AMD and NVIDIA have reportedly reserved TSMC's entire CoWoS production for the next two years as both firms aggressively compete in the AI race.
17.04.2024 - 10:31 / wccftech.com / Muhammad Zuhair
AI startup TensorWave, believes that AMD's Instinct MI300X accelerator is a far better option than competitors such as NVIDIA's H100.
AMD has gained massive popularity in just six months, with the firm receiving massive orders from the industry for its flagship Instinct accelerator. While the Instinct MI300X has existed for a while in the markets, the factor that has made it a more compelling option is how AMD has ensured a more steady availability of the accelerator, not to mention the "waves" of upgrades we have witnessed within AMD's software ecosystem, which has taken the performance to a whole new level.
TensorWave's CEO Jeff Tatarchuk sees AMD's Instinct MI300X accelerator as a far superior option to NVIDIA's H100s. He says they are "available to buy," unlike NVIDIA, which still witnesses order backlogs with its AI GPUs.
TensorWave is working on providing its extensive arsenal of AMD's MI300X AI accelerator of 20,000 units for leasing at a fraction of the cost of what the original SKU is priced. Moreover, the firm plans to rapidly accelerate AMD's adoption in the markets through widespread advertisements & ensure its consumers that AMD is the more viable choice in modern times.
Apart from TensorWave's interest, we recently reported on how the MI300X is causing headaches for competitors out there. While the accelerator hasn't received the level of attention NVIDIA attained with its Hopper lineup, we certainly feel the future is bright for AMD.
NVIDIA did a great job in establishing a market image. Still, in the performance department, based on widespread research, MI300X dominates in various aspects, whether it is memory capacities or compute power, which shows that AMD could be in a competitive spot moving ahead, given that they manage to grow the ecosystem as a whole.
With the debut of NVIDIA's Blackwell, the industry is siding with the firm right now. Still, if AMD's next-generation accelerators, the MI400s, manage to overtake Blackwell in every department, AMD could very well be in an AI market bull run in the upcoming years.
News Source: The Register
AMD and NVIDIA have reportedly reserved TSMC's entire CoWoS production for the next two years as both firms aggressively compete in the AI race.
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