Sources say that AMD expects MI300 to ship about 300,000 to 400,000 units next year.

CTOnews.com, December 6, AMD will host a "Advancing AI" event tonight, which will launch the next-generation AMD Instinct MI300 data center accelerator family of GPU products and highlight the company's growth momentum with AI hardware and software partners.

According to DigiTimes,AMD 's new generation of Instinct MI300 accelerators, it is estimated that about 300000 to 400000 units will be shipped in 2024, of which the biggest customers are Microsoft and Google.

The source also stressed that if there were no restrictions on TSMC CoWoS capacity shortage and Nvidia already booked more than 40% of the production capacity, AMD shipments are expected to further increase.

AMD u.s. shares rose 1.39% to $120.03 on the news, with a market capitalization of $194.086 billion (CTOnews.com note: currently about 1.39 trillion yuan).

As early as June, AMD revealed that the MI300X series will be available to partners in the third quarter, while MI300A will start offering samples in the second quarter. Now, AMD seems ready for a public offering.

AMD MI300X has up to 8 XCD cores, 304sets of CU units, 8 groups of HBM3 cores, and the maximum video memory capacity can reach 192GB, which is equivalent to 2.4x of NVIDIA H100 80GB. At the same time, HBM memory bandwidth is up to 5.2TB / HBM Infinity Fabric bus bandwidth also has 896GB/s, which also exceeds Nvidia H100.