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AMD’s shovels for AI gold miners are coming Q4.
AMD’s MI300 data center AI accelerator chips will ramp in the fourth quarter of this year, CEO Lisa Su just said during the company’s Q2 earnings call.
She says the company already has customers for the MI300X generative AI chip. “We expect early deployments as we go into the first half of 2024, and then we would expect more volume in the second half of ‘24 as those things fully qualify,” says Su.
AMD projects data center AI accelerators could be a $150 billion market by 2027.
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