With no big customers named, AMD's AI chip challenge to Nvidia remains uphill fight
Advanced Micro Devices Inc $Advanced Micro Devices (AMD.US)$ on Tuesday gave new details about an artificial intelligence chip that will challenge market leader Nvidia Corp $NVIDIA (NVDA.US)$ , but the company left out what Wall Street wanted to know - who plans to buy it.
Santa Clara, California-based AMD said the forthcoming chip, which will start trickling out in the third quarter followed by mass production beginning in the fourth quarter, will have 192 gigabytes of memory.
That could help tech companies get a handle on the spiraling cost of delivering services similar to ChatGPT, AMD Chief Executive Lisa Su told Reuters in an interview. She spoke following a keynote presentation in San Francisco during which Su showed an AI system on the MI300X chip writing a poem about the city.
"The more memory that you have, the larger the set of models" the chip can handle, Su said. "We've seen in customer workloads that it runs much faster. We really do think it's differentiating."
But unlike past presentations where AMD has talked up a major customer for a new chip, AMD did not say who will adopt the MI300X or a smaller version called the MI300A. The company gave no details on how much the chip will cost or how it will bolster its sales.
Nvidia has few competitors working at a large scale. While Intel Corp $Intel (INTC.US)$ and several startups such as Cerebras Systems and SambaNova Systems have competing products, Nvidia's biggest sales threat so far is the internal chip efforts at Alphabet Inc's $Alphabet-A (GOOGL.US)$ Google and Amazon.com's $Amazon (AMZN.US)$ cloud unit, both of which rent their custom chips to outside developers.
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Macdonell J : AMD could not name their major customers for their latest AI chips, otherwise they will be banned from selling them.![[undefined]](https://static.moomoo.com/nnq/emoji/static/image/default/default-black.png?imageMogr2/thumbnail/36x36 "undefined")
铁掌水上漂 :