AMD: The Beneficiary of Neoclouds Aims to Fully Compete with NVIDIA Using the MI450!
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The neocloud providers are creating additional demand for AMD, NVIDIA & Co. A good example is IREN Limited, which is purchasing around 7,100 B300 and 4,200 B200 from NVIDIA, as well as another 1,100 MI350X from AMD . AMD has a good chance of gaining more market share in the coming years, as data center operators are also looking to differentiate more strongly. AMD offers the advantage of high energy efficiency with its AI chips. Existing customers like Meta and Oracle are expanding their data center capacities, which is basically positive...
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