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AMD presents new AI chips - competition for Nvidia

The US chip developer $AMD (+0,35 %) has presented its new high-performance processors for applications in the field of artificial intelligence (AI). The next stage of development was also announced at the same time. The Group wants to use this to $NVDA (-0,29 %) serious competition.

At the "Advancing AI" developer conference on Thursday, AMD CEO Lisa Su presented the MI350 and MI355 chips. Facebook parent company Meta and xAI, Tesla CEO Elon Musk's AI company, are already using the MI350 in their data centers.

AMD boss believes in strong growth in the AI market

Su also provided an outlook on AMD's MI400 AI chip, which is due to be launched on the market next year. This chip is intended to take market share away from Nvidia's current state-of-the-art processors from the Blackwell series. Nvidia currently dominates an estimated 80 percent of the AI market.

Source: www.ecoreporter.de

9 Commentaires

batic420@batic420

I can't wait to see how this develops!

I have $AMD as a single share in my portfolio and if they really manage to step on the gas and take market share from $NVDA, that would be great!

I think it's generally nice to see that $NVDA no longer has such a monopoly in this market. Competition always creates pressure to perform and promotes innovation.

Especially with a view to China, this could help the USA to maintain the upper hand in the field of "AI". 😁

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Tenbagger2024@Tenbagger2024

@batic420
$QCOM is also on the right track.
But Qualcomm is also working with NVIDIA to some extent.

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batic420@batic420

@Tenbagger2024 I've actually looked at it before. However, the collaboration means that $QCOM could lose out here if something goes wrong at $NVDA. $AMD really is THE direct competition.

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Leon@Investingyoung

@batic420 has trzd ne shit margin, nvda allways > AMD

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Tenbagger2024@Tenbagger2024

@batic420
However, Qualcomm is now well positioned in some areas.
And there are also dividends

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batic420@batic420

@Investingyoung Since when can you look into the future and know that it will always stay that way? Could you lend me your crystal ball? 🔮

Everyone is the master of their investments on the stock market and can invest their money as they wish. I'm convinced of AMD and also indirectly invest in NVIDIA through an ETF.

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Leon@Investingyoung

@batic420 my crystal ball is in the past, AMD's margin has always been screeching while nvda's has not

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Leon@Investingyoung

@batic420 I had amd myself but in the dip at nvda I sold amd and bought nvda. Current prices amd is more exciting but in the inch crash absolutely nvdia under 100€ snapper

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Wravo@Wravo

@Investingyoung that's why AMD is valued much cheaper, you have security and probably a lower return, like a bit of risk and a higher expected return

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