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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. 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. Nvidia, whose shares have surged 170% so far this year, dominates the AI computing market with a market share of 80% to 95%, according to analysts. Aside from the AI market, AMD said it has started shipping high volumes of a general purpose central processor chip called "Bergamo" to companies such as Meta Platforms (META.O).
Persons: Lisa Su, Dave Brown, Stephen Nellis, Su, We've, Kevin Krewell, Alexis Black Bjorlin, Nvidia's, Chintala, Sag, Leslie Adler, David Gregorio, Nick Zieminski, Mark Porter Organizations: AMD, Amazon Web, REUTERS, Devices Inc, Nvidia Corp, Reuters, Nvidia, TIRIAS Research, Intel Corp, Systems, SambaNova Systems, Google, Facebook, Nvidia's, Meta, Moor, Thomson Locations: San Francisco , U.S, Santa Clara , California, San Francisco, Bergamo
Chief Executive Lisa Su said AMD has started shipping its "Bergamo" central processor. They spoke at an event in San Francisco where AMD was set to introduce its new artificial intelligence chip. Nvidia dominates the AI computing market with 80% to 95% of market share, according to analysts. Last month, Nvidia's market capitalization briefly touched $1 trillion after the company said it expected a jump in revenue after it secured new chip supplies to meet surging demand. Kevin Krewell, principal analyst at TIRIAS Research, said AMD will have to catch up on both software and research trends.
Persons: Lisa Su, Dave Brown, Stephen Nellis, Alexis Black Bjorlin, Su, Kevin Krewell, Krewell, Leslie Adler, David Gregorio, Nick Zieminski Organizations: AMD, Amazon Web, REUTERS, Devices, Facebook, Nvidia Corp, Nvidia, Intel Corp, Systems, SambaNova Systems, Google, TIRIAS Research, Thomson Locations: San Francisco , U.S, Bergamo, San Francisco
AMD Chief Executive Lisa Su will give a keynote address at an event in San Francisco on the company's strategy in the data center and AI markets. Analysts expect fresh details about a chip called the MI300, AMD's most advanced graphics processing unit (GPU), the category of chips that companies like OpenAI use to develop products such as ChatGPT. Nvidia dominates the AI computing market with 80% to 95% of market share, according to analysts. Last month, Nvidia's market capitalization briefly touched $1 trillion after the company said it expected a jump in revenue after it secured new chip supplies to meet surging demand. Kevin Krewell, principal analyst at TIRIAS Research, said AMD will have to catch up on both software and research trends.
Persons: Lisa Su, Su, Kevin Krewell, Krewell, Stephen Nellis, Leslie Adler Organizations: Devices, Nvidia Corp, AMD, Nvidia, Intel Corp, Systems, SambaNova Systems, Google, TIRIAS Research, Thomson Locations: San Francisco
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