AMD’s Instinct about AI acceleration in the cloud—memory, lots of it

ATI, a pioneer in GPU compute in 2000, lost its leadership position due to financial difficulties and was acquired by AMD in 2006. However, AMD didn’t capitalize on the potential of GPU compute at that time, allowing Nvidia to take the lead. Nvidia’s vision for GPU compute resulted in the development of CUDA, an API for Nvidia GPUs used in AI training. Nvidia’s investments in AI tools, software, and supercomputers attracted other firms and universities, creating a virtuous circle and contributing to the growth of the $50 billion AI market. AMD and Intel have the capability to challenge Nvidia but