Oracle’s cloud infrastructure is facing GPU supply constraints rather than artificial intelligence demand constraints, which may affect its near-term growth potential, according to a UBS survey report.
To address the constraints of Nvidia’s lack of GPU supply, Oracle says it won’t pursue proprietary plans for the chips, but will instead focus on AMD MI300X chips, which it plans to launch “early next year.”
According to MT Newswires, Oracle has placed an order with AMD for the Instinct MI300X. While the report did not disclose specific information such as order volume or value, it did say that Oracle is now targeting a “dual-sourcing” approach to acquire AI chips from NVIDIA and AMD.
It is said that the Instinct MI300X artificial intelligence accelerator will usher in large-scale application in mid-2024. In addition to Oracle, there are reports that IBM is looking to purchase AMD Xilinx FPGA AI solutions in an attempt to expand its NeuReality AI infrastructure.
AMD MI300X parameters: It has up to 8 XCD cores, 304 sets of CU units, 8 sets of HBM3 cores, the video memory capacity has been increased to 192GB, which is equivalent to 2.4 times of NVIDIA H100 80GB, and the HBM memory bandwidth is as high as 5.2TB /s, the Infinity Fabric bus bandwidth is also 896GB/s, which also exceeds NVIDIA H100.
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