AMD's MI300X data center GPU is the company's top AI chip, and it is trying to win over many of Nvidia's top customers, including Microsoft, Meta Platforms, and Oracle. But the company is now gearing up to start shipping its MI350 series, which is based on a new architecture called CDNA (Compute DNA) 4.
CDNA 4 GPUs like the upcoming MI355X can deliver up to 35 times more performance than the MI300X, so they are a competitive threat to Nvidia's Blackwell chips, but still fall short in other areas. The only plus for AMD is the supply chain management has recently started shipping at scale. MI355X production will ramp up into the middle of this year, and Oracle has already ordered a whopping 30,000 of them in a multi-billion-dollar deal.
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.
- VivianChua·05-17Nice 💚💚💚LikeReport