AMD said there will be sufficient supply of AI graphics cards in the second half of the year, and there is no need to increase prices like NVIDIA to buy them.

According to Kuai Technology’s report on August 4, this year’s global AI boom has caused a surge in demand for NVIDIA’s AI graphics cards, causing prices to get out of control. In recent months, there have been frequent reports of shortages and price increases. The most exaggerated one is that the price of the H100 graphics card has increased to 500,000, which is twice the original price

NVIDIA’s AI graphics cards are being snapped up at increased prices. Another important reason is that there are no substitute products on the market. In the past, NVIDIA was almost the only one. Fortunately, AMD’s MI300 series AI accelerator cards will be launched in the second half of the year. .

AMD is fully prepared to compete with NVIDIA for market share

CEO Su Zifeng revealed at the recent financial report meeting that the company is committed to increasing investment in artificial intelligence, formulating a specific AI strategy, and focusing on the development of AI hardware chips and software development

Regarding concerns about the production capacity of MI300 chips, Su Zifeng mentioned that although the current supply chain is still tight, they have already secured the production capacity of the supply chain, including TSMC CoWos packaging and HBM video memory, which are indispensable for AI chips. Chip production capacity.

AMD stated that they will significantly increase the production of MI300 series graphics cards from the fourth quarter of 2023 to 2024 to ensure that customer demand is met. This expansion will cover everything from chip manufacturing to packaging and components

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