AMD: The profiteer from Neoclouds wants to attack with the MI450 full of Nvidia!

The Neocloud providers ensure additional demand from AMD, NVIDIA & CO. Irish Limited, who acquire a good 7,100 B300 and 4,200 B200 from NVIDIA, as well as a further 1,100 Mi350x from AMD. AMD has a good chance of getting more market shares in the next few years, as the Datacenter operators also look more than differentiate. AMD offers the advantage of high energy efficiency in its AI chips. Existing customers such as Meta and Oracle expand their capacities at data centers, which is generally positive …