AMD to match Nvidia’s one year cadence for AI IC introductions

AMD’s  next AI chip  – the MI325X – will ship in Q4, said Su. Its successor, the MI350, will ship in 2025 and the successor to the MI350 – the MI400 – will ship in 2026.

“AI is clearly our number one priority as a company and we have really harnessed all of the development capability within the company to do that,” said Su.

Nvidia will bring out  a new family of AI chips every year, says  Huang. The next one, called Rubin,  will ship in 2026.

AMD expects to sell $4 billion worth of AI processors this year.

Nvidia’s datacentre sales this year are expected by analysts to top $100 billion.