- Artificial intelligence chips from AMD are about 80% as fast as those from Nvidia, with a future path to matching their performance, according a Friday report by an AI software firm.
- MosaicML found AMD's chip could get 80% of the performance of Nvidia's chip, thanks largely to a new version of AMD software released late last year and a new version of open-source software backed by Meta called PyTorch that was released in March.
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Nvidia CFO Colette Kress downplayed the effect of the potential export restrictions at a financial conference on Wednesday, saying that they would not have an “immediate financial impact” on the surging chipmaker.
- The Bureau of Industry and Security, part of the U.S. Department of Commerce, is playing an outsize role in dealing with semiconductor export controls to China.
- In 2021, Commerce Secretary Gina Raimondo described the BIS as the “small but mighty” agency at the center of federal national security efforts.
- The agency’s decisions could have a significant effect on Nvidia’s business.
- AMD said its forthcoming most-advanced GPU for artificial intelligence, the MI300X, will start shipping to some customers later this year, the company said on Tuesday.
- AMD’s announcement on Tuesday represents the strongest challenge to Nvidia, which currently dominates the market for AI chips.