Analyst Ming-Chi Kuo Says 'AMD Is The FPGA Solution Provider For IBM's AI Inference Platform, Providing New Growth Drivers For 2024 ' - Medium
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Analyst Ming-Chi Kuo has stated that AMD is the FPGA solution provider for IBM's AI inference platform, which uses NeuReality's NR1 AI chip. The AI servers will begin low-volume production in 4Q23, with Foxconn as the assembler. AMD's collaboration with platform service providers and software companies positions it to potentially close the gap with Nvidia in AI starting in 2025. The collaboration also shows that AMD is not affected by the U.S. government's ban on shipping AI chips to China.
October 23, 2023 | 4:29 pm
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AMD is providing FPGA solutions for IBM's AI platform, which could drive growth from 2025. The company is not affected by the U.S. ban on shipping AI chips to China.
AMD's role as the FPGA solution provider for IBM's AI platform could drive growth for the company. The fact that AMD is not affected by the U.S. ban on shipping AI chips to China is also a positive factor.
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IBM's AI inference platform, which uses AMD's FPGA solutions, will begin low-volume production in 4Q23.
IBM's AI inference platform, which uses AMD's FPGA solutions, is set to begin production in 4Q23. This could potentially drive growth for IBM.
CONFIDENCE 90
IMPORTANCE 70
RELEVANCE 80