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[News] AMD MI325X Reported to Debut in October, Claiming AI Supercycle Has Just Started



According to a report from wccftech, AMD CEO Lisa Su has indicated that she believes the AI Supercycle has just started, and the company has accelerated its product development plans to meet the substantial market demand.

In addition to NVIDIA, AMD is a significant player in the AI market as well. This is not only due to its market impact but also because the company has significantly expanded its AI product portfolio over the past few quarters, attracting attention from major clients like Microsoft and Amazon.

While AMD has not yet replicated NVIDIA’s success in the market, the company remains optimistic about the future, which is why it believes the AI boom has only just begun.

A few months ago, AMD outlined its AI chip development roadmap for the next year. The “Advancing AI” event in this October will showcase the next-generation Instinct MI325X AI chip.

The flagship Instinct MI350 AI chip is scheduled for release in 2025, followed by the Instinct MI400 AI chip in 2026. Despite AMD’s advancements, there remains a generational gap, as competitor NVIDIA is poised to launch its Blackwell architecture AI chips in the coming months.

Moreover, per a report from Yahoo Finance, Su once stated that AMD could generate USD 4.5 billion in sales from the MI300 alone in 2024, a significant increase from around USD 100 million in AI-related chip revenue last year.

The company had previously projected MI300 sales at approximately USD 4 billion for this year. Su then added that, it’s the fastest-growing product in AMD’s history.

AMD recently announced that it will merge its consumer and data center architectures into a single unit known as “UDNA,” aiming to accelerate the development and optimization of both platforms.

This move is particularly noteworthy as AMD is focusing on competing with NVIDIA’s CUDA on the software front.

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(Photo credit: AMD)

Please note that this article cites information from wccftech, Yahoo Finance and AMD.

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