Experts Timothy Prickett Morgan and Tobias Mann shared their insights on the new technology and market development, highlighting that the supply shortage is unlikely to be resolved in the next year. They also questioned whether AMD and Nvidia are eager for any changes in the current market scenario.
Key takeaways:
- AMD has recently launched its latest AI processing package, the MI300, which it claims is the fastest on the market.
- The AI accelerators market is expected to reach $400 billion by 2027, with AMD and Nvidia being the main competitors.
- Building a faster processor is not the only challenge in this market, as memory and packaging are also significant issues that suppliers are struggling with.
- Supply shortage in the market is not expected to clear in the next year and both AMD and Nvidia are not in a rush to see changes.