AMD to match Nvidia’s one year cadence for AI IC introductions

Earlier today, AMD CEO Lisa Su said AMD would match the one year cadence for new AI processors set yesterday by Jensen Huang, CEO of Nvidia.

AMD’s next AI chip – the MI325X – will ship in Q4, said Su. Its successor, the MI350, will ship in 2025 and the successor to the MI350 – the MI400 – will ship in 2026.

“AI is clearly our number one priority as a company and we have really harnessed all of the development capability within the company to do that,” said Su.

Nvidia will bring out a new family of AI chips every year, says Huang. The next one, called Rubin, will ship in 2026.

AMD expects to sell $4 billion worth of AI processors this year.

Nvidia’s datacentre sales this year are expected by analysts to top $100 billion.