Understanding AMD’s AI Strategy for India
Recently, AMD made big moves in India, unveiling its grand design center in Bengaluru – the AMD Technostar R&D campus. This signals a significant part of AMD's $400 million investment in India over the next five years. To get the lowdown on AMD's plans for India, AIM caught up with key players Andrew Dieckmann, Brad McCredie, and Vamsi Boppana at the AMD Advancing AI event.
Expanding Presence in India
Dieckmann emphasized AMD's commitment to India, revealing that many key teams, including software, AI, and chip design, are already in the country, and this presence will continue growing. He sees India as a highly competitive market due to its sheer size and anticipates a strong response from competitors.
Facing the Competition
Dieckmann discussed AMD's robust roadmap and intentions to lead the market, pointing out the launch of the Instinct MI300X. He highlighted how it competes with NVIDIA's GH200 and how AMD's GPU stands against H100s. McCredie added that AMD brings tried-and-tested technology to market, including a multi-chip module (MCM) design, differentiating it with world-class CPUs.
Making Software Accessible
Boppana emphasized the importance of making software and hardware accessible. He explained that AMD is making strides, with recent support for ROCm on consumer-based GPUs like Radeon and Ryzen. This includes plans to add cloud instances, providing developers in India easier access to AMD platforms for software development and AI.
McCredie pointed out the strength of AMD's partnerships with giants like Microsoft, Meta, Oracle, and customers such as Databricks, Lamini, and Essential AI. He stressed the need for choice in the market, positioning AMD as a logical and easy-to-adopt alternative to competitors like NVIDIA.
Leadership and Innovation
Papermaster, CTO of AMD, highlighted the importance of competition, innovation, and value for customers. He expressed confidence in AMD's leadership in inference applications with products like MI300X. The recent acquisition of Nod.ai, a software stack company, showcases AMD's commitment to exploring opportunities in the startup community in India.
Building Talent in India
Gilles Garcia emphasized AMD's investment in talent in India, working closely with universities and providing additional training to students. AMD's AI strategy extends from the ground up and the top down, ensuring a strong pipeline for engineering graduates in India.
In conclusion, AMD is poised to make significant strides in India, leveraging partnerships, accessible technology, and a robust talent pipeline to advance its AI strategy in the country.