The focus on AMD is squarely on upside related to its MI300X accelerator chips, analysts led by Aaron Rakers wrote in an investor note. They see a path towards AMD generating $8B in revenue from ...

At Tuesday’s event, the chip designer revealed the second chip to come from its Instinct MI300 series: the MI300X, which AMD said provides better efficiency and cost savings for running large ...

Despite AMD's MI300x boasting higher advertised TeraFLOPs (TFLOPs) and memory bandwidth than Nvidia’s H200, Jefferies’ proprietary benchmarking suggests that the H200 "retains a significant ...

A family of AI chips from AMD. Introduced in 2023, the Instinct MI300X is a GPU chip with 192GB of HBM3 memory. Multiple MI300X chips are used in AMD's Infinity Architecture Platform for high-end ...

The MI300 chips—which are also getting support from Lenovo, Supermicro and Oracle—represent AMD’s biggest challenge yet to Nvidia’s AI computing dominance. It claims that the MI300X GPUs ...

still has a "significant performance advantage" over AMD's MI300x, and that they expect the gap could "expand further" with Nvidia's Rubin and Blackwell lines. Nvidia's GPU "outperformed AMD by a ...