Hua Er Jie Jian Wen·2025-06-12 20:45Core Insights - AMD's CEO, Lisa Su, announced new AI chips that claim to outperform Nvidia's competitors, projecting the AI processor market to exceed $500 billion by 2028 [2][3] - The AI accelerator market is expected to grow at a compound annual growth rate (CAGR) of over 60%, with inference chips anticipated to grow even faster [2][3] - AMD has made 25 acquisitions related to its AI initiatives over the past year, aiming to strengthen its software ecosystem, which has lagged behind Nvidia's CUDA platform [3][6] Market Projections - By 2028, the AI processor market is projected to surpass $500 billion, with a significant annual growth rate expected in the next three years [2] - The AI accelerator market is anticipated to grow at approximately 60% annually, with inference chips expected to grow at an even higher rate [2][3] Product Developments - AMD introduced the new MI350 series GPUs, MI350X and MI355X, which reportedly offer three times the performance of the previous MI300X generation, targeting Nvidia's Blackwell architecture [3][5] - The MI350 series features up to 288GB of HBM3E memory and 8TB/s memory bandwidth, with the MI355X optimized for liquid cooling and the MI350X for air cooling [5][6] - Compared to Nvidia's offerings, AMD claims the MI355X has 1.6 times the memory capacity and twice the peak FP64/FP32 performance, with the MI350 series outperforming Nvidia's products in specific benchmarks [5][6] Strategic Focus - AMD has shifted its focus from a CPU-GPU integrated design to a pure GPU design for its latest generation, emphasizing its commitment to AI-specific processors [6] - The MI350 series is reported to have a fourfold increase in AI computing performance and a 35-fold increase in inference performance compared to the previous generation [6]