AMD announces future AI chips, and will accelerate the introduction of new models

(Bloomberg) — Advanced Micro Devices Inc. It is seeking to accelerate the introduction of new artificial intelligence processors as it seeks to weaken Nvidia Corp’s dominance of that lucrative market.

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The MI325X will go on sale in the fourth quarter, CEO Lisa Su said in the opening speech at the Computex conference in Taiwan. The company said that this chip, which will replace the MI300, will have more memory and faster data throughput. It will be followed by the MI350 in 2025 and the MI400 a year after that. The move to a roughly annual release cycle is consistent with Nvidia’s plans, which CEO Jensen Huang outlined in a speech the night before in Taipei.

AMD is among the companies rushing to market with new products aimed at capitalizing on the influx of money being pumped into new AI training systems, money currently being spent primarily on Nvidia’s offerings. Su said the company continues to receive strong demand for its existing MI300 products, and its new models will compare favorably with competing offerings.

Santa Clara-based AMD has shown the most progress among the group chasing Nvidia. AMD has increased its sales target for so-called AI accelerators to $4 billion this year. This rapid increase from almost nothing last year is still minuscule compared to Nvidia. Nvidia’s data center unit alone is on track to exceed $100 billion in annual sales, according to estimates, surpassing the combined annual revenue totals of AMD and Intel Corp.

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For consumers, AMD has talked about its third generation Ryzen AI processors, which are dubbed Strix Point and will go on sale from July. It’s designed specifically for laptops and combines RDNA 3.5 mobile graphics, XDNA 2 neural processing units to accelerate AI tasks, and the latest Zen 5 processing cores. Su invited a series of partners to the stage – from HP Inc. Enrique Lores, Executive Vice President, Lenovo Group Ltd. Luca Rossi to President of Asustek Computer Inc. Jonney Shih – To discuss upcoming hardware featuring AMD’s new Ryzen platform.

AMD showed off a chip suggesting its latest Ryzen system performs better with AI tasks than Qualcomm Inc’s Snapdragon Microsoft Windows President Pavan Davuluri also joined Su on stage to say that his team has “collaborated with AMD from day one” on the Copilot PC+ project.

“For us, on-device AI actually means faster response times, privacy and better cost,” Davuluri said. “But this means running models with billions of parameters on PCs. Compared to traditional PCs even a few years ago, we’re talking about 20 times higher performance and up to 100 times efficiency for AI workloads.

Separately, AMD showed off new gaming-oriented processors for laptops and desktops. “This is the fastest consumer CPU in the world,” Su said as he held up AMD’s Ryzen 9 9950X chip. This 16-core processor will run at up to 5.7GHz in overclocking mode.

–With assistance from Jane Lanhee Lee.

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