Is AMD going to be a player here?  WHEN?  Advanced Micro Devices CEO Lisa Su has been talking up the company’s #Artificial Intelligence  chips as a good alternative to hard-to-get Nvidia graphics processing units, but doesn't seem the market believes them yet 🤔

https://finance.yahoo.com/news/amd-introduces-ai-chips-business-133221908.html

 #The Most Important Thing

AMD introduces AI chips for business laptops and desktops

Artificial Intelligence

The Most Important Thing

Is AMD going to be a player here?  WHEN?  Advanced Micro Devices CEO Lisa Su has been talking up the company’s #Artificial Intelligence  chips as a good alternative to hard-to-get Nvidia graphics processing units, but doesn't seem the market believes them yet 🤔  https://finance.yahoo.com/news/amd-introduces-ai-chips-business-133221908.html   #The Most Important Thing

Bobby

AMD published a blog post on how to run DeepSeek on AMD processors. 

https://community.amd.com/t5/ai/experience-the-deepseek-r1-distilled-reasoning-models-on-amd/ba-p/740593

AMD published a blog post on how to run DeepSeek on AMD processors.   https://community.amd.com/t5/ai/experience-the-deepseek-r1-distilled-reasoning-models-on-amd/ba-p/740593

Reasoning models are a new class of large language models (LLMs) designed to tackle highly complex tasks by employing chain-of-thought (CoT) reasoning with the tradeoff of taking longer to respond. Th

Experience the DeepSeek R1 Distilled 'Reasoning' Models on AMD Ryzen™ AI and Radeon™

Tasia

AMD prioritizes AI chips: AMD is shifting its focus towards AI chips over flagship gaming GPUs, merging its gaming and data center efforts into a single "UDNA" that prioritizes AI. AMD's strategy now includes building market share at lower price points rather than competing directly with Nvidia's top-tier GPUs, hoping to attract developers by scaling to 40% market share. While AMD still values gaming, it sees the AI data center as a primary growth area, following in Nvidia's footsteps.

https://www.theverge.com/2024/9/9/24240173/amd-udna-gpu-ai-gaming-rdna-cdna-jack-huynh

AMD prioritizes AI chips: AMD is shifting its focus towards AI chips over flagship gaming GPUs, merging its gaming and data center efforts into a single "UDNA" that prioritizes AI. AMD's strategy now includes building market share at lower price points rather than competing directly with Nvidia's top-tier GPUs, hoping to attract developers by scaling to 40% market share. While AMD still values gaming, it sees the AI data center as a primary growth area, following in Nvidia's footsteps.  https://www.theverge.com/2024/9/9/24240173/amd-udna-gpu-ai-gaming-rdna-cdna-jack-huynh

Both Nvidia and AMD see dollar signs elsewhere.

AMD is turning its back on flagship gaming GPUs to chase AI first

Really ties the room together

 #DANK MEMES

DANK MEMES

Really ties the room together   #DANK MEMES

Todd Smith

Shares of chip designer Advanced Micro Devices fell more than 7% in after-hours trading on Tuesday despite the company’s decision to raise its sales forecast for artificial intelligence chips that compete with Nvidia’s.

Sales of AMD’s data center server chips, which includes the Instinct MI300A chip that competes with AI chips from Nvidia, rose 122% to $3.5 billion compared to last year, or 7 percentage points faster growth than in the second quarter. And AMD raised its AI chip sales forecast to more than $5 billion for the full year, up from the $4.5 billion forecast it announced three months ago.

But the results showed how far behind AMD is compared to Nvidia, whose data center chip sales rose 154% to $26 billion in the quarter that ended in July. Nvidia stock is up nearly three times so far this year, compared to a 20% rise for AMD shares in the same period.

Sales of AMD chips for PCs grew 29% to $1.9 billion compared to last year. Gaming chip sales fell 69% to $462 million. Embedded Systems, which includes chips for cars and connected devices in factories, dropped 25% to $972 million.

Overall, AMD’s sales grew 18% to $6.8 billion in the third quarter. Gross profit rose 24% to $3.4 billion, and AMD generated $469 million in free cash flow, up 13% from the second quarter and up 67% from the third quarter of last year. AMD projected revenue of $7.5 billion in the December quarter, which would be 22% higher than in the same quarter last year.

https://finance.yahoo.com/news/amd-forecast-falls-short-signaling-203731253.html

Shares of chip designer Advanced Micro Devices fell more than 7% in after-hours trading on Tuesday despite the company’s decision to raise its sales forecast for artificial intelligence chips that compete with Nvidia’s.  Sales of AMD’s data center server chips, which includes the Instinct MI300A chip that competes with AI chips from Nvidia, rose 122% to $3.5 billion compared to last year, or 7 percentage points faster growth than in the second quarter. And AMD raised its AI chip sales forecast to more than $5 billion for the full year, up from the $4.5 billion forecast it announced three months ago.  But the results showed how far behind AMD is compared to Nvidia, whose data center chip sales rose 154% to $26 billion in the quarter that ended in July. Nvidia stock is up nearly three times so far this year, compared to a 20% rise for AMD shares in the same period.  Sales of AMD chips for PCs grew 29% to $1.9 billion compared to last year. Gaming chip sales fell 69% to $462 million. Embedded Systems, which includes chips for cars and connected devices in factories, dropped 25% to $972 million.  Overall, AMD’s sales grew 18% to $6.8 billion in the third quarter. Gross profit rose 24% to $3.4 billion, and AMD generated $469 million in free cash flow, up 13% from the second quarter and up 67% from the third quarter of last year. AMD projected revenue of $7.5 billion in the December quarter, which would be 22% higher than in the same quarter last year.  https://finance.yahoo.com/news/amd-forecast-falls-short-signaling-203731253.html

(Bloomberg) -- Advanced Micro Devices Inc. slid in late trading after the chipmaker’s revenue forecast missed analysts’ estimates, a sign its artificial intelligence sales are growing more slowly than

AMD Tumbles After AI Chip Growth Fails to Inspire Investors

Cyril

are you missing the point? 

First AMD has a significant presence in commodity bare metal hardware for data centers and second there is a significant amount of AI, machine learning and other jobs that could be tasked to clusters made of less expensive processors from either AMD or Nvidia. Particularly important is the kind of power consumption that is used by the most powerful of these processors. It does you no good to have a powerful GPU based array if you can't even turn it on because it creates too much heat or uses all the available power in your colo room, but a cluster of lower power units would be extremely beneficial where power is limited

are you missing the point?   First AMD has a significant presence in commodity bare metal hardware for data centers and second there is a significant amount of AI, machine learning and other jobs that could be tasked to clusters made of less expensive processors from either AMD or Nvidia. Particularly important is the kind of power consumption that is used by the most powerful of these processors. It does you no good to have a powerful GPU based array if you can't even turn it on because it creates too much heat or uses all the available power in your colo room, but a cluster of lower power units would be extremely beneficial where power is limited

Bobby

A group of likeminded people in The Most Important Thing are talking about this.