AMD Says Its Instinct GPUs Made NVIDIA Step On The AI Accelerator Pedal, Yearly Cadence Is A Response To NVIDIA Trying To Block Everyone Out

AMD says that the competitive nature of its Instinct GPUs made NVIDIA go all out with its own AI roadmap but the red team isn't going to go easy on them in the future.

AMD Talks Yearly AI Instinct Accelerator Cadence, MI325X's Competitive Nature Against NVIDIA's Blackwell B100 & Hopper H200 & How They Scared The Green Giant Into Accelerating Its Roadmap

The details come from CRN's interview with AMD's Executive Vice President & General Manager of Data Center Solutions Business Group, Forrest Norrod, who says that it was AMD and its Instinct GPU roadmap that made NVIDIA push the accelerator pedal hard on its Data Center AI roadmap which has now shifted to a yearly cadence. Not only NVIDIA but AMD & Intel have also come up with a yearly cadence, going hard on the AI bandwagon with no stop to the momentum that was initiated back in 2023.

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Forrest states that the AI segment continues to evolve at a rapid pace and with Lisa's commitment to the AI segment, they are making sure to meet the demand of customers through continued innovations on both the silicon and software side. The company has been fine-tuning its robust ROCm software suite for data centers and consumers and we recently saw the company unveil a vast portfolio of Instinct AI accelerators that will be available through 2024-2026 in the form of the MI325, MI350, and MI400 series.

The most interesting comment from Forrest was regarding the recent NVIDIA push which will be accelerating their roadmap with Blackwell this year, Blackwell Ultra next year, and the next-generation Rubin accelerators and it's Ultra follow-up in 2026 and 2027, respectively. Forrest says that NVIDIA stepped on the accelerator pedal after their "Holy Crap" moment which was AMD's Instinct MI300 launch. He says that NVIDIA "deliberately" stepped on the accelerator hard, trying to block them and