Research Archive

December 7, 2023 / Ben Bajarin

AMD Advancing AI Event: All Eyes on MI300X

Yesterday, AMD held an event launching a range of new products focused on AI as the event was themed Advancing AI. Key Takeaways increased its AI Accelerator TAM outlook to $400B+ in 2027 (up from $150B) driven by a faster pace of AI infrastructure buildout MI300X Official Launch with detailed specs and customer testimonials Advancements…

October 24, 2023 / Ben Bajarin

Research Note: Our View on Report Nvidia and AMD Arm PC Chips

The recent report from Reuters about Nvidia looking to make a push with an Arm PC chip has been a long time coming. We have known about Nvidia’s interests in this space for several years as a part of a broader CPU roadmap on Arm moving from data center to PC. ¬†The report also highlights…

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