Home > News content

Face to face with Nvidia! AMD's "ultimate weapon" is coming tonight.

via:财联社     time:2023/12/6 18:04:02     readed:121

December 6th newsAMD will hold an event called & ldquo;Advancing AI” at 10:00 Pacific time on December 6th (2am Beijing time on December 7th).

It is reported thatAt this event, AMD will launch a series of Instinct MI300 products, including MI300 An and MI300 X, and will highlight the company's growth momentum in the field of artificial intelligence hardware and software.

At that time, AMD Chairman and CEO Su Zifeng will discuss AMD products and software with company executives as well as AMD partners and customers.

At that time, AMD Chairman and CEO Su Zifeng will discuss AMD products and software with company executives as well as AMD partners and customers.AMD compares the performance of MI300 products with Nvidia's H100, especially in terms of memory and bandwidth.

AMD compares the performance of MI300 products with Nvidia's H100, especially in terms of memory and bandwidth.

Wedbush also believes that Microsoft may participate in the AMD event because Microsoft has announced the use of AMD's new chips in the Azure cloud computing business.

According to a number of foreign media reports, in addition to Microsoft, Amazon, Oracle, IBM and other technology giants are also considering AMD products. In a recent market briefing, Guo Mingyi pointed out that Microsoft is the biggest customer of AMD, accounting for more than 50% of shipments, followed by Amazon. In addition, Meta and Google are currently testing AMD's products, and Meta is expected to become an AMD customer with a high probability.

How will the MI300 market perform?

At present, a number of analysts are optimistic about the market performance of AMD MI300 series products.

At present, a number of analysts are optimistic about the market performance of AMD MI300 series products.

In terms of shipments, Mr Guo expects AMD to ship about 10 per cent of Nvidia's (CoWoS-based) AI chips next year, mainly MI300A. If Microsoft's partnership with AMD goes well and AMD gets orders from Meta and Google, AMD's AI chip shipments are expected to reach 30 per cent of Nvidia (based on CoWoS) in 2025.

Taiwan Electronic Times pointed out in today's report that AMD MI300 shipments are expected to reach 300000 to 400000 next year, the biggest customers are Microsoft and Google.

Su Zifeng has previously made it clear that a number of very large cloud service providers have pledged to deploy MI300 chip products, and data center GPU products will generate $400m in revenue for AMD in the fourth quarter and are expected to exceed $2 billion in 2024. MI300 will be the fastest product to achieve $1 billion in sales since the company was founded.

From the performance point of view, compared with the competition, MI300 has enough competitiveness.

According to data released by AMD in June this year, MI300 X, a product optimized for large language models, has 192GB memory, 5.2TB memory bandwidth, 896GB/s infinity Fabric bandwidth and 153 billion transistors.

In addition, the HBM (high bandwidth memory) density provided by MI300 X is 2.4x that of the Nvidia H100, and the HBM bandwidth is 1.6x that of the H100.

In addition, the HBM (high bandwidth memory) density provided by MI300 X is 2.4x that of the Nvidia H100, and the HBM bandwidth is 1.6x that of the H100.

It is reported that the Nvidia H100 has a memory capacity of 80GB and a bandwidth of 3.35TB/s. But the company's products are also iterating, and Nvidia's latest AI chip H200 has been released recently. The computing power of H200 is basically the same as that of H100, its memory capacity reaches 141GB and its bandwidth is 4.8TB/s.

Su Zifeng once said, & ldquoSu Zifeng once said, & ldquo

与英伟达正面交锋!AMD“终极武器”今夜来袭

translate engine: Tencent

China IT News APP

Download China IT News APP

Please rate this news

The average score will be displayed after you score.

Post comment

Do not see clearly? Click for a new code.

User comments