At the recent Computex tech conference in Taipei, AMD CEO Lisa Su showcased the company’s commitment to advancing the AI processor market with the introduction of the Ryzen AI 300 series, specifically designed for next-generation AI laptops, and the Ryzen 9000 series for desktops, both expected to be available starting in July 2024. The Ryzen AI 300 series, codenamed Strix Point, is based on the new Zen 5 CPU microarchitecture and is touted to offer the fastest AI inference performance for compact and portable PCs. In a direct challenge to Nvidia’s market dominance, AMD has detailed a roadmap for its data center chips, including the MI325X accelerator, which will be available in the fourth quarter of 2024, and future releases such as the MI350 and MI400 series, anticipated in 2025 and 2026. These upcoming AI chips are expected to significantly enhance performance, with the MI350 projected to be 35 times more powerful than the current MI300 series. AMD’s strategy includes a partnership with major laptop manufacturers like Microsoft, HP, Lenovo, and Asus to integrate its Ryzen processors into AI-powered computers, underscoring the importance of AI in transforming industries and improving the computing experience. The company has also increased its sales target for AI accelerators to $4 billion for the year, indicating confidence in the growing market for generative AI. As the competition intensifies, investors and industry watchers are closely monitoring the sustainability of the AI chip market, which is currently showing no signs of slowing down.
Key points
- AMD announced the Ryzen AI 300 series and Ryzen 9000 series at Computex Taipei, with releases slated for July 2024.
- The company detailed its data center chip roadmap, planning annual AI chip releases, including the MI325X in Q4 2024 and the MI350 and MI400 series in subsequent years.
- AMD aims to challenge Nvidia’s AI market dominance and has increased its AI chip sales target to $4 billion.
