AMD's new Instinct MI325X accelerator claims significant advancements in performance metrics over the Nvidia H200; however, it appears one year behind in competitive capabilities.
Despite AMD's new chip offering 1.8 times capacity and 30% better AI inference than Nvidia's H200, analysts believe it lacks any significant edge over Nvidia's forthcoming Blackwell series.
The launch of the MI325X has been met with tepid market reaction, as there seems to be no immediate catalyst to significantly shift the competitive landscape in AMD's favor.
AMD's stock fell over 4% following the announcement, indicating modest investor excitement and highlighting a lack of substantial new customer growth.
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