Renowned chip analyst Ming-Chi Kuo predicts that by 2024, AMD's AI chip shipments will account for approximately 10% of NVIDIA's shipments. Microsoft could potentially become AMD's largest AI chip customer. AMD is primarily targeting the cloud service provider market to compensate for its software shortcomings. If all goes well, AMD's AI chip shipments could exceed 30% of NVIDIA's by 2025. AMD is striving to make headway in the AI chip sector.