What simply occurred? Superior AI, particularly the generative kind, has solely been round for a number of years now, although you would not suppose it based mostly on AMD CTO’s weblog publish titled “55 years of AMD innovation,” through which the time period “AI” is talked about 23 occasions.
AMD celebrated its fifty fifth birthday earlier this week. So much has occurred on the firm in its greater than half a century of existence, from the lawsuits in opposition to Intel and the acquisition of ATI applied sciences to the launch of the Ryzen CPUs that helped flip its fortunes round.
However AMD Chief Expertise Officer Mark Papermaster selected to deal with the final 5 years at AMD in his publish. He mentions the worldwide gross sales of semiconductors rising from $412.3 billion in 2019 to $574.1 billion in 2022, the Xilinx acquisition, AMD chips getting used within the newest recreation consoles, and the very fact AMD tech powers 30% of the world’s servers and 140 of the Top500 supercomputers.
In what now seems to be a authorized requirement by firms and their executives, what Papermaster actually likes to speak about is AI. The 23 occasions he mentions it within the publish, greater than some other phrase, makes this appear to be a chunk on AMD’s synthetic intelligence program that occurs to say the corporate’s historical past, not the opposite manner round.
Papermaster calls AI probably the most thrilling and vital know-how disruption in a lifetime. He writes that AMD was the primary to market in AI PCs when it built-in a devoted neural processing unit (NPU) on an x86 processor. He provides that the know-how is aiding the corporate’s improvement by boosting productiveness, due to AI purposes in its inner workflow.
Papermaster finishes by proclaiming that AI is poised to develop into extra ubiquitous and consequential than the appearance of the Web. He is not the one exec to make this daring assertion. Amazon CEO Andy Jassy mentioned final month that genAI would be the greatest technological revolution because the cloud, and possibly even the web itself. The actual fact Amazon goes all-in on the tech might be an enormous cause why he is so assured.
The way in which AMD is consuming Nvidia’s mud within the superior AI {hardware} market mirrors the way in which Staff Crimson barely has any GPUs within the Steam survey, whereas Nvidia dominates this class. Papermaster seemingly needs to emphasise within the publish that the corporate is simply as devoted to all issues AI as everybody else and is not specializing in the previous, even when he chooses to essentially slam the purpose residence.