At Advancing AI 2025, AMD articulated its strategy to rival Nvidia in AI markets, asserting that Nvidia lacks a protective moat. AMD has gained significant ground since 2016, becoming competitive against Intel in CPUs. The focus now shifts to GPUs, where AMD Instinct MI350 and MI400 aim to capture the AI-focused market. With seven large AI companies adopting AMD at scale, the plan relies on performance equivalence to Nvidia and lower total cost of ownership to win over customers. AMD's partnership with TSMC for chip production contributes to this strategy.
"AMD's current strategy toward its Instinct GPUs focuses on performance that meets or exceeds Nvidia, combining it with a lower total cost of ownership to attract customers."
"Seven out of ten of the largest AI companies are already using AMD Instinct GPUs at scale, showcasing a significant shift in preference in enterprise environments."
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