Although Nvidia is an undeniable leader in AI Chips, capturing More than 80% In the market, AMD CEO Lisa Su says the latest AMD chips The “outperforming” with “greater efficiency” belongs to Nvidia.
Su Said at an AMD launch event San Jose, in California on Thursday, that AMD’s new MI350 chips are 35 times faster than previous generations, per, per, per, per, BloombergThe Mi350 Chips started shipping earlier this month.
Connected: ‘Decades of Autonomous Vehicles’: Nvidia CEO robotics predicts major growth in self-driving cars
When it comes to running the AI program, the SU claims that AMD’s Mi355 chip provides “more efficiency” than the B200 and GB200 chips of NVIDIA, which were released. 2024She stated that the Mi355x chip matches the performance of “quite expensive and complex (NVIDIA) GB200” at a point of low price. Demand has increased the price of AI chips, which may be a cost of tens of thousand dollars according to each. the new York TimesNvidia chips may cost Four times more From competition of AMD chips.
Openai CEO Sam Altman made an appearance on stage with SU at the event that his company would use the latest AMD chips.
“It’s going to be a wonderful thing,” Altman said in this incident, copy CNBC,
AMD CEO Lisa Su. Photo by chip somodeville/getty image
The SU stated that Mi355 chip 40% more tokens, or text units that use to understand and process knowledge from competitors such as AI model NVidia.
“Mi355 can give 40% more tokens per dollar than competitive solutions,” said Su.
Despite the SU’s claim that AMD chips are more efficient than Nvidia, NVidia leads the AI chip market with 85.2% of the market share compared to 14.3% of AMD, according to shared estimates, according to shared estimates. Bloomberg By Global Research firm IDC.
Other companies also lead NVidia ahead. John Peddy Research, a major analysis firm, Last week reported The Nvidia had 92% market for AI chips in the first quarter of 2025, while 8% for AMD.
Nvidia and AMD are industry leaders in advanced computer graphics chips, who are fundamental for AI development. Nvidia CEO Jensen Huang said in September that his biggest concern was intensive demand for AI technology, as tech companies put billions of dollars in investing in AI infrastructure. Some of the largest customers of NVidia, including Meta, Microsoft, Amazon and Google, have pledged each tens of billions of billions of dollars towards spending AI this year.
Connected: How NVIDIA CEO Jensen Huang converted a graphics card company into an AI veteran: ‘One of the most notable business pivotes in history’
In turn, Nvidia and AMD have also increased their lower line.
NVidia receives a record full year’s revenue $ 130.5 billionFor the financial year ending on 31 January, up to 114% from a year ago. Analyst predict NVIDIA AI chip sales will be $ 262 billion by 2030.
AMD set a new record in 2024, with revenue $ 25.8 billion24% year-to-year. The company has a Market capitalization $ 190 billion at the time of writing $ 3.49 trillion of NVIDIA.
