Advanced Micro Devices, Inc. Global GPU, APU, DPU, and AI NIC Deployment Analysis

This report provides a comprehensive analysis of deployed and installed Advanced Micro Devices, Inc. installed Instinct GPUs, Instinct APUs, Pensando DPUs, and Pensando AI NICs.

Features

ASIC Deployments

• By geographic region
  • North America
  • Latin America
  • Europe
  • The Middle East
  • Africa
  • Asia Pacific
• By Processor Product Type and by geographic region
  • Instinct
  • Pensando

Table of Contents

• RESEARCH BRIEF
• Methodology
• Background
• EXECUTIVE SUMMARY
• Conclusion
• INSTINCT AI GRAPHIC PROCESSING UNIT (GPU) ANALYSIS
• Demand Accelerating for 5th Gen CDNA Products
• INSTINCT AI ACCELERATAED PROCESSING UNIT (APU) ANALYSIS
• PENSANDO DATA PROCESSING UNIT (DPU) AND AI NIC

TABLES

• Table 1: AMD Instinct GPU Specifications by Generation
• Table 2: Global AMD Instinct MI Series GPUs by End User
• Table 3: Global AMD Instinct MI Series GPUs by Geographic Region
• Table 4: AMD Instinct APU Specifications
• Table 5: Global AMD MI300A APUs Installed by Geographic Region
• Table 6: Global AMD MI300A APUs Installed Base by Data Center End User
• Table 7: AMD Pensando DPU Specifications by Generation
• Table 8: AMD Pensando AI NIC Specifications by Generation
• Table 9: Global AMD Pensando DPUs Installed by Geographic Region
• Table 10: Global AMD Pensando AI NICs Installed by Geographic Region
• Table 11: Global AMD Pensando AI NICs Installed by Major Customers

EXHIBITS

• Exhibit 1: Global AMD AI xPUs Installed by Processor Type
• Exhibit 2: Global AMD Instinct GPUs Installed by Generation
• Exhibit 3: Global AMD Pensando DPUs Installed by Generation
• Exhibit 4: AMD Instinct MI Series GPU Roadmap
• Exhibit 5: AMD Helios AI Server Sled Architecture
• Exhibit 6: AMD Instinct MI 400 Series GPU
• Exhibit 7: AMD Instinct GPU Die/Package Generations
• Exhibit 8: Global AMD Instinct GPUs Installed by Generation
• Exhibit 9: Global AMD MI Series GPUs by Geographic Region
• Exhibit 10: Global AMD MI Series GPUs by Customer
• Exhibit 11: AMD Instinct APU Die/Package, MI300A vs MI300X
• Exhibit 12: Super Micro H13QSH Motherboard with 4x AMD Instinct MI300A APUs
• Exhibit 13: HPE Cray EX255a Blade with 8x AMD Instinct MI300A APUs
• Exhibit 14: GIGABYTE G383-R80-AAP1 with 4x AMD Instinct MI300A APUs
• Exhibit 15: Global AMD MI300A APUs Installed by Geographic Region
• Exhibit 16: Global AMD MI300A APUs Installed by Data Center End User
• Exhibit 17: Pensando DPU Roadmap, 2023
• Exhibit 18: AMD Pensando Salina 400 DPU PCIe Card
• Exhibit 19: AMD Pensando Pollara 400 AI NIC, PCIe Card Version
• Exhibit 20: AMD Instinct MI450 series Helios Rack Server Sled Configuration
• Exhibit 21: AMD Pensando Vulcano 800 AI NIC Configuration
• Exhibit 22: AMD Pensando DPU Chip Generations
• Exhibit 23: Global AMD Pensando DPU/AI NICs Installed by Product Type
• Exhibit 24: Global AMD Pensando DPU/AI NICs Installed by Geographic Region
• Exhibit 25: Cisco Nexus N9300 Series Smart Switches
• Exhibit 26: HPE Aruba Networking CX 10000 Switch Series
• Exhibit 27: Global AMD Pensando AI NICs Installed by Major Customers