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
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SOURCE Liftr Insights