"Science and Technology Innovation Board**" on December 6 (edited by Qiu Siyu).AMD will host an event called "Advancing AI" on December 6 at 10 a.m. PT (December 7 at 2 a.m. EDT).
It is reported thatAMD will unveil the Instinct Mi300 series at the event, including the MI300 A, MI300 X, and more, and will highlight the company's growth momentum in AI hardware and software. At that time, AMD Chairman and CEO Lisa Su will work with company executives and AMD's partners and customers to ** AMD's products and software.
Analysts at the investment bank Wedbush said in a recently released research report that in this event, AMD will compare the product performance of the MI300 with NVIDIA's H100, especially in terms of memory and bandwidth.
Wedbush also arguesMicrosoft may participate in the AMD event, as Microsoft has announced the application of AMD's new chips in the Azure cloud computing business.
According to a number of foreign media reports, in addition to Microsoft, Amazon, Oracle, IBM and many other technology giants are also considering AMD's products. In a recent market brief, Ming-Chi Kuo pointed out that AMD's largest customer is Microsoft, accounting for more than 50% of shipments, followed by Amazon. In addition, Meta and Google are currently testing AMD products, and it is expected that Meta will become an AMD customer with a high probability.
In addition, WCCFTECH said that Advancing AI is an AI-focused event, so mainstream consumer products are unlikely to be unveiled at this event, but information about consumer applications of AI and data center business is expected to be released at this event.
How will the MI300 market perform?
At present, many analysts are optimistic about the market performance of AMD MI300 series products.
Analysts at jefferies indicated thatWith the launch of the Mi300, AMD will join Nvidia as the "first choice" of technology companies. BofA also wrote in its latest report that AMD's products are attractive to industry giants, enterprises, OEMs and AI startups.
From the perspective of shipments, Ming-Chi Kuo expects that AMD's AI chip shipments next year will be about 10% of Nvidia's (based on CODOS), mainly MI300A. If Microsoft's partnership with AMD goes well, AMD gets orders from Meta and GoogleIt is expected that AMD's AI chip shipments will reach 30% of Nvidia's (based on CODOS) in 2025.
Taiwan's Electronic Times pointed out in today's ** Dao,AMD's Mi300 is expected to ship 300,000 to 400,000 units next yearThe largest customers are Microsoft and Google.
Lisa Su also made it clear that a number of hyperscale cloud service providers have committed to deploying MI300 chip products, and data center GPU products will bring $400 million in revenue to AMD in the fourth quarter, and revenue is expected to exceed $2 billion in 2024. The MI300 will be the fastest product to achieve $1 billion in sales since the company's inception.
From the perspective of performance, compared to competing products, the MI300 is competitive enough.
According to data released by AMD in June this year, products optimized for large language modelsMi300 X, its memory reaches 192GB and the memory bandwidth is 52tb/s，The Infinity Fabric bandwidth is 896Gbs and the number of transistors reaches 153 billion.
In addition,The HBM (High Bandwidth Memory) density offered by the Mi300 X is 100 that of the Nvidia H24 times, the HBM bandwidth is 100 times that of H16 times.
It is reported that the Nvidia H100 has a memory capacity of 80GB and a bandwidth of 335tb/s。But the company's products are also constantly iterating, and Nvidia's latest AI chip, H200, has been released recently. The H200 has the same computing power as the H100, with a memory capacity of 141GB and a bandwidth of 48tb/s。
However, the barriers to the software ecosystem remain one of AMD's challenges. Karl Freund, principal analyst at Cambrian-AI Research LLC, pointed out that AMD's software ecosystem is not as complete as NVIDIA's. Training and running large AI models depends not only on GPU performance, but also on system design.
"We want to be a significant player in this [AI] market. She mentioned that AMD is working on improvements in the AI software suite.