AMD Is All In For AI Market In 2018

AMD announced working on two important AI related projects, An AI software platform and the first Vega 7nm Graphics made for AI.

AMD Is All In For AI Market In 2018

AMD Is All In For AI Market In 2018

AMD made a very interesting presentation in CES 2018 and made a lot of point and Buzz. But most of the attention has gone to the Consumer market related buzzes, such as new gaming graphics, new Ryzen cpu products and so on. One very important thing that seems to be neglected (by all but not Nvidia) in AMD announcement is the fact that they made it public that they are working very hard on AI market products, by making maybe two small points:

“The first 7nm AMD product, a Radeon “Vega” based GPU built specifically for machine learning applications.”

“A production-level machine learning software environment with AMD’s MIOpen libraries supporting common machine learning frameworks like TensorFlow and Caffe on the ROCm Open eCosystem platform. The industry’s first fully open heterogeneous software environment, which is making it easier to program using AMD GPUs for high performance compute and deep learning environments.”

Yes AMD is focusing a lot more than before on AI and it is doing it, maybe because of the same reason NVIDIA is also focused on AI, It is HUGE. Nvidia has spent the last two year and specially 2017 developing all the infrastructure of AI products and is introducing a new GPU or Tech deal with auto industry, healthcare and so on every month. Nvidia is doing all that because AI is a huge market that is happening very very fast. look around you everything has a processor or is using processed data that is processed in a could service or data center somewhere It is already happening.

AI has shown that it is a huge market for GPUs . AMD has a huge opportunity ahead of them in 2018.  As we have reported before, AI market is as Nvidia has also mentioned to its financial communities, a huge 30 billion market. AMD Can Add About 50% To Its Value By Capturing Only 10% Of AI Market By 2020. In the discrete GPU market like radeon and Gforce graphics, Now AMD holds about 27% share against Nvidia’s 73% in 2017. If AMD could only get the AI market as much as it has the market in discrete graphics, and only in the machine learning GPU market (not including CPUs and EPYC platform) and AMD would go up to target 30% of the total addressable market of Ai that has about $9 billion value. But what Forbs is reporting is not even talking about 30%, only 10% of total can add $3 billion in Enterprise, Embedded and Semi-Custom revenue and $3 Billion In Additional Revenue Will Result In 50% Jump In 2020 EPS, Price Estimate.

The advantage AMD has is that it also has one foot in Datacenter and AI CPU market with AMD EPYC CPUs. AMD;s current GPUs in AI are called Instinct. They are vega based but all are 14nm GPUs. The fresh vega 7nm that AMD is talking about is expected to decrease the power consumption and increase performance comparing to current AI products.

tags: technology, AMD, amd vega, amd 7nm vega, amd ai vega graphics, nvda, titan v ai, vega vs volta, nvidia titan v, stock market, ai market, amd stocks

Mohsen Daemi
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