Su also added her voice to a chorus of US tech executives, including her counterpart at Nvidia, arguing that the AI surge will continue because of the benefits it’s bringing and the heavy computing requirements of that new technology.
“We don’t have nearly enough compute for what we could possibly do,” Su said. “The rate and pace of AI innovation have been incredible over the last few years. We are just getting started.”
AMD is widely regarded as the closest rival to Nvidia in the market for chips that create and run artificial intelligence software. The company has created a new multibillion-dollar business out of AI chips in the last couple of years, boosting its revenue and earnings. Investors who’ve bid up its stock want it to show greater progress in winning some of the tens of billions of dollars in orders that Nvidia rakes in.
AMD’s Helios system, based on the MI455X and the new Venice central processing unit design, will go on sale later this year. OpenAI co-founder Greg Brockman joined Su on the CES stage in Las Vegas to talk up its partnership with AMD and plans for future deployment of its systems. The two talked about their shared belief that future economic growth will be tied to the availability of AI resources.
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The new chip, MI440X, will fit in compact computers in existing smaller data centres. Su also gave a preview of the forthcoming MI500 series of processors that will debut in 2027. That range will deliver up to 1,000 times the performance of the MI300 series that was first rolled out in 2023, Su said.
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