Advanced Microdevices, Inc (NASDAQ:AMD) CEO Lisa Su highlighted the chip designer’s progress toward its 30×25 goal, targeting a 30x increase in compute node energy efficiency by 2025 and now projecting a potential 100x improvement between 2026 and 2027 during a recent event.
Su highlighted AMD’s foresight in addressing AI power consumption issues since 2021, focusing on improving the energy efficiency of data centers. She noted that the explosion of generative AI models such as ChatGPT had increased concerns about AI’s thirst for power, Tom’s Hardware reports.
Also read: Nvidia’s leadership position is being challenged as industry giants support OpenAI’s new developer software
AMD set its 30×25 goal to improve data center efficiency, specifically identifying AI and HPC energy consumption as critical challenges.
Su explained that the rapid expansion of data centers, driven by advances in AI, is putting pressure on public power grids.
Su pointed out that the computing requirements for AI model training are increasing at an unprecedented pace, outpacing advances in computing and memory technology.
To address these challenges, AMD is pursuing a multi-pronged strategy that includes silicon advancements, AI-specific architectures, system-level tuning, and hardware and software co-design initiatives.
Su highlighted the role of 3nm Gate All Around (GAA) transistors in improving energy efficiency and performance, along with advanced packaging techniques to maximize computing power per watt efficiency.
Su also emphasized the importance of data locality in reducing power consumption, citing AMD’s MI300X chip as an example of efficient design.
In addition, Su highlighted the benefits of co-optimization of hardware and software, which significantly improves energy efficiency and performance.
Recent reports indicated as much Microsoft Corp (NASDAQ:MSFT) is considering integrating AMD’s MI300X AI chips into Azure.
Recent reports also indicated that AMD is gaining share in the x86 processor market across client and server categories.
Analysts highlighted AMD as the next most vital AI beneficiary after Nvidia Corp (NASDAQ:NVDA) is gaining momentum in the server CPU market and successfully gaining market share in the Merchant Accelerator sector.
AMD shares are up more than 48% in the past twelve months. Investors can gain exposure to the shares through Advisor managed portfolios Trenchless Fund ETF (NYSE:RVER) and REX FANG & Innovation Equity Premium Income ETF (NASDAQ:FEPI).
Price promotions: AMD shares were trading 3.18% higher at $165.53 at last check on Friday.
Also read: Nvidia is on track for steady gains with software-focused shift and Blackwell transition, analysts say
Disclaimer: This content was produced in part using AI tools and was reviewed and published by Benzinga’s editorial staff.
Photo via Shutterstock
“SECRET WEAPON OF ACTIVE INVESTORS” Boost your stock market game with the #1 trading tool for “news & everything else”: Benzinga Pro – Click here to start your 14-day trial now!
Want the latest stock analysis from Benzinga?
This article AMD Chief Lisa Su Anticipates Huge Gains in AI and Data Center Efficiency originally appeared on Benzinga.com
© 2024 Benzinga.nl. Benzinga does not provide investment advice. All rights reserved.
