AMD Claims Its Instinct GPUs Have Forced NVIDIA to Accelerate AI Development, Annual Updates Aim to Keep Pace with Competitor’s Attempts to Dominate Market.

AMD Claims Its Instinct GPUs Have Forced NVIDIA to Accelerate AI Development, Annual Updates Aim to Keep Pace with Competitor’s Attempts to Dominate Market.



AMD’s Instinct GPUs have driven NVIDIA to accelerate its AI roadmap, and the red team plans to stay competitive in the future. In an interview, Forrest Norrod from AMD’s Data Center Solutions Business Group discusses the fast-paced evolution of the AI segment and how AMD’s commitment to innovation in both silicon and software is meeting customer demand. The company is set to release a portfolio of Instinct AI accelerators between 2024 and 2026.

NVIDIA’s response to AMD’s Instinct GPUs was a rapid acceleration of its own roadmap, with upcoming releases like Blackwell and Rubin accelerators. AMD asserts that they won’t back down from the competition, and they have been investing heavily in R&D on the data center side. Both companies are striving to close the gap between their respective releases and provide competitive solutions for consumers.

AMD’s upcoming MI325 and MI350 series aim to outperform NVIDIA’s offerings. The MI325X is expected to surpass the Hopper H200 accelerator and be competitive against the Blackwell B100. The MI350 series, based on the CDNA 4 architecture, will continue to battle the Blackwell B200. AMD highlights the importance of optimizing CPU and GPU architectures, as demonstrated by their work on the Frontier supercomputer with the EPYC and Instinct MI250 solutions.

AMD also offers a range of solutions for different customers, including the MI300A series for those who require APUs. The company emphasizes an open ecosystem supported by platforms like Ultra Ethernet and Ultra Accelerator Link, providing customers with more options and ease of choice without the constraints of proprietary systems.

In response to Intel’s pricing strategy for Gaudi 3 accelerators, AMD dismisses list prices as a waste of time and speculates that only a small percentage of products will sell at the published price. The AI segment is fiercely competitive, with all three vendors vying for market share, and while NVIDIA currently dominates, AMD and Intel are making significant efforts to establish themselves in the AI market.

Overall, the interview with Forrest Norrod sheds light on the intense competition in the AI segment and the strategies of AMD, NVIDIA, and Intel to stay relevant in this rapidly evolving space. You can read the full interview on CRN for more insights.

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