The AMD Advancing AI event showcased the company’s progress in GPUs, rack-scale systems and supporting software, but there are still some challenges to address.
At the AMD Advancing AI event in San Jose earlier this month, CEO Lisa Su and her staff showcased the company’s progress across many different facets of AI. They had plenty to announce in both hardware and software, including significant performance gains for GPU s, ongoing advances in the ROCm development platform and the forthcoming introduction of rack-scale infrastructure.
When she took the stage, Su established the context for AMD’s announcements by describing the staggering growth that is the backdrop for today’s AI chip market. Just take a look at the chart below.So this segment of the chip industry is looking at a TAM of half a trillion dollars by 2028, with the whole AI accelerator market increasing at a 60% CAGR. The AI inference sub-segment — where AMD competes on better footing with Nvidia — is enjoying an 80% CAGR.
On the software side, Vamsi Boppana, senior vice president of the Artificial Intelligence Group at AMD, started off by announcing the arrival of ROCm 7, the latest version of the company’s open source software platform for GPUs. Again, big improvements come with each generation — in this case, a 3.5x gain in inference performance compared to ROCm 6. Boppana stressed the very high cadence of updates for AMD software, with new features being released every two weeks.
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