AMD is starting to land hyperscale deals for its AMD Instinct MI300X AI accelerators with ROCm open software and the wins portend more competition for Nvidia.
The chipmaker said that Oracle Cloud Infrastructure (OCI) chose AMD Instinct MI300X and ROCm for its latest OCI Computer Supercluster instance. The OCI Supercluster with AMD MI300X supports up to 16,384 GPUs in a single cluster. OCI outlined AMD MI300X performance in a June blog.
Oracle's cloud, AI plans are a master class in co-opetition
AMD's OCI win came a day after Vultr, a privately held cloud computing platform, said it will use MI300X and ROCm. Vultr focuses on AI workloads. At a recent Goldman Sachs investor conference, AMD CEO Lisa Su said the company is rolling out MI300X at scale. Su said:
"We launched MI300X in December. It has had just tremendous customer traction and customers have been really excited about it. We have several large hyperscalers, including Microsoft, Meta, Oracle, which have adopted MI300 as well as all of our OEM and ODM partners."
Su said AMD's biggest efforts have been on the software side with ROCm and working with large language models (LLMs). AMD has also built out its AI business with the acquisition of Silo AI and ZT Systems. AMD will follow up the MI300X with the MI325 in the fourth quarter and then the MI350 series and MI400. AMD will hold an event Oct. 10 to highlight its upcoming AI roadmap.
For now, AMD's AI processors are just getting traction, but enterprises will be happy to have a counterweight to Nvidia and some additional competition.
