Zhi Tong Cai Jing·2025-06-12 23:26Core Viewpoint - AMD's CEO, Lisa Su, stated that the company's latest AI processors are expected to challenge NVIDIA's chips, with the AI market projected to exceed $500 billion in the next three years [1][3]. Group 1: Product Development and Performance - The new MI350 series chips are reported to outperform NVIDIA's competing products, with the MI355 chip showing a performance improvement of 35 times compared to its predecessor [1]. - AMD believes that the MI series will revitalize growth and demonstrate its ability to compete with larger rivals [3]. - The MI355 chip is said to perform better than NVIDIA's B200 and GB200 products when running AI software, and it is priced significantly lower than its competitors [3]. Group 2: Market Dynamics and Competition - Despite AMD's advancements, it still lags behind NVIDIA in the AI accelerator market, which is crucial for developing and running AI tools [1][3]. - The AI accelerator business has helped AMD escape the pressure from Intel in the PC processor market, but NVIDIA has surpassed both companies in revenue, with NVIDIA's annual revenue exceeding $100 billion [3]. - The demand for computing infrastructure is experiencing explosive growth, driven by significant investments from global giants [3][4]. Group 3: Future Outlook and Strategic Moves - Lisa Su announced the upcoming MI400 series, which is expected to establish a clear advantage over NVIDIA's chips released at the same time [3]. - The MI400 will include enhanced memory and high-speed data retrieval components, which are critical for running AI software [3]. - AMD is actively lobbying the U.S. government to ease export restrictions on AI components to other countries, emphasizing the need for more trade freedom to maintain the U.S. technology's core position in global AI development [4].