- AMD positions the MI450 as its non -asterisk generation aimed at the leadership of the AI
- The company compares the future launch of the GPU at 2021 Milan CPU Breaking Intel Dominance
- Nvidia remains extremely in advance with Rubin to challenge the MI450 in 2026
AMD has made a surprisingly confident statement concerning its next GPU Instinct MI450.
Speaking during a recent investor conference, the chief of the data center, Forrest Norod, said that the new flea of the company would surpass any rival material, including Rubin Ultra in Nvidia.
He described the product as the company’s “generation of non-asterisk”, aimed at providing leadership both in AI training and inference.
Milan moment
Norrod compared the launch to the “Milan moment” of the AMD in 2021, when its Epyc Server processors helped the company break the domination of Intel in the servers market.
“The MI450 may be akin to our moment Milan for people who know our Epyc roadmap,” he said. “It will be, we believe, and we plan that it is the best training, inference, distributed inference, learning solution for reinforcement available on the market.”
The MI450 will follow the current Mi355, which is intended to strengthen the training capacities after the previous models have been mainly optimized for inference.
AMD says that the new generation has been designed both with improvements in silicon and software, in parallel with a complete support at the system level.
Norrod stressed that the hardware and software roadmap had been carefully staged to offer competitiveness at each stage.
NVIDIA is currently completely dominating the ACA accelerator market, with estimates placing its share between 70 and 95%.
The most advanced GPU of AMD today, the MI355X, is still lagging behind the ultra Blackwell of Nvidia, although it shows clear progress on its predecessor.
The MI450 is expected to be launched in 2026, arriving while Nvidia is preparing for Rubin, which should deliver to triple the performance of Blackwell Ultra. This will set up a direct test of AMD claims.
Although the chip giant describes the future launch as a turning point, the story suggests that the adoption of customers will depend not only on raw speed but also on the maturity of software ecosystems and the integration of the data center.
This is something that AMD is preparing, because he has already said that the MI450 will be delivered with rack level solutions designed for compatibility with the existing infrastructure.
Recognizing the current domination of Nvidia, Norod said: “Nvidia is a fantastic business. They did a fantastic job, and they were in advance. We had to catch up.”
He added: “We decided, with this multi -generational roadmap, to put the goal instead of, okay, when we get to 450, we are going to be there at the same time as when Vera Rubin was supposed to be there, and we are going to be there with this part which is fully efficient, the software pile which is entirely there, at least for the 80% of the market, which is for the top 20%. Excuses, and there is no observation, there is no hesitation, hey, if I train, I will be late in this generation if I go with AMD.
