AMD predicts that AI accelerator card sales will exceed Nvidia's by 30% in 2025

According to news on October 11, market analyst Ming-Chi Kuo analyzed the future prospects of AMD in a market research report released today. According to Ming-Chi Kuo, next year, AMD's AI accelerator card shipments, mainly MI300A, will account for 10% of Nvidia's (based on CoWoS technology) shipments.

In addition, according to Ming-Chi Kuo’s research, AMD’s largest customer of AI accelerator cards next year will be Microsoft, and its shipments will account for more than 50% of total shipments. Followed by Amazon, while Meta and Google are currently testing AMD's AI accelerator card. It is expected that Meta is likely to become AMD's next CSP (provided by Cloud Solutions business) customers.

Guo Mingxi’s research report also pointed out that AMD’s AI accelerator cards are mainly sold to cloud solution providers. These companies usually have excellent software functions, which can make up for AMD’s lack of software capabilities. If the cooperation between Microsoft and AMD goes smoothly and AMD obtains orders from me

ta and Google, it is expected that by 2025, AMD's AI chip shipments will reach Nvidia's (based on CoWoS technology) 30%. This prospect brings a brighter future to AMD and will further consolidate its position in the AI ​​accelerator card market.

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