AMD Will Need Another Decade To Try To Pass Nvidia
Lisu Su has turned in her first ten years at the helm of AMD, and what a hell of a run it has been. …
Lisu Su has turned in her first ten years at the helm of AMD, and what a hell of a run it has been. …
If there is any market on Earth that is sorely in need of intense some competition, it is the datacenter GPU market that is driving the AI revolution. …
As expected, AMD has once again raised its forecast for sales of its Instinct MI300 series GPUs, and as it has broken through $1 billion in revenues for its “Antares” line of compute engines in the second quarter, it is now expecting to surpass $4.5 billion in sales of these devices for all of 2024. …
Back in 2012, when AMD was in the process of backing out of the datacenter CPU business and did not really have its datacenter GPU act together at all, the US Department of Energy exhibited the enlightened self-interest that is a strong foundation of both economics and politics and took a chance and invested in AMD to do research in memory technologies and hybrid CPU-GPU computing at exascale. …
You can build a software ecosystem if you have time. But sometimes, you want to speed things up, and then you have to pay to build that ecosystem out. …
It has been an invaluable asset for AMD as it re-engaged in the datacenter in the past decade to have Forrest Norrod as the general manager of its datacenter business. …
Computex, the annual conference in Taiwan to showcase the island nation’s vast technology business, has been transformed into what amounts to a half-time show for the datacenter IT year. …
A few years ago, it was hard to imagine how AMD would have survived without re-entering the datacenter with its CPU and GPU compute engines. …
The great thing about the Cambrian explosion in compute that has been forced by the end of Dennard scaling of clock frequencies and Moore’s Law lowering in the cost of transistors is not only that we are getting an increasing diversity of highly tuned compute engines and broadening SKU stacks across those engines, but also that we are getting many different interpretations of the CPU, GPU, DPU, and FPGA themes. …
UPDATED Like many HPC and AI system builders, we are impatient to see what the “Antares” Instinct MI300A hybrid CPU-GPU system on chip from AMD might look like in terms of performance and price. …
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