AMD reveals next-generation AI chips with OpenAI CEO Sam Altman

Advanced small devices On Thursday, new details about the next generation AI chips, which is the MI400 instinct, which will be charged next year.

Amd said that MI400 chips will be able to assemble them in a full server shelf called Helios, which will enable thousands of chips to be tied together in a way that can be used as a “stand -up” system.

“For the first time, we established every part of the pregnant woman as a unified system,” Lisa Soo, the AMD CEO, said at a launch event in San Jose, California on Thursday.

Openai CEO Sam German appeared on stage with SU and said that his company would use AMD chips.

“When I started telling me the first time about the specifications, I was like, there is no way, and this looks completely crazy,” Altman said. “It will be a great thing.”

It will make the AMD rack to the shelf chips look forward to a user like one system, which is important for most artificial intelligence customers such as cloud service providers and companies that develop large language models. These customers want “Easter” computers that can extend over the entire data centers and use huge amounts of energy.

Soo said: “Think of Helius as a right to actually work like one huge account engine,” Soo said. Nafidia Vera Robin shelves, which are expected to be released next year.

The AMD rack technology also allows its latest chips from competing with Blackweell chips in NVIDIA, which already comes in configurations with 72 graphics processing units sewn together. NVIDIA is the main AMD and competition only in large center graphics processing units to develop and publish artificial intelligence applications.

The chips company said that Openai – a prominent customer NVIDIA – offers AMD comments on MI400 Road Map. With MI400 chips and MI355X slices for this year, AMD plans to compete against NVIDIA competing for the price, as the company’s executive correspondents tell on Wednesday that the chips will cost less to work thanks to the low energy consumption, and that AMD reduces NVIDIA with “aggressive” prices.

To date, NVIDIA has dominated the graphics processing units market in the data center, partly because it was the first company to develop the type of programs needed for artificial intelligence developers to take advantage of the chips originally designed to display graphics for 3D games. Over the past decade, before the mutation of artificial intelligence, AMD focused on Competition against Intel In the CPU.

The AMD MI355X can outperform the Blackweell chips in NVIDIA, although NVIDIA using the royal Cuda program.

“We say that we have really strong devices, which we have always known, but also show that open software frameworks have made tremendous progress,” Su said.

AMD shares are flat so far in 2025, indicating that Wall Street does not see after a major threat to NVIDIA’s domination.

Andrew Dikman, AMD general chimneys of GPU for data center, said on Wed Wednes that the AMD chips will cost the work less and less to gain.

“In all fields, there is a meaningful cost for the acquisition that we then put on the advantage of our competitive performance at a head, and large percentage savings of two numbers,” said Dikman.

Over the next few years, large cloud companies and countries alike are preparing to spend hundreds of billions of dollars to build new groups for the data center around graphics processing units to accelerate the development of advanced artificial intelligence models. This includes 300 billion dollars This year alone in the planned capital expenditures from MegacAP technology companies.

AMD expects the total artificial intelligence chips market to exceed $ 500 billion by 2028, although it did not mention the amount of this market that it can demand – NVIDIA has more than 90 % of the market, according to Analyst estimates.

Both companies have committed to the issuance of new artificial intelligence chips on an annual basis, unlike the basis of each annual, with emphasis on the importance of competition and the importance of artificial intelligence chips technology bleeding for companies like Microsoftand Oracle and Amazon.

SU said that AMD bought or invested in 25 Amnesty International companies last year, including Buy ZT Systems earlier this yearThe server maker that has developed the technology that AMD needs to build its systems the size of the shelf.

“These artificial intelligence systems have become very complicated, and the solutions of full gains are very important,” Su said.

Amd said its instinct chips have been adopted by seven of the 10 largest artificial intelligence agents, including Openai, TimingXAI, and conere.

Amd said that Oracle plans to provide groups with more than 131,000 mi355X for its customers.

Officials from Dead He said on Thursday that they were using groups of AMD and GPU CPUs to operate the Llama model, and that they plan to buy the next generation of AMD servers.

Microsoft actor said he uses AMD chips to serve Copilot Ai features.

Amd refused Del or Super micro computer – But the company plans for MI400 potatoes to compete for the price.

Santa Clara associates its graphics processing units as well as its central processing units and network networks of its acquisition of PenSando for the year 2022 to build its Helios shelves. This means that the greater dependence of artificial intelligence chips should benefit the rest of the AMD business. It also uses open source network technology to integrate its own stand -up systems, which are called Ualink, compared to Nvidia Nvlink.

Amd claims that Mi355X can provide 40 % of the distinctive symbols – a scale for the artificial intelligence exit – for each dollar of NVIDIA chips because its chips use less power than their competitor.

Graphics processing units in the data center can cost tens of thousands of dollars per slide, and cloud companies usually buy in large quantities.

Amd’s AI Chip Business is still much smaller than NVIDIA’s. She received $ 5 billion in artificial intelligence sales in 2024, but JP Morgan analysts expect 60 % growth in the category this year.

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