Nvidia, scorching off the festivities of its huge GTC convention final week in San Jose, dominates the GPU market with a roughly 95 p.c share. However the query stays whether or not and the way different chip suppliers will make inroads into the GPU sector.
The highest potential inroad-making candidate is AMD with its Intuition MI AI accelerators. Based on a recent story from TechRadar, AMD has acquired a cred increase from Oracle, which let it’s recognized throughout its newest quarterly earnings name that it signed a multi-billion greenback contract with AMD to construct a cluster with 30,000 of AMD’s upcoming MI355X GPUs.
The chips, constructed on TSMC’s 3nm node and based mostly on AMD’s CDNA structure, is anticipated to ship this summer time, in line with TechRadar. “It should function 288GB of HBM3E reminiscence, bandwidth of as much as 8TB/sec, and help for FP6 and FP4 low-precision computing, positioning it as a robust rival to Nvidia’s Blackwell B100 and B200,” the publication stated.
The Oracle information was disclosed by Larry Ellison, chairman and CTO.
In the course of the earnings name, he additionally mentioned Mission Stargate, the massive AI knowledge heart undertaking introduced on the White Home in late January by President Trump, Ellison, OpenAI CEO Sam Altman and Softbank Founder and CEO Masayoshi Son. Stargate, which may quantity to a $500 billion AI infrastructure funding, will embody a 64,000 GPU liquid-cooled Nvidia GB200 cluster for AI coaching, in line with Ellison.
