AMD to reportedly become TSMC's next major customer in Arizona — HPC AI chips could start US production in 2025
AMD to reportedly become TSMC's next major customer in Arizona — HPC AI chips could start US production in 2025
AMD will join Apple as another early TSMC Arizona fab client.
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I wonder what Nvidia will do if these are halfway decent
Don't think AMD can compete with Nvidia on an absolute basis, purely due to the ecosystem dominance and market leadership inertia.
They may be able to improve their position on a relative basis though.
There is a lot of demand for cheap AI machines from consumers and industry for cheap edge devices. Industry is hesitant to make any large hardware investments into AI since it is still doubtful if it'll even be useful.
I'm talking lots of RAM and decent speeds on larger models for < 2000 bucks for a full system. Nvidia doesn't serve that market segment at all. In fact they would massively undermine their own portfolio. The cheapest decent Nvidia cards are 2000 bucks alone and they only have <32GB VRAM.
If AMD could offer something for <2000 bucks with 64 to 96GB of RAM and usable speeds on large models (30b+), I think that would be really successful.