Recently, the shipment of AI PCs has been rapidly increasing, thanks to the collective efforts of chip manufacturers like Qualcomm, Intel, and AMD. These companies are driving PCs equipped with neural processing units (NPUs) into the mainstream market, enabling AI computing power directly on personal computers. In addition to the consumer market, businesses and developers are also actively seeking to upgrade their computers, making this upgrade cycle one of the largest in history. Image source notes: The image was generated by AI, image licensed from service provider Midjourney.

AMD announced that Keith Strier has been appointed as the Senior Vice President of Global Artificial Intelligence Market, aiming to drive the company's worldwide AI strategy development. Strier's addition will lead AMD in advancing its AI vision globally, enhancing ecosystem capabilities, and accelerating AI collaborations across various industries. As an expert with extensive experience in the field of artificial intelligence, he will report directly to AMD's Executive Vice President and Chief Technology Officer. AMD Chair Lisa Su emphasized that Strier's market expertise and industry network will enhance the company's influence in the global AI arena.

AMD has acquired AI infrastructure company ZT Systems for $4.9 billion, aiming to accelerate the market adoption of its Instinct data center chips. ZT Systems, a partner of Microsoft, Meta, and Amazon, provides customized computing infrastructure, making this acquisition a significant strategic move for AMD. Through this deal, AMD not only gains approximately 1,000 engineers but also accelerates the deployment of AI solutions, with plans to launch the new MI350 chip in 2025 to compete with Nvidia.

AMD announced that it has officially completed the acquisition of Silo AI, one of Europe's largest private artificial intelligence laboratories. The transaction is valued at approximately $665 million, equivalent to around 4.77 billion yuan based on the latest exchange rate, and AMD will pay the entire amount in cash.

AMD's Q2 sales show strong performance in the data center market, with Instinct MI300X GPU sales exceeding $1 billion and projected to generate over $4.5 billion in FY2024. Data center revenue rose 115% year-on-year to $2.8 billion, nearly half of total revenue. However, gaming revenue fell 59% due to decreased demand for Microsoft and Sony consoles. AMD expects continued decline in gaming revenue in Q3, but growth in data center and client produ....

In the semiconductor industry, AMD recently announced a significant development: Victor Peng, the company's president, will retire next month. As a pivotal figure in AMD's AI strategy, Peng's departure is sure to garner widespread attention within the industry.Since joining AMD in 2022, Victor Peng has been instrumental in driving the company's growth. Prior to AMD, he served as the president and CEO of Xilinx, a programmable chip design company, leading it for four years. Earlier, he had also w

Consumer GPU shipments grew 32% year-over-year, reaching 9.5 million units. AI PCs are not the primary factor driving the sales growth of GPUs. AMD saw the largest growth in the holiday quarter, while Nvidia maintains market dominance. Analysts expect the market to remain stable, with Nvidia and AMD launching new GPUs.

AMD unveiled the Ryzen 8000G series processors at CES 2024, emphasizing the incorporation of XDNA NPU acceleration. This new series features Zen 4 cores, RDNA 3 graphics, and XDNA NPU, demonstrating exceptional performance particularly in local AI inference. The Ryzen 78700G and Ryzen 58600G come equipped with Ryzen AI NPU, while the Ryzen 58500G and Ryzen 38300G lack this feature. Consumers expect AMD to clearly indicate which models support the NPU.

Dell has launched high-performance computing servers based on AMD technology, keeping pace with Nvidia's offerings. Dell emphasizes the use of open Ethernet standards, presenting a stark contrast to Nvidia's closed approach. The company introduced the 'Dell Validated Design for Generative AI' standard in collaboration with AMD, providing enterprises with hardware and network architecture frameworks. This collaboration also involves the use of AI frameworks supported by AMD ROCm technology.

AMD has announced the launch of the new generation MI300 series AI chips, with the data center AI processor market expected to reach $45 billion in 2023. The MI300 series covers generative AI and supercomputing applications, enhancing processing performance and challenging Nvidia's dominant position in the AI chip market. Company executives estimate that the data center AI chip market will grow to approximately $400 billion by 2027. AMD is committed to meeting the rapidly growing demand for AI chips, emphasizing that it will provide a large supply of AI chips, exceeding $2 billion.

AMD has released its latest AI chip, the Instinct MI300X, which serves as an alternative to Nvidia chips. Meta and Microsoft have announced purchases of the AMD MI300X chip. The MI300X features a new architecture and boasts 192GB of high-performance HBM3 memory. AMD aims to reduce the development costs of AI models and increase competitive pressure on Nvidia. AMD predicts that the future AI GPU market will reach $400 billion.

AMD plans to launch the MI300 chip to compete with NVIDIA amid the AI boom. The new chip will be compared with Nvidia's H100, and Microsoft may participate in AMD's activities. AMD is becoming the preferred competitor against NVIDIA.

AMD's AI chip revenue is expected to reach $2 billion in 2024, a fivefold increase from this year. AMD's stock surged 9% in a single day due to strong growth expectations for AI chips. AMD will compete with NVIDIA in the AI chip market.

The Strix Halo, codenamed Sarlak, in AMD's next generation APU has been delayed to launch in 2025. Strix Point is the true successor to Phoenix and is set to be released in mid-2024. Compared to Phoenix, Strix Point's AI performance will improve by 4.5 to 5 times. Hawk Point will be introduced in the first half of 2024, offering a 60% increase in AI performance over Phoenix. Microsoft has requested.

Oracle plans to use AMD's AI and HPC GPUs in its cloud services. IBM will utilize AMD Xilinx's FPGAs to address AI workloads. This marks the strengthening partnership between AMD and cloud service providers in the field of AI. AMD can showcase its technological strength, laying the foundation for future AI development. Collaborating with cloud service providers also helps AMD challenge NVIDIA's dominance in the AI market.

According to Guo Mingkai, AMD's AI chip shipments are expected to account for about 10% of Nvidia's by 2024. Microsoft may become AMD's largest AI chip customer, followed by Amazon. Intel is testing AMD's AI chips, and Meta may also become a customer. The primary target market for AMD's AI chips is cloud service providers. By 2025, AMD's AI chip shipments could reach over 30% of Nvidia's.

AMD plans to acquire Nod.ai, a startup focused on high-performance hardware optimization. This move signals AMD's ambitions in the rapidly growing AI chip market. Nod.ai's software can accelerate the deployment of AI models across AMD's various hardware platforms. AMD aims to enhance developer tools and build a reputation among open-source developers through this acquisition.