AMD: Meta adopts its cloud chips to support new artificial intelligence strategy

News on June 14, local time in the United States on Tuesday, chip giant AMD announced that it will increase production of the new artificial intelligence chip MI300X in the fourth quarter to challenge the market leader Nvidia. At the same time, Meta is using AMD’s cloud chips to support its new artificial intelligence strategy.

AMD CEO Lisa Su said at a press conference in San Francisco that the MI300X chip has 192 GB of memory, exceeding all Nvidia’s current chips. For processing large-scale AI systems such as ChatGPT, memory is a key performance indicator for measuring chips.

Su Zifeng said: "There is no doubt that in the foreseeable future, artificial intelligence will become a key driver of chip consumption." She added that customers will get sample chips in the third quarter and production will be Boost before the end of the year.

Su Zifeng also highlighted a system that integrates eight MI300X chips into a single computer to compete with similar products from Nvidia.

AMD also revealed that it has begun shipping large quantities of general-purpose central processing unit chips called "Bergamo" to Facebook parent company Meta and others.

Meta Computing Infrastructure executive Alexis Black Bjorlin also confirmed that the company did use Bergamo chips. The chip is part of AMD's data center business, designed to meet the needs of cloud computing service providers and other large chip buyers.

However, it is not easy to challenge Nvidia’s dominance because it has few strong competitors. While Intel has competing products with several startups, including Cerebras Systems and SambaNova Systems, Nvidia's biggest sales threat so far is the in-house chip operations of Google and Amazon's cloud computing unit, both of which lease their own custom chips. to outside developers.

Nvidia’s leadership comes not just from its chips but from more than a decade of providing software tools to artificial intelligence researchers and learning to predict what support they will need in chips that take years to design. AMD on Tuesday updated its ROCM software, which competes with Nvidia's Cuda software platform.

Moor Insights & Strategy analyst Anshel Sag said: "Even if AMD is competitive in terms of hardware performance, people are still not convinced that its software solutions can compete with Nvidia."

Meta Vice President Soumith Chintala has helped develop open source software for artificial intelligence. He said in recent speeches that he is working closely with AMD to make free tools more accessible to AI developers and to shift the "single dominant supplier" of AI chips to other companies, such as AMD.

Chintala added: "It's easy to switch from one platform to another and you actually don't have to do that much work. In many cases, there's almost no work at all."

According to analysts, Nvidia’s stock price has soared 170% so far this year and accounts for 80% to 95% of the artificial intelligence computing market. At the close on Tuesday, Nvidia's stock price rose 3.9% to close at $410.22 per share, becoming the first chip manufacturer to have a closing market value of more than $1 trillion.

In contrast, although AMD released the latest progress in its artificial intelligence strategy, it failed to impress investors, and the stock closed down 3.6% on the day. Still, AMD shares have doubled since the start of the year and hit a 16-month high earlier in the day, driven by optimism about the company's investments in artificial intelligence.

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