On October 10th, Advanced Micro Devices (AMD) announced on its official website that it has signed a definitive agreement to acquire Nod.ai, an open-source artificial intelligence (AI) software company.
According to AMD's statement, the addition of Nod.ai will accelerate the deployment of the company's AI solutions in Instinct data center accelerators, Ryzen AI processors, EPYC processors, Versal SoCs, and Radeon GPUs. Although AMD did not disclose the transaction amount, according to data from private equity and venture capital database PitchBook, Nod.ai, based in Santa Clara, California, has raised approximately $36.5 million since its inception.
In August of this year, AMD also announced the acquisition of French AI startup Mipsology. Founded in 2015, Mipsology has been a long-term partner of AMD and has been developing AI inference and optimization solutions and tools for AMD. According to IT Home, Guo Mingji, an analyst at TF International Securities, recently stated that he expects AMD's AI chip shipments to grow rapidly from 2024 to 2025. Within just two months, AMD has acquired two AI software companies in a row, which may indicate that they are preparing for future capacity expansion and intend to surpass their competitor NVIDIA.
However, in contrast to AMD's active expansion, NVIDIA's hardware roadmap for the coming years was recently revealed by the media outlet SemiAnalysis.
According to the roadmap, NVIDIA plans to launch the Hopper GH200 GPU in 2024, followed by the release of the GB200 GPU based on Blackwell sometime between 2024 and 2025, and finally the release of the GX200 GPU after 2025.From the chart, it can be seen that GH200, GB200, and GX200 are codenames for the graphics processors, and the actual product names should be H200, B100, and X100.In addition, the chart also indicates that NVIDIA is separating its Arm-based products from its Intel x86-based products.
Although AMD has been making frequent moves recently, NVIDIA's progress has not stalled. We will have to wait and see who can gain the upper hand in the competition and win more market share.