Advanced Micro Devices on Tuesday is expected to reveal new details about an AI 'superchip' that analysts believe will be a strong challenger to Nvidia Corp , whose chips dominate the fast-growing artificial intelligence market.
AMD's new chip won't change that right away. Su told investors during an earnings call last month that the MI300 will start generating sales in the fourth quarter, but "will be more meaningful in 2024."
As well, Nvidia's lead has come not just from its chips, but from more than a decade of providing software tools to AI researchers and learning to anticipate what they will need in chips that take years to design. Kevin Krewell, principal analyst at TIRIAS Research, said AMD will have to catch up on both software and research trends.
"They have to connect with the research community to understand what the market is doing and what they need to do, well ahead of when something becomes important," Krewell said.
South Africa Latest News, South Africa Headlines
Similar News:You can also read news stories similar to this one that we have collected from other news sources.
Microsoft is bringing PC Game Pass to Nvidia’s GeForce Now serviceNow Microsoft’s game subscription is coming to rival cloud gaming services
Read more »
Microsoft's PC Game Pass is coming to NVIDIA's rival GeForce Now service | EngadgetMicrosoft Game Pass members will soon be able to stream select PC games on NVIDIA's GeForce Now..
Read more »
Nvidia Can Handle Being in the Trillion Dollar ClubHeard on the Street: Wall Street is very comfortable with the idea of Nvidia being worth $1 trillion. Some investors still aren’t so sure.
Read more »
It Was Founded in a Denny’s. Now It’s Worth More Than Facebook.Nvidia’s biggest customers are also its biggest competitors.
Read more »
Nvidia's RTX 4060 might arrive sooner than expected | Digital TrendsNvidia's RTX 4060 might be right around the corner. Will it be as successful as the RTX 3060 was?
Read more »
TSMC stock outpaces chips on report Nvidia AI order boosted capacity useU.S. shares of Taiwan Semiconductor Manufacturing Co. outpaced the broader chip sector Monday following a report that increased AI-related orders from Nvidia...
Read more »