Shulou(Shulou.com)11/24 Report--

CTOnews.com June 13, AMD CEO Su Zifeng will deliver a keynote speech at an event in San Francisco on Tuesday local time to introduce the company's strategy in the data center and artificial intelligence market.

Analysts expect AMD to release new details about its artificial intelligence "super chip", which they believe will be a strong competitor to Nvidia, whose chips already almost dominate the AI market.

Analysts believe that AMD will disclose new details about the MI300 chip, which is AMD's most advanced GPU, which is also a key component used by OpenAI and other companies to develop products such as ChatGPT.

According to analysts, Nvidia now accounts for 80 to 95 per cent of the AI computing market. Last month, Nvidia reported brilliant results, with a market capitalization of $1 trillion at one point (CTOnews.com Note: currently about 7.15 trillion yuan).

At present, Nvidia has few decent competitors in this field, and although Intel and several start-ups such as Cerebras Systems and SambaNova Systems have similar competitors, they are much smaller than Nvidia. The industry believes that Nvidia's biggest threat now comes from the internal chip work of Alphabet's Google and Amazon cloud divisions, both of which are renting out their custom chips to outside developers.

Obviously, even if AMD launches a new AI chip, it will be very difficult to change this situation immediately. MI300 will start generating sales revenue in the fourth quarter, but "it will be more meaningful in 2024", Su Zifeng told investors on the earnings call.

In fact, Nvidia's current advantage in the AI field lies not only in its chips, but also in the software tools and ecosystems that have been cultivated for more than a decade. Kevin Krewell, chief analyst at TIRIAS Research, says AMD must catch up in software and research trends.

"they have to contact the research community to understand what the market is doing and what they need to do, and be prepared before something becomes important," Krewell said.

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