Exploring MI350X, MI400 UALoE72, and MI500 UAL256: Insights from SemiAnalysis

For the past six months, AMD has adopted a “Wartime” strategy to compete with Nvidia, launching the MI350X/MI355X GPUs aimed at small to medium LLM inference, although they lag behind Nvidia’s GB200 in high-performance inference. The MI400 Series promises a better rack-scale solution but won’t be available until H2 2026. Their marketing around these new products has faced scrutiny due to exaggerated claims regarding their performance capabilities. AMD’s efforts include lowering the price of their Developer Cloud to make rental GPUs more attractive, especially against Nvidia’s offerings. They also face challenges with insufficient follow-on orders from key clients like Microsoft, while engaging new hyperscale customers such as AWS and Meta. Nvidia’s recent DGX Lepton Marketplace has disrupted the Neocloud ecosystem, creating opportunities for AMD. Despite challenges in their software optimizations and communication libraries, AMD aims to bolster their market position while addressing internal compensation disparities among AI engineers.

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