AI Arms Race?Meta and Microsoft Announce Massive Purchases of AMD's Latest AI Chips

Wednesday, local time.Meta,OpenAI respond in singingMicrosoft corporationexist AMD investor event that they will be using AMD's latest AI The announcement of the Instinct MI300X shows that AMD's latest product will be noticed globally and could have a significant impact on the AI chip market.

Graphics processors (GPUs) are essential for creating and deployingartificial intelligence (AI)Programs such as OpenAI's ChatGPT and so on is crucial. AMD's new products are receiving special attention as many tech companies are looking for alternatives to expensive NVIDIA GPUs to reduce costs. At the Advancing AI event held in San Jose, California, AMD unveiled its Instinct MI300 series of AI chips, including new products such as the MI300A and MI300X, along with supporting software and services.

The Instinct MI300X AI GPU gas pedal is described as consisting of eight MI300Xs capable of delivering up to 1.5TB of HBM3 memory capacity. This feature allows it to deliver significantly higher throughput and latency performance when running large language model inference, as well as better performance in various AI and HPC projects compared to NVIDIA's H100 HGX.

If AMD's latest high-end chips meet the needs of tech companies and cloud service providers to build and service AI models when they start shipping early next year, it could lower the cost of developing AI models and put competitive pressure on NVIDIA's soaring AI chip sales growth.

AMD did not disclose pricing for the MI300X on Wednesday. However, AMD CEO Zifeng Su said the AMD chip must cost less to buy and run than NVIDIA's chip in order to convince customers to buy it. This statement is undoubtedly an open challenge to NVIDIA's dominance in the AI chip market.

With the increasing popularity of AI technology, the AI chip market is set to become even more competitive, and whether AMD's new Instinct MI300X delivers enough performance benefits as expected and achieves a lower cost will have a significant impact on the future market landscape.

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