At this year’s Computex trade show in Taiwan, like an underdog fighter rising off the canvas in the final round, AMD announced a strategy that the company expects will redefine AI infrastructure from data centres to personal supercomputers. Signalling the moment, AMD’s CEO Lisa Su took to the stage to detail the company’s plan for a CPU-NPU-GPU trifecta that will redefine the boundaries of end-to-end AI infrastructure at the edge. This article details AMD’s strategy to define the next generation of the edge of computing.
AMD’s roadmap of its expanded Instinct accelerator portfolio may be the most disruptive disclosure of 2023. With a precise annual cadence, AMD will lead in AI performance and memory capabilities every year: In Q4 2024, the AMD Instinct MI325X accelerator will launch, leading into the AMD Instinct MI350 series in 2025, featuring the new AMD CDNA 4 architecture to deliver 35X more AI inference performance than the previous generation.
Shining a spotlight on the 5th Gen AMD Epyc processors, codenamed ‘Turin’, using the ‘Zen 5’ core, AMD continues to showcase that PCs can do more and do more at higher performance and energy efficiency than ever before. AMD’s work with ecosystem partners Microsoft, HP, Lenovo and Asus to further enable next-gen PC experiences powered by the AMD Ryzen AI 300 Series and AMD Ryzen 9000 Series processors, fills the world with possibilities.
It’s not just about power, it’s also about positioning: AMD is laying out a master plan for transforming edge AI that will hinge on its ‘deep integration of AI and adaptive computing technologies’, as its latest products for the edge – the Versal AI Edge Series Gen 2 – demonstrate. This single-chip AI Edge platform, equipped with a Versal AI-enabled CPU, offers a flexible solution for edge AI acceleration in real-time applications.
AMD’s edge technology is powering innovation everywhere from the lab to the car, the office park to the operating theatre. AMD’s technology is helping Illumina its sequencing leap forward, and you can bet it’s also powering Subaru’s goal of eliminating all US fatalities from auto wrecks by 2030. It’s also helping Canon deliver live sports broadcast and webcasts in a whole new way with its Free Viewpoint Video System, and helping to improve electrical safety with Hitachi Energy’s new HVDC protection relays.
Delving into AMD’s strategy, however, illustrates that the advantage doesn’t lie at the edge in brute computing power itself, it lies in the integrated CPU, GPU and NPU architectures that will power the AI Edge, the end-to-end secure AI network. AMD’s competitive advantage lies in looking ahead at the AI of tomorrow, making sure that each iteration is more than ready for a changing landscape.
From AMD’s Ryzen AI 300 Series processors, designed for laptop devices, with up to 50 TOPs AI processing performance through modern NPU architecture.It’s clear from this quote that AMD’s Ryzen AI 300 Series processors are powerful and capable of running next-generation AI experiences on laptops. The introduction of these CPUs is representative of AMD’s mission to innovate personal computing.
AMD’s strategy carries this performance advantage to the next level with AI data centres. AMD has set a new bar for AI data centre innovation, and is focused on delivering significant performance jumps with its AMD Instinct accelerator family. This effort reinforces both AMD’s commitment to the technology and readiness for the growth of AI application development.
AMD’s announcements at Computex signal the dawn of a new era in AI that puts AMD at the forefront of this transformation, making AMD’s flagship CPUs, GPUs, and NPUs with everything ‘in between’ the front-runner with technology that will provide lightning-quick performance and a future in which AI is everywhere. This is just the beginning for AMD’s technology, and the edge in AI is just getting started. The sky is the limit for AI data centres and personal computing, and AMD is taking us there.
One of AMD’s competitive advantages in AI is vertical integration: tying together the efforts behind the CPU, GPU and NPU architectures, and extending that synergy from the data centre all the way to the premiums of personal computing. AMD is building a virtuous cycle: the more it succeeds in those strategies, the more it strengthens the ecosystem it’s building. After I left AMD’s suite, I walked out to a massive projection, two city blocks long and 70 feet high, with the company logo showcased on the side of a skyscraper on New York’s Times Square. This was not a one-off experience. From big screens to breakout sessions, and from high-end suites to cocktail parties in the lounge, the AMD tent was packed throughout the show. The tech world has kept its ear to the ground for clues on AMD’s next move, and it’s been listening hard.
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