Artificial Intelligence: the war grows between two giants of the chip industry

Artificial Intelligence: the war grows between two giants of the chip industry

Production of a new artificial intelligence chip from Advanced Micro Devices to challenge market leader Nvidia will ramp up in the fourth quarter, the company announced Tuesday.

The production of a new artificial intelligence chip from Advanced Micro Devices will seek to challenge Nvidia’s leadership.

Lisa Su, AMD CEO, told an event in San Francisco that the new MI300X chip will have 192 gigabytes of memory, more than any current Nvidia chip and a key performance measure to see how well the chip will handle the large AI systems behind services similar to ChatGPT.

“There is no doubt that artificial intelligence will be the main driver of silicon consumption for the foreseeable future”Sue said. According to the CEO, customers will receive sample chips in the third quarter and production will ramp up towards the end of the year.

Nvidia’s leadership is not only due to its chips, but to more than a decade of providing software tools to AI researchers and learn to anticipate what they will need on chips that take years to design.

For its part, AMD on Tuesday provided updates to its Rocm software, which competes with Nvidia’s Cuda software platform.

“People are still not convinced that AMD’s software solution is competitive against Nvidia’s, even if it is in terms of hardware performance”said Anshel Sag, an analyst at Moor Insights & Strategy.

Source: Ambito

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