The AI market has exploded in recent months. The generative AI represented by ChatGPT has attracted global technology giants to enter the AI market, driving the demand for AI accelerator cards. NVIDIA has made a lot of money, and its share in this field is as high as 85%.
AMD, by contrast, hasn't had much success in the AI market, but there will be a wave of opportunity later this year and into next, with the Instinct MI300 acceleration card due in the second half of the year.
For AMD's AI business, Morgan Stanley had expected only about $100 million in 2024, but their latest report is bullish on AMD, citing the Instinct MI300 price being higher than expected and good reviews from the supply chain, so AMD's chances are several times higher than before.
They expect AMD's AI revenue to reach $400 million in 2024,Maybe even $1.2 billion if all goes well,12 times the initial estimate, will take a big bite out of NVIDIA next year.
MI300 adopts multi-chip, multi-IP integrated package design, 5nm advanced manufacturing process, the number of transistors up to crazy 146 billion!
It also integrates CDNA3 GPU units (the exact number of cores is undisclosed), Zen4's 24 CPU cores, Infinity Cache, and 8192-bit wide, 128GB HBM3 high bandwidth memory.
In terms of technology, it supports the fourth-generation Infinity Fabric bus, CXL 3.0 bus, unified memory architecture, and new mathematical computing format. The AI performance is claimed to be up to 8 times higher than the previous generation, which can meet the needs of exascale computing.
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