CEO Lisa Su touts new AI superchip, says AMD has 'incredibly powerful tech' that will emerge as a 'winner'

  • AMD CEO Lisa Su said that AI is the "defining mega trend in technology" and that AMD has the chip to emerge a "winner".

| Updated on: Jun 18 2023, 23:51 IST
Asus launches AMD Ryzen 7000 series laptops in India; Know the price and specifications
1/6 ASUS announced the expansion of its consumer notebook lineup with AMD Ryzen 7000 Series for the Indian market. The new range of laptops includes ZenBook 14 OLED, VivoBook Go 15 OLED, VivoBook 15X OLED, VivoBook Go 14 series and Vivobook S 14 Flip among others. Check out their specifications and prices. (ASUS)
image caption
2/6 The ZenBook 14 OLED gets a 14-inch HDR OLED panel of 90Hz refresh rate and 75WHr battery with 65W fast charger. The AMD Ryzen 7 series processor is coupled with 16GB LPDDR4X RAM and up to 1TB PCIe Gen 3 SSD. It also gets a backlit chiclet keyboard and a fingerprint scanner. The laptop starts from Rs. 89990.  (Asus)
image caption
3/6 The VivoBook Go 14 features a 14-inch FHD IPS display with 250 nits of brightness. The laptop is powered by AMD Ryzen 7020 series processor which is coupled with up to 16GB LPDDR5 RAM and 512GB PCIe Gen 3 SSD. It also gets a 42Whr battery with a 45W charger. The laptop starts at Rs. 42990 with the highest model available at Rs. 56990. (Asus)
image caption
4/6 The VivoBook Go 15 OLED gets a 15.6-inch HDR OLED display, 50 Whr battery and a to 60W fast charger. The laptops are powered by up to AMD Ryzen 5 7520U processor coupled with up to 16GB RAM and 512GB SSD. The laptop starts at Rs. 50990 and goes up to Rs. 64990.  (Asus)
image caption
5/6 The VivoBook 15X OLED gets a 15.6-inch HDR OLED display, 50Whr battery with 65W charging support. It is powered by AMD Ryzen 7 7730U processor coupled with 16GB RAM and up to 1 TB SSD. The laptop starts at Rs. 66990 and goes upto Rs. 74990. (Asus)
image caption
6/6 The ASUS Vivobook S 14 Flip is a 2-in-1 laptop with a  360 degrees hinge. It is powered by AMD Ryzen 5 7530U coupled with 16GB RAM and 512GB SSD. The laptop starts at Rs. 66990.  (Asus)
icon View all Images
AMD CEO Lisa Su holds the company's new MI300X chip at an event outlining AMD's artificial intelligence strategy. (REUTERS)

Chipmaker AMD, which had seemingly been relegated to a spot very much behind the new darling of the markets, Nvidia, has just hit back hard by doing exactly what was required to make a telling comeback that would actually be noticed - it unveiled its fancy new supchip. And if all that is being said about it comes true, it will grab the spotlight from its arch rival and keep it on itself. In effect, AMD has started a battle for super chips in which it expects to come out a 'winner', according to CEO Lisa Su. She added that AI is the "defining mega trend in technology".

MI300X Chip and the power of GPU

AMD is touting the new MI300X as a wonder chip aimed at Large Language Models. The chip has one of its most-advanced GPUs (graphics processing units) for artificial intelligence level computing. Su says GPUs are "very hard to make". GPUs are required to build advanced AI programmes and companies like Sam Altman's OpenAI use these chips to power its products. The chip will serve to help data centers handle the huge surge in AI-linked traffic. Su said, "There is a tremendous amount of technology here and it is the most complex chip we have ever built with 153 billion transistors and the whole purpose is to make AI much, much more accesible."

That puts AMD in a sweet spot as is clear from Su's next comment. She said, "So, everybody who wants to use AI needs more GPUs, and we have a GPU that is incredibly powerful; very, very efficient; and we believe we will be a significant winner in the AI market."

When querried about the price, Su laughed and said, "It is not about the price but how many users we enable." Pricing of the chip, as such, remains unknown. The chip would be available in the later part of the year.

AI tech is not something new for AMD. Su says that AMD has been working on AI for many years and now, AI will be shaping the future of the company. She was speaking to Yahoo Finance Live.

At the rollout of the MI300X, Su said, "We are laser-focused on accelerating the deployment of AMD AI platforms at scale in the data centre, led by the launch of our Instinct MI300 accelerators planned for later this year."

The condifence stems from the fact that the Instinct MI300X accelerator has been billed as the world's most advanced accelerator for generative AI.

"The MI300X is based on the next-gen AMD CDNA 3 accelerator architecture and supports up to 192 GB of HBM3 memory to provide the compute and memory efficiency needed for large language model training and inference for generative AI workloads," the company said.

AMD vs Nvidia

At the moment, it is NVIDIA that dominates the AI chip market. Its success is reflected in the fact that shares have skyrocketted - it is up by 163% this year, according to CNBC. Motley Fool reports that even as the AMD chip was being unveiled, its stock fell even as Nvidia's jumped. But before looking at the negative, Bloomberg puts things in perspective - its said that investors had bid up AMD shares 99% this year.

While investor confidence is important, equally crucial is AMD management's mood and that is definitely exhuberant as is clear from what CEO Su has been saying.

AMD chip and AI needs

AMD Instinct MI300 series can speed up processing to the potential required for generative AI and beyond. Companies that rely on large language models and require a huge amounts of data crunching power to answer questions or even generate images need that kind of super-chip power. At the moment, data centers are just about being able to handle the surge, but will require better chips to keep up. Currently, Nvidia has taken the lead and is already filling the demand of these enormous workloads.

However, the race is far from lost. Su said, “We are still very, very early in the life cycle of AI.” The market for data center AI accelerators will increase by 5x to over $150 billion, she added.

How important is the AI market for AMD and Nvidia?

During last week's earnings call, Su said the area is the company's “number one strategic priority,” and underlined that by the over 50 mentions of the term ‘AI'.

The same sense of urgency was seen in Nvidia some three months ago when it reported its earnings. The term ‘AI' was used more than 80 times on its conference call with analysts.

Follow HT Tech for the latest tech news and reviews , also keep up with us on Whatsapp channel,Twitter, Facebook, Google News, and Instagram. For our latest videos, subscribe to our YouTube channel.

First Published Date: 18 Jun, 23:02 IST