Liftr Insights data catches first glimpse of MI300 GPU accelerators, fueling speculation about how this affects NVIDIA
AUSTIN, Texas, June 25, 2024 /PRNewswire/ -- Liftr Insights, a pioneer in market intelligence driven by unique data, caught the first appearance of the MI300 that places AMD alongside NVIDIA GPUs in the public cloud.
While the data show that NVIDIA holds the dominant lead, AMD is positioned to capture revenue in markets where NVIDIA can not fulfill demand. This has effects on both companies' ability to command price and placement while shaping the architecture underpinning Artificial Intelligence. Like the NVIDIA Hopper series, the AMD Instinct series are essential components to support increasing demand for AI accelerated instance types.
Liftr® tracks data for nine cloud providers, which represent over 75% of the public cloud space. Liftr data show the appearance of the MI300 in three countries and, starting out, it represents 0.3% of the accelerator market, but that will certainly grow.
Liftr also tracks specialty cloud providers CoreWeave and Lambda. This is notable because these smaller providers offered the NVIDIA H100 GPUs prior to the major cloud providers. While the MI300x was first expected in Azure, it's helpful to see what effect it will have on other cloud provider offerings.
"The expansion rate over the next six to eight months reveals a lot about the adoption and success," says Tab Schadt, CEO of Liftr Insights. "The data will provide an objective means to measure overall demand and see if there is appetite for Intel's accelerator."
Liftr has yet to see any instances of the latest Intel Gaudi GPU appear in any of the nine clouds. There is also the impact of home-grown accelerators, such as AWS's Inferentia GPUs. As of the end of 2023, AWS and GCP accelerated instances represented 9.6% of the market, which is still dominated by NVIDIA.
"Liftr provides a view of the entire market which is more than NVIDIA, AMD, and Intel," says Schadt. "That completeness helps market intelligence analysts get the full view—on a regular cadence—that they need to do their job well."
About Liftr Insights
Liftr Insights generates reliable market intelligence using unique data, including details about configurations, components, deployment geo, and pricing for:
- Server processors: Intel Xeon, AMD EPYC, Aliyun Yitian, AWS Graviton, and Ampere Computing Altra
- Datacenter compute accelerators: GPUs, FPGAs, TPUs, and AI chips from NVIDIA, Xilinx, Intel, AMD, AWS, and Google
As shown on the Liftr Cloud Regions Map at https://bit.ly/LiftrCloudRegionsMap, among the companies tracked are Amazon Web Services, Microsoft Azure, Alibaba Cloud, Google Cloud, Oracle Cloud, Tencent Cloud, CoreWeave, Lambda, and Vultr as well as semiconductor vendors AMD, Ampere, Intel, and NVIDIA. Liftr Insights subject matter experts translate company-specific service provider data into actionable alternative data.
Liftr and the Liftr logo are registered service marks of Liftr Insights. The following are trademarks and/or service marks of Liftr Insights: Liftr Insights, Cloud Components Tracker, Intelligence Compute Tracker, and Liftr Cloud Regions Map.
The following are registered intellectual property marks, trademarks, or service marks of their respective companies:
Amazon Web Services
Microsoft Azure
Alibaba Cloud
Google Cloud
Oracle Cloud
Tencent Cloud
CoreWeave
Lambda
Vultr
Intel Corporation
Ampere Computing
NVIDIA
AMD
ARM
SOURCE Liftr Insights
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