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AI chip giants gather at Computex 2024: Will it bring new opportunities?
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Nvidia $NVIDIA (NVDA.US)$ and AMD $Advanced Micro Devices (A...

Nvidia $NVIDIA(NVDA.US)$ and AMD $Advanced Micro Devices(AMD.US)$ unveiled their data center GPU roadmaps at Computex. Here's a snapshot of what the two released:
Nvidia:
-- Blackwell Ultra GPUs to be released in 2025, as an upgrade to the Blackwell B200 GPUs with 12-hi HBM3e memory
-- Rubin GPUs will hit the market in 2026, followed by Rubin Ultra GPUs in 2027

AMD:
-- AMD announced the MI325X will hit the market in Q4, featuring 288GB of HBM3e memory, more than double Nvidia's H200 and 50% higher than Blackwell
-- AMD unveiled the MI350, set to launch in 2025 and expected to bring 35x increase in inference versus the MI300
-- AMD unveiled the MI400, to launch in 2026 alongside Nvidia's Rubin GPUs
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