I hope we’ll start seeing meaningful results and comparisons once the Instinct MI450 is released in a few months. In general, AMD is still a relatively small player with plenty of room to grow compared to the giant that is NVIDIA. Hyperscalers are likely to continue buying AMD products as well, both for performance reasons and to diversify their AI infrastructure away from a single dominant supplier. It’s much easier for a smaller company to grow rapidly than for the largest whale in the market to maintain the same pace of growth.
I hope we’ll start seeing meaningful results and comparisons once the Instinct MI450 is released in a few months. In general, AMD is still a relatively small player with plenty of room to grow compared to the giant that is NVIDIA. Hyperscalers are likely to continue buying AMD products as well, both for performance reasons and to diversify their AI infrastructure away from a single dominant supplier. It’s much easier for a smaller company to grow rapidly than for the largest whale in the market to maintain the same pace of growth.
Yeah, I'm excited to see if we start seeing AMD take on more workloads when the MI450 comes out!!