AI chip market may touch $500 bn: AMD
The Silicon Valley company said the market is likely to grow at over 60 per cent annually to exceed $500 billion, from being a $45 billion opportunity in 2023. Addressing the company's flagship Advancing AI 2025 conference here on Thursday, Su said the growth will be led by the inferencing work, which is a shift from training.
'What I can tell you based on everything that we see today is that that number is going to be exceeding $500 billion by 2028,' Su said. The company unveiled the 'MI350 Series GPUs (graphic processing units)' at the flagship event along with a host of other products.Su said opting for the newly launched chips may be beneficial for customers, claiming that they issue up to 40 per cent more tokens per dollar. It can be noted that Nvidia is generally considered an entrenched player in the GPUs market, and the demand for its chips is very high.
Try Our AI Features
Explore what Daily8 AI can do for you:
Comments
No comments yet...
Related Articles
Time of India
4 hours ago
- Time of India
GTA 5 gets this graphics update ahead of GTA 6 launch, the game now supports…
Rockstar Games has released a new visual update for Grand Theft Auto V Enhanced. In a blog post, Nvidia has announced that it is adding support for DLSS 4 Multi-Frame Generation to the popular open-world title. This update is designed to improve performance and make gameplay look smoother, especially for players with RTX 50 and 40-series graphics cards. The new DLSS 4 technology works alongside the game's existing ray tracing features. Nvidia has also released a new Game Ready driver (version 580.97) to optimise performance for this update and support the enhanced version of Senua's Saga: Hellblade II, which also now features DLSS 4. How will this update improve GTA V Enhanched At 4K resolution, with ray tracing and all settings at maximum, DLSS 4 with Multi Frame Generation will boost GeForce RTX 50 Series frame rates by an average of 3.9X, delivering high-fidelity visuals and smooth, fast-paced gameplay in GTA V Enhanced . At 2560x1440 and 1920x1080 resolutions, DLSS 4 with Multi Frame Generation will deliver an average 3.1X performance boost, enabling several configurations to reach Grand Theft Auto V Enhanced's 500 frames-per-second limit, providing GeForce RTX 50 Series users with a highly optimised experience. Players who already own the Legacy version of GTA V and GTA Online for PC can upgrade to the Enhanced version at no cost. This edition includes new vehicles and upgrades at Hao's Special Works, the GTA Online Career Progress feature, the option to sign up for GTA+ Membership, and additional content. Other games that are getting Nvidia's DLSS 4 Multi-Frame Generation update Apart from GTA V, Senua's Saga: Hellblade II Enhanced has also got a free PC update which adds a Very High graphics preset, Dark Rot mode, developer commentary, and an improved photo mode. GeForce RTX users can boost performance with DLSS 4 and NVIDIA Reflex for higher frame rates and lower latency. Supraworld, a first-person puzzle-metroidvania from Supra Games, has also entered Early Access on August 15 with day-one support for DLSS 4, Frame Generation, Super Resolution, and DLAA for maximum performance and image quality. Meanwhile, Titan Quest II, which is also now in Early Access, brings back the classic action RPG with full DLSS 4 integration, delivering higher frame rates, improved image quality, and reduced latency via NVIDIA Reflex. UBON SP-85: Portable Party Speaker On A Budget AI Masterclass for Students. Upskill Young Ones Today!– Join Now
&w=3840&q=100)
First Post
5 hours ago
- First Post
Shares shine brighter than gold: With 124% return in 2019-25, Indian stocks beat yellow metal
The Nifty 50 index rose 124 per cent between August 2019 and August 2025, just ahead of gold's 117 per cent gain. By contrast, Chinese A-shares posted a modest 6 per cent increase over the same period Indian equities have narrowly outperformed gold over the past six years, even as the precious metal surged on safe-haven demand during a period of heightened geopolitical uncertainty, according to the latest Bits and Pieces report from research firm CLSA. The Nifty 50 index rose 124 per cent between August 2019 and August 2025, just ahead of gold's 117 per cent gain. By contrast, Chinese A-shares posted a modest 6 per cent increase over the same period, showing the divergence in equity performance across Asia. STORY CONTINUES BELOW THIS AD Tech and crypto lead global rally The standout performer globally was Nvidia, whose share price skyrocketed 4,225 per cent from $4 in 2019 to $173 in 2025, driven by the semiconductor boom and surging demand for AI-related hardware. The 'Magnificent 7' Index (comprising Alphabet, Amazon, Apple, Meta Platforms, Microsoft, Nvidia and Tesla) jumped 766 per cent, cementing big tech's dominance in global equity returns, Economic Times reported. Bitcoin also staged a meteoric rise, climbing 1,001 per cent to $114,641, buoyed by mainstream adoption and public endorsements from the US president. The MSCI World Index, a benchmark for global equities, advanced 74 per cent. Macroeconomic backdrop The report places these gains against a backdrop of expanding global liquidity and rising debt levels. Global GDP grew 26 per cent over the period to $111 trillion, while global debt rose 27 per cent to $324 trillion. US government debt jumped 68 per cent to $37 trillion. Bond markets were the exception to the broader asset rally, with the Bloomberg Barclays Global Aggregate Bond Index slipping 2 per cent as rising interest rates weighed on fixed income returns. Safe-haven demand drives gold Gold's 117 per cent advance was fuelled by its role as a hedge against uncertainty, particularly after the Russia-Ukraine war erupted in 2022. Silver outperformed gold on a percentage basis, rising 124 per cent to $37 an ounce, aided by its dual role as a precious and industrial metal. Outlook CLSA's findings underline the widening gap in performance between technology-focused assets and more traditional investments. While the Nifty's performance signals resilience in India's equity market, the scale of Nvidia's rally and the rise of cryptocurrencies point to an investor preference for growth sectors capable of capitalising on structural technological shifts. The data also highlights that, despite macroeconomic headwinds, global risk appetite has remained strong, with liquidity and leverage fuelling returns across multiple asset classes.
