Nvidia’s Blackwell GPUs sold out for next 12 months. This likely means that their profit margins jump again when sales from those chips come in.
Bernstein Research:
MI325X: "Training performance seems 1 year behind Blackwell (on par with H200) while inferencing is only slightly better,"
MI350X: "Even the company's MI350X tease shows raw performance that, while on par with Blackwell on paper, arrives a year later, just in time to compete against Nvidia's next offerings. Hence we do not see even AMD's accelerated road map closing the competitive gap."
Bernstein Research:
MI325X: "Training performance seems 1 year behind Blackwell (on par with H200) while inferencing is only slightly better,"
MI350X: "Even the company's MI350X tease shows raw performance that, while on par with Blackwell on paper, arrives a year later, just in time to compete against Nvidia's next offerings. Hence we do not see even AMD's accelerated road map closing the competitive gap."
https://www.businessinsider.com/amd-latest-gpu-still-lags-be...