Could AMD Finally Challenge Nvidia With Its MI400 AI Chips?

Advanced Micro Devices (NASDAQ: AMD) has built a sizable AI accelerator business over the past few years, but it's a drop in the bucket compared with market leader Nvidia (NASDAQ: NVDA). While Nvidia's data center segment generated more than $39 billion in revenue during the most recent quarter alone, AMD managed just $5 billion in AI accelerator revenue in all of 2024.AMD's latest Instinct MI350X and MI355X graphics processing units (GPUs) are powerful, delivering four times the AI compute performance and 35 times the AI inferencing performance compared to the company's last-generation products. However, specifications and performance are in line with Nvidia's latest Blackwell-based GPUs. AMD's chips feature 288 GB of HBM3E memory and 8 terabytes per second (TB/s) of memory bandwidth, the same as Nvidia's GB300 Superchip. Raw compute performance across different types of operations is also similar to Nvidia's latest. While AMD's MI350X and MI355X are capable AI accelerators, they fail to leapfrog Nvidia.Image source: Getty Images.Continue readingWeiter zum vollständigen Artikel bei MotleyFool Weiter zum vollständigen Artikel bei MotleyFool