![]() ![]() Nvidia is shipping their superchip combo CPU / GPU fastest on the planet. The real competition for AMD is Intel right now they're ahead of AMD. Lisa Su in the last quarterly earnings report said the forming an AI group.ĭon't get me wrong Lisa Su is a great engineer and CEO. NVIDIA H100 GPU Performance Shatters Machine Learning Benchmarks For Model Trainingįorbes business and technical you can read all about it. ![]() It did pretty well.Ĭurrently they have pretty good accelerators. Intel demonstrated Gaudi 3 comprised of an AI instruction set. ![]() Why because they would have got slaughtered. Why didn't AMD submit to the ML performance 3.0 benchmark testing on AI. In the last 3 years it's going up to 84% market share. Were Nvidia maintained 70% market share since 1999. Richard also pointed out that AMD's ( AMD) open-source software approach is likely to cut into Nvidia's ( NVDA) software moat, which many customers cite as one of the company's yeah I heard the same thing in graphics cards and gaming. Lisa Su-led is likely to see a boost in GPU revenue from the MI 300 and El Capitan supercomputer in the second-half of the year. Richard added that AMD ( AMD) has historically been in second place to Nvidia ( NVDA) in the GPU space for decades and while that is not likely to change with the continued AI push, the Dr. JHVEPhoto/iStock Editorial via Getty ImagesĪMD ( NASDAQ: AMD) shares fell more than 1% on Wednesday even as they received an endorsement from investment firm Northland, which upgraded the chip giant due to artificial intelligence-linked gains.Īnalyst Gus Richard raised his rating on AMD ( AMD) shares to outperform from market perform and put a per-share price target of $150 on the stock, noting that the firm has been "wrong" about AMD shares and it is looking to change that, with the belief the stock will get an "AI multiple." ![]()
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