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Recently, AMD announced in its Q4 2024 earnings call that it plans to accelerate the launch of its next-generation data center GPU series - AMD Instinct MI350. AMD CEO Lisa Su stated that the MI350 will undergo sample testing with 'key customers' this quarter and will ramp up production and shipping by mid-year. Su noted that AMD initially planned to launch the MI350 in the second half of 2025, but the product’s progress has exceeded expectations, coupled with strong customer demand.

AMD has officially announced that their next generation X3D desktop processors will be based on the latest Zen5 architecture and will be officially launched on November 7. While AMD has only disclosed the release date, specific pricing or detailed information has not been provided, leaving much anticipation. According to some leaked information, we can expect the 9800X3D to be the first next-generation X3D processor launched on November 7. This processor is expected to feature eight cores, with a base clock frequency of 4.7GHz, and the boost clock frequency may reach...

Recently, the competition between AMD and NVIDIA, two major chip giants, has intensified. However, unexpectedly, they have quietly embarked on a collaboration. AMD's EPYC processors are providing strong support for NVIDIA's GPUs in large-scale AI workloads. Image source note: Image generated by AI, image authorized by service provider Midjourney. As the complexity of AI models continues to increase, the performance demands on GPUs and CPUs have also risen sharply.

Recently, NVIDIA's latest generation Blackwell GPU has sparked unprecedented demand, with CEO Jensen Huang revealing in an investor meeting that the supply for the next 12 months is completely sold out. This phenomenon is similar to the explosive demand for the Hopper GPU a few months ago, indicating a strong market desire for high-performance computing. This surge in sales is primarily driven by traditional clients, including AWS, Google, Meta, Microsoft, Oracle, and CoreWeave.

Recently, Intel made significant moves in the processor market by launching the all-new Core Ultra 200S series processors. This processor is designed for users seeking extreme performance, marking the arrival of the AI PC era for desktops. Whether you are a gamer or a content creator, the new processors will provide you with powerful performance support. The flagship product released, the Core Ultra 9 Processor 285K, features up to 8 next-generation performance cores (P-cores) and 16 efficient cores.

This article outlines the latest developments in the AI inference chip field, particularly the results of the MLPerf Inference v4.1 competition, which gathered the latest chips from companies such as AMD, Google, UntetherAI, Cerebras, FuriosaAI, and Nvidia. Nvidia's H200 and GH200 chips maintain a lead in the 'Data Center Closed' category, but chips from other companies excelled in specific tasks, especially in terms of energy efficiency. AMD's Instinct Accelerator.

AMD has acquired AI infrastructure company ZT Systems for $4.9 billion, aiming to accelerate the market adoption of its Instinct data center chips. ZT Systems, a partner of Microsoft, Meta, and Amazon, provides customized computing infrastructure, making this acquisition a significant strategic move for AMD. Through this deal, AMD not only gains approximately 1,000 engineers but also accelerates the deployment of AI solutions, with plans to launch the new MI350 chip in 2025 to compete with Nvidia.

AMD's Q2 sales show strong performance in the data center market, with Instinct MI300X GPU sales exceeding $1 billion and projected to generate over $4.5 billion in FY2024. Data center revenue rose 115% year-on-year to $2.8 billion, nearly half of total revenue. However, gaming revenue fell 59% due to decreased demand for Microsoft and Sony consoles. AMD expects continued decline in gaming revenue in Q3, but growth in data center and client produ....

In the semiconductor industry, AMD recently announced a significant development: Victor Peng, the company's president, will retire next month. As a pivotal figure in AMD's AI strategy, Peng's departure is sure to garner widespread attention within the industry.Since joining AMD in 2022, Victor Peng has been instrumental in driving the company's growth. Prior to AMD, he served as the president and CEO of Xilinx, a programmable chip design company, leading it for four years. Earlier, he had also w

Honor has launched the first AI PC, the Honor MagicBook Pro 16, which is the world's first laptop with spatial audio on the Windows platform. The integration of large AI models into terminal devices will promote the commercialization of these models. The AI PC is regarded as the best carrier for large models and represents the biggest technological transformation in the PC industry over the past decade. AI PCs will inject new momentum into the PC industry ecosystem and drive revenue growth for mid-stream OEMs and brand manufacturers.

Gao Yu, the Technical General Manager of Intel China, revealed at the 'AIPC Industry Innovation Forum' that the next-generation Core Ultra processors are now compatible with over 10 large domestic AI models. Intel will provide full compatibility for 'size-appropriate' models and will collaborate with model vendors to develop new models each quarter. Intel's partnerships with collaborators such as Lenovo will be further strengthened to jointly promote the development of the AI industry. Lenovo Group announced the launch of the 'AI PC Pioneer Initiative', aimed at advancing AI PCs.

Intel CEO Pat Gelsinger announced several new products, including a 288-core chip, at a press conference, expressing confidence in turning around the company's fortunes and returning to the top. Intel is launching products for the client market that support local AI inference without relying on cloud and online usage of large models. The strategic goal for Intel is to achieve dual breakthroughs in process and products by 2024, forming a strong ecosystem with customers.