AMD CEO Lisa Su says AI super cycle is just beginning

AMD CEO Lisa Su, in a recent interview said AI "super cycle" is just the beginning. Here are the key points about AMD's product pipeline and strategy in what Su calls the "AI super cycle":

Accelerated AI Chip Roadmap

AMD has announced an ambitious roadmap for its AI accelerators:

• MI325 AI chip: Set to launch later in 2024

• MI350 series: Planned for 2025

• MI400 series: Expected in 2026

This accelerated release schedule aims to challenge Nvidia's dominance in the AI chip market.

Performance Improvements

The upcoming chips promise substantial performance gains:

• The MI350 series is expected to deliver a 35-fold increase in AI inference performance compared to the current MI300 series.

• The MI325X will feature up to 288GB of HBM3E memory with 6 TB/s of memory bandwidth.

Market Projections

AMD is projecting significant growth in its AI-related revenue:

• The company expects to generate $4.5 billion in sales from the MI300 chip alone in 2024.

• This represents a massive increase from about $100 million in AI-related chip sales last year.

Strategic Focus

Su emphasized that AMD is making "big bets" on AI for the next five years, stating that "AI is a much larger cycle than I would have expected five years ago".

Competitive Positioning

AMD is directly targeting Nvidia's market-leading position:

• The company claims its MI325X will deliver 1.3x better inference performance and token generation compared to Nvidia's H100.

• AMD is confident it can secure a significant share of the market for training and inference of large language models.

This aggressive push into the AI chip market demonstrates AMD's commitment to capitalizing on the growing demand for AI processing power across various industries.