Nvidia, with its A100 and H100 chips, currently dominates the AI servers market, which is projected to reach $150 billion by 2027. AMD aims to position itself as a contender in this lucrative sector, especially given Nvidia’s impressive profit margins of 823% on its H100 GPUs.
Instead of channeling semiconductors into high-end consumer GPUs, AMD intends to focus on field programmable gate arrays (FPGAs) and general-purpose graphics processing units (GPGPUs). FPGAs are well-suited for machine learning and deep learning tasks, while GPGPUs excel in handling computational workloads typically handled by top-tier CPUs. Both types of GPUs are ideally suited to meet the increasing demand for AI applications.
