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AMD expected to launch next generation of AI infrastructure to challenge Nvidia


AMD attempts to capture market share from Nvidia in fast-growing data centre chip sector

AMD processor is seen in this illustration. Photo: Reuters

Advanced Micro Devices is set to launch a raft of AI hardware that will rival Nvidia on Thursday at an event at a downtown convention center in San ‌Francisco.

AMD is attempting to capture market share from Nvidia in the fast-growing data center chip sector, especially for so-called inference computing, which is the data crunching that occurs when a ​user queries a chatbot such as OpenAI’s ChatGPT.

AMD is expected to ​show off the company’s data center hardware that includes its first-generation ⁠server racks called Helios, which it is marketing as a rival to a ​similar design from Nvidia, which is rolling out its second-generation product this year.

The ​company also is expected to formally launch its Venice central processing unit (CPU) for data centers.

This week, Nvidia released a spate of technical details about its Vera CPU, which aimed to show ​that the chip, when combined with Nvidia’s “Rubin” graphics processing unit (GPU), will do the ​best job at maximising how much work AI agents can do with a given amount ‌of electricity.

Read: Apple unseats Nvidia as most valuable firm

At the Moscone West convention center on Wednesday, hundreds of executives and engineers gathered to take in technical presentations and mingle on a showroom floor, according to a Reuters witness.

AMD displayed the Helios data center rack amid booths from cloud computing ​providers such as Vultr ​and TensorWave. Both ⁠cloud providers operate data centers with AMD hardware.

On Wednesday, AMD announced plans to sell up to two gigawatts of its Instinct ​MI450 chips to AI lab Anthropic beginning in the first ​half of ⁠2027. The deal also includes an investment of as much as $5 billion in the Claude maker.

In October, AMD announced a multiyear deal with OpenAI that would also ⁠bring in ​tens of billions of dollars in annual ​revenue while giving the ChatGPT creator the option to buy up to roughly 10% of the chipmaker.



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