Lisa Su has already had a very successful tenure at the home of legendary (but recently fabless) semiconductor giant AMD. For the past nine years, she has saved the company and ensured that its products, not to mention its former flagship, desktop PCs, can be found in countless data centers. And even though her rival Nvidia currently holds around 85% of her market share, she is determined to ensure that AMD can take full advantage of her AI explosion. I'm planning to.
I spoke with Sue for an article that will be published in . luck'The October/November issue of the magazine was published on Fortune.com. What's interesting about her AI processor-related ambitions is that she only sees AMD gaining a foothold because Nvidia is unable to meet strong market demand for her AI processors. That's not it. However, that's a clear opportunity that AMD won't allow. I'll pass by.
Su believes that AMD's rival processors, currently represented by the MI300 series, can make AMD an “industry leader in inference solutions.” That is, his introduction to AI that takes already trained models and uses them to infer from new data thrown at it. To them.
That's a pretty tall order as Nvidia is also trying to take control of the inference market, and analysts currently predict that AMD will do very well if it gains around 30% market share. But if AMD really wants to become an industry leader, there's a good case to be made that it's much easier to build AI models on Nvidia than on AMD, thanks to Nvidia's superior software products. You will need to change your perception.
One AI company that AMD believes already exists is Lamini, which provides a platform to help companies build their own large-scale language models. Last week, Lamini revealed that he has been running LLM on AMD's graphics processors for a year, and said that AMD's ROCm software has achieved “parity” with Nvidia's CUDA. “AMD has committed hundreds of engineers to their general purpose AI initiatives,” says Gregory Diamos, co-founder of Lamini and his former CUDA architect at Nvidia. said this to me while researching the article.
Microsoft Chief Technology Officer Kevin Scott also mentioned AMD's GPU chips at last week's Code conference, predicting that they will become “increasingly important to the market over the next few years,” a comment that sent AMD's stock price up the next day. rose nearly 5%. .
Meanwhile, Nvidia's dominant market share has also drawn scrutiny from French antitrust authorities, who reportedly raided the company's offices last week.
So there may be a reason why Su is so bullish. You can read my article about her here. Please see the news below for more information.
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david meier
This article originally appeared on Fortune.com
