Patrick Moorhead was ranked the #1 analyst out of 8,000 in the ARInsights Power 100 rankings and the #1 most cited analyst as ranked by Apollo Research. Moorhead founded Moor Insights & Strategy based on his real-world technology experiences with the understanding of what he wasn’t getting from analysts and consultants.
At its Advancing AI event in San Francisco a few weeks back, AMD came out with some major announcements for chip designs across its portfolio—datacenter, AI, networking, PC—with the software to back it up. It was a fitting way to celebrate Lisa Su’s 10th anniversary as the company’s CEO, and a reminder of how far AMD has come during that decade.
That reflects an admirable commitment to long-term development, which has played out in AMD’s absurdly high CPU share among the hyperscalers. AMD’s sweet spot is driving hyperscalers’ internal software, whether consumer or enterprise SaaS. Every time I tell people about the share of business the company has won, I get a double take, but it’s true: AMD has 50% to 60% of hyperscaler CPU share, and with some of the individual customers in that space, it’s as high as 80%.
AMD says that the MI325X, which starts production later this quarter, doubles inference and training performance over the previous generation—and, more importantly, matches or beats Nvidia’s corresponding GPUs, especially in terms of memory capacity and bandwidth. During the interview, Su told us, “This market is moving faster than anything that I’ve seen before, and it’s because everybody wants AI to be more fully deployed throughout their enterprises and businesses.
The Pensando Salina is AMD’s third-generation DPU, which offers many upgrades over its predecessor while enabling critical offload that improves AI and machine learning functions. In short, it is designed to handle data transmission at a level that meets the hyperscalers’ needs. This is an important step up in functionality, but the real breakthrough is the Pensando Pollara 400, which is purpose-built for AI, and which AMD believes will be the first Ultra Ethernet-ready AI NIC on the market.
How can AMD build on that further? As I said with EPYC, it’s not just about having the best product; enterprise sales and marketing need bigger investments, and quickly.When Su took the helm of AMD in 2014, it had a market capitalization of around $2 billion. Today it’s north of $250 billion., back then AMD was strapped for cash and had to rebuild its position in desktop PCs and then notebooks before moving back into the datacenter.
AMD Intel Nvidia Datacenter Data Center AI PC AI
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