➀ AMD and NVIDIA lead the AI accelerator market with annual product releases, while hyperscalers like Amazon, Google, and Meta also adopt aggressive development roadmaps;
➁ AMD plans to split its Instinct MI400-series into AI-focused (MI450X) and HPC-focused (MI430X) chips using TSMC’s 2nm process and HBM4, while NVIDIA's Rubin GPUs target 50 PFLOPS inference performance with groundbreaking power demands;
➂ Intel struggles with market adoption of Gaudi accelerators, while OpenAI partners with Broadcom and embraces Nvidia GPUs despite developing its custom XPU.