AMD Instinct MI300: AMD's Entry into the Sanctions-Compliant AI GPU Market
AMD has plans to release AI GPUs for export to China, following Intel and Nvidia in adapting to U.S. export restrictions. Speaking at the company's fiscal Q1 earnings call, AMD CEO Dr. Lisa Su expresses the company's commitment to compliance while recognizing the importance of the Chinese market for AI solutions.
"We are working closely with our customers and partners to ensure that our products are compliant for the China market," Su says. "We intend to bring our latest flagship Instinct MI series GPU to China this quarter."
Su does not go into specific details, but it is likely that the upcoming Instinct MI300 will be optimized. Chipmakers have been modifying their products to meet the export controls, with restrictions currently specifying a maximum chip-to-chip data transfer rate of 600 GB/s.
Nvidia and Intel have already hobbled their GPUs to comply, resulting in commercialized versions like the A800, H800, and Max 1450 for the Chinese market.
AMD aims to capitalize on the AI boom, as demonstrated by Nvidia's success in the AI business, contributing to its $1 trillion market cap. While AI companies are purchasing gaming graphics cards, it is unlikely to cause a similar shortage as the cryptocurrency craze did.
The company may be entering the AI market later, but there is still substantial potential for growth and business in the industry.
Find out more about the upcoming AMD Instinct MI300.
