AMD releases new data center CPUs and MI325X AI accelerator, stock price rises and then falls
AMD launched a new Turin Epyc data center CPU and Instinct MI325X AI accelerator on October 10th, attempting to compete with NVIDIA in the AI accelerator market. Despite CEO Su Zifeng's statement that the new products outperform Intel and NVIDIA in performance, AMD's stock price fell by 2.4% again after a brief rise. Analysis indicates that AMD still lags behind NVIDIA in the AI accelerator market and is unlikely to change the market landscape in the short term
On Thursday, October 10th, AMD, which is in direct competition with NVIDIA in the field of artificial intelligence accelerators, launched a new product.
At the "Advancing AI" data center event held in San Francisco, California, USA, AMD announced the launch of a new Turin Epyc data center CPU product, which features up to 192 processor cores. AMD CEO Lisa Su stated that the performance of the Turin chip will surpass the latest Intel chips.
In addition, AMD introduced the Instinct MI325X AI accelerator, with Lisa Su claiming that this new AI chip outperforms similar products from NVIDIA in terms of inference. She also pointed out that the demand for AI accelerators exceeds expectations, with the AI accelerator market expected to reach $500 billion by 2028.
However, after erasing an initial 1.7% decline and briefly turning positive, AMD's stock price turned lower again and fell by 2.4%. Intel maintained a 0.7% decline but significantly narrowed its losses from the initial trading session, while NVIDIA rose by 1.3%.
Some analysts believe that in the AI accelerator market, AMD lags far behind industry leader NVIDIA and ranks second, a situation that is unlikely to change in the short term. Due to the demand for AI chips far exceeding the supply, the new products introduced by AMD on Thursday are unlikely to impact NVIDIA's data center revenue.
(Continuously updating)