AMD’s CEO is giving a speech at an event in San Francisco on Tuesday. They will talk about their plans for the data center and artificial intelligence markets. AMD has a new “super chip” for artificial intelligence that may give Nvidia a run for their money. Nvidia currently dominates the AI market. AMD is also releasing the MI300 chip, which is their most advanced GPU yet. Companies like OpenAI are using it to develop products like ChatGPT.
Nvidia currently holds 80-95% of the AI computing market. Some startups like Cerebras Systems and SambaNova Systems, as well as Intel, have similar competing products. However, people are saying that Google and Amazon’s custom chips, which they’re leasing out to other developers, are the biggest threat to Nvidia.
Although the MI300 sales will start in Q4, it won’t really make a difference until 2024 according to Sozifon.