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AMD’s CEO, Lisa Su, has acknowledged the company’s growing presence in the server CPU market. She claims that for tech giants, AMD is now the preferred choice for such processors.
AMD Sees Potential to Rival NVIDIA in AI
In an extensive interview with WIRED, Su expressed confidence that AMD could become a rival to NVIDIA in artificial intelligence (AI) as well. She noted that AMD has not only taken a significant share of the data center CPU market but also outperformed Intel’s previously dominant position.
Question: But the reality is that companies like those love their Nvidia GPUs, and you’re an “also.” Do you want to get to the point where you’re their primary partner?
AMD’s CEO: Of course. We are in that position with CPUs today. Many of these same companies would say we are their strategic CPU partner. And yes, we expect to be there in AI as well. But I’m not impatient about this.
According to Su, AMD sees itself as a strategic partner in the data center CPU segment and aims for a similar role with AI GPUs. While it may take time, she believes their position in AI is analogous to NVIDIA’s dominance in AI accelerators.
The company’s sales figures demonstrate significant progress in the server CPU market. A recent report showed that AMD’s unit share increased by 27.3%, and its revenue share reached a remarkable 41.0%. This is unprecedented for Team Red, marking the highest market share since the release of the first EPYC CPUs.
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A few years ago, AMD’s server CPUs were far behind Intel’s Xeon offerings; in 2017, their market share was only single-digit percentages. The rapid growth in market share is a testament to AMD’s success. Team Red’s increased presence can be attributed not just to its growing EPYC lineup but also to declining competition from Intel.
Over the past decade, AMD has made significant strides, and its future looks promising, especially with advancements in AI compute capabilities.
