Su and Huang Engage in Fierce Battle for Dominance in 50% CAGR Accelerator Market

Advanced Micro Devices (AMD) has announced that the market for accelerator integrated circuits (ICs) is projected to experience a 50% compound annual growth rate (CAGR) over the next four years. AMD's CEO, Lisa Su, stated that the data center AI accelerator market is expected to grow from approximately $30 billion this year to over $150 billion by 2027.

During the announcement, Su revealed that AMD will be shipping its latest accelerator chip, the M1300, this year. The M1300 is AMD's largest chip to date, containing 140 billion transistors. It is divided into 13 chiplets, with several of them utilizing 3D-stacking technology. The chip features 24 Zen 4 CPU cores, a CDNA 3 graphics engine, and 8 stacks of HBM3.

One notable advantage of the M1300 is its support for up to 192GB of memory, surpassing Nvidia's leading accelerator chip, the H100, which only supports 120GB. Additionally, the M1300 offers 1.6 times more bandwidth, making it an attractive option for customers.

AMD has already secured major customers for the M1300, including Microsoft, Oracle, and Meta. These partnerships highlight the growing demand for AI accelerator chips in various industries.

The projected growth in the accelerator IC market presents a significant opportunity for AMD. With their latest chip, the M1300, AMD aims to capitalize on this growth and establish itself as a key player in the data center AI accelerator market.