“I think the lack of a (large customer) saying they will use the MI300 A or X may have disappointed the Street. They want AMD to say they have replaced Nvidia in some design,” said Kevin Krewell of TIRIAS Research. — Reuters
SAN FRANCISCO: Advanced Micro Devices Inc (AMD) on Tuesday gave new details about an artificial intelligence (AI) chip that will challenge market leader Nvidia Corp, but the company left out what Wall Street wanted to know – who plans to buy it.
Santa Clara, California-based AMD said the forthcoming chip, which will start trickling out in the third quarter followed by mass production beginning in the fourth quarter, will have 192 gigabytes of memory.
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