Nvidia is facing more and more competition. In the high-demand AI hardware market, more and more customers are turning to AMD and its new Instinct accelerators.

Nvidia dominates the market for AI accelerators, but is no longer a monopolist. It was previously clear that AMD would capture seven percent of the AI ​​chip market with its Instinct MI300X. Now Lenovo is also seeing an increase in concrete demand for AMD-based AI hardware. CRN knows this. Customers are looking more than ever for AI servers with AMD inside.

Ecosystem

This is striking because until a few months ago, AI acceleration was still synonymous with Nvidia. The powerful Instinct MI300 from AMD is now changing that. AMD’s software ecosystem is even less mature, but offers an advantage through openness. In addition, there is a compounding effect: the more users choose AMD, the broader the interest in the ecosystem, the more extensive it becomes, the more users will be interested… The dominance of the Nvidia stack seems to have few enthusiasts .

Currently, demand for AI hardware exceeds supply. This is how AMD can build momentum. Based on what Lenovo is seeing, that’s exactly what’s happening. In any case, the hardware maker plans to offer full-fledged solutions from both AMD and Nvidia.