To compete with Nvidia company NVDA Coming Blackwell system, Advanced Micro Devices Company AMD The next generation The chip is scheduled to ship in the second half of 2025.
What happened: On Thursday, AMD revealed its plans for the next generation MI350 The chip is intended to compete with Nvidia's new Blackwell system, and is expected to ship in the second half of 2025.
According to AMD, the Instinct MI350 series accelerators, built on the CDNA 4 architecture, are expected to deliver up to 35 times better inference performance compared to their CDNA 3-based predecessors.
The MI350 series also aims to maintain its leadership in memory capacity, featuring up to 288GB of HBM3E memory per accelerator.
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CEO of AMD Lisa Sue The vision is for AMD to become the “leader in end-to-end AI” over the next decade, I mentioned Financial Times.
“You have to be very ambitious,” she said, adding: “This is the beginning, not the end, of the AI race.”
Despite Nvidia lagging behind in AI chip sales, AMD has emerged as Nvidia's closest competitor in the race to offer off-the-shelf AI chips. The company expects the total target market for AI chips to reach $400 billion by 2027.
“When we first started, that number was seen as a really big number,” Su said. “And I think people are turning to our large number because of the huge demand for AI infrastructure.”
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Why it matters: On the same day, at the “Advancing AI 2024” event, AMD launched several high-performance computing solutions, including 5th generation AMD EPYC server CPUs, AMD Instinct MI325X Accelerators, and AMD Pensando Salina Data protection units, among others.
Meanwhile, Nvidia has been making waves with its next-generation Blackwell GPU platform. CEO of Nvidia Jensen Huang She previously confirmed that Blackwell is in full production and progressing as planned, with demand for the platform described as “insane”.
This development coincides with Nvidia customers preparing to launch the Blackwell system in the current quarter. Microsoft Corporation It announced earlier this week that it has become the first cloud provider to make the new GB200 chipset available to its customers.
Earlier, it was also reported that in Consumer Electronics Show 2025Huang is scheduled to deliver a keynote speech. The timing of the event aligns with speculation about Nvidia's next generation GPUs expected to launch in 2025.
Nvidia is also expected to introduce updates to its RTX 50 series, including desktop GPUs built on the Blackwell architecture.
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