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Chip race: Microsoft, Meta, Google, and Nvidia battle it out for AI chip supremacy


AMD says its MI300 AI accelerator is “now tracking to be the fastest revenue ramp of any product in our history”.

While that doesn’t quite tell us how well AMD’s competing with Nvidia in the AI gold rush, AMD CEO Lisa Su says she’s not sitting back: “The demand for compute is so high that we are seeing an acceleration of the roadmap generations here.”

She confirmed Zen 5 CPUs are still on track for this year, with server chips in second half. Acer, Asus, HP, Lenovo, MSI, and “other large PC OEMs” will begin putting Ryzen 8000 notebooks on sale in February.



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