Latest news with #InstinctMI355X
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AMD (AMD) Unveils 1,400W MI355X AI GPU to Challenge Nvidia's Blackwell
AMD (AMD, Financials) officially launched its Instinct MI355X GPU accelerator Wednesday, showcasing a massive leap in compute power and energy demands as it competes with Nvidia's Blackwell Ultra B300. Warning! GuruFocus has detected 3 Warning Signs with AMD. The MI355X is part of AMD's new CDNA 4 architecture and is optimized for AI inference. With support for FP4, FP6, FP8, and FP16 precision, the MI355X delivers up to 20.1 PFLOPS in FP4/FP6 workloads and 10.1 PFLOPS in FP8, slightly ahead of Nvidia's B300 at 15 FP4 PFLOPS. To support this performance, the MI355X consumes 1,400W peak, nearly doubling the 750W required by its predecessor, the MI300X. AMD expects some users may still air-cool the chip, but liquid cooling is the standard. The GPU includes 288 GB of HBM3E memory with bandwidth reaching 8 TB/s. A scaled 8-way configuration brings system-level performance to 161 PFLOPS (FP4) and 80.5 PFLOPS. While raw compute marks a win on paper, AMD still trails Nvidia in deployment scale and software ecosystem. Pegatron is reportedly preparing a 128-way MI350X system, but Nvidia remains dominant in large-scale AI training clusters. AMD's Chief Technology Officer Mark Papermaster said zettascale supercomputing by 2035 will require processors consuming up to 2,000W each. He projected that future AI systems may need nuclear-scale powerup to 500 MW per machine. This article first appeared on GuruFocus. Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
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AMD gains on Nvidia? Lisa Su reveals new chips in heated AI inference race
-- Advanced Micro Devices Inc (NASDAQ:AMD) made an aggressive bid for dominance in AI inference at its Advancing AI event Thursday, unveiling new chips that directly challenge NVIDIA Corporation's (NASDAQ:NVDA) supremacy in the data center GPU market. AMD claims its latest Instinct MI355X accelerators surpass Nvidia's most advanced Blackwell GPUs in inference performance while offering a significant cost advantage, a critical selling point as hyperscalers look to scale generative AI services affordably. The MI355X, which has just begun volume shipments, delivers a 35-fold generational leap in inference performance and, according to AMD, up to 40% more tokens-per-dollar compared to Nvidia's flagship chips. That performance boost, coupled with lower power consumption, is designed to help AMD undercut Nvidia's offerings in total cost of ownership at a time when major AI customers are re-evaluating procurement strategies. 'What has really changed is the demand for inference has grown significantly,' AMD CEO Lisa Su said at the event in San Jose. 'It says that we have really strong hardware, which we always knew, but it also shows that the open software frameworks have made tremendous progress.' AMD's argument hinges not just on silicon performance, but on architecture and economics. By pairing its GPUs with its own CPUs and networking chips inside open 'rack-scale' systems, branded Helios, AMD is building full-stack solutions to rival Nvidia's proprietary end-to-end ecosystem. These systems, launching next year with the MI400 series, were designed to enable hyperscale inference clusters while reducing energy and infrastructure costs. Su highlighted how companies like OpenAI, Meta Platforms Inc (NASDAQ:META), and Microsoft Corporation (NASDAQ:MSFT) are now running inference workloads on AMD chips, with OpenAI CEO Sam Altman confirming a close partnership on infrastructure innovation. 'It's gonna be an amazing thing,' Altman said during the event. 'When you first started telling me about the specs, I was like, there's no way, that just sounds totally crazy.' Oracle Corporation (NYSE:ORCL) Cloud Infrastructure intends to offer massive clusters of AMD chips, with plans to deploy up to 131,072 MI355X GPUs, positioning AMD as a scalable alternative to Nvidia's tightly integrated, and often more expensive, solutions. AMD officials emphasized the cost benefits, asserting that customers could achieve double-digit percent savings on power and capital expenditures when compared with Nvidia's GPUs. Despite the positive news, AMD shares were down roughly 2% ahead of market close. Wall Street remains cautious, but AMD's moves suggest it is committed to challenging Nvidia's leadership not only with performance parity, but also with a differentiated value and systems strategy. While Nvidia still commands more than 90% of the data center AI chip market, AMD's targeted push into inference, where workloads demand high efficiency and lower costs, marks a strategic front in the battle for AI dominance. With generative AI models driving a surge in inference demand across enterprises, AMD is betting that performance per dollar will matter more than ever. Related articles AMD gains on Nvidia? Lisa Su reveals new chips in heated AI inference race Wall Street weighs in on Boeing after digesting deadly Air India crash SharpLink Gaming stock tumbles after filing to offer common stock, warrants
