➀ Intel and AMD have formed the 'x86 Advisory Group' to counter Arm.
➁ Cloud firms like AWS are developing their own Arm processors, lowering costs and increasing flexibility.
➂ Intel and AMD have responded with high-core-count processors, but cloud firms are continuing to develop their own Arm processors.
➀ Xsight Labs, a chip company invested by Intel and AMD, announced the release of its E1 SoC, the first in its SDN DPU product line, designed for ultra-large-scale, edge, and AI data center networks.
➁ The E1 SoC is built on TSMC's advanced 5nm process technology, offering unprecedented efficiency and computing power.
➂ E1 is designed to meet the growing demand for fast-growing data center infrastructure and advanced applications, especially in AI and compute-intensive environments.
➀ AMD has detailed the Instinct MI300X at Hot Chips 2024, with MI325X expected to be released soon.
➁ MI300X is a significant revenue source for AMD with over $4 billion in sales in the AI industry.
➂ AMD has acquired ZT Systems, the manufacturer of the Microsoft Azure MI300X platform.
➃ MI300X features a 192MB HBM3, a multi-chiplet chip for computing applications.
➄ AMD's CDNA 3 architecture has evolved with 8-stack HBM3 memory arrays, reaching 192GB in capacity.
➅ MI300X can operate as a single partition or across different memory and compute partitions.
➆ AMD's current major platform is the 8-way MI300X OAM platform.
➇ AMD discusses ROCm, which is improving.
➈ AMD's MI300X can compete with NVIDIA H100 in some cases.
➉ AMD is expected to release MI325X this year and Instinct MI350 288GB GPU in 2025.
