Although NVIDIA is a non -controversial leader in AI chips, his arrest More than 80 % In the market, AMD CEO Lisa SU says the latest chips of AMD Nvidia are “performance” with “better performance”.
sleep Said in the AMD launch event In San Jose, California on Thursday, this AMD’s new MI350 chips are 35 times faster than previous generations, Bloomberg. MI 350 chips started shipping earlier this month.
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When it comes to running the AI ​​program, SU claims that AMD’s MI355 chip offers “maximum performance” than NVIDIA’s B200 and GB200 chips, which were released. 2024. He said the MI355 X chip “at a low -cost location” is significantly more expensive and complicated by the performance of the NVIDIA GB200. According to the demand, the demand has pursued the price of AI chips, which can cost thousands of dollars every thousand dollars. New York Times. NVIDIA’s chips can cost Four times more Compared to AMD chips.
Open CEO Sam Ultman presented on stage with the SU in the event that his company would use the latest AMD chips.
“It’s going to be an amazing thing,” Altman said in the event, Cnbc.
AMD CEO Lisa SU. Photo by Chip Somodola/Getty Images
The SU said that the MI 355 chip takes 40 % more token, or text units that use to understand and prosecute rivals such as AI model NVIDIA.
The SU said in the event, “MI can provide 40 % more token than 355 competitive solutions.”
Despite SU claims that AMD chips are more efficient than NVIDIA, NVIDIA leads to AI chip market with 85.2 % of the market share in the chip market compared to 14.3 % of the market, according to shared estimates, according to joint estimates Bloomberg Global research firm IDC.
Other companies put Nvidia ahead. June Paddy Research, a leading analysis firm, Reported last week That NVIDIA had 92 % market for AI chips in the first quarter of 2025, while compared to 8 % for AMD.
NVIDIA and AMD are industry leaders in modern computer graphics chips, which are fundamental to AI development. NVDIA CEO Jensen Huang said in September that his biggest problem was a serious demand for AI technology, as tech companies invest in billions of dollars of infrastructure. NVIDIA’s largest client, including Meta, Microsoft, Amazon, and Google, has promised tens of billions of dollars for AI costs this year.
Related: How NVIDIA CEO Jenson Huang turned the graphics card company into AI Dev: ‘The most notable business axis of history’
As a result, NVIDIA and AMD have also increased their lower line.
NVIDIA earned the record for the entire year .5 130.5 billionFor the financial year ending January 31, an 114 % increase one year ago. Analysts Predict By 2030, NVIDIA’s AI chip sales will be sales $ 262 billion.
AMD also set a new record in 2024, with its income .8 25.8 billionUp to 24 % of the year. The company had a Market Capitalization Compared to NVIDIA 49 3.49 trillion, $ 190 billion at the time of writing.