AMD is set to launch its first rack-scale MI450X IF128 AI systems in 2026. The company hopes it will challenge Nvidia's VR200 NVL144 with up to 128 GPUs.
I know the acquisition was more recent, but I feel like AMD hasn't gotten nearly as much out of their Pensando acquisition as Nvidia has benefited from their ownership of Mellanox.
Good luck to AMD, I'd say. Too much of their progress, in this space, has felt linear. It seems like they thought just getting some big HPC wins would carry them into the datacenter AI market. To gain any market share against Nvidia's pie, you have to be pushing on all fronts and firing on all cylinders. It sounds like they're finally start to learn that.