MI300 series AI chips with good performance are expected to reshape the market pattern
The current wave of the AI industry has swept the world, and the resulting demand for AI arithmetic continues to exceed market expectations. Taking GPT-5 as an example, the release of GPT-5 marks a major breakthrough in the field of artificial intelligence, and its training data volume has reached nearly one trillion parameters, equivalent to 50,000 H100 chips, at a cost of tens of billions of dollars.
Meanwhile, in addition to AI training, the development of the AI industry has also driven the huge demand for AI reasoning scenarios. Driven by the two dimensions of training and reasoning, the demand for AI arithmetic power will double about every three months, with a growth rate far exceeding the Moore's Law of doubling in two years.
The size of the artificial intelligence (AI) gas pedal market will expand rapidly in the coming years and is expected to reach $400 billion (roughly RMB 2.8 trillion) by 2027, which is much higher than AMD's forecast of $150 billion back in August, AMD CEO Lisa Su said. The global AI-accelerated computing market will be $45 billion in 2023, which means that the market will grow at a compound annual growth rate of 70% from 2023 to 2027.
In this high-speed growth to trillion yuan level of the market, AMD's AI chip MI300 series of products released to become a disruptor of the industry pattern. Previously, the AI chip market can be said to be NVIDIA a dominant, but AMD's new product release has been recognized by the market, AMD is expected to get a share of the AI chip market. $Advanced Micro Devices(AMD.US$ $NVIDIA(NVDA.US$
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