AMD has announced that it plans to design an artificial intelligence chip for the Chinese market in order to meet the requirements of US export regulations. Intel and Nvidia have already created AI chips for China that adhere to the export regulations. Additionally, AMD is preparing to boost production of its MI300 chip, a competitor to Nvidia's GPU's for AI training.
AMD noted it sees a chance to create a chip that is dedicated to artificial intelligence and conforming to U.S. export regulations for use in China. CEO Lisa Su talked about the significance of the Chinese market, speaking on an earnings call on Tuesday night, saying AMD wishes to remain in compliance with U.S. export decrees. She went on to say "We do believe there is an opening for us to produce products for our customers in China who are looking for AI solutions and we will go on working that way." These kinds of accelerator chips are used to program huge masses of data in AI applications.
In its attempt to rival Nvidia's Graphics Processing Units used for AI training, AMD has begun ramping up its production of the MI300 chip. The US government's restrictions on Nvidia's A100 and H100 chips being exported to China have created an opportunity for AMD to make a mark. Intel has also crafted a tailored version of its Gaudi 2 AI chips for that same market. Chinese demand for these products persists despite there being few domestic alternatives. AMD is expecting its MI300 AI chip to help it experience a 50% growth in its data center business during the second half of the year.
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