Bank of America Securities: AMD lags far behind Nvidia in providing AI chip samples in the next quarter

[BofA Securities: AMD lags far behind Nvidia in providing AI chip samples in the next quarter]-according to a report issued by BofA Securities, ultramicro recently announced its latest AI GPU chip "MI300X," and it is expected that the AI chip market will increase from US $30 billion this year to US $150 billion in 2027. However, the bank remained "neutral" to ultramicro because the company did not mention any commercial customers participating in its new GPU product. Ultramicro still lags far behind Nvidia, because it only began to provide AI chip samples next quarter. In terms of time, when ultramicro begins to stabilize through a 5 nm-based GPU accelerator, Nvidia may launch its next generation of 3 nm-based, LLM-optimized Blackwell architecture GPU, further expanding its already considerable lead in the artificial intelligence market.