AMD (AMD) unveiled its new MI300 data center chip – an ultra-powerful AI accelerator years in the making. CEO Dr. Lisa Su joined Yahoo Finance’s Brian Sozzi to discuss the complex processor and booming AI chip demand.
Su highlighted the MI300’s record 153 billion transistors, calling it the “most complex chip in the industry.” With AI adoption surging, she says extremely robust GPUs like MI300 are essential for businesses, cloud platforms and researchers.
Detailing steady progress over 5+ years, Su explains the MI300 chips is comprised of 12 stacked “chiplets,” noting each MI300 chip takes over 7 months to produce given intricate designs. With Microsoft (MSFT), Meta (META), Oracle (ORCL) and others lined up, showcasing “the ecosystem is hungry” for more advanced AI infrastructure.
As AI becomes further embedded, Su emphasizes AMD’s chips will help transform how businesses operate and people interact with technology.
“It’s not just a great product, cause great products come along all the time,” Su tells Yahoo Finance, adding, “it’s also a great product at the right time, solving the right problem for the industry.”
#youtube #AMD #AI
About Yahoo Finance:
Yahoo Finance provides free stock ticker data, up-to-date news, portfolio management resources, comprehensive market data, advanced tools, and more information to help you manage your financial life.
– Get the latest news and data at finance.yahoo.com
– Download the Yahoo Finance app on Apple (https://apple.co/3Rten0R) or Android (https://bit.ly/3t8UnXO)
– Follow Yahoo Finance on social:
X: http://twitter.com/YahooFinance
Instagram: https://www.instagram.com/yahoofinance/?hl=en
TikTok: https://www.tiktok.com/@yahoofinance?lang=en
Facebook: https://www.facebook.com/yahoofinance/
LinkedIn: https://www.linkedin.com/company/yahoo-finance
AMD is easily underrated. Should be a 200$ stock. They have proven that they can offer something that is better than what Nvidia have at the moment. With ROCm they have gone beyond CUDA. 400K orders in for MI300, long list of partnerships, faster & better hardware than Nvidia H100 , diverse AI portfolio, Proper AI roadmap, ROCm 6 release, this is a paradigm shift in the AI market. Move over Nvidia.
Every Apple needs its Windows Operating System. Otherwise it wouldn’t be Apple
AMD is so far behind its embarrassing
@@sgill4833 far behind how? Please elaborate in detail how they are behind ?
H100 is two years old
I’m subscribing and sharing with everyone I know.
GSIT’s Gemini chip is the play for AI next year
dont sleep on Lisa and AMD
AMD to the moon baby. Been invested in them for awhile now let go!!
– AMD has released the MI300X AI chip with 153 billion transistors (0:30)
– The chip’s development took over five years (1:48)
– It consists of 12 chiplets using 5nm and 6nm technology (3:31)
– AMD anticipates over $2 billion in revenue next year from the MI300X (4:41)
– The chip will enhance large language models, making them more accurate and responsive (5:25)
Technologywise is not super high tech 7nm/5nm chiplet technology. It may beat Nvidia A100/H100, but Nvidia is now in H200, which is more than that of its H100
What’s with the want to censor A.I before it’s even taken off……
The best part about internet the last 30years has been it’s freedom