDA). The corporate introduced on Tuesday that MI300X is its most-advanced GPU for synthetic intelligence. It added that the chip will start to ship to some prospects later within the 12 months. Whereas on an earnings name in Might, AMD CEO Lisa Su mentioned the AI chip will begin transport in bigger portions in 2024.
In the meantime, Nvidia is at present the boss in the AI chips market. Analysts revealed that the software program firm’s AI chips dominated the market with greater than 80% market share. The Nvidia H100 is roughly a $10,000 chip that has turn out to be the “workhorse” for AI professionals in the meanwhile. As well as, the chip can be a serious software within the synthetic intelligence trade. A notable distinction between AMD’s MI300X and Nvidia’s H100 is the storage facility. Whereas the AMD AI chip can use as much as 192 GB of reminiscence, Nvidia’s chip helps 120 GB.
As well as, AMD performed a demo of its chip working Falcon, a 40 billion parameter mannequin. LLMs for generative AI apps make the most of plenty of reminiscence as they function on a rising variety of calculations. Su defined that “mannequin sizes are getting a lot bigger,” and a number of GPUs are wanted to run the newest LLMs. She famous that builders wouldn’t want as many GPUs with the added reminiscence on AMD chips.
Will AMD Overtake Nvidia’s Dominance with New AI Chip?
AMD asserting its AI software or “accelerators” seems to be the strongest problem dealing with Nvidia proper now. If builders and server markers shift their consideration to the AI chip, it may very well be an enormous addition to the corporate, which is well-liked for its conventional pc processor. This might additionally assist the corporate’s technique for long-term progress, as Lisa Su mentioned to analysts and buyers final week. The AMD CEO referred to AI as the corporate’s “largest and most strategic long-term progress alternative”. She added:
“We take into consideration the information heart AI accelerator [market] rising from one thing like $30 billion this 12 months, at over 50% compound annual progress fee, to over $150 billion in 2027.”
AI chips have turn out to be the go-to within the semiconductor trade because the gross sales of PCs have declined considerably. In the meantime, PCs are main drivers of semiconductor processor gross sales.
Moreover, AMD plans to supply an Infinity Structure combining eight M1300X accelerators in a system. That is much like what Nvidia and Google (NASDAQ: GOOGL) did with a single system that may join eight or extra GPS in only a field for AI apps.
Presently, AMD inventory trades up 1.97% to $126.98 within the pre-market buying and selling session.
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