Mint
6 hours ago
- Mint
China cautions tech firms over Nvidia H20 AI chip purchases, sources say
-Chinese authorities have summoned domestic companies including major internet firms Tencent and ByteDance over their purchases of Nvidia's H20 chips, asking them to explain their reasons and expressed concerns over information risks, three people familiar with the matter told Reuters. The Cyberspace Administration of China and other agencies also held meetings with Baidu and smaller Chinese tech firms in recent weeks, said one of the two people and a third source. The Chinese officials asked companies why they needed to buy Nvidia chips when they could purchase from domestic suppliers, the sources. Authorities also expressed concerns that materials Nvidia has asked companies to submit for U.S. government review could contain sensitive information including client data, one of the sources said. However, the people, who declined to be identified because the meetings were not public, said the companies have not been ordered to stop buying H20 chips. Nvidia said on Tuesday the H20 chip was "not a military product or for government infrastructure". "China has ample supply of domestic chips to meet its needs. It won't and never has relied on American chips for government operations, just like the U.S. government would not rely on chips from China," the statement said. Baidu, ByteDance, Tencent and the CAC did not immediately respond to requests for comment. Earlier on Tuesday, Bloomberg News reported that Chinese authorities have urged domestic companies to avoid using Nvidia's H20 chips, particularly for government-related purposes. Several companies were issued official notices discouraging the use of the H20, a less-advanced chip, mainly for any government or national security-related work by state enterprises or private companies, the report said, citing people familiar with the matter. In a separate report, The Information reported that ByteDance, Alibaba and Tencent had been ordered by the CAC in the past two weeks to suspend Nvidia chip purchases altogether, citing data security concerns. The CAC directive was communicated at a meeting the regulator held with over a dozen Chinese tech firms, shortly after the Trump administration reversed the export curbs on H20 chips, according to the Information report. Reuters could not immediately confirm the reports and Alibaba did not respond to a request for comment. Top contract chipmaker SMIC rose 5% on Tuesday on expectations of rising demand for locally-produced chips. But even without an outright ban, the concerns expressed by Chinese authorities could threaten Nvidia's recently restored access to the Chinese market as Chinese companies look to keep in step with regulators. Nvidia designed the H20 specifically for China after U.S. export restrictions on its more advanced AI chips took effect in late 2023. The H20 had since been the most sophisticated AI chip Nvidia was allowed to sell in China. Earlier this year, U.S. authorities effectively banned its sale to China, but reversed the decision in July following an agreement between Nvidia and the Trump administration. Last month, China's cyberspace regulator summoned Nvidia representatives, asking the company to explain whether the H20 posed backdoor security risks that could affect Chinese user data and privacy. State-controlled media have intensified criticism of Nvidia in recent days. Yuyuan Tantian, affiliated with state broadcaster CCTV, published an article on WeChat over the weekend claiming H20 chips pose security risks and lack technological advancement and environmental friendliness. The scrutiny threatens a significant revenue stream for Nvidia, which generated $17 billion from China sales in its fiscal year ended January 26 - or 13% of total revenue. China has accelerated work on domestic AI chip alternatives, with companies, such as Huawei developing processors that rival the H20's performance, and Beijing urging the technology sector to become more self-sufficient. However, U.S. sanctions on advanced chipmaking equipment, including lithography machines essential for chip production, have constrained domestic manufacturers' ability to boost production. On Monday, U.S. President Donald Trump suggested that he might allow Nvidia to sell a scaled-down version of its advanced Blackwell chip in China, despite deep-seated fears in Washington that Beijing could harness U.S. AI capabilities to supercharge its military. China's foreign ministry said on Tuesday it hoped the U.S. would act to maintain the stability and smooth operation of the global chip supply chain. The Trump administration last week confirmed an unprecedented deal with Nvidia and AMD, which agreed to give the U.S. government 15% of revenue from sales of some advanced chips in China. China's renewed guidance on avoiding chips also affects AI accelerators from AMD, Bloomberg also reported. It was not clear, however, whether any notices from Chinese authorities specifically mentioned AMD's MI308 chip. AMD did not respond to a request for comment outside regular business hours. This article was generated from an automated news agency feed without modifications to text.
