'Cloud Service Providers Looking At AMD's LLM Chip As Alternative To Nvidia's, Say Sources' - DigiTimes Alert
Portfolio Pulse from Happy Mohamed
Large-scale cloud service providers are reportedly considering AMD's Mi300 series of AI GPUs as an alternative to Nvidia's GPUs, such as the H100, which are already in short supply, according to industry sources.
July 19, 2023 | 12:48 pm
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POSITIVE IMPACT
AMD's Mi300 series of AI GPUs are being considered as alternatives to Nvidia's GPUs by large-scale cloud service providers. This could potentially increase demand for AMD's products.
If large-scale cloud service providers switch to AMD's GPUs due to the shortage of Nvidia's GPUs, it could lead to an increase in demand for AMD's products, potentially driving up its stock price in the short term.
CONFIDENCE 80
IMPORTANCE 70
RELEVANCE 80
NEGATIVE IMPACT
Nvidia's GPUs, such as the H100, are in short supply, which is leading large-scale cloud service providers to consider alternatives like AMD's Mi300 series.
The reported shortage of Nvidia's GPUs could potentially lead to a decrease in sales if large-scale cloud service providers switch to alternatives like AMD's GPUs. This could negatively impact Nvidia's stock price in the short term.
CONFIDENCE 80
IMPORTANCE 70
RELEVANCE 